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Standard Chartered Money Insights

English, Finance, 1 season, 783 episodes, 3 days, 7 hours, 41 minutes
About
Standard Chartered Money Insights is a podcast series created to bring you the latest market views on-the-go. Join experts from Standard Chartered Bank as we deep dive into the global insights and financial analysis that matter to help you make better financial decisions. This podcast channel and its contents are being distributed for general information only. It is not and does not constitute research material, independent research, an offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, in relation to any securities or other financial instruments. The podcast content is for general evaluation only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person or class of persons and it has not been prepared for any particular person or class of persons. Opinions, projections and estimates are solely those of SCB at the date of the podcast content and subject to change without notice. Past performance is not indicative of future results and no representation or warranty is made regarding future performance. Any forecast contained herein as to likely future movements in rates or prices or likely future events or occurrences constitutes an opinion only and is not indicative of actual future movements in rates or prices or actual future events or occurrences (as the case may be).
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Through the Noise: Fed rate cut draws closer

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss the latest US inflation and payrolls data and opportunities in Euro area equities and China financial assets.To view our latest Weekly Market View, please click here.Speakers:- Zhong Liang Han, Investment Strategist, Standard Chartered Bank- Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/12/20249 minutes, 11 seconds
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Cut to the Chase! Trumping the price action

Daniel discusses the asset-price “playbook” in previous US elections, particularly focusing upon the 2016 election experience, and what it means for asset prices in H2’24.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/11/20243 minutes, 50 seconds
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Cut to the Chase! Not “the only game in town”

Daniel discusses how more investors are looking at idiosyncratic factors, lending more importance to the upcoming US earnings season and its implications on equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/10/20244 minutes
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Cut to the Chase! Officially in-demand

Daniel discusses our views on Gold, and how the increasing demand from the official sector is a strong supporting factor in the long-term.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/9/20243 minutes, 39 seconds
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Cut to the Chase! Slowing, but not sharply falling

Daniel discusses the latest US non-farm payroll, how it points towards a soft-landing in the economy, and what it means for investors in equities and bonds.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/8/20243 minutes, 11 seconds
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Through the Noise: Staying (almost) balanced

Manpreet speaks to Rajat about the potential market impact of US, UK and French elections, what to watch for in the upcoming US earnings season and what’s driving Japanese equities.To view our latest Weekly Market View, please click here.Speakers:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Bhattacharya Rajat, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/5/202411 minutes, 51 seconds
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Cut to the Chase! Seeing the tree but missing the wood

Daniel discusses how potential BoJ intervention is unlikely to deter the rising trend in USD/JPY, until concrete steps from the Fed and the BoJ reverse the trend.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/4/20243 minutes, 35 seconds
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Cut to the Chase! India after a month

Daniel discusses the positive price actions in India since the sharp fall post the elections, and why India is likely to emerge stronger in the long-term.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/3/20243 minutes, 25 seconds
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Cut to the Chase! A potential political gridlock in France

Daniel discusses the first round of the French elections, the possibility of a "hung parliament", and the investment implications.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/2/20242 minutes, 43 seconds
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Cut to the Chase! What’s next for Chinese equities?

Daniel talks about the important “Third Plenum” in the middle of July 2024, and what it means for Chinese equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
7/1/20243 minutes, 23 seconds
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Through the noise: Political season heats up

Manpreet speaks to Audrey about how investors should plan around upcoming political events, why we remain Overweight the US tech sector and where USD/JPY is likely to go from here.Speakers:- 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,  Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/28/202410 minutes, 40 seconds
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Through the Noise: H2 2024 Outlook – Bonds and FX

Zhong Liang speaks to Manpreet about our outlook for bonds and currencies in H2 2024. Download our H2 2024 Outlook (in-brief) here.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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/27/20249 minutes, 56 seconds
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Cut to the Chase! Do not be fooled by perceptions

Daniel discusses the structural shift in Emerging Market debt, and why there are pockets of value in areas such as EM US Dollar-denominated government debt.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/27/20243 minutes, 6 seconds
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Through the Noise: H2 2024 Outlook – Crafting a diversified portfolio for financial longevity

Zhong Liang speaks to Audrey about the merits of balanced portfolios and how they stack up against income portfolios.Download our H2 2024 Outlook (in-brief) here.Speaker:- Audrey Goh, Head of Asset Allocation,  Standard Chartered Bank- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/26/20247 minutes, 29 seconds
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Cut to the Chase! Not yet passing on the baton

Daniel discusses how US economic data continues to outperform vs. other regions, and how it lends tailwind to the “tried-and-tested” investment themes in US equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/26/20243 minutes, 29 seconds
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Through the Noise: H2 2024 Outlook - Equities

Zhong Liang speaks to Daniel and Fook Hien about our outlook for equities in H2 2024, including our regional and sector preferences.Download our H2 2024 Outlook (in-brief) here.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/25/20248 minutes, 37 seconds
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Cut to the Chase! Where does Value lie in Fixed Income

Daniel talks about our view on global bonds, and where to look for value within the asset class.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. 
6/25/20244 minutes, 6 seconds
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Cut to the Chase! The broadening out of AI

Daniel discusses how the AI theme has been propelling the US equities, and how its broadening out is likely to sustain US equities’ outperformance.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/24/20243 minutes, 55 seconds
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Through the Noise: H2 2024 Outlook - Adapting to shifting winds

Zhong Liang speaks with Manpreet about our H2 2024 outlook and how investors could adapt to the shifting winds.Download our H2 2024 Outlook (in-brief) here.Speakers:Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/21/20249 minutes, 10 seconds
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Cut to the Chase! The nuance in gold prices

Daniel talks about how gold has fared historically on Fed rate cut cycles and what nuances investors need to watch out forSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/20/20244 minutes
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Cut to the Chase! When is the JPY going to strengthen?

Daniel discusses the latest Bank of Japan meeting, and its implications on the USDJPY and Japanese equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/19/20243 minutes, 17 seconds
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Cut to the Chase! Geopolitical tensions back in focus

Daniel talks about the EU’s tariffs on China EVs, the weaknesses in the most recent Chinese data, and the technicals for the Hang Seng Index.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/18/20244 minutes, 6 seconds
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Cut to the Chase! The election and opportunities

Daniel discusses the French snap elections, what it means for Euro area equities and how such dislocation can lead to opportunities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/17/20243 minutes, 58 seconds
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Through the Noise - Policy turning too tight

Manpreet speaks with Raymond about what the Fed meeting means for US equities, what the BoJ meeting means for the JPY and where gold prices could find support.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
6/14/202412 minutes, 26 seconds
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Cut to the Chase! Mega-caps powering on

Daniel discusses the latest FOMC and CPI releases, their implications on the markets and how investors should be positioning themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/13/20243 minutes, 47 seconds
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InvesTips - Navigating volatility

In the latest instalment of the InvesTips series, Michelle Kam talks to our Global Chief Investment Officer, Steve Brice, about the 3 sources of volatility and how each might affect investors. Steve also outlines various strategies investors can employ to prepare for, and respond to, inevitable periods of weakness in portfolios. Please see our Navigating volatility report here. Additionally, you can see our SC Wealth Select advisory approach to investing, covering the Purpose, Principles and Process for managing your wealth here.Speakers:Steve Brice, Global Chief Investment Officer, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/12/202415 minutes, 12 seconds
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Cut to the Chase! Retreating from the “highest end of expectations”

Daniel talks about the weakening sentiment in Gold, and the retreating of Central Bank demand from China.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/12/20244 minutes, 28 seconds
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Cut to the Chase! Indian vs. Chinese equities

Daniel discusses the vote of confidence investors are showing in Indian equities after the sharp fall from the elections, and growing evidence of investor taking profit in Chinese equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/11/20244 minutes, 31 seconds
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Cut to the Chase! Sticking to “tried-and-tested” stories

Daniel discusses the stronger than expected non-farm payroll number, the “yo-yo” in the performance of US macro numbers, and why is likely to fuel investors into technology and communication services sectors. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/10/20243 minutes, 6 seconds
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Through the Noise: G7 rate cuts begin

Manpreet speaks with Rajat about why G7 central banks have started cutting policy rates and where this likely creates opportunities in equities, bonds and currencies.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
6/7/202412 minutes, 15 seconds
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Cut to the Chase! The Indian story remains intact

Daniel discusses the volatility in Indian risky assets post-elections, and why this represents a medium-term buying opportunity for Indian equities and bonds.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/6/20243 minutes, 35 seconds
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Cut to the Chase! Hinging upon demand of debt

Daniel discusses the changing demand for US treasuries, concerns the Fed could consider monetising US debt, and implications for investors. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/5/20244 minutes, 6 seconds
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Cut to the Chase! The flashpoint in non-farm payroll

Daniel discusses the effect undocumented immigration has on US non-farm payrolls data, and what are the implications for investors as we head into the US presidential elections.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/4/20244 minutes, 29 seconds
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Cut to the Chase! The only game in town

Daniel discusses the effect of excess liquidity has on risky assets, and how that may play out in H2’24 as the major Central Banks begin cutting rates.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
6/3/20243 minutes, 54 seconds
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Through the Noise: Consolidating Gains

Manpreet speaks with Audrey about how to navigate the consolidation in equity markets, how to position ahead of next week’s ECB meeting and why we see downside in the GBP.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation,  Standard Chartered Bank
5/31/202411 minutes, 5 seconds
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Cut to the Chase! Rather than overly-analysing

Daniel discusses how investors are focusing upon more idiosyncratic, “tried-and-tested” investment stories to reduce over-reliance on the ongoing debate about the path of interest rates.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/30/20244 minutes, 24 seconds
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Cut to the Chase! The growth, the pivot and the USD

Daniel discusses factors influencing the USD, how it is coming under short-term pressure and ways for investors to position themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/29/20243 minutes, 46 seconds
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Cut to the Chase! The spread, the default rate and the paradox

Daniel talks about how US corporate bond spreads have been tightening, amid rising default rates, and what are the investment implications for investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/28/20244 minutes, 43 seconds
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Cut to the Chase! To be in the know

Daniel talks about the strong CEO Confidence figures in the latest US Conference Board survey and what it means for investors.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/27/20244 minutes, 10 seconds
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Through the Noise: A macro summer

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the recent rally in equities, bonds and gold.To view our latest Global Monthly Outlook, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/24/20249 minutes, 27 seconds
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Cut to the Chase! The Devil’s Advocate

Daniel looks for some counter-arguments against US equities, such as the rising auto-loan and credit card delinquencies.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/23/20243 minutes, 50 seconds
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Cut to the Chase! The Judo dynamics

Daniel discusses our latest views on USD/JPY and Japanese equities, how they interact with one another, and the investment opportunities current markets offer. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/22/20243 minutes, 25 seconds
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Cut to the Chase! Adding fuel to fire

Daniel discusses the latest news of government support in China, and why it is likely to help near-term sentiment as well as tactical opportunities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/21/20243 minutes, 36 seconds
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Cut to the Chase! Down, but not out

Daniel discusses the pullback in oil and energy stocks, and why it is worth looking to slowly accumulate, as inflation and US-election hedge.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/20/20243 minutes, 38 seconds
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Through the Noise - Goldilocks Returns

Manpreet speaks with Raymond about the implications of the recent set of US economic and inflation data, what to make of the Q1 earnings season and whether we expect the Chinese equity market rally to continue.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/17/202411 minutes, 44 seconds
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Cut to the Chase! The rotation back

Daniel discusses the latest set of US consumer inflation data, how it extends the shift in the market narrative towards a “slowing US economy at a measured pace”, and why we expect more investor rotation back into US assets.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/16/20244 minutes, 4 seconds
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Cut to the Chase! The future of vehicles

Daniel discusses the factors affecting the performance of electric vehicles and related stocks, and why they maybe interesting at this stage.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/15/20243 minutes, 31 seconds
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Cut to the Chase! Still positive story in Japan

Daniel discusses the interplay of equities and currency performances in Japan and why there is still strong tailwind for Japan equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/14/20244 minutes, 39 seconds
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Cut to the Chase! Is this rally for real?

