Daniel Lam discusses the recent weakness in China’s PMI, how that raises the likelihood of further, targeted stimulus and the implications for investors. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about the strong Indian GDP growth release, how that reflects on our thesis of potential upside to earnings growth and, more broadly, the increasingly favourable dynamics on Indian equities. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam digs deeper into the US Healthcare sector, our preference for US pharmaceuticals, and the key points to watch out for 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.
Ray speaks with Raymond about the implications of renewed hopes for a December FOMC rate cut on risk assets. They review the equities barbell strategy for the US tech and healthcare sectors and discuss the impacts on UK government bonds and the British pound following the Autumn Budget. They conclude with a discussion on the NZD/USD outlook after the recent RBNZ meeting Read our latest Weekly Market View report here. Speakers: - Ray Heung, Senior Investment Officer, Standard...
Daniel Lam discusses different angles in looking at US equities, based upon historical and quantitative factors. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam assesses how long the current correction in US equities may last, and where we see opportunities. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the evolution of demand for Gold, why liquidity is the dominant short-term driver, and when this may take a turn for the better. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about the recent volatility in US equities, our take on the latest non-farm payroll and unemployment data, and how investors can position themselves. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet speaks with Ray about the likelihood of a December Fed rate cut and its impact on risk assets. They recommend that investors use pullbacks as opportunities to add to tech stocks in the US and China following strong tech earnings and guidance. They conclude the discussion with implications for Japanese risk assets of a potentially significant budget stimulus from the Takaichi government. Read our latest Weekly Market View report here. Speakers: - Manpreet Gill, CIO of Afri...
Daniel Lam discusses the current drivers for Indian equities, the key levels and the opportunities ahead. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about the key drivers of the JPY and what we expect in the near-term. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the current choppiness in US equities, and why quality stocks are likely to outperform in the near-term. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the various source of gold demand, how they have been evolving, and what it means to Gold prices. 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.
Hannah speaks with Rajat about the end of the US government shutdown and what it means for US government bonds and Equities. They also cover other opportunities in the market including Gold. Read our latest Weekly Market View report here. Speakers: - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
Daniel Lam explains why a slightly weak, but not excessively weak, US economy, can be the “happy medium” for US equities. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the qualities that investors are looking for, in US and Chinese technology companies. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the structural and cyclical drivers of the USD, and our expectations on the USD-path Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam looks into the current Chinese earnings season, areas to watch out for and investment implications to investors. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Ray speaks with Fook Hien about the recent political events in the US and their implications for risk assets. They share views on US and China equities and then conclude with a discussion on UK government bonds and the British pound (GBP). Read our latest Weekly Market View report here. Speakers: - Ray Heung, Senior Investment Officer, Standard Chartered Bank - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
Daniel Lam looks at these three key factors, that investors have been focusing upon in the current US earnings season. 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.