Standard Chartered Money Insights

Daniel explains why the environment is still looking well for long duration ideas, and how investors may be positioning themselves.

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 about what comes next after November’s rally, recent US data implications for US equities and what Germany’s budget crisis means for European assets. 

Speakers:

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

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Daniel discusses the USDJPY carry trade – why it had been so overwhelming, and why there are increasing signs that the trend maybe coming to an end.

Speaker:

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

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Daniel discusses the constructive combination of “inflation falling” and “wage growth rising” in the US and what this means for how investors should be positioning themselves while it lasts and beyond.

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 there could be potentially a short-term rebound in the USD/CNH, and what that may mean to Chinese 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.

Daniel discusses how related drivers are having different effects on Gold and Oil, and how investors may consider positioning themselves.

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 about the possibility of a Christmas rally and the outlook for China equities, currency and commodities.

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 how pricing power is likely to be of even greater importance in the coming year in differentiating sector performances within US equities.

Speaker:

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

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Daniel discusses the pressure that oil prices is facing from a slowdown in demand, what it means for investors and what are the sectors to focus on in the US.

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 looks at positioning in US equities, and why this factor is likely to further support to the current rally

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.