Standard Chartered Money Insights

Cut to the Chase! The Quantitative Perspectives

26 Nov 2025

Contributed by Lukas

Daniel Lam discusses different angles in looking at US equities, based upon historical and quantitative factors.Speaker: - Daniel Lam, Head of Equity...

Cut to the Chase! Are we there yet?

25 Nov 2025

Contributed by Lukas

Daniel Lam assesses how long the current correction in US equities may last, and where we see opportunities.Speaker: - Daniel Lam, Head of Equity Str...

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

24 Nov 2025

Contributed by Lukas

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.S...

Cut to the Chase! The Perfect Context

23 Nov 2025

Contributed by Lukas

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 posi...

Through the noise: Tech sector clarity amidst the data fog

21 Nov 2025

Contributed by Lukas

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...

Cut to the Chase! Stars aligning for Indian equities

19 Nov 2025

Contributed by Lukas

Daniel Lam discusses the current drivers for Indian equities, the key levels and the opportunities ahead.Speaker: - Daniel Lam, Head of Equity Strate...

Cut to the Chase! A look at the JPY

18 Nov 2025

Contributed by Lukas

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 Charte...

Cut to the Chase! The demand for quality

18 Nov 2025

Contributed by Lukas

Daniel Lam discusses the current choppiness in US equities, and why quality stocks are likely to outperform in the near-term.Speaker: - Daniel Lam, H...

Cut to the Chase! Looking at the Flow in Gold

16 Nov 2025

Contributed by Lukas

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 ...

Through the Noise: The US is back in business

14 Nov 2025

Contributed by Lukas

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 opp...

Cut to the Chase! The Happy Medium

12 Nov 2025

Contributed by Lukas

Daniel Lam explains why a slightly weak, but not excessively weak, US economy, can be the “happy medium” for US equities.Speaker: - Daniel Lam, H...

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

11 Nov 2025

Contributed by Lukas

Daniel Lam discusses the qualities that investors are looking for, in US and Chinese technology companies.Speaker: - Daniel Lam, Head of Equity Strat...

Cut to the Chase! Our take on the USD

10 Nov 2025

Contributed by Lukas

Daniel Lam discusses the structural and cyclical drivers of the USD, and our expectations on the USD-pathSpeaker: - Daniel Lam, Head of Equity Strate...

Cut to the Chase! Chinese earnings in-focus

09 Nov 2025

Contributed by Lukas

Daniel Lam looks into the current Chinese earnings season, areas to watch out for and investment implications to investors.Speaker: - Daniel Lam, Hea...

Through the Noise: Impact of political upsets and legal setbacks

07 Nov 2025

Contributed by Lukas

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 equitie...

Cut to the Chase! Guidance, CAPEX and Visibility

05 Nov 2025

Contributed by Lukas

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 ...

Cut to the Chase! Adding Gold on pullbacks

04 Nov 2025

Contributed by Lukas

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 ...

InvesTips: Understanding wealth lending: Strategies for growing your financial portfolio

04 Nov 2025

Contributed by Lukas

In this episode of InvesTips, Steve speaks to Nic Rigois, Global Head of Capital Market Products and Solutions at Standard Chartered, about the featur...

Cut to the Chase! Seeking value at the market highs

03 Nov 2025

Contributed by Lukas

Daniel Lam discusses the pockets of value that we identified, in our opportunistic ideas in equities and fixed income.Speaker: - Daniel Lam, Head of ...

Cut to the Chase! The nuances within Fixed Income

02 Nov 2025

Contributed by Lukas

Daniel Lam discusses our preferences within the Fixed Income space, and where we see pockets of valueSpeaker: - Daniel Lam, Head of Equity Strategy, ...

Through the Noise: Staying constructive into year-end

31 Oct 2025

Contributed by Lukas

Ray speaks with Manpreet about the reasons for maintaining a risk-on stance from a macro perspective. They then discuss gold and highlight their prefe...

Cut to the Chase! Far from a forgone conclusion

30 Oct 2025

Contributed by Lukas

Daniel Lam discusses the FOMC overnight, the uncertain tone from Powell about the Dec-25 rate cut and how investors can position their portfolioSpeake...

Cut to the Chase! The direction for the next five years in China

28 Oct 2025

Contributed by Lukas

Daniel Lam looks at the direction of the new five-year plan in China, the key areas of focus and implications for investors.Speaker: - Daniel Lam, He...

Cut to the Chase! Paving the path for another rate cut this week – Part 2

27 Oct 2025

Contributed by Lukas

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.S...

Cut to the Chase! Paving the path for another rate cut this week

27 Oct 2025

Contributed by Lukas

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.Speaker: ...

Through the Noise: A healthy correction in gold

24 Oct 2025

Contributed by Lukas

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 o...

Cut to the Chase! The threats from private credit

22 Oct 2025

Contributed by Lukas

Daniel looks at the risks from private credit, the potential channel to risk assets, and how investors should be positioning themselves.Speaker:  - D...

Cut to the Chase! Truce out of convenience

22 Oct 2025

Contributed by Lukas

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. Spe...

Cut to the Chase! What can lead to more volatility?

20 Oct 2025

Contributed by Lukas

Daniel talks about the key drivers of volatility in US equitiesSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our...

Cut to the Chase! Innovating in the next five years

19 Oct 2025

Contributed by Lukas

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, t...

