Standard Chartered Money Insights
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Standard Chartered Money Insights
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 a...
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Cut to the Chase! Paving the path for another rate cut this week – Part 2
Daniel Lam talks about the implications of rate cuts on Gold, what are the other key drivers and why the current correction is an adding opportunity.<...
Cut to the Chase! Paving the path for another rate cut this week
Daniel Lam discusses the delayed US CPI figure, how it lays the path for another 25bps cut from the Fed, and the implications for investors.
Spe...
Through the Noise: A healthy correction in gold
Manpreet speaks to Rajat about gold – what are today’s key drivers, what are the risks and our view following its recent price correction.
Read...
Cut to the Chase! The threats from private credit
Daniel looks at the risks from private credit, the potential channel to risk assets, and how investors should be positioning themselves.
Speaker...
Cut to the Chase! Truce out of convenience
Daniel discusses the leverage that the US and China, has on each other, and how they seek to neutralise and lessen the effect of these leverages.
Cut to the Chase! What can lead to more volatility?
Daniel talks about the key drivers of volatility in US equities
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
Cut to the Chase! Innovating in the next five years
Daniel talks about the likely emphasis upon technology and innovation in China’s upcoming 15th 5-year plan, its effort to move up the value chain, the...
Through the Noise: US-China spat: Here we go again
Hannah speaks with Raymond about the US-China trade tensions and what it means for US and China Equities. They also cover other opportunities in the m...
Cut to the Chase! Trump’s “Impossible Trinity”
Daniel discusses how the US and China are likely to come back to the negotiating table over the next few weeks to narrow their differences, and why US...
Cut to the Chase! The Great Debasement
Daniel discusses the shift of buyers for Gold, the key drivers ahead and how Gold stacks up versus Bitcoin.
Speaker:
- Daniel Lam, Head o...
Cut to the Chase! Shaken, but not stirred
Daniel looks at how the US technological prowess, the improvement in efficiency and costs, can be an offsetting factor against inflation, and help mai...
Cut to the Chase! Poker, Go and Chess
Daniel discusses the latest ratcheting up of trade tensions between the US and China, the key drivers and the implications for risky assets.
Spe...
Through the Noise: The make-or-break earnings season
Ray speaks with Fook Hien about the upcoming US 3Q earnings season, focusing on banks, communications, healthcare, and technology. They also share ins...
Cut to the Chase! The great boxer and France
Daniel discusses the current political issues in France and how investors should be positioning their assets.
Speaker:
- Daniel Lam, He...
Cut to the Chase! Abenomics 2.0
Daniel talks about the victory of Sanae Takaichi, the implications for Japan assets, and why she maybe more fiscally prudent than the market is curren...
InvesTips from the CIO’s desk – Debt mutual funds – A beginner’s guide
Today, Steve talks about 3 key dimensions of debt mutual funds to be aware of and how to pick a fund that matches your needs. Bonds are an important c...
Cut to the Chase! Assessing the shutdown
Daniel discusses the US government shutdown, our base case versus a more prolonged shutdown scenario, and the market implications.
Speaker:
Cut to the Chase! The case for Gold Miners
Daniel discusses the strong, self-reinforcing feedback loop, from gold prices to gold miners fundamentals.
Speaker:
- Daniel Lam, Head...
InvesTips from the CIO's desk - Equity market volatility: From chaos to clarity
In this episode of InvesTips, Steve speaks to Manpreet about understanding the nature of equity market volatility and how investors can build strategi...
Through the noise: Looking through the shutdown
Manpreet speaks to Raymond about the US government shutdown, its implications for stocks, bonds and the US Dollar, and why we like gold long-term.
Cut to the Chase! China In-Focus
Daniel talks about the critical month in policymaking in China, how the recent figures are stacking up, and the outlook for Chinese equities.
Sp...
Cut to the Chase! Emerging Markets and the Bond Focus
Daniel discusses our Overweight in EM Local Currency Government Bonds and the key drivers of this asset class
Speaker:
- Daniel Lam, He...
Cut to the Chase! The interview and Indian equities
Daniel shares his recent media experience on Indian equities --- looking at the current correction as a buying opportunity.
Speaker:
-...
Cut to the Chase! Gold: Higher for Longer
Daniel discusses our upgrade of Gold to Overweight and the key drivers ahead.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard...
Through the Noise: The equities melt-up
Michelle speaks to Manpreet about latest market perspectives amid signs of a weakening US labour market, including our outlook on global equities, bon...
Cut to the Chase! The increase in productivity
Daniel looks at the increase in productivity in China, due to technological advances, and what areas of Chinese equities that investors can focus upon...
Cut to the Chase! The return of the doves
Daniel talks about the Fed’s current stance, how that could evolve in coming months, and what it means for bonds.
Speaker:
- Daniel Lam...
Cut to the Chase! Domestic stimulus and Indian equities
Daniel discusses the Goods and Services Tax revamp in India, what it means for Indian equities
Speaker:
- Daniel Lam, Head of Equity St...
Cut to the Chase! The Forces behind Volatility
Daniel talks about the factors that can drive market volatility in the near-term, and where he sees opportunities if risky assets pause or pull back.<...
Through the Noise: Positioning post the Fed
Manpreet speaks to Raymond about key takeaways from the Fed policy meeting, why equities should be well supported and the risk of rising bond yields s...
Cut to the Chase! The punchline
Daniel talks about the Fed rate cut, how the Fed is moving its focus to the labour market over inflation, and the implications on risky assets.
...
Cut to the Chase! The forces driving USD/JPY
Daniel discusses the political and macro drivers of USD/JPY, and our expectations for the pair in the near-term.
Speaker:
- Daniel Lam,...
Cut to the Chase! The case for Chinese equities
Daniel looks at more recent key drivers for Chinese equities, and how investors may position themselves in this context
Speaker:
- Dani...
InvesTips from the CIO's desk - Resilience of bonds: Staying calm during turbulence
Steve and Manpreet introduced the different types of bonds and the basics of bond investing. They then discussed the various drivers that can impact t...
Cut to the Chase! What to expect from the Fed pivot
Daniel looks at the various scenarios in the upcoming FOMC meeting, where markets are expecting the Fed to start its rate-cutting cycle
Speaker:...
Through the Noise: How much will the Fed cut?
Audrey and Ray share their views on the upcoming FOMC meeting next week. They discuss the magnitude of the rate cut and its potential impact on the ma...
InvesTips from the CIO's desk - Equity mutual funds - a winning formula
In today’s episode, Steve narrows the focus to equity mutual funds and highlights the 4 things to consider when building an equity portfolio. The key...
Cut to the Chase! Settling for the Silver
Daniel digs deeper into the stellar performance of silver in 2025, and what to expect going forward.
Speaker:
- Daniel La...
Cut to the Chase! Ripe for a consolidation
As the Q2’25 earnings season comes to an end, Daniel discusses why weakening US macro data can lead to a near-term consolidation in US equities.
...
Cut to the Chase! The debate moves to the size of the rate cut - Part 2
Daniel zooms into Gold – where the weak non-farm payroll numbers prompted further gains – and how investors should be considering positioning around G...