Standard Chartered Money Insights

Daniel discusses the hawkish surprise at FOCM overnight, and what it means for investors.

Speaker:

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

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Daniel discussed the latest US CPI figure – how it points towards softer readings going forward, what it means for the FOMC, and what it takes in order to turn the narrative in US equities. 

Speaker:

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

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Daniel dissects the relative economic performance in the US, the “comfort zone” for the investors in US equities, and the catalysts that may lead to rotation into Chinese equities.

Speaker:

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

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Daniel discusses the currently low volatility in the US markets, what that means for US equities, and what may turn that phenomenon around.

Speaker:

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

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Manpreet speaks to Steve about what would need to happen to sustain the risk asset rally, why we believe it is not late to add to Japanese equities and what we can learn from the Australian and Canadian central bank decision ahead of the Fed meeting next week. 

Speaker:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Brice, Steve, Chief Investment Officer, Standard Chartered Bank

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Daniel discusses the recent retreat in the Gold price, and why it presents an opportunity for investors 

Speaker:

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

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Daniel discusses if the Treasury refilling may threaten the rally in Nasdaq-100, and how investors should be positioning their portfolio 

Speaker:

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

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Daniel discusses the outlook for the JPY, and what it means for our upgrade of Japanese equities to Overweight.

Speaker:

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

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Daniel discusses the strength in US equities, but also points out the growing positivity in the other regions.

Speaker:

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

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Zhong Liang speaks to Rajat about the US debt ceiling breakthrough, the AI-frenzy in technology sector stocks and China’s underperforming stock markets.

Speaker:

• Han, Zhong Liang, Investment Strategist, Standard Chartered Bank
• Bhattacharya, Rajat, Senior Investment Strategist, Standard Chartered Bank

Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.