Standard Chartered Money Insights

Through the noise: Tech sector clarity amidst the data fog

Standard Chartered Bank

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.

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Speakers: 

- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank 

- Ray Heung, Senior Investment Officer,  Standard Chartered Bank