Standard Chartered Money Insights

Daniel talks about the upcoming key macro data in China, and how investors may position their portfolio.

Speaker:

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

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Daniel assesses the latest Indian Budget announcement as well as the upcoming Monetary Policy Committee meeting, and their 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 synthesises the takeaways from the most recent non-farm payroll numbers and FOMC meeting, and discusses the importance of the exposure to high-quality, resilient growth.

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 Rajat to discuss our latest portfolio tweaks, this week’s key events, US growth stocks and European equities.

Speakers:

• Rajat Bhattacharya, Senior Investment Strategist , 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 implications of the first Fed policy meeting of the year, and how investors may consider reallocating 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 short-term momentum in oil prices, the demand-supply dynamics, and why China’s energy equity sector is interesting right now.

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 cross-asset implications on the latest round of stimulus in China.

Speaker:

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

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Daniel talks about why it makes sense to consider partly locking-in some profit in US equities and look to add back at lower levels, or to rotate partially into some defensive sectors.

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 US stock market rally, China equities, Red Sea tensions and our updated 3-month currency views.

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 significance of the high real interest rate in China, how it limits the effectiveness of monetary policies, and the likelihood of a “large-scale” fiscal stimulus.

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.