Standard Chartered Money Insights

In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Michelle about the equity market leaders, US Q2 earnings season and our latest outlook for the Japanese government bonds, USD/JPY and the crude oil. 

Speaker:

• Han, Zhong Liang, Investment Strategist, Standard Chartered Bank
• Kam, Michelle, Investment Strategist, Standard Chartered Bank

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Daniel discusses the significance of the Japanese consumer inflation report this Friday, the prospect of Bank of Japan tightening, what is the hard data saying, and how investors should be positioning themselves. 

Speaker:

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

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Daniel discusses the recent China GDP miss, what that means regarding potential stimulus, and how investors should consider positioning their portfolios.

Speaker:

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

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Daniel discusses how the slowdown in US inflation may lead to strengthening in low-yielding currencies, such as the JPY, and how various currencies may fare going forward. 

 Speaker:

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

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Daniel discusses the strong performance in Chinese equities over the past week, the key drivers lying ahead in the short-term, our thoughts on sectors, and levels to watch out for.

 Speaker:

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

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Manpreet speaks to Rajat about why we believe a balanced approach is more prudent in today’s markets, why GBP looks overbought and what to make of Chinese policy support measures. 

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

Daniel discusses the dovish CPI print overnight, the moves in asset prices, and how investors may consider positioning their portfolio 

 Speaker:

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

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Daniel discusses how Chinese equities are being pulled in different directions by a range of factors, and the positive drivers that are likely to gain in prominence in the near-term

 Speaker:

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

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Daniel discusses the resilience in the India economy, and key level to watch out for in Indian equities. 

Speaker:

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

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Daniel discusses the implications from the latest US employment report and of the US 10-year government bond yield moving above 4% 

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.