Daniel discusses the recent strong performance in Chinese equities, and how investors may be positioning themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/13/20244 minutes, 26 seconds
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Through the Noise: A triple top in rates?

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the recent equity rebound, China USD bonds and industrial metals.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered Bank
5/10/20248 minutes, 48 seconds
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Cut to the Chase! The bright spot in fixed income

Daniel discusses the strong performance of Asian high-yield bonds YTD, and what to expect going forward this year.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/9/20244 minutes, 7 seconds
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Cut to the Chase! The fantasy… far, far away

Daniel discusses how the low interest rate environment is unlikely to return in a long, long time, and why investors should be concentrating upon inflation-hedges in the near-future.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/8/20243 minutes, 51 seconds
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Cut to the Chase! All to do with expectations.

Daniel discusses what the latest US non-farm payroll means for the EUR vs. USD.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/7/20243 minutes, 48 seconds
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Cut to the Chase! A new emerging narrative

Daniel discusses the importance of the non-farm payroll last Friday, and how it can help to alleviate hawkish Fed narrative.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/6/20243 minutes, 47 seconds
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Through the Noise: A hopeful Fed

Manpreet speaks with Rajat about what to make of the recent Fed meeting, his read of a potential rotation towards Asia ex-Japan equities and what to make of the recent volatility in the JPY.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/3/202412 minutes, 44 seconds
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Cut to the Chase! And the rest is history

Daniel discusses the Fed’s latest policy meeting, its tough fight against inflation and how it may lead to volatility in markets.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
5/2/20243 minutes, 59 seconds
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Cut to the Chase! The swing in the narrative

Daniel discusses the evolving Fed rate cut narrative, what are the indicators, and how investors should be positioning themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/30/20244 minutes, 19 seconds
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Cut to the Chase! Playing it safe

Daniel discusses how the BoJ has been “erring on the side of caution” in the latest BoJ meeting, by keeping policies unchanged, and how investors should be positioning themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/28/20243 minutes, 49 seconds
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Through the Noise: Passing showers

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss how to position following the recent pullback.To view our latest Global Market View Report, please click here. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/26/20249 minutes, 38 seconds
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Cut to the Chase! The importance of diverging sector performances

Daniel discusses how drivers of US sector performances have become much more idiosyncratic, and what are the sectors to be watching out for.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/24/20244 minutes, 14 seconds
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Cut to the Chase! All about expectations

Daniel discusses how mild green-shoots continue to emerge in China, and the stabilisation in Chinese equities versus low expectations and positioning.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/23/20244 minutes
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Cut to the Chase! Positioning headwind against US equities

Daniel discusses how over-crowdedness is leading to a pullback in US equities, and what are the key levels to watch out for.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/22/20244 minutes, 8 seconds
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Cut to the Chase! What to do with your JPY?

Daniel discusses the short-term trend in the USDJPY, and how what levels investors may aim to buy Japanese equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/22/20244 minutes, 20 seconds
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Through the Noise: A flareup in the Middle East

Manpreet speaks with Raymond about the outlook for financial assets in the context of today’s heightened geopolitical tensions and where he sees opportunities today in Indian and Chinese equities.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/19/202412 minutes, 37 seconds
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Cut to the Chase! The “normal” state of things – Part 3

Daniel concludes the discussion on the change in narrative in financial markets over the last few weeks, looking into EM equities, and potential rotation amongst markets there.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/18/20244 minutes, 29 seconds
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Cut to the Chase! The “normal” state of things – Part 2

Daniel continues the discussion on the change in narrative in financial markets over the last few weeks, concentrating upon the impact on Fixed Income and Forex.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/17/20244 minutes, 26 seconds
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Cut to the Chase! The “normal” state of things – Part 1

Daniel discusses the change in narrative in financial markets over the last few weeks, and what are the arising opportunities for investors.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/16/20244 minutes, 43 seconds
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Cut to the Chase! Running ahead of the Fed

Daniel talks about the dovish ECB meeting, how the ECB is likely to run ahead of the Fed in the rate-cutting cycle, and how investors should be positioning themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/15/20244 minutes, 5 seconds
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Through the Noise: Heating up again

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss the latest US inflation report, the ECB policy meeting and the upcoming US earnings season.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Audrey Goh, Head of Asset Allocation, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/12/20248 minutes, 47 seconds
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Cut to the Chase! The key global macro risk

Daniel talks about the third-consecutive hawkish US consumer inflation report, and how investors should be positioning themselves across asset classes to mitigate risks.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/11/20243 minutes, 55 seconds
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Cut to the Chase! Defensive Cyclicality

Daniel talks about the fundamental improvement in US energy companies’ profitability and the sector’s rising defensiveness, while retaining its cyclicality. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/10/20244 minutes, 20 seconds
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Cut to the Chase! The Enigma that is Gold

Daniel discusses how Gold has been defying conventional wisdom this year, what are the driving forces of its sharp rise, and how investors can position themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/8/20244 minutes, 39 seconds
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Cut to the Chase! Putting together the jigsaw pieces

Daniel discusses the latest series of strong US economic data, what the risky assets are telling us, and how to take advantage of sector rotation in the US equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/8/20244 minutes, 31 seconds
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Through the Noise: The signal from commodities

Manpreet speaks with Raymond about the outlook for oil and gold after strong gains recently, and how they impact the Fed rate outlook and, in turn, the outlook for US equities.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/5/202411 minutes, 39 seconds
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Cut to the Chase! The opportunity in India

Daniel discusses EM local currency bond space, and opportunities in Indian local currency bonds.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/4/20243 minutes, 39 seconds
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Cut to the Chase! Fine-tuning exposure in US equities

Daniel discusses the high hurdle in the upcoming US earnings season, and why it makes sense for investors to increase their exposure in the US energy sector.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/3/20243 minutes, 36 seconds
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Cut to the Chase! The quiet opportunities

Daniel talks about potential trends that may develop in the bond space, even if rates volatility reduces, and how investors may position their portfolio. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/2/20243 minutes, 55 seconds
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Cut to the Chase! The contrarian in bonds

Daniel discusses the YTD outperformance from the Asian HY bonds over IG bonds, and what is likely in store in the near-future Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
4/1/20244 minutes, 13 seconds
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Through the Noise: A textbook landing?

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the key highlights of our Q2 outlook.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/28/20248 minutes, 58 seconds
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Cut to the Chase! The non-goldilocks trade

Daniel discusses the issues in the Chinese property sector, as well as the bright spots within Chinese equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/28/20244 minutes, 11 seconds
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Cut to the Chase! The first move

Daniel discusses the path forward for the Swiss Franc, following the Swiss National Bank’s surprise rate cut last week, and how the SNB may act with an eye on the ECB and the Fed.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/27/20244 minutes, 11 seconds
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InvesTips – Philanthropy: The basics of giving

In this episode of InvesTips, Steve Brice and Trang Nguyen discuss the fundamentals of philanthropy and the influences it has in shaping the future of wealth management.Speakers:Steve Brice, Global Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager, Discretionary Portfolio Management, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/26/20244 minutes, 56 seconds
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Cut to the Chase! Biggest macro surprises so far in 2024 – Part 2

Daniel talks about the continued tightness in oil demand and supply, the likely depletion in oil inventories, and how energy equities act at Trump and inflation hedges.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/26/20243 minutes, 53 seconds
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Cut to the Chase! Biggest macro surprises so far in 2024

Daniel discusses the resilient European economic data, what it means for European equities and specific sectors to watch out for.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/25/20244 minutes, 5 seconds
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Through the Noise: A Boost to Goldilocks

Manpreet speaks with Raymond about what the slew of central bank meetings means for markets and where we see tactical opportunities within Chinese equities.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/22/202410 minutes, 56 seconds
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Cut to the Chase! Idealism vs. Reality

Daniel discusses the latest FOMC – how the Fed may cut rates even if inflation were running slightly higher than ideal levels, and how investors should be positioning themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/21/20243 minutes, 29 seconds
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Cut to the Chase! The crystallisation of Abe-nomics

Daniel discusses the significance of the end of Japan’s ultra-loose monetary policy, and its implications on Japanese assets.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/20/20244 minutes, 38 seconds
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Cut to the Chase! The inflation hedge

Daniel talks about the strong physical demand in Gold, and discusses why the metal is attractive as an inflation hedge.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/19/20243 minutes, 29 seconds
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Cut to the Chase! A most-reluctant rally

Daniel discusses why the increasing uncertainties in other regions may lead to a rally in Chinese equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/18/20244 minutes, 16 seconds
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Through the Noise: The Fed vs. BoJ

Manpreet speaks with Audrey about what to focus on ahead of the BoJ meeting this week, our preferences within Indian equities and why AUD could benefit from gold’s gains.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Sze Chieh Goh, Head of Asset Allocation , Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/15/202412 minutes, 23 seconds
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Cut to the Chase! The rear-window

Daniel discusses the fading narrative of recession, why it is still important to monitor the possible drivers, and how investors should be positioning themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/14/20243 minutes, 31 seconds
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Cut to the Chase! Still near goldilocks

Daniel discusses the latest US CPI figure, and why, in conjunction with the most recent non-farm payroll numbers, still points towards a good environment for US equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/13/20243 minutes, 3 seconds
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Cut to the Chase! The election re-match

Daniel discusses the policy implications on a potential second Trump term of presidency.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/12/20243 minutes, 19 seconds
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Cut to the Chase! The captivating moves

Daniel discusses the connection between the latest non-farm payroll, equities’ reaction, as well as sharp move higher in gold.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/11/20243 minutes, 56 seconds
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Through the Noise: It’s Trump vs. Biden

Manpreet speaks with Fook Hien about the implications of ‘Super Tuesday’, China’s NPC and why Chinese equity earnings matter.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/8/202411 minutes, 16 seconds
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Cut to the Chase! Where is the greenback going?

