Cut to the Chase! Guidance, CAPEX and Visibility

Update: 2025-11-05

Description

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

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Comments

In Channel

Cut to the Chase! Potential targeted stimulus in China

2025-12-0203:16

Cut to the Chase! Back to strong performance

2025-12-0102:54

Cut to the Chase! Looking for Defensive Growth

2025-11-3004:15

Through the noise: Renewed hopes of a December Fed rate cut

2025-11-2809:57

Cut to the Chase! The Quantitative Perspectives

2025-11-2604:51

Cut to the Chase! Are we there yet?

2025-11-2504:30

Cut to the Chase! Liquidity is the name of the game

2025-11-2403:35

Cut to the Chase! The Perfect Context

2025-11-2303:50

Through the noise: Tech sector clarity amidst the data fog

2025-11-2110:40

Cut to the Chase! Stars aligning for Indian equities

2025-11-1903:17

Cut to the Chase! A look at the JPY

2025-11-1803:09

Cut to the Chase! The demand for quality

2025-11-1803:15

Cut to the Chase! Looking at the Flow in Gold

2025-11-1603:44

Through the Noise: The US is back in business

2025-11-1410:00

Cut to the Chase! The Happy Medium

2025-11-1203:29

Cut to the Chase! With Great Expectations, comes Great Responsibilities

2025-11-1103:49

Cut to the Chase! Our take on the USD

2025-11-1003:53

Cut to the Chase! Chinese earnings in-focus

2025-11-0903:08

Through the Noise: Impact of political upsets and legal setbacks

2025-11-0710:39

Cut to the Chase! Guidance, CAPEX and Visibility

2025-11-0503:35

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Cut to the Chase! Guidance, CAPEX and Visibility

#box-pro-ellipsis-176472394491532{-webkit-line-clamp:2;}Cut to the Chase! Guidance, CAPEX and Visibility

Cut to the Chase! Guidance, CAPEX and Visibility

Standard Chartered Bank

Cut to the Chase! Guidance, CAPEX and Visibility