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Daniel talks about the recent developments and views on these two key emerging markets.
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 discusses the risks associated with the global semiconductor sector, and why volatility represents buying 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 talks about the USDJPY carry trade, and why it can be a significant risk for US equities, particularly the growth stocks.
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.
Manpreet speaks to Fook Hien Yap about how to position ahead of US elections, the UK budget and Japanese elections.
Read our latest Weekly Market View report here.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Fook Hien Yap, Senior Investment Strategist, 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 discusses whether the “Trump trades” have been priced-in, and where are the 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.
This week, Steve talks about the importance of factoring rising prices into your investment plan.
Speaker:
- Steve Brice, Global Chief Investment Officer, 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 talks about how the bullish trend in Gold is likely to persist, regardless of the US election outcome, with central bank demand remaining one of the key supportive factors.
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 discusses the US earnings, alongside the context of the US Elections, and the potential opportunities arising.
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 discusses the US small caps, the key macro drivers, as well as implications from a potential Republican clean sweep.
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 week’s edition of Through The Noise podcast, Michelle speaks with Rajat to discuss about the risks and opportunities ahead of the US presidential election and further earnings reports from major US corporations.
Read our latest Weekly Market View report here.
Speakers:
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
- Michelle Kam, Investment Strategist, 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.
From the publisher's feed
Standard Chartered Money Insights is a podcast series created to bring you the latest market views on-the-go. Join experts from Standard Chartered Bank as we deep dive into the global insights and…
This podcast channel and its contents are being distributed for general information only. It is not and does not constitute research material, independent research, an offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, in relation to any securities or other financial instruments. The podcast content is for general evaluation only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person or class of persons and it has not been prepared for any particular person or class of persons. Opinions, projections and estimates are solely those of SCB at the date of the podcast content and subject to change without notice. Past performance is not indicative of future results and no representation or warranty is made regarding future performance. Any forecast contained herein as to likely future movements in rates or prices or likely future events or occurrences constitutes an opinion only and is not indicative of actual future movements in rates or prices or actual future events or occurrences (as the case may be).

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