Daniel discusses key drivers of the USD in 2024, and how they may evolve.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/7/20243 minutes, 30 seconds
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Cut to the Chase! Taichi and Bond Yields

Daniel discusses the back-up in bond yields YTD, and why this is a buying opportunity.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/6/20244 minutes, 15 seconds
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Cut to the Chase! Oil matters

Daniel talks about our thoughts on the demand and supply dynamics in oil over the short and the longer-term, and how it influences inflation and Central bank policies.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/5/20243 minutes, 28 seconds
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Cut to the Chase! It all boils down to demand and supply

Daniel discusses the favourable demand and supply dynamics in the global semiconductor space, and why it benefits Korean companies and equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/4/20244 minutes, 7 seconds
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Through the Noise: Riding the wave

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the durability of the global equity rally and the attractive bond yields.To view our latest Global Market Outlook, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
3/1/20249 minutes, 8 seconds
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Cut to the Chase! Focusing on the National People’s Congress

Daniel discusses the expectations for the upcoming China National People’s Congress, the implication on the Chinese economy and risky assets, and how investors should be positioning their portfolio. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/29/20244 minutes, 21 seconds
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Cut to the Chase! Digging deeper into European equities

Daniel discusses the growth prospects in the European economy, the ECB policy, as well as positioning in European equities, and which sectors are looking interesting. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/28/20243 minutes, 44 seconds
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Cut to the Chase! Mind the quality

Daniel takes a look at the implications of the nearly-concluded US earnings season, and why differentiation is the key word here. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/27/20243 minutes, 14 seconds
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Cut to the Chase! Emerging above the radar

Daniel discusses why we are of the view that current levels offer a good opportunity to consider accumulating gold. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/26/20244 minutes, 14 seconds
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Through the Noise: Tables Turning

In this week’s edition of Through The Noise podcast, Manpreet speaks with Fook Hien about what to make of equity markets’ record highs and where he sees investment opportunities today.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/23/202411 minutes, 49 seconds
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Cut to the Chase! Is this the pivotal point?

Daniel discusses the recent strong performance in Chinese equities, and how should investors be positioning their portfolio. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/22/20243 minutes, 58 seconds
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Cut to the Chase! Respecting the risks

Daniel discusses the mixed messages from the most recent US data, what this means for the “disinflationary thesis”, and how investors should be positioning their portfolio. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/21/20243 minutes, 41 seconds
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Cut to the Chase! Favourable fundamentals and positioning

Daniel discusses the prospects of Japan equities, after a strong start YTD.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/20/20243 minutes, 14 seconds
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Cut to the Chase! Facing geopolitics

Daniel discusses how geopolitics drives commodities price this year, and what investors may consider to hedge against price volatility.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/19/20243 minutes, 40 seconds
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Through the Noise: Speed bump?

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss the implications of the unexpectedly strong US inflation data on our preferred asset classes.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Audrey Goh, Head of Asset Allocation, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/16/202410 minutes, 38 seconds
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Cut to the Chase! The next 20 years

Daniel discusses the “Value-up” program from the Korean government, how it may lead to the narrowing of the “Korean discount”, and sectors that investors should be watching out for.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/15/20244 minutes, 6 seconds
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Cut to the Chase! The “no-landing” narrative

Daniel discusses the latest US CPI figure in conjunction with the recent non-farm payroll numbers and why it is raising the probability of a “no-landing” narrative in the US economy.   Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/14/20243 minutes, 29 seconds
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Cut to the Chase! Born in the Year of the Dragon

Daniel discusses the desire of EM governments to carry out fiscal consolidation, what are the drivers to watch out for, and the implications on EM Government debt.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/13/20243 minutes, 59 seconds
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Through the Noise: The race to boost Asian valuations

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the Asian equity and bond markets.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/9/202410 minutes, 11 seconds
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Cut to the Chase! Driven by tight supply

Daniel discusses the key factors and the trends driving the Asian USD Corporate Bond asset class in 2024.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/8/20244 minutes, 14 seconds
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Cut to the Chase! The football match and the equity index

Daniel talks about the upcoming key macro data in China, and how investors may position their portfolio.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/7/20244 minutes, 9 seconds
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Cut to the Chase! The ‘other’ macro blockbuster

Daniel assesses the latest Indian Budget announcement as well as the upcoming Monetary Policy Committee meeting, and their implications for investors.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/6/20244 minutes, 4 seconds
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Cut to the Chase! “Differentiation” in the buzz word

Daniel synthesises the takeaways from the most recent non-farm payroll numbers and FOMC meeting, and discusses the importance of the exposure to high-quality, resilient growth.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/5/20244 minutes, 3 seconds
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Through the Noise: Trimming equity allocation slightly, adding bonds

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Rajat to discuss our latest portfolio tweaks, this week’s key events, US growth stocks and European equities.Speakers:Rajat Bhattacharya, Senior Investment Strategist , Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/2/202411 minutes, 49 seconds
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Cut to the Chase! Not in a rush

Daniel discusses the implications of the first Fed policy meeting of the year, and how investors may consider reallocating their portfolio.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/1/20244 minutes, 4 seconds
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Cut to the Chase! The bright spot

Daniel discusses the short-term momentum in oil prices, the demand-supply dynamics, and why China’s energy equity sector is interesting right now.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/31/20243 minutes, 20 seconds
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Cut to the Chase! Addressing the issues

Daniel discusses the cross-asset implications on the latest round of stimulus in China.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/30/20243 minutes, 17 seconds
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Cut to the Chase! Two step-forward, one step back

Daniel talks about why it makes sense to consider partly locking-in some profit in US equities and look to add back at lower levels, or to rotate partially into some defensive sectors.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/29/20243 minutes, 59 seconds
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Through the Noise: Time to rebalance

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the durability of the US stock market rally, China equities, Red Sea tensions and our updated 3-month currency views.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/26/202410 minutes, 46 seconds
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Cut to the Chase! Not a good problem to have

Daniel discusses the significance of the high real interest rate in China, how it limits the effectiveness of monetary policies, and the likelihood of a “large-scale” fiscal stimulus.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/25/20244 minutes, 10 seconds
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Cut to the Chase! Living the dream

Daniel talks about the “cautiously optimistic” BOJ decision, short-term and medium-term thoughts on the JPY, and implications for Japan equity investors.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/24/20244 minutes, 14 seconds
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Cut to the Chase! A good problem to have

Daniel discusses the strength in the US housing market, what it means for global equities, and levels to add on S&P 500.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/23/20243 minutes, 53 seconds
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Cut to the Chase! The glitter

Daniel discusses the key factors driving gold prices, its current technicals, and interesting entry levels. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/22/20243 minutes, 32 seconds
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Through the Noise: What to expect from central banks?

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss upcoming central bank policy decisions, US bank earnings, China equities and UK government bonds.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Zhong Liang Han, Investment Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/19/202411 minutes, 20 seconds
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Cut to the Chase! India and basketball

Daniel talks about Indian equities and bonds - which have been enjoying favourable tailwinds from a “near goldilocks” macro environment and structural positivities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/18/20243 minutes, 54 seconds
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Cut to the Chase! Not the candidate

Daniel discusses the relatively weaker economic profile in Europe compared to the US, and why investors should prefer to buy US and Japan equities on dips, despite the deep discount in European equities versus history. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/17/20244 minutes, 21 seconds
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Cut to the Chase! Being mischievous

Daniel discusses what we can learn from the latest Chinese macro data and how we would view equities within this context.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/16/20244 minutes, 6 seconds
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Cut to the Chase! Seeing through the mist

Daniel dissects the latest US CPI inflation figure, why we believe it does not derail the broader disinflation trend, and key levels to watch across asset classes.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/15/20244 minutes
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Through the Noise: In search of the perfect landing?

Manpreet speaks to Raymond about what to make of recent macro data, why the Japanese equities rally likely has legs and what to watch for in Asia in the coming week.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/12/202412 minutes, 52 seconds
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Cut to the Chase! The intriguing picture

Daniel discusses how various technical indicators are showing a firm USD in the near-term, and how that may present opportunities for investors to accumulate long duration trades in Q1’24.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/11/20243 minutes, 48 seconds
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Cut to the Chase! The next catalyst

Daniel looks at the upcoming US earnings season, and its investment implications.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/10/20243 minutes, 50 seconds
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Cut to the Chase! The bright spot

Daniel digs deeper into the semiconductor sector, as well as discussing Korean equities – our overweight market within Asia ex-Japan.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/9/20243 minutes, 12 seconds
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Cut to the Chase! Hawkish headlines, with some dovish details

Daniel discusses the latest non-farm payroll numbers as well as arising opportunitiesSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/8/20243 minutes, 38 seconds
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Through the Noise – Time to consolidate gains

Manpreet speaks to Fook Hien about why markets could consolidate in the short term and where we would look to take advantage of opportunities presented by asset class pullbacks.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFook Hien Yap, Senior Investment Strategist , Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/5/202411 minutes, 4 seconds
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Cut to the Chase! Just in case…

Daniel discusses what we see as key risks in 2024, and how investors can consider hedging against them.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/4/20243 minutes, 49 seconds
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Cut to the Chase! A smoother ride

Daniel discusses why this year could offer a smooth ride for fixed income, and where investors should focusSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/3/20244 minutes
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Cut to the Chase! The tailwind

Daniel discusses the current favourable environment for equities, and how investors may position their portfoliosSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/2/20243 minutes, 52 seconds
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2024 Outlook - How to build an income allocation

Steve speaks to Audrey about what are the favoured asset classes in an income portfolio given the 2024 Outlook.To view our 2024 Outlook, please click here. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankGoh, Audrey Sze Chieh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/20/20239 minutes, 12 seconds
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2024 Outlook – Bonds and Currency markets

Steve speaks to Manpreet about our bonds and currency market outlook for 2024, why we like high quality bonds and how to take advantage of the US Dollar range.To view our 2024 Outlook, please click here.  Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/19/20239 minutes
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2024 Outlook: Prefer US and Japan equity markets

Steve speaks to Daniel Lam and Fook Hien Yap about our 2024 equity market outlook, which are our favoured regions, what we mean by a barbell approach in the US and Europe and which sectors we prefer in China.  To view our 2024 Outlook, please click here.  Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/18/202310 minutes, 5 seconds
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2024 Outlook – Sailing with the Wind

Manpreet speaks to Steve about our market outlook for 2024 and where we see the key investment opportunities. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankSteve Brice, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/15/202310 minutes, 44 seconds
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Cut to the Chase! Change is the only constant

Daniel discusses the dovish pivot in the latest FOMC meeting and how it is favourable for “long duration” trades. “Cut to the Chase” podcast shall return on 02-Jan-24.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/14/20233 minutes, 18 seconds
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Cut to the Chase! Positive demographics

Daniel explains the structurally positive drivers for Indian equities, the counterpoint from its expensive valuation, and how investors can consider positioning within their portfolioSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/13/20234 minutes, 7 seconds
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Cut to the Chase! Technical greenshoots

Daniel talks about the latest set of China CPI and PPI data, and emerging greenshoots in the Hang Seng IndexSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/12/20233 minutes, 59 seconds
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Cut to the Chase! Further macro data gaining in prominence

Daniel talks about the recent stronger-than-expected non-farm payroll and how investors should be positioning their portfolioSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/11/20234 minutes, 32 seconds
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Through the Noise: Three lessons from a roller-coaster year

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to review the roller-coaster year 2023.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/8/202310 minutes, 14 seconds
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Cut to the Chase! The end of an era?

