Standard Chartered Money Insights

Daniel discusses the clearer path to pivot from the Fed and the very significant move from the Bank of Japan over the last 24 hours, and the investment implications.

Speaker: 

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

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Daniel discusses US Energy sector, the driver factors in crude oil prices, and why we prefer the US Financials sector.

Speaker: 

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

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Daniel talks about the US Financials, why it is not merely a “Trump Trade”, and the reasons why we see further room for rally in the sector. 

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 current market volatility, and why this represents opportunities, especially in mega-cap Nasdaq-100 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.

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss the past week’s equity selloff, US Q2 earnings season, China surprise rate cuts and India budget.

To view our latest Weekly Market View, please click here.

Speakers:
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank
- Audrey Sze Chieh Goh, Head of Asset Allocation, Standard Chartered Bank

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Daniel talks about the latest Indian budget, how it balances investment-led growth with stimulus for the rural and agriculture segments, likely building more solid Indian growth and positive for equities.

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 Trump’s desire for a weaker USD, how that stacks up against his proposed tariffs and fiscal policies, and the implications for the FX 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 how Biden’s withdrawal from the US Presidential race may lead to short-term volatility in the “Trump trades”, and why this should result in investment opportunities for investors.

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 initial thoughts of its outcome and the investment implications for investors.

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, Zhong Liang speaks with Fook Hien to discuss the ‘Trump trade’, Euro area government bonds and gold.

To view our latest Weekly Market View, please click here.

Speakers:
- Zhong Liang Han, Investment Strategist, 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.