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

Cut to the Chase! Hinging upon demand of debt

1 day ago 4m 6s

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 insi

Cut to the Chase! The flashpoint in non-farm payroll

2 days ago 4m 29s

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 B

Cut to the Chase! The only game in town

3 days ago 3m 54s

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

Through the Noise: Consolidating Gains

6 days ago 11m 5s

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 Ma

Cut to the Chase! Rather than overly-analysing

7 days ago 4m 24s

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 Ch

Cut to the Chase! The growth, the pivot and the USD

8 days ago 3m 46s

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,

Cut to the Chase! The spread, the default rate and the paradox

9 days ago 4m 43s

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

Cut to the Chase! To be in the know

10 days ago 4m 10s

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 Ma

Through the Noise: A macro summer

13 days ago 9m 27s

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

Cut to the Chase! The Devil’s Advocate

14 days ago 3m 50s

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 v

Cut to the Chase! The Judo dynamics

15 days ago 3m 25s

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 ou

Cut to the Chase! Adding fuel to fire

16 days ago 3m 36s

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 mar

Cut to the Chase! Down, but not out

17 days ago 3m 38s

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 ins

Through the Noise - Goldilocks Returns

20 days ago 11m 44s

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 V

Cut to the Chase! The rotation back

21 days ago 4m 4s

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

Cut to the Chase! The future of vehicles

22 days ago 3m 31s

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 ins

Cut to the Chase! Still positive story in Japan

23 days ago 4m 39s

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

Cut to the Chase! Is this rally for real?

24 days ago 4m 26s

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

Through the Noise: A triple top in rates?

27 days ago 8m 48s

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 view

Cut to the Chase! The bright spot in fixed income

28 days ago 4m 7s

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 o

Cut to the Chase! The fantasy… far, far away

29 days ago 3m 51s

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 Charte

Cut to the Chase! All to do with expectations.

1 month ago 3m 48s

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 C

Cut to the Chase! A new emerging narrative

May 6th, 2024 3m 47s

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 Mark

Through the Noise: A hopeful Fed

May 3rd, 2024 12m 44s

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 he