Daniel talks about the US elections, what we can learn from today’s early signs and what these could mean for financial markets.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/7/20234 minutes, 22 seconds
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Investips - How to create a budget and stick with it

In this episode of Investips, Steve Brice and Trang Nguyen discuss different methods of budgeting and share various tips to stay on track with a budget which plays a critical role in any financial plan. Speakers:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank- Trang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/7/20236 minutes, 53 seconds
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Cut to the Chase! The golden opportunity

Daniel discusses the sharp move in gold prices, and key levels where investors can consider accumulating.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/6/20233 minutes, 21 seconds
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Cut to the Chase! A season of festive

Daniel discusses the tactical opportunities available in Euro area equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/5/20233 minutes, 35 seconds
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Cut to the Chase! A graceful slowdown

Daniel explains why the environment is still looking well for long duration ideas, and how investors may be positioning themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/4/20233 minutes, 23 seconds
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Through the Noise: What comes after November’s stellar rally?

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien about what comes next after November’s rally, recent US data implications for US equities and what Germany’s budget crisis means for European assets. Speakers:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/1/20239 minutes, 8 seconds
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Cut to the Chase! The beginning of the end

Daniel discusses the USDJPY carry trade – why it had been so overwhelming, and why there are increasing signs that the trend maybe coming to an end.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/30/20233 minutes, 55 seconds
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Cut to the Chase! Enjoy it while it lasts

Daniel discusses the constructive combination of “inflation falling” and “wage growth rising” in the US and what this means for how investors should be positioning themselves while it lasts and beyond.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/29/20233 minutes, 32 seconds
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Cut to the Chase! It is a matter of confidence

Daniel discusses how there could be potentially a short-term rebound in the USD/CNH, and what that may mean to Chinese equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/28/20233 minutes, 22 seconds
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Cut to the Chase! The tale of two commodities

Daniel discusses how related drivers are having different effects on Gold and Oil, and how investors may consider positioning themselves.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/27/20233 minutes, 41 seconds
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Through the Noise: A Christmas rally next?

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet about the possibility of a Christmas rally and the outlook for China equities, currency and commodities.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/24/202310 minutes, 5 seconds
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Cut to the Chase! The power of pricing power

Daniel discusses how pricing power is likely to be of even greater importance in the coming year in differentiating sector performances within US equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/23/20233 minutes, 34 seconds
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Cut to the Chase! The short side

Daniel discusses the pressure that oil prices is facing from a slowdown in demand, what it means for investors and what are the sectors to focus on in the US.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/22/20233 minutes, 24 seconds
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Cut to the Chase! The positioning element

Daniel looks at positioning in US equities, and why this factor is likely to further support to the current rallySpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/21/20233 minutes, 18 seconds
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Cut to the Chase! Still need to regain confidence

Daniel takes a closer look at Chinese equities, the challenges the economy is facing, and learnings from the latest earnings season.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/20/20233 minutes, 48 seconds
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Through the Noise: Disinflationary tailwind

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet about the inflation outlook and its implications, the outlook for China and Japan equities and the JPY. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/17/202310 minutes, 13 seconds
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Cut to the Chase! The car race and the fire

Daniel takes a closer look at the low-volatility environment in equities, how volatility is likely to evolve and what are the investment implications for investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/16/20234 minutes, 1 second
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Cut to the Chase! When doves fly

Daniel takes a closer look at the latest US CPI print, and why it reinforces our long duration ideas.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/15/20233 minutes, 42 seconds
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Cut to the Chase! “It’s the Economy, …!”

Daniel takes a closer look at Asian USD bonds, and a Chinese economic recovery is likely needed for a more sustained rally in the asset classSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/14/20234 minutes, 8 seconds
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Cut to the Chase! The age gap and The Magnificent Seven

Daniel looks at drivers of small vs. large cap equities in the US, and why a “buy on dips” approach to large growth equities as well as long-short strategies may be increasingly attractive. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/13/20233 minutes, 50 seconds
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Through the Noise – What Next?

Manpreet speaks to Raymond about the prospects of a year-end US equities rally, whether this could extend to Chinese equities as well and the prospects of a further fall in bond yields.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, Chief Investment Officer, North Asia , Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/10/202313 minutes, 19 seconds
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Cut to the Chase! The key assumption

Daniel looks at key drivers of US inflation, and why it is likely to decelerate, supporting the recent rally in risky assetsSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/9/20234 minutes, 3 seconds
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Cut to the Chase! Catching the worm

Daniel looks at how the recent dovish turn of events in the US may feed through to EM, and in particular, Chinese equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/8/20233 minutes, 55 seconds
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Cut to the Chase! Challenging the wisdom

Daniel discusses the sharp turn in sentiment for the better in risky assets over the last few days, and whether this rally has legs.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/7/20233 minutes, 45 seconds
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Cut to the Chase! Managing expectations

Daniel talks about the recent Bank of Japan meeting, potential developments of the BOJ’s policies and possible paths for USDJPY.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/6/20234 minutes, 8 seconds
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Through the Noise - Another hawk mellows

Manpreet speaks to Rajat about what we can learn from the Fed and BoJ meetings this week, why we still see an opportunity to add high quality bonds and why capped bond yields could support a year-end equities rally.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/3/202310 minutes, 58 seconds
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Cut to the Chase! A quarter of a step closer

Daniel discusses the combination of a slightly dovish Fed policy meeting and weaker US manufacturing data as potential tailwinds for “long duration” Growth equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/2/20233 minutes, 55 seconds
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Cut to the Chase! Bricks and mortar

Daniel discusses the pressures that the real estate sector is facing across the globe, what are the key drivers and when a turn in sentiment is likely.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/1/20233 minutes, 58 seconds
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Investips - Retirement planning for women

In the last of our 3-part retirement series, Steve Brice and Trang Nguyen discuss a few practical ways women can improve the potential of a successful retirement journey ahead.Speakers:Steve Brice, Global Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
11/1/20234 minutes, 54 seconds
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Cut to the Chase! The classic tussle

Daniel discusses the classic tussle between “strong micro” and “uncertain macro”, which are the two forces influencing US equities, and how investors may position their portfolioSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/31/20233 minutes, 50 seconds
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Cut to the Chase! When geopolitics trumps

Daniel discusses the recent strong price movement in Gold, and what it takes that may lead to a more sustained rally in Gold prices.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/30/20234 minutes
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Through the Noise: The big bond debate

In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Manpreet about the outlook of US government bond yields, its implications on other asset classes and the geopolitical conflict in the Middle East.Speakers:Zhong Liang Han, Investment Strategist , Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/27/202310 minutes, 37 seconds
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Cut to the Chase! The breaking news

Daniel discusses the expansion of the Chinese budget deficit and what it means for Chinese assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/26/20234 minutes, 26 seconds
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Cut to the Chase! Alien territory

Daniel talks about the US 10-year treasury yield going above 5% for the first time in years, its implications and how investors should consider positioning their portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/25/20233 minutes, 51 seconds
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Investips – The Investment Lifecycle

In the second of our 3-part retirement series, Steve Brice and Trang Nguyen discuss investment strategy investors in different age groups should consider to successfully achieve their retirement objectives.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
10/24/20236 minutes, 58 seconds
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Cut to the Chase! The Fifth Strike

Daniel discusses if this year could be the 5th year in 150 when both stocks and bonds end in the red.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/24/20233 minutes, 59 seconds
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Cut to the Chase! When “Glass Half-Full” is seen as “Glass Half-Empty”

Daniel talks the recent Chinese data beats, and why investors did not embrace it with full enthusiasm.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/23/20234 minutes
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Through the Noise - Turning point

Manpreet speaks to Audrey about the portfolio implications of the rise in US bond yields, what we can learn from US earnings and the opportunity in EM local currency bonds.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/20/20239 minutes, 44 seconds
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Cut to the Chase! A potential pullback in the King Dollar

Daniel talks about the key drivers for the USD, and why we expect a mild pullback in the greenback.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/19/20234 minutes, 14 seconds
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Cut to the Chase! The push and pull factor

Daniel digs deeper into flow between onshore and foreign investors in Chinese equities, and what it takes to turn the sentiment around.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/18/20233 minutes, 32 seconds
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Cut to the Chase! More tough-going for EMs

Daniel digs deeper into the impact of potentially higher oil prices, and why this may hurt EM Asia economies.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/17/20233 minutes, 21 seconds
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Cut to the Chase! The spanner in the works

Daniel discusses the latest US CPI print, the asset price reaction, why this could be a buying opportunity, and what is the risk to the thesis.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/16/20233 minutes, 18 seconds
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Through the Noise: All eyes on the Middle East

Manpreet speaks to Abhilash about what scenarios could unfold following recent events in the Middle East, how oil prices could evolve in these scenarios and what asset classes could offer a hedge.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAbhilash Narayan,  Senior Investment Strategist , Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/13/20239 minutes, 35 seconds
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Cut to the Chase! Comparing India with China

Daniel discusses the difference in structures of the two economies, and whether Indian imports can offset a potential slowdown in Chinese growth for the global economy.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/12/20234 minutes, 34 seconds
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Cut to the Chase! The driver in-focus

Daniel talks about the key driving factors in oil prices, given recent developments in the Middle East.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/11/20234 minutes, 32 seconds
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InvesTips - The Future of Retirement

In the first of our 3-part retirement series, Steve Brice and Trang Nguyen discuss key factors one needs to consider for successful retirement planning where the traditional one-size-fits-all retirement model may prove outdated.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
10/10/20234 minutes, 15 seconds
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Cut to the Chase! A pivotal point

Daniel discusses the expectations for the US earnings season, and what are the key sectors to watch out for.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/10/20234 minutes, 20 seconds
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Cut to the Chase! Is the US consumer faltering?

Steve talks about mixed US economic signals and the implications for the Fed and bond markets over different time horizons. He also highlights a potential opportunity in gold.Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/9/20233 minutes, 38 seconds
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Through the Noise: Is the rout over?

Michelle speaks with Raymond on the latest outlook on US government bonds, and how we should position our equities allocation ahead of the US Q3 earnings season and after China’s Golden Week holiday.Speaker:Michelle Kam, Investment Strategist, Standard Chartered BankRaymond Cheng, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/6/202311 minutes, 40 seconds
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Cut to the Chase! Can we talk about something else?

