Standard Chartered Money Insights

Rajat discusses with Ray the ongoing consolidation in risk assets, the implications of the US inflation report, and the potential impact of the upcoming Japan upper house election. They conclude with a deep dive into the Q2 2025 earnings of US banks. 

Find out more from our latest Weekly Market View report here. 

Speakers:

- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank 

- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

Daniel talks about the key factors that can help swing sentiment towards US equities, and how investors should be positioning themselves.  

Speaker: 
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

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Daniel discusses the influence of tariff on the latest US CPI inflation figure, the reaction from risky assets, and what investors should be watching out for. 

Speaker: 
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel looks into the reasons behind rising yields, in what can be a key source of volatility in H2’25.

Speaker:
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this episode, Steve talks to Manpreet about gold, its history during inflationary times and what role it can play in investment portfolios.

Read our full report to find out more:
https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-gold-market-dynamics-analysing-the-safe-haven-14-july-2025.pdf

Speakers: 

- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank

Daniel dives into the upcoming US Q2’25 earnings season, what we are expecting and the sectors investors should be focusing upon.

Speaker:
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-th

Raymond discusses with Ray how investors should position themselves in view of a market consolidation. They also share their views on upcoming key datapoints, including US inflation, trade negotiation and Q2 2025 corporate earnings.

Find out more from our latest Weekly Market View report here.

Speakers:

- Raymond Cheng, Chief Investment Officer, Standard Chartered Bank

- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

Daniel concludes the series with thoughts on the implications of tariffs, and where investors can look for opportunities. 

Speaker: 
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel looks back in history, on instances of supply chain disruption in the semiconductor space, what are the current risks, and how US is trying to use tariff to secure this supply chain. 

Speaker: 
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

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Daniel discusses the strategical importance of semiconductors, and looks at the fragmentation of the supply chain. 

Speaker: 
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank 

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.