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
1174 episodes
Through the Noise: How have you fared this year?
Michelle speaks with Rajat about the performances of the CIO team’s strategies this year, as well as investment opportunities around Asia and the US looking ahead.Read our latest Weekly Market View report
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10:48
InvesTips: Carbon markets – Fluff or a concrete opportunity?
In this episode, Steve speaks to Eugenia Koh, Standard Chartered’s Global Head of Sustainable Finance, and Standard Chartered’s Lucy Palairet, Director, Carbon Markets Development, about the rapidly growing carbon markets. They speak about the ...
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16:10
Cut to the Chase! The key risk in 2026
Daniel Lam talks about the narrative in AI, what are the key drivers, how that may lead to volatility, and opportunities, in 2026Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our lates...
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3:16
Cut to the Chase! Potential targeted stimulus in China
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...
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3:16
Cut to the Chase! Back to strong performance
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...
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2:54
Cut to the Chase! Looking for Defensive Growth
Daniel Lam digs deeper into the US Healthcare sector, our preference for US pharmaceuticals, and the key points to watch out forSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest...
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4:15
Through the noise: Renewed hopes of a December Fed rate cut
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...
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9:57
Cut to the Chase! The Quantitative Perspectives
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 BankFor more of our latest market insights...
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4:51
Cut to the Chase! Are we there yet?
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 BankFor more of our latest market insights, vi...
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4:30
Cut to the Chase! Liquidity is the name of the game
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 BankF...
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3:35
Cut to the Chase! The Perfect Context
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 Chart...
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3:50
Through the noise: Tech sector clarity amidst the data fog
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 gu...
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10:40
Cut to the Chase! Stars aligning for Indian equities
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 BankFor more of our latest market insights, visit...
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3:17
Cut to the Chase! A look at the JPY
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 BankFor more of our latest market insights, visit
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3:09
Cut to the Chase! The demand for quality
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 BankFor more of our latest ma...
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3:15
Cut to the Chase! Looking at the Flow in Gold
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 BankFor more of our latest market i...
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3:44
Through the Noise: The US is back in business
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...
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10:00
Cut to the Chase! The Happy Medium
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 BankFor more of our latest marke...
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3:29
Cut to the Chase! With Great Expectations, comes Great Responsibilities
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 BankFor more of our latest market insights, vis...
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3:49
Cut to the Chase! Our take on the USD
Daniel Lam discusses the structural and cyclical drivers of the USD, and our expectations on the USD-pathSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visi...
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3:53
Cut to the Chase! Chinese earnings in-focus
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 BankFor more of our latest mar...
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3:08
Through the Noise: Impact of political upsets and legal setbacks
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). ...
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10:39
Cut to the Chase! Guidance, CAPEX and Visibility
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 BankFor more of our latest market ...
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3:35
Cut to the Chase! Adding Gold on pullbacks
Daniel Lam looks further into the structural and short-term drivers for Gold, and why investors should be adding on dips.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest marke...
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3:52
InvesTips: Understanding wealth lending: Strategies for growing your financial portfolio
In this episode of InvesTips, Steve speaks to Nic Rigois, Global Head of Capital Market Products and Solutions at Standard Chartered, about the features and operation of wealth lending and why investors should consider wealth lending as part of...
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12:26