Fook Hien tries to look beyond the market’s hyper focus on interest rates and discusses US equity sector opportunities.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/5/20234 minutes, 7 seconds
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Cut to the Chase! Remember what happened in March?

Fook Hien discusses the benefit of having gold as a portfolio hedge, in an uncertain macro environment.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/4/20233 minutes, 44 seconds
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Cut to the Chase! The most important question!

Fook Hien discusses the most important question as mentioned by a Fed official, and how that impacts the outlook for US equities.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/3/20234 minutes, 2 seconds
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Cut to the Chase! What now for Q4?

Fook Hien discusses an opportunity for those who believe the US dollar is likely to weaken over the next 6-12 months: EM local currency government bonds.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/2/20233 minutes, 54 seconds
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Through the noise - Buying opportunity?

Hannah speaks to Fook Hien about the implications from the past week’s risk off environment and whether this is a good buying opportunity for investors.Speaker:Hannah Chew, Portfolio Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/29/202310 minutes, 44 seconds
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Cut to the Chase! Hitting some milestones

Fook Hien discusses the rise in US government bond yields to a multi-year high and what it means for investors.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/28/20233 minutes, 49 seconds
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Cut to the Chase! Unfamiliar grounds

Daniel discusses the tight oil supply and how that is influencing the oil markets, and how investors should be positioning in oil-related investments. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/27/20234 minutes, 5 seconds
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Cut to the Chase! US exceptionalism

Daniel discusses how US has been outperforming the rest of the world, both economically in risky assets, in a tight liquidity environment, and how investors maybe positioning their portfolio. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/26/20233 minutes, 47 seconds
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Cut to the Chase! Erring on the side of caution

Daniel discusses the BOJ’s recent decision to keep monetary policies easy for now, how that may lead to USDJPY to stay high in the very near-term, and how it lends tailwinds to Japan equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/25/20233 minutes, 29 seconds
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Through the Noise: 2023 Q3 Outlook - Reshuffling after pause

Hannah speaks to Manpreet about our Q3 2023 Outlook and highlights how investors can reposition after a potential pause in rate hikes by central banks.View or download our full Q3 2023 Outlook here.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankHannah Chew,  Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/22/20239 minutes, 34 seconds
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Cut to the Chase! Back to the… Past

Daniel discusses the hawkish pause in the FOMC rates decision, how it is looking similar to the 2006/07 rate hiking cycle, and how investors should be positioning their portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/21/20233 minutes, 39 seconds
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Cut to the Chase! Rocky vs. Apollo

Daniel discusses the inverted yield curve, its ability as a recession predictor, and what investment opportunities this may presentSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/20/20234 minutes, 20 seconds
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Cut to the Chase! Consistency and Stability, Part 2

Daniel discusses the recent Chinese PPI and consumption figures, and what these mean for future policy measures. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/19/20234 minutes, 2 seconds
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Cut to the Chase! A block-buster Central Bank week

Daniel discusses the FOMC and BOJ meetings this week, and what they may mean for investorsSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/18/20233 minutes, 41 seconds
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Through the Noise – Are central banks done?

Manpreet speaks to Audrey about the implications for bond investors from recent central bank decisions, our views on EM bonds and why we like Japanese equities in light of the BoJ’s recent commentsSpeaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankGoh, Audrey Sze Chieh,  Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/15/202310 minutes, 4 seconds
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Cut to the Chase! The pinning from different forces

Daniel discusses why the latest US CPI figure is likely to lead to potential drop in rates volatility, and what that means for assets such as DM IG government bonds and US technology stocks. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/14/20233 minutes, 34 seconds
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Cut to the Chase! Consistency and Stability

Daniel discusses the recent, and very early, potential greenshoots in Chinese macro data, and how investors should consider positioning their investments. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/13/20233 minutes, 54 seconds
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Cut to the Chase! Digging deeper into oil

Daniel discusses the strength in oil prices and what the signals from fundamentals and technicals are telling usSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/12/20233 minutes, 38 seconds
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Cut to the Chase! The tussle

Daniel discusses the tussle between micro and macro factors, which had lead to low equity volatility levels this year.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/11/20233 minutes, 24 seconds
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Through the Noise: Hard or soft landing?

In this week’s edition of Through The Noise, Zhong speaks to Abhilash about recent economic data and our latest outlook on Development Market bonds, Chinese financial markets and crude oil prices.Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankAbhilash Narayan,  Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/8/20239 minutes, 35 seconds
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Cut to the Chase! The Film Festival and the Chinese property sector

Daniel discusses the current set of demand-side measures in boosting the Chinese property sector, and how investors should be positioning their Asian bond investments.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/7/20234 minutes, 9 seconds
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Cut to the Chase! Running against the trend

Daniel discusses why Gold had been holding its own vs. the USD recently, and why we see the metal as an attractive diversifier.  Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/6/20233 minutes, 49 seconds
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Cut to the Chase! The red pill? Or the blue pill?

Daniel discusses how the extreme positioning in Chinese equities is likely to create room for a rebound, and what is needed to create a more sustained rally Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/5/20234 minutes, 16 seconds
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Cut to the Chase! The typhoon and the US NFP

Daniel discusses the latest US non-farm payroll, and what it means for yields going forward.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/4/20234 minutes, 9 seconds
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Through the Noise – Far From Clear

Manpreet speaks to Raymond about our read of Fed Chair Powell’s policy message, why we still find high quality bond yields attractive and how we would approach Asian equity market exposure Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankCheng, Raymond,  Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/31/202311 minutes, 6 seconds
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Cut to the Chase! The turn for the yield

Daniel discusses factors that may cause US bond yields to pull back, and why we believe it is a good time to add longer-dated US and DM IG government bonds.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/31/20233 minutes, 49 seconds
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Cut to the Chase! The 80/20 rule

Daniel discusses the fundamental and technical outlook for the EUR vs. the USD. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/30/20234 minutes, 4 seconds
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Cut to the Chase! And the outlook keeps improving

Daniel discusses the improving outlook for the Japan economy and its companies, and how investors can position their investments. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/29/20233 minutes, 45 seconds
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Cut to the Chase! Keeping CALM

Daniel digs deeper into Powell’s Jackson Hole speech, and how investors may be positioning their portfolios. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/28/20233 minutes, 46 seconds
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Through the Noise – The return of Japan Inc?

Manpreet speaks to Audrey about why we find Japanese equities attractive, whether Chinese equities are approaching a bottom and our view on commodity currencies.Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankGoh, Audrey Sze Chieh,  Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/25/202310 minutes, 32 seconds
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Cut to the Chase! A better tomorrow

Daniel discusses the case for fiscal stimulus in China – a key catalyst for any sustained recovery in Chinese equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/24/20233 minutes, 52 seconds
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Cut to the Chase! A deeper dive into Indian equities

Daniel discusses the pros and cons of Indian equities, and what we see as potentially interesting technical levels on India’s Nifty benchmark indexSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/23/20233 minutes, 56 seconds
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Cut to the Chase! Jackson Hole and Long Duration

Daniel discusses what to expect from the US Jackson Hole conference, and why long duration bond exposure deserves attention at this stage. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/22/20233 minutes, 31 seconds
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Cut to the Chase! Playing defence

Daniel discusses the reasons behind the volatility that risky assets are currently experiencing, and why the US healthcare sector appears interesting in this context.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 
8/21/20233 minutes, 10 seconds
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Through the Noise: Stay CALM, allocate broadly

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 marketsSpeaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRajat Bhattacharya,  Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/18/202311 minutes, 50 seconds
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Cut to the Chase! Every reason to expect volatility

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/17/20233 minutes, 52 seconds
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Cut to the Chase! The broadening out of returns

Daniel looks at the US Financial equity sector, which is relatively unloved and may benefit in a “soft-landing” scenarioSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/16/20233 minutes, 11 seconds
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Cut to the Chase! Defying the sentiment

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/15/20233 minutes, 59 seconds
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Cut to the Chase! A tales of two CPIs

Daniel reviews the US and China CPI figures from last week and their investment implications.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/14/20234 minutes, 29 seconds
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Through the Noise: Disinflation continues

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 BankFook Hien Yap,  Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/11/202311 minutes, 57 seconds
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Cut to the Chase! A scary experience

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/10/20234 minutes, 55 seconds
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Cut to the Chase! Bond matters

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/9/20233 minutes, 42 seconds
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Cut to the Chase! The second chance

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/8/20234 minutes, 55 seconds
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Cut to the Chase! Not the sum of all fears - Part 2

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/7/20234 minutes, 30 seconds
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Through the Noise: Weighing the Odds

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 BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
8/4/202310 minutes, 58 seconds
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Cut to the Chase! Not the sum of all fears

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
8/3/20234 minutes, 11 seconds
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Cut to the Chase! There is a time for everything – Part 2

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
8/2/20234 minutes, 27 seconds
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Cut to the Chase! There is a time for everything

Daniel discusses why this could be the time for Hong Kong-China equities to rally Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
8/1/20234 minutes, 27 seconds
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Cut to the Chase! A decent proposition

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/31/20234 minutes, 2 seconds
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Through the Noise: Can this continue?

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 BankZhong Liang Han, Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/28/20239 minutes, 56 seconds
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Cut to the Chase! The ticks are adding up

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/27/20234 minutes, 5 seconds
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Cut to the Chase! The high convexity profile

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 portfolioSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/26/20234 minutes, 4 seconds
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Cut to the Chase! A balancing act

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/25/20234 minutes, 9 seconds
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Cut to the Chase! The macro blockbuster week

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/24/20234 minutes, 29 seconds
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Through the Noise: Global premium on growth

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 BankKam, Michelle, Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/21/202310 minutes, 10 seconds
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Cut to the Chase! Is the BoJ tightening yet?

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/20/20234 minutes, 27 seconds
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Cut to the Chase! A Hamlet moment

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/19/20234 minutes, 47 seconds
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Cut to the Chase! The birthday parties

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/18/20234 minutes, 13 seconds
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Cut to the Chase! An “embarrassing” kind of situation – Part 2

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/17/20234 minutes, 45 seconds
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Through the Noise: Cooling economies, heating markets

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 BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/14/202313 minutes, 40 seconds
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Cut to the Chase! The biggest intraday drop in USD in years

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/13/20234 minutes, 7 seconds
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Cut to the Chase! An “embarrassing” kind of situation

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/12/20234 minutes, 28 seconds
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Cut to the Chase! Resilience in India

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/11/20234 minutes, 4 seconds
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Cut to the Chase! The “comfort zone” being tested

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/10/20234 minutes, 10 seconds
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Through the Noise: Lean towards Asia

In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Abhilash about allocating to Asia, key signposts to watch for Chinese equities and our near-term outlook for the US 10-year govt. bond yield, USD and JPY.Speaker:Han, Zhong Liang, Investment Strategist, Standard Chartered BankNarayan, Abhilash, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/7/20239 minutes, 16 seconds
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Through the Noise: 2023 H2 Outlook - FX

Steve and Abhilash discuss the outlook for the US Dollar, Euro, British Pound and other currencies in H2 2023. They also discuss the reason why SCB expects nearly 10% appreciation in Japanese Yen over the next 12 months.You may view the full H2 Outlook report here, or on Market views on-the-go.Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/6/20239 minutes, 4 seconds
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Cut to the Chase! No-landing vs.Overtightening

Daniel discusses the tussle and how investors should be positioning themselves. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/6/20234 minutes
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Through the Noise: 2023 H2 Outlook - Bonds

Steve and Abhilash discuss the H2 2023 Outlook for bonds. They discuss the key factors driving the preference for Developed Market Investment Grade Government bonds and Asian USD bonds, and why we remain Underweight on DM High Yield bonds. You may view the full H2 Outlook report here, or on Market views on-the-go.Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/5/20238 minutes, 8 seconds
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Investips – Is income investing right for you?

