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 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).
Episodes
946 episodes
Through the Noise: Looking to buy the dips
Ray speaks with Manpreet about our views on the market reaction to the US tariffs and the performance of the equities market. We also discuss the strength of the USD, bond yields, and conclude with a perspective on gold. Read our la...
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8:32
Cut to the Chase! Putting numbers into DeepSeek’s tailwind
Daniel discusses how DeepSeek could prove supportive for China’s economy and equities, and what this means for investor positioning.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our la...
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4:12
Cut to the Chase! Prospects for the King Dollar
Daniel digs deeper the USD, its drivers, and the near-term outlook against JPY in particularSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit
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2:55
Cut to the Chase! The other-end of the upset
Daniel looks at the surprising outperformance of Europe and China equities year-to-date relative to US equities, what has been driving this and how we expect this to evolve in the future.Speaker: - Daniel Lam, Head of Equity Str...
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3:38
Cut to the Chase! Zooming into Income
Daniel looks at Developed-Market High Yield bonds – the key drivers, our outlook as well as the broader fixed income environment.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more...
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3:24
Through the Noise: US leadership challenged?
Manpreet speaks to Audrey about whether the recent US equity underperformance vs. Europe and China is likely to reverse, our view on high yield bonds and why we would buy any dips in gold. Find out more from our latest Weekly Market Vie...
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11:06
Cut to the Chase! Buying into weakness
Daniel talks about the reasons for the strong sentiment in the market, why the US “non-inflationary growth” agenda is on track, and outlook for the Hang Seng Index. Speaker: - Daniel Lam, Head of Equity Strategy, Sta...
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3:22
Cut to the Chase! The parabolic rise
Daniel discusses the climatic rise in Gold, who are the likely buyers, and where it can go from here. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market ...
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3:14
Cut to the Chase! Digging deeper into DeepSeek
Daniel looks deeper at the implications of DeepSeek on global equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit
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3:58
Cut to the Chase! Foundation and Opportunistic
Daniel looks at the latest US non-farm payroll data, the retaliatory tariffs from the US likely to be announced this week, as well as importance of having foundation and opportunistic lens to the portfolio.Speaker: - Dani...
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3:49
Through the Noise: “Tariff man”
Manpreet speaks to Rajat about whether Trump is likely to prioritize tariffs or deals in his early months and how investors can position their portfolios around these US policies. Find out more from our latest Weekly Market View report ...
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11:53
Cut to the Chase! The King-Dollar Slayer
Daniel looks at the strong performance behind Gold, the key drivers, the important levels, and the trend forward.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest m...
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3:10
Cut to the Chase! A 3-D chess battle
Daniel digs deeper into the political and economical implications from Trump’s tariffs, what are the key drivers, and implications on investments in the near-term. Speaker: - Daniel Lam, Head of Equity Strategy, Stan...
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4:18
Cut to the Chase! Shoring up Indian Growth
Daniel talks about the key features of the most recent Indian Budget, and its investment implications. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest ...
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3:15
Cut to the Chase! The reality check
Daniel discusses the start of the US-led tariff war and what this means across asset classes. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market in...
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3:56
Cut to the Chase! The Fed, the ECB and DeepSeek
Daniel discusses these key events this week, and their implications on risky assets. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, v...
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4:03
Cut to the Chase! Helped by TINA
Daniel talks about the demand to diversify from USD, how the lack of alternatives led to flow into Gold, and what are the prospects there.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
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3:11
Cut to the Chase! Currency moves - Part 2
Daniel discusses the currency moves following Bank of Japan’s rate hike, Trump’s “non-inflationary growth” agenda, and the likely path of the USDJPY in the near-term. Speaker: - Daniel Lam, Head of Equity Strategy, S...
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3:10
Through the Noise: The verdict on Trump's Week One
Ray speaks with Rajat about the raft of policy announcements during US President Donald Trump's first week in office and what to make of them. They also discuss the ongoing US Q4 2024 earnings season and implication of the Bank of Japan's lates...
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13:45
Cut to the Chase! Pursuing non-inflationary growth
Daniel talks about the US “national energy emergency”, why it is important for Trump to try to drive down oil prices, the supply and demand dynamics for oil, and our view on the prices this year.Speaker: - Daniel Lam, Head of Eq...
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3:11
Cut to the Chase! Currency moves
Daniel discusses the currency moves following Trump’s inauguration, the key drivers in the near-term, and important levels to watch out for.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more ...
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3:41
Cut to the Chase! Testing Times – Part 2
Daniel talks about the key factors currently at play in Chinese equities, and how investors can consider positioning their portfoliosSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our ...
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3:44
Cut to the Chase! Testing Times
Daniel discusses the pullback in Indian equities, the key drivers, what policy measures can be expected, and the implications for investors. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor ...
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2:40