Standard Chartered Money Insights

Manpreet speaks to Audrey about what to make of the US ratings downgrade and the Bank of Japan policy shift, and where we believe it has created opportunities for investors. 

Speaker:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank

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Daniel talks about Fitch’s downgrade of the United States’ long-term rating, why this time was different from August 2011, and our thoughts on Gold. 

Speaker:

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

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Daniel continues to discuss why this could be the time for Hong Kong China equities to rally – this time looking at the relative economic surprise between China and the US, and the potential partial rotation away from US equities.

Speaker:

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

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Daniel discusses why this could be the time for Hong Kong-China equities to rally 

Speaker:

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

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Daniel discusses the Bank of Japan’s adjustment to its yield-curve control policy, and why it lends tailwind to long JPY positions.

Speaker:

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

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Zhong speaks to Manpreet about how big near-term gains in equities could extend, why we continue to like high quality bonds long term and what to make of the US Dollar’s recent turn lower.

Speaker:

• 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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For more of our latest market insights, visit Market views on-the-go.

Daniel discusses the key implications from the FOMC meeting, and why it may open an avenue for Chinese equities to catch-up 

Speaker:

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

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Daniel discusses the Politburo meeting in China, the positive reaction from the markets on Hong Kong China equities so far, and how investors can position their portfolio

Speaker:

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

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Daniel discusses how the BOJ may “keep the economy running hot” for now, and why this represents a good opportunity for investors to long JPY against USD. 

Speaker:

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

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Daniel discusses our thoughts on the upcoming FOMC, BOJ and the China Politburo meetings, and implications for asset classes.

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.