In this episode of Investips, Steve Brice and Trang Nguyen discuss the most common myths often associated with income investing while sharing truths that will prove beneficial to investors who are considering this popular investment strategy.    Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/5/20237 minutes, 15 seconds
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Cut to the Chase! King… for how long?

Daniel discusses the looming reinvestment risk ahead for cash deposits, and why investors should look to lock-in yields via high-quality bonds Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/5/20233 minutes, 16 seconds
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Through the Noise: 2023 H2 Outlook - Equity

Steve and Michelle discuss the outlook for equities in H2 2023, including how should investors position their equity exposures across different regional equity markets.You may view the full H2 Outlook report here, or on Market views on-the-go.Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/4/20239 minutes, 43 seconds
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Cut to the Chase! THE macro move of half-a-century

Daniel discusses the risks of overtightening by the Fed, and how investors should be positioning their portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/4/20234 minutes, 12 seconds
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Cut to the Chase! The hedging tool

Daniel discusses the short-term challenges that Gold is facing, and why it is still worth having Gold as a portfolio hedge.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/3/20233 minutes, 47 seconds
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Through the Noise: Policy expectations flaring. Keep CALM

Daniel and Michelle talks about a diverse range of topics, for example, the upcoming US earnings season, the cash vs. fixed income debate, the weakness in CNY and JPY vs. the USD, and how this may evolve going forward. Speaker:Daniel Lam, Head, Equity Strategy, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
6/30/20238 minutes, 26 seconds
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Cut to the Chase! The smooth ride

Daniel discusses the uptrend in USDJPY, what may derail that uptrend, and how investors should be positioned in Japanese assets. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/29/20234 minutes, 11 seconds
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Cut to the Chase! The middle ground

Daniel discusses how investors should be adopting a middle ground, as the timing of a probable US recession remains uncertain. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/28/20234 minutes, 41 seconds
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Cut to the Chase! A possible window of opportunity

Daniel discusses what recent events in Russia may mean for Euro area assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/27/20234 minutes, 8 seconds
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Cut to the Chase! Enter the ESG

Daniel discusses the challenges and tailwind in ESG investing in AsiaSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/26/20234 minutes, 32 seconds
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Through the Noise: H2 Outlook - Keep CALM and carry on

Steve speaks with Manpreet about our H2 2023 outlook and why we believe investors should keep CALM and carry on.Download our full H2 2023 Outlook here. Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
6/23/20238 minutes, 27 seconds
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Cut to the Chase! The comfort zone - redux

Daniel discusses the discrepancy in rates markets and the Fed narrative, and what it means for your asset class allocations. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/22/20233 minutes, 51 seconds
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Cut to the Chase! Facing challenges, Part 2

Daniel discusses the Chinese authorities’ focus on promoting high-quality, endogenous growth, and how investors should be positioning their portfolioSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/21/20234 minutes, 15 seconds
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Cut to the Chase! Facing challenges

Daniel discusses the lacklustre sentiment in the China Property Sector, and what that means for investors’ equity sector and bond allocation in China. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/20/20234 minutes, 41 seconds
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Cut to the Chase! The spectre of rate hikes – Part 2

Daniel continues to discuss the hawkish FOMC last week – this time focusing upon its effect on Gold. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/19/20234 minutes, 20 seconds
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Through the Noise: An epic battle brewing.

Daniel and Michelle discuss the investment implications of this week’s central bank policy divergence between the US and Europe vs. ChinaSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankKam, Michelle, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/16/20236 minutes, 37 seconds
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Cut to the Chase! The spectre of rate hikes

Daniel discusses the hawkish surprise at FOCM overnight, and what it means for investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/15/20233 minutes, 58 seconds
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Cut to the Chase! Still in the “comfort zone”

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/14/20233 minutes, 49 seconds
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Cut to the Chase! The good, the bad and the thaw

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/13/20234 minutes, 24 seconds
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Cut to the Chase! Low volatility begets low volatility

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/12/20234 minutes, 16 seconds
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Through The Noise: What could sustain the rally?

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 BankBrice, Steve, Chief Investment Officer, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here. For more of our latest market insights, visit Market views on-the-go.
6/9/202310 minutes, 55 seconds
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Cut to the Chase! An effective diversifier

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/8/20234 minutes, 22 seconds
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Cut to the Chase! Why earn trillions?

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/7/20234 minutes, 20 seconds
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Cut to the Chase! A closer look at Japan

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
6/6/20234 minutes, 18 seconds
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Cut to the Chase! Putting things into perspective

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
6/5/20234 minutes, 37 seconds
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Through the Noise: Disjointed markets

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 BankBhattacharya, Rajat, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
6/1/202310 minutes, 45 seconds
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Cut to the Chase! The comfort zone

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
6/1/20233 minutes, 48 seconds
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Cut to the Chase! Long or short?

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/31/20233 minutes, 44 seconds
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Cut to the Chase! Exceptional circumstances

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/30/20233 minutes, 48 seconds
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Cut to the Chase! At critical level

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/29/20234 minutes, 18 seconds
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Through The Noise: Beyond the peak

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 BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here. For more of our latest market insights, visit Market views on-the-go.
5/26/202311 minutes, 22 seconds
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Cut to the Chase! The tug-of-war

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/25/20234 minutes, 14 seconds
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Cut to the Chase! Coming to the last hour

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/24/20233 minutes, 59 seconds
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Cut to the Chase! Shaken, but not stirred

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/23/20234 minutes, 13 seconds
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Cut to the Chase! The chemical reaction

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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/22/20234 minutes, 33 seconds
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Through The Noise: Is China’s recovery sustainable?

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 BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.  For more of our latest market insights, visit Market views on-the-go.
5/19/20239 minutes, 55 seconds
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Cut to the Chase! Quality differs

Daniel discusses the differences between the two high-quality fixed income assets classes that we are overweight on, i.e. Asian USD bonds and DM IG government bonds.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/18/20233 minutes, 48 seconds
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Cut to the Chase! Reality bites

Daniel discusses the weak set of Chinese data, our expectations of measured policy stimulus and the improving technicals in the Chinese internet sector.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/17/20234 minutes, 23 seconds
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Cut to the Chase! The tug-of-war in volatility

Daniel discusses why VIX is trading at post-pandemic lows, and why investors should not get overly-complacent in risky assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/16/20234 minutes, 40 seconds
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Cut to the Chase! Meeting different challenges

Daniel discusses the likelihood of targeted stimulus from China to stimulate the economy, and why the current underperformance in Chinese assets represent a buying opportunity.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.  
5/15/20234 minutes, 4 seconds
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Through The Noise: Opportunities from diverging trends

Manpreet speaks with Audrey to discuss why we see opportunities in very divergent macro data in the US and China, our views on the US technology sector and what central bank actions last week mean for the JPY, GBP and CAD.Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.  For more of our latest market insights, visit Market views on-the-go.
5/12/202311 minutes, 48 seconds
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Cut to the Chase! Taming inflation

Daniel discusses the falling trend in US inflation figures, how that feeds into asset classes and how investors can position their portfolio Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/11/20233 minutes, 57 seconds
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Cut to the Chase! The crystal ball

Daniel discusses the probabilities of a US technical default from the “debt ceiling” debate, and how investors may redirect their portfolio ahead of time.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/10/20234 minutes, 30 seconds
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Cut to the Chase! Digesting the bad news

Daniel discusses the strength in EUR and Euro-area equities, and how investors may position their portfolio. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/9/20233 minutes, 57 seconds
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Cut to the Chase! More weakness in the USD

Daniel discusses how the strong US non-farm payroll number may help assets such as Gold and Hong Kong China equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/8/20234 minutes, 8 seconds
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Through The Noise: Where are the risks?

Manpreet speaks with Rajat to understand where the risks are after a very macro and policy-heavy week, what we can learn from past US debt ceiling debates and how investors can position themselves in this environment.Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankBhattacharya, Rajat, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.  For more of our latest market insights, visit Market views on-the-go. 
5/5/202311 minutes, 36 seconds
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InvesTips: Rebalancing an investment portfolio

In this episode of InvesTips, Steve Brice and Trang Nguyen discuss the importance of regular portfolio rebalancing over the long term, and share tips to help investors achieve this. Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/5/20236 minutes, 34 seconds
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Cut to the Chase! The golden change

Daniel discusses the potential pause in rate hikes after the FOMC decision, and why it bodes well for Fixed Income and Gold.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/4/20234 minutes, 25 seconds
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Cut to the Chase! The tussle between short and long-term indicators

Daniel discusses what likely explains US equities’ performance despite long-term challenges, and how investors should use this opportunity to rebalance their portfolio. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/3/20234 minutes, 5 seconds
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Cut to the Chase! Going for Gold

Daniel discusses the trend in diversification from USD into Gold in Central Bank reserves and other key drivers in Gold prices.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
5/2/20234 minutes, 4 seconds
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Through The Noise: Fade the Melt-Up?

Zhong speaks to Manpreet to discuss why markets have been relatively resilient despite rising US recession risk, why we would fade any short-term rebound and why we continue to favour bonds over equities long-term. Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.  For more of our latest market insights, visit Market views on-the-go.
4/28/20239 minutes, 18 seconds
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Cut to the Chase! It is not too late

Daniel discusses why it is still attractive to rotate into high-quality fixed income and Asian USD bonds, despite the pullback in the US 10-year yield level since Q4’22.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
4/27/20233 minutes, 48 seconds
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Cut to the Chase! The suppression

Daniel discusses how technical factors have been suppressing volatility in US equities, and why this represents a window of opportunity to rotate from equities into fixed income.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
4/26/20233 minutes, 48 seconds
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Cut to the Chase! Where is the King Dollar going?

Daniel discusses concerns about what recent bilateral trade agreements between Saudi Arabia, Brazil and China mean for the role of the USD, and the direction of the USD over the next 6-12 months.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
4/25/20234 minutes, 17 seconds
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Cut to the Chase! Can Chinese equities outperform in a US recession?