Through the Noise: US-China spat: Here we go again

17 Oct 2025

Contributed by Lukas

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”

16 Oct 2025

Contributed by Lukas

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

14 Oct 2025

Contributed by Lukas

Daniel discusses the shift of buyers for Gold, the key drivers ahead and how Gold stacks up versus Bitcoin.Speaker: - Daniel Lam, Head of Equity Stra...

Cut to the Chase! Shaken, but not stirred

14 Oct 2025

Contributed by Lukas

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

13 Oct 2025

Contributed by Lukas

Daniel discusses the latest ratcheting up of trade tensions between the US and China, the key drivers and the implications for risky assets.Speaker: ...

Through the Noise: The make-or-break earnings season

10 Oct 2025

Contributed by Lukas

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

08 Oct 2025

Contributed by Lukas

Daniel discusses the current political issues in France and how investors should be positioning their assets.Speaker:   - Daniel Lam, Head of Equity...

Cut to the Chase! Abenomics 2.0

07 Oct 2025

Contributed by Lukas

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

07 Oct 2025

Contributed by Lukas

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

07 Oct 2025

Contributed by Lukas

Daniel discusses the US government shutdown, our base case versus a more prolonged shutdown scenario, and the market implications.Speaker:   - Danie...

Cut to the Chase! The case for Gold Miners

05 Oct 2025

Contributed by Lukas

Daniel discusses the strong, self-reinforcing feedback loop, from gold prices to gold miners fundamentals.Speaker:   - Daniel Lam, Head of Equity St...

InvesTips - Equity market volatility: From chaos to clarity

03 Oct 2025

Contributed by Lukas

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

03 Oct 2025

Contributed by Lukas

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.Find...

Cut to the Chase! China In-Focus

01 Oct 2025

Contributed by Lukas

Daniel talks about the critical month in policymaking in China, how the recent figures are stacking up, and the outlook for Chinese equities.Speaker: ...

Cut to the Chase! Emerging Markets and the Bond Focus

30 Sep 2025

Contributed by Lukas

Daniel discusses our Overweight in EM Local Currency Government Bonds and the key drivers of this asset classSpeaker:   - Daniel Lam, Head of Equity...

Cut to the Chase! The interview and Indian equities

29 Sep 2025

Contributed by Lukas

Daniel shares his recent media experience on Indian equities --- looking at the current correction as a buying opportunity.Speaker:   - Daniel Lam, ...

Cut to the Chase! Gold: Higher for Longer

28 Sep 2025

Contributed by Lukas

Daniel discusses our upgrade of Gold to Overweight and the key drivers ahead.Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Ba...

Through the Noise: The equities melt-up

26 Sep 2025

Contributed by Lukas

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

24 Sep 2025

Contributed by Lukas

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

23 Sep 2025

Contributed by Lukas

Daniel talks about the Fed’s current stance, how that could evolve in coming months, and what it means for bonds.Speaker:   - Daniel Lam, Head of ...

Cut to the Chase! Domestic stimulus and Indian equities

22 Sep 2025

Contributed by Lukas

Daniel discusses the Goods and Services Tax revamp in India, what it means for Indian equitiesSpeaker:   - Daniel Lam, Head of Equity Strategy, Stan...

Cut to the Chase! The Forces behind Volatility

21 Sep 2025

Contributed by Lukas

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.S...

Through the Noise: Positioning post the Fed

19 Sep 2025

Contributed by Lukas

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

18 Sep 2025

Contributed by Lukas

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.Speaker...

Cut to the Chase! The forces driving USD/JPY

16 Sep 2025

Contributed by Lukas

Daniel discusses the political and macro drivers of USD/JPY, and our expectations for the pair in the near-term.Speaker:   - Daniel Lam, Head of Equ...

Cut to the Chase! The case for Chinese equities

15 Sep 2025

Contributed by Lukas

Daniel looks at more recent key drivers for Chinese equities, and how investors may position themselves in this contextSpeaker:   - Daniel Lam, Head...

InvesTips - Resilience of bonds: Staying calm during turbulence

15 Sep 2025

Contributed by Lukas

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

14 Sep 2025

Contributed by Lukas

Daniel looks at the various scenarios in the upcoming FOMC meeting, where markets are expecting the Fed to start its rate-cutting cycleSpeaker:   - ...

Through the Noise: How much will the Fed cut?

12 Sep 2025

Contributed by Lukas

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

11 Sep 2025

Contributed by Lukas

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 ke...

Cut to the Chase! Settling for the Silver

10 Sep 2025

Contributed by Lukas

Daniel digs deeper into the stellar performance of silver in 2025, and what to expect going forward.Speaker:   - Daniel Lam, Head of Equity Strategy...

Cut to the Chase! Ripe for a consolidation

09 Sep 2025

Contributed by Lukas

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.Spea...

Cut to the Chase! The debate moves to the size of the rate cut - Part 2

08 Sep 2025

Contributed by Lukas

Daniel zooms into Gold – where the weak non-farm payroll numbers prompted further gains – and how investors should be considering positioning arou...

Cut to the Chase! The debate moves to the size of the rate cut

08 Sep 2025

Contributed by Lukas

Daniel talks about the latest non-farm payroll number, and its implications for risky assets. Speaker:   - Daniel Lam, Head of Equity Strategy, St...

Through the Noise: Navigating bond market volatility

05 Sep 2025

Contributed by Lukas

Manpreet and Ray