Standard Chartered Money Insights

Daniel talks about the weakening sentiment in Gold, and the retreating of Central Bank demand from China.

Speaker:

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

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Daniel discusses the vote of confidence investors are showing in Indian equities after the sharp fall from the elections, and growing evidence of investor taking profit in Chinese equities.

Speaker:

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

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Daniel discusses the stronger than expected non-farm payroll number, the “yo-yo” in the performance of US macro numbers, and why is likely to fuel investors into technology and communication services sectors. 

Speaker:

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

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Manpreet speaks with Rajat about why G7 central banks have started cutting policy rates and where this likely creates opportunities in equities, bonds and currencies.

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Speakers:

• Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank

Daniel discusses the volatility in Indian risky assets post-elections, and why this represents a medium-term buying opportunity for Indian equities and bonds.

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 changing demand for US treasuries, concerns the Fed could consider monetising US debt, and 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.

Daniel discusses the effect undocumented immigration has on US non-farm payrolls data, and what are the implications for investors as we head into the US presidential elections.

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 effect of excess liquidity has on risky assets, and how that may play out in H2’24 as the major Central Banks begin cutting rates.

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 with Audrey about how to navigate the consolidation in equity markets, how to position ahead of next week’s ECB meeting and why we see downside in the GBP.

To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.

Speakers:

• Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Audrey Goh, Head of Asset Allocation,  Standard Chartered Bank

Daniel discusses how investors are focusing upon more idiosyncratic, “tried-and-tested” investment stories to reduce over-reliance on the ongoing debate about the path of interest rates.

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.