Daniel looks at Chinese equities in perspective versus global equities, and looks at how investors could position their portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
4/24/20234 minutes, 28 seconds
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Through the Noise: Staying defensive

In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Audrey about a few tactical opportunities, including adding to US defensive equity sectors and China equities, increasing exposure to high quality bonds and safe-haven currencies such as the JPY and the CHF.Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/21/202312 minutes, 28 seconds
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Cut to the Chase! Technology earnings the next catalyst

Daniel discusses the upcoming US technology earnings, and what areas to watch out for.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go and subscribe to Standard Chartered Wealth Insights on Youtube. 
4/20/20233 minutes, 52 seconds
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Cut to the Chase! A reasonable beat

Daniel discusses the latest set of Chinese economic data, and why investors should continue to stay constructive on the Chinese economy. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go and subscribe to Standard Chartered Wealth Insights on Youtube. 
4/19/20234 minutes, 26 seconds
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Cut to the Chase! Opportunity for rotation

Daniel discusses why it is a good time to look to rotate into multi-asset income strategies.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube. 
4/18/20233 minutes, 48 seconds
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Cut to the Chase! The US earnings season

Daniel discusses how the US Q1 earnings season is shaping up, what investors are expecting, and how they should position themselves. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/17/20234 minutes, 7 seconds
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Through The Noise: Has a recession started?

Manpreet talks to Raymond about what US economic indicators are telling us about the likely timing of a US recession, what to expect from the US Q1 earnings season and what our view is on income assets and Singapore REITs. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, Chief Investment Officer of North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/14/202310 minutes, 54 seconds
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Cut to the Chase! Finally feeding through to shelter

Daniel discusses the latest US consumer inflation report, which showed shelter inflation starting to cool, and what that means for investors.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/13/20233 minutes, 33 seconds
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Cut to the Chase! The spectre

Daniel discusses the short-term factors that are affecting the Hang Seng Index, how investors should be positioning their portfolio, and key levels to watch out for.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/12/20234 minutes, 4 seconds
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Cut to the Chase! Surviving the Test

Daniel discusses the US equity market price action overnight – the first trading day after the employment figures released last Friday, and how investors should be positioning their portfolio. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/11/20234 minutes, 17 seconds
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Cut to the Chase! The USD smile (or not)

Zhong discusses about the dollar smile framework and what it means for other currencies and Asia ex-Japan equities. Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/10/20234 minutes, 3 seconds
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Through the Noise - Q2 Outlook: Our equity sector picks

As a part of our mini-series on our Q2 Outlook, Steve speaks with Fook Hien about why he prefers more defensive sectors across the US and Europe, why we are underweight financials and materials in the US and we like more cyclical sectors in China.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered Bank Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/6/20237 minutes, 6 seconds
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Through the Noise - Q2 Outlook: The opportunities in FX markets

As part of a mini-series on our Q2 Outlook, Steve speaks with Manpreet on how why we still expect a moderately weaker USD despite our US recession view, why European currencies are likely to be key beneficiaries of this and why some Asian currencies could offer some interesting opportunities.Speakers:Steve Brice, Chief Investment Officer, 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 BankFor more of our latest market insights, visit Market views on-the-go.
4/6/20238 minutes, 55 seconds
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Through the Noise: The Signal from Gold

Manpreet speaks with Abhilash about why we still like gold, the investment implications of OPEC+’s output cut and why we’d wait for a better opportunity in Euro vs. commodity currency pairs. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/6/202311 minutes, 19 seconds
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Through the Noise - Q2 Outlook: The pockets of opportunity in equity markets

As part of a mini-series on our Q2 Outlook, Steve speaks with Daniel on what causes us to remain less constructive on equities relative to bonds, our views on US equities and why we see Asian equities as a relative bright spot.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered Bank Daniel Lam, Head, Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/5/20237 minutes, 43 seconds
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Cut to the Chase! Dissecting the ISM manufacturing

Zhong unpacks the March’s US ISM manufacturing data and its implications for investors.Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/5/20233 minutes, 59 seconds
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Through the Noise - Q2 Outlook: Tilting further in favour of investment grade bonds

As part of our ongoing mini-series on our Q2 Outlook, our Chief Investment Officer Steve Brice speaks with Abhilash Narayan on our continued overweight stance on bonds. We also dig deeper into the preference for Developed Market Investment Grade government bonds and Asian USD bonds. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered Bank Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/4/20239 minutes, 31 seconds
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Cut to the Chase! OPEC+ breaks away from its no-cut stance

Zhong discusses the recent OPEC+ output cut, it's implication for the energy sector and what it could mean for oil prices and inflation.Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/4/20234 minutes, 24 seconds
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Through the Noise - Q2 Outlook: Diverging economic and policy outlook

As part of our ongoing mini-series on our Q2 Outlook, our Chief Investment Officer Steve Brice speaks with Rajat Bhattacharya on the global economic outlook for Q2 and beyond. This includes the growing economic and policy divergence between the US, Euro area and China resulting in the Fed cutting rates by year-end, the ECB raising rates then holding as it battles persistently high inflation and China easing policy further to secure an economic rebound.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/3/202311 minutes, 9 seconds
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Cut to the Chase! Fortify against surprises

Daniel discusses our upgrade of Gold to overweight, and how it can help investors to hedge against macro uncertaintiesSpeaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/3/20234 minutes, 3 seconds
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Through the Noise - Q2 Outlook: Staying SAFE

In the first part of a mini-series on our Q2 Outlook, Steve speaks with Manpreet on how we view the macroeconomic backdrop today, why we would stay SAFE (Securing yield, Allocating to long-term value, Fortify against further surprises and Expanding beyond the traditional) and where our views have changed within this framework since the start of the year. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/31/20239 minutes, 20 seconds
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Cut to the Chase! An air of change

Daniel discusses how the proposal from a prominent Chinese internet company, to split its companies into different units, may fuel fresh interest in the Chinese internet sector as a whole. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/30/20234 minutes
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Cut to the Chase! A zero-sum game

Daniel discusses how technology sector has been ‘benefitting’ from the volatility in the financial sector, especially in the US, and what potential opportunities in the technology sector investors should be watching out for.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/29/20233 minutes, 50 seconds
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Cut to the Chase! The One

Daniel discusses the state of the US economy and how it influences the direction of the USD Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/28/20234 minutes, 11 seconds
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Cut to the Chase! Who is right – the Fed or the markets?

Daniel discusses how the USD has been weakening due to differing rate expectations from the Fed and the markets, and how this creates investment opportunities. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/27/20233 minutes, 54 seconds
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Through the Noise: Fed vs. Markets

In today’s edition of Through the Noise, Manpreet speaks to Abhilash about how to interpret the message from the Fed and other major central banks, how we’d approach exposure to the financial sector and why discipline is increasingly important when considering funding currencies. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankNarayan, Abhilash, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/24/202312 minutes, 5 seconds
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Cut to the Chase! Not yet the historic moment

Daniel discusses the FOMC outcome overnight, and how investors may consider positioning their portfolio.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/23/20234 minutes, 31 seconds
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Cut to the Chase! The Swiss Saga

Daniel discusses the issues surrounding a special class of junior bonds issued mainly by European banks (the so-called AT1s) and the prospects for US and European financial institutions.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/22/20234 minutes
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Cut to the Chase! Opportunities within US Financials

Daniel discusses the issues that US Financials face, and why investors may get long-term investment opportunities in the “Mega-Large Cap” in the sector. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/21/20233 minutes, 51 seconds
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Cut to the Chase! The critical week

Daniel discusses the upcoming FOMC meeting, the Fed’s desire to control inflation, the balancing act with financial stability and how investors should be positioned. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/20/20234 minutes, 18 seconds
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Through the Noise: Canary in the Coalmine

In today’s edition of Through the Noise, Manpreet speaks to Fook Hien about whether recent events in the financial sector could be a canary in the coalmine, our thoughts on opportunities and risks in the financial sector and why recent market events feed well into our SAFE theme  Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/17/202312 minutes, 44 seconds
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Through the Noise Special: When it rains it pours

In this special podcast, Steve talks about the recent challenges in the US/Europe banking sector and what it means for central bank policy, the global economy and the investment outlook. Speaker:Steve Brice,  Chief Investment Officer, Standard Chartered BankYou may view the report here, or on our Market views on-the-go page.For more of our latest market insights, visit Market views on-the-go.
3/16/20236 minutes
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Cut to the Chase! Overwhelming the Underwhelming

Daniel discusses which areas in Chinese equities are interesting, and potential developments after the National People’s Congress.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/16/20234 minutes, 43 seconds
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Cut to the Chase! Everything, Everywhere, All at once

Daniel discusses the multiple pressure points in the US – the woes in the banking sector, the latest consumer price data showing continued inflationary pressures, and why Gold looks interesting.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/15/20233 minutes, 49 seconds
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Cut to the Chase! Complicating the already-complicated

Daniel discusses the repercussions from the fall-out in the Californian bank, and why it complicates the already-tough situation that the FOMC is navigating. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/14/20234 minutes, 47 seconds
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Cut to the Chase! The sum of all fears

Daniel discusses the big moves on Friday across different assets class – a confluence of non-fam payroll, issues with Californian financial institution, and the build up of volatility-linked products.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/13/20233 minutes, 58 seconds
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Through the Noise: China’s conservative boost

In today’s edition of Through the Noise, Manpreet speaks to Raymond about whether the outcome of China’s National People Congress (NPC) is consistent with our view on Asian equities, what Powell’s testimony means for income assets and the USD and what we’d suggest US technology sector investors do today.  Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankCheng, Raymond, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/10/202312 minutes
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InvesTips: Lessons for stock pickers

We all want to pick stocks like Warren Buffett, but we know this is harder than it sounds. In this podcast, Steve talks about the potential pitfalls to avoid, the best way to approach this challenging endeavour as well as how to deal with bragging friends. Speaker:Steve Brice,  Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/10/20237 minutes, 5 seconds
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Through The Noise Special – Updating our Capital market assumptions

 In today’s edition of Through the Noise Special podcast, Audrey speaks to Hannah and Qi Xiu about the recent update to the CIO capital market assumptions and what this means for investors’ long-term portfolios. Speakers:Goh, Audrey Sze Chieh, Head of Asset Allocation and Thematic Strategy,  Standard Chartered BankChew, Hannah, Portfolio Strategist, Standard Chartered BankTay, Qi Xiu, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go. 
3/9/202312 minutes, 21 seconds
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Cut to the Chase! The tough gets going – Part 2

Daniel discusses the confluence of important factors from the equity derivatives markets, pension funds funding and the hawkish Fed narrative, and what that means to volatility and your portfolio.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/9/20234 minutes, 41 seconds
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Cut to the Chase! Timing matters

Daniel discusses our educated guess of the timing of a potential US recession, and why is the timing important for investors.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go. 
3/8/20234 minutes, 24 seconds
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Cut to the Chase! Sensing the upcoming US non-farm payroll number

Daniel discusses clues from existing macro numbers, how they may influence the upcoming US NFP number, and how investors may position themselves ahead of the number. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/7/20233 minutes, 59 seconds
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Cut to the Chase! Missing the boat?!

