Standard Chartered Money Insights

Daniel discusses about reasons why investors have been sticking to US equities, especially those in Nasdaq-100, and key potential catalysts that may lead them to switch out of US 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. 

Daniel talks about our preference for longer-dated maturity bonds, and how we see potential directions and relative movements between short and long-dated yields. 

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. 

Daniel discusses about “US exceptionalism” in the form of strong USD and US equities and where do we see them going forward. 

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. 

Daniel discusses the critical levels for the Hang Seng Index, and why investor positioning may indicate further downside pressure in the near term. 

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. 

Zhong speaks to Manpreet about what a likely Fed pause means for financial markets, our most recent changes in equity market region and sector views and why we expect US bond yields to fall.

Speaker:

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

Daniel discusses the forces behind US 10-year treasury yield, the potential outcome of the FOMC meeting in Jun-23, and the potential opportunities for investors.

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. 

Daniel discusses markets’ increasing focus on the US debt ceiling debate, the behaviour of gold prices during previous debt ceiling debates, and key technical levels for the yellow metal. 

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. 

Daniel discusses how funds may flow back into Chinese and Asia ex-Japan equities from US equities, given the ongoing debt ceiling debate, and how investors should be reallocating their portfolio. 

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. 

Daniel discusses the confluence of catalysts that helped the Japan TOPIX index to reach all-time high since 1990, and how investors should be positioning going forward. 

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. 

Manpreet speaks with Daniel Lam to discuss whether China’s economic rebound can sustain, what it means for equity markets, why we still prefer IG within Asia USD bonds and what to make of the recent rise in USD/CNY.

Speaker:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Daniel Lam, Head of Equity Strategy, 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.