Standard Chartered Money Insights

Daniel talks about the “cautiously optimistic” BOJ decision, short-term and medium-term thoughts on the JPY, and implications for Japan equity investors.

Speaker:

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

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Daniel discusses the strength in the US housing market, what it means for global equities, and levels to add on S&P 500.

Speaker:

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

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Daniel discusses the key factors driving gold prices, its current technicals, and interesting entry levels.

 Speaker:

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

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In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss upcoming central bank policy decisions, US bank earnings, China equities and UK government bonds.

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

Speakers:

• Zhong Liang Han, Investment Strategist, Standard Chartered Bank
• Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank

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Daniel talks about Indian equities and bonds - which have been enjoying favourable tailwinds from a “near goldilocks” macro environment and structural positivities.

Speaker:

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

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Daniel discusses the relatively weaker economic profile in Europe compared to the US, and why investors should prefer to buy US and Japan equities on dips, despite the deep discount in European equities versus history.

 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 what we can learn from the latest Chinese macro data and how we would view equities within this context.

Speaker:

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

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Daniel dissects the latest US CPI inflation figure, why we believe it does not derail the broader disinflation trend, and key levels to watch across asset classes.

Speaker:

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

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Manpreet speaks to Raymond about what to make of recent macro data, why the Japanese equities rally likely has legs and what to watch for in Asia in the coming week.

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
• Raymond Cheng, Chief Investment Officer, North Asia, 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 various technical indicators are showing a firm USD in the near-term, and how that may present opportunities for investors to accumulate long duration trades in Q1’24.

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.