Daniel discusses how the strong rebound in the Hang Seng Index last week maybe part of a technical rebound, and highlight levels where investors may aim to buy the index. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/6/20234 minutes, 30 seconds
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Through the Noise: Goldilocks Narrative Challenged

In today’s edition of Through the Noise, Manpreet speaks with Rajat about what recent data means for the chances of a US recession, why we’d fade the rally in US/European equities in favour of income assets and what to expect from China’s NPC policy meeting. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankBhattacharya, Rajat, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/3/202315 minutes, 6 seconds
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Cut to the Chase! Dragon re-entering

Daniel discusses how the revival in the recent set of China data is likely to impact markets, and how investors should be positioned.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/2/20234 minutes, 27 seconds
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Cut to the Chase! Bricks and mortar

Daniel discusses how Hong Kong properties maybe making a comeback --- slowly and steadily. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/1/20234 minutes, 9 seconds
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Cut to the Chase! You gotta have faith

Daniel discusses the quietly rising USD --- the main drivers, the key levels to watch out for, and what that means for investors’ portfolios. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/28/20233 minutes, 58 seconds
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Cut to the Chase! Banking on European Banks

Daniel discussed the key drivers for the European Financial sector in the next 6-12 months horizon, and why investors may consider adding on corrections. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/27/20233 minutes, 55 seconds
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Through the Noise: The Income Window Reopens

In today’s edition of Through the Noise, Zhong speaks with Manpreet about why we believe the window of opportunity has reopened for income investors, why we still see value in Asia ex-Japan equities after the rally and why the USD bounce may prove to be short-lived. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/24/20239 minutes, 7 seconds
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Cut to the Chase! Do not lose sight of Japan!

Daniel talks about incoming BoJ Governor Ueda’s upcoming hearing at the Japanese parliament, and how investors should be positioned for USDJPY.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/23/20234 minutes, 14 seconds
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Cut to the Chase! The tough gets going

Daniel discusses information from the equity derivatives markets, and the opportunities for investors if markets get more volatile.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/22/20234 minutes, 49 seconds
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Cut to the Chase! A look at ChatGPT

Daniel discusses this recent phenomenon of ChatGPT, and what are the potential investment opportunities there. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/21/20233 minutes, 59 seconds
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Cut to the Chase! Short-term USD move and its implications

Daniel discusses how the recent stronger-than-expected US data had led to short-term momentum in the USD, and how that may lead to opportunities in Asia ex-Japan equities. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/20/20234 minutes, 3 seconds
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Through the Noise: Dollar catches a (brief) tailwind

In today’s edition of Through the Noise, Manpreet speaks to Audrey about what the recent run of strong US data mean for Fed policy and the US Dollar, why we’d consider adding to gold and our thoughts on Japan’s Yield Curve Control debate. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh,  Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/17/20239 minutes, 24 seconds
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Cut to the Chase! A sector of growing prominence

Daniel discusses the short-term and long-term prospects on the semiconductor sectorSpeaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/16/20234 minutes, 9 seconds
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Cut to the Chase! A Blue Valentine? (Part 2)

Daniel discussed the mixed reaction from risky assets overnight on the back of US CPI release, and how investors should be positioning their portfolios.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/15/20234 minutes, 24 seconds
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Cut to the Chase! Head and Shoulders for Hang Seng Index

Daniel takes a look at the latest technicals for the Hang Seng Index, and a possibly attractive entry point for Hong Kong China equities.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/14/20234 minutes, 7 seconds
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Cut to the Chase! A Blue Valentine?

Daniel takes a look at potential scenario from the US CPI release on Valentine’s Day, and how investors may position their portfolio ahead of it.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/13/20234 minutes, 9 seconds
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Through the Noise: Central banks starting to be heard

In this week’s edition of Through the Noise podcast, Zhong Liang speaks to Fook Hien about the recent blowout US jobs data, various central bank officials’ comments and the outlook of the global semiconductor industry amid escalating US-China tensions. Speakers:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/10/202311 minutes, 19 seconds
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Cut to the Chase! Revisiting Oil and Energy

Daniel takes a look at crude oil and energy equities, and what investors can consider doing with them. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/9/20233 minutes, 34 seconds
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Cut to the Chase! Who is the better pilot – Iceman vs. Maverick

Daniel discusses how European equities have been springing surprises like Maverick, and what investors should be doing with this asset class.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/8/20234 minutes, 15 seconds
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Cut to the Chase! Glass Half- Full – Part 2

Daniel discusses the outlook for the Fx markets under the confluence of factors, such as the dovish FOMC, a seemingly hawkish US non-farm payrolls, as well as the latest round of geopolitical tensions.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/7/20234 minutes, 19 seconds
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Cut to the Chase! Glass Half- Full

Daniel discusses how the non-farm payroll last Friday may complicate the macro picture, but the markets is likely to take a “glass half-full” attitude in the near-termSpeaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/6/20234 minutes, 12 seconds
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Through the Noise: Nearing the end

In this week’s edition of Through The Noise podcast, Michelle talks to Raymond on the market implications following rate hikes by major central banks, alongside the outlook of the Asia equities market, the USD, and US Government Bond Yields.  Speakers:Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankMichelle Kam,  Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/3/202310 minutes, 30 seconds
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Cut to the Chase! The V-Day approaching?

Daniel discusses if central bank rate hikes are coming to an end soon, after the most recent Fed decision, and what technical levels investors should be looking for in their switching and allocation decisions. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/2/20234 minutes, 18 seconds
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Cut to the Chase! After the low-hanging fruits… (Part 2)

Daniel continues to address more FAQs on the Hang Seng Index, including what the critical levels to watch out for are and how significant the risk is of a double-dip in the index back to its 2022 lows… Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/1/20233 minutes, 53 seconds
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Cut to the Chase! After the low-hanging fruits…

Daniel discusses the Hang Seng Index potentially entering a consolidation phase in the short-term, but the medium-term story remain intact.  Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/31/20234 minutes, 54 seconds
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Cut to the Chase! The macro blockbuster week

Daniel discusses what investors should do for this week – with FOMC and ECB rates decisions, plus heavy-weight US and China data releases ahead.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/30/20234 minutes, 17 seconds
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Through the Noise: Complacent markets

In this week’s edition of Through The Noise podcast, Michelle talks to Fook Hien on what to expect from the Fed and ECB’s first policy meetings of the year next week, as well as the outlook for US equity earnings, US Dollar, Gold and Oil.  Speakers:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankMichelle Kam,  Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/27/202310 minutes, 41 seconds
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Cut to the Chase! Looking for quality in Chinese property bonds

Daniel discusses how one should be allocating within the Chinese property bonds, and our general preference for Asian USD bonds.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/26/20233 minutes, 38 seconds
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Cut to the Chase! Time to take some profit on the Hang Seng index?

Daniel addresses one of the key FAQs over the last few weeks.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/25/20234 minutes, 4 seconds
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Through the Noise: Time to fade the rally in Europe

In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Rajat about the recent outperformance of European equities, their Q4 earnings, JPY’s outlook following the BoJ’s unchanged policy stance and the market implications of China’s recent property market policy measures.  Speakers:Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankZhong Liang Han,  Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/25/202310 minutes, 15 seconds
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Cut to the Chase! Focusing upon infrastructure assets

Daniel discusses how infrastructure assets may help investors fight inflation and improve their portfolio returns vs. risk ratio.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/19/20235 minutes, 6 seconds
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Cut to the Chase! From building efficiency to focusing upon resilience

Daniel discusses what this shift in the global trend means for interest rates and inflation, and how you should be positioning your portfolio in the long-term. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/18/20234 minutes, 56 seconds
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Cut to the Chase! And we are there!

Daniel discusses how the USDJPY is essentially at our 12-month price target, and what investors may consider doing before the critical BOJ meeting this Wednesday. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/17/20233 minutes, 23 seconds
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Outlook 2023: In conversation with Mark Carney

Mark Carney, former Governor of the Bank of England, shared his views on the increasing risks to growth amidst rising inflation, the important opportunities that climate change and emission control present, and the future role of digital currencies with our Group Chief Investment Officer, Steve Brice. Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankMark Carney, former Governor of the Bank of EnglandWatch the video on www.sc.com/gmo.For more of our latest market insights, visit Market views on-the-go.
1/17/202331 minutes, 44 seconds
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Cut to the Chase! Are we there yet?

Daniel discusses whether recent dovish US macro data will be enough for the Fed to consider pausing rate hikes, and how investors should be positioning their portfolio.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/16/20234 minutes, 13 seconds
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Through The Noise: Are we there yet?

In today’s edition of Through the Noise, Manpreet speaks to Daniel about why we favour a relatively defensive approach to US equities despite the ongoing rally, why we expect the US Dollar to correct higher in the short term and why gold may face a period of consolidation.  Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankDaniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/13/20238 minutes, 43 seconds
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Cut to the Chase! There is no place like home

Daniel discusses how the property markets may evolve in Singapore and Hong Kong in the year 2023 – is it time to pull the trigger now? Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/12/20233 minutes, 46 seconds
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Cut to the Chase! What about US equities?

Daniel discusses how light positioning may help US equities in the short-term. Our medium-term preference still lies in Chinese equities. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/11/20233 minutes, 49 seconds
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Cut to the Chase! Are Chinese equities too high to chase?

Daniel discusses the key areas of concerns from investors about Chinese equities, and what are the reasonable levels to accumulate and to lock-in partial profits.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/10/20234 minutes, 17 seconds
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Cut to the Chase! Is goldilocks coming back?

Daniel discusses the latest US non-farm payroll numbers, why it may be too early to talk about a goldilocks scenario, and how you should be positioning your portfolio.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/9/20234 minutes, 17 seconds
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Through the Noise: Staying SAFE, preferring Asia

In the first Through The Noise podcast of the year, Michelle talks to Steve about how recent economic and policy developments fit into the Playing it SAFE approach to investing, why any short-term increase in bond yields would provide a great investment opportunity and why he believes there is still further upside for China/HK equity markets despite the recent strong rally.  Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankAs referenced in the podcast, if you would like to register for the CIO Office’s annual investment webinar, please go to www.sc.com/gmo.For more of our latest market insights, visit Market views on-the-go.
1/6/202311 minutes, 27 seconds
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Cut to the Chase! Staying SAFE with high-quality income assets

Daniel discusses the increasing signs of slowing growth, the CIO team’s overweight in fixed income and how much you may consider allocating to this asset class in your portfolio. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/5/20234 minutes, 7 seconds
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Cut to the Chase! The Last of the Mohicans

Daniel discusses how a widening in the yield-curve control band by the BOJ may lead to further downside in the USDJPY, and where is the potential level to enter a short position in the pair. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/4/20234 minutes, 40 seconds
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Cut to the Chase! Enter the Dragon, Redux

Daniel discusses the impact from further reopening of Mainland China in the last two weeks of December 2022, and why the Hang Seng index may have further upside. Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.