Standard Chartered Money Insights

Daniel discusses key drivers of the USD in 2024, and how they may evolve.

Speaker:

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

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Daniel discusses the back-up in bond yields YTD, and why this is a buying opportunity.

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 our thoughts on the demand and supply dynamics in oil over the short and the longer-term, and how it influences inflation and Central bank policies.

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 favourable demand and supply dynamics in the global semiconductor space, and why it benefits Korean companies and 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.

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the durability of the global equity rally and the attractive bond yields.

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

Speakers:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Zhong Liang Han, 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 the expectations for the upcoming China National People’s Congress, the implication on the Chinese economy and risky assets, and how investors should be positioning their portfolio.

 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 growth prospects in the European economy, the ECB policy, as well as positioning in European equities, and which sectors are looking interesting.

 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 takes a look at the implications of the nearly-concluded US earnings season, and why differentiation is the key word here.

 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 why we are of the view that current levels offer a good opportunity to consider accumulating gold.

 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, Manpreet speaks with Fook Hien about what to make of equity markets’ record highs and where he sees investment opportunities today.

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

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.