Standard Chartered Money Insights

Daniel takes a closer look at Chinese equities, the challenges the economy is facing, and learnings from the latest earnings season.

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 Manpreet about the inflation outlook and its implications, the outlook for China and Japan equities and the JPY. 

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

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Daniel takes a closer look at the low-volatility environment in equities, how volatility is likely to evolve and what are the investment implications for investors.

Speaker:

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

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Daniel takes a closer look at the latest US CPI print, and why it reinforces our long duration ideas.

Speaker:

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

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Daniel takes a closer look at Asian USD bonds, and a Chinese economic recovery is likely needed for a more sustained rally in the asset class

Speaker:

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

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Daniel looks at drivers of small vs. large cap equities in the US, and why a “buy on dips” approach to large growth equities as well as long-short strategies may be increasingly attractive. 

Speaker:

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

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Manpreet speaks to Raymond about the prospects of a year-end US equities rally, whether this could extend to Chinese equities as well and the prospects of a further fall in bond yields.

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

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Daniel looks at key drivers of US inflation, and why it is likely to decelerate, supporting the recent rally in risky assets

Speaker:

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

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Daniel looks at how the recent dovish turn of events in the US may feed through to EM, and in particular, Chinese equities.

Speaker:

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

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Daniel discusses the sharp turn in sentiment for the better in risky assets over the last few days, and whether this rally has legs.

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.