Standard Chartered Money Insights

Manpreet speaks to Rajat about how investors should react to recent market volatility, what opportunities this volatility creates and why we see a long term structural opportunity in Indian markets

Speaker:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Rajat Bhattacharya,  Senior Investment Strategist, Standard Chartered Bank

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Daniel talks about the sharp change of sentiment in the Hang Seng Index over the last six weeks, what are the key macro drivers going forward, and key levels to watch out for.

Speaker:

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

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Daniel looks at the US Financial equity sector, which is relatively unloved and may benefit in a “soft-landing” scenario

Speaker:

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

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Daniel talks about crude oil prices, which has been defying the shaky sentiment in global risky assets, and how investors may be positioning their portfolio. 

Speaker:

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

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Daniel reviews the US and China CPI figures from last week and their investment implications.

Speaker:

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

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Manpreet speaks to Fook Hien about what to make of the recent inflation numbers in the US and China, why we would use the opportunity to take advantage of elevated bond yield and the potential for rotation from US to China equities.

Speaker:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Fook Hien Yap,  Senior Investment Strategist, Standard Chartered Bank

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Daniel discusses how central bank purchases of Gold are likely to remain a long-term trend. Given this, investors may consider accumulating Gold for portfolio diversification. 

Speaker:

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

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Daniel discusses the drivers for the recent narrowing of spreads from Developed Markets High Yield Corporate bonds, and why investors may consider trimming into strength.

Speaker:

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

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Daniel discusses the near-reversal in the down trend in USDJPY, and why now is a second opportunity to go long JPY.

Speaker:

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

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Daniel digs deeper into the US credit downgrade, the non-farm payroll and implications on 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.