Standard Chartered Money Insights

Daniel discusses the recent strong performance in Chinese equities, and how should investors be positioning their portfolio.

 Speaker:

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

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Daniel discusses the mixed messages from the most recent US data, what this means for the “disinflationary thesis”, 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 prospects of Japan equities, after a strong start YTD.

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 geopolitics drives commodities price this year, and what investors may consider to hedge against price volatility.

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 implications of the unexpectedly strong US inflation data on our preferred asset classes.

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

Speakers:

• Audrey Goh, Head of Asset Allocation, Standard Chartered Bank
• Zhong Liang Han, Investment Strategist, Standard Chartered Bank

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Daniel discusses the “Value-up” program from the Korean government, how it may lead to the narrowing of the “Korean discount”, and sectors that 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 discusses the latest US CPI figure in conjunction with the recent non-farm payroll numbers and why it is raising the probability of a “no-landing” narrative in the US economy.  

 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 desire of EM governments to carry out fiscal consolidation, what are the drivers to watch out for, and the implications on EM Government debt.

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 Asian equity and bond markets.

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
• 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 key factors and the trends driving the Asian USD Corporate Bond asset class in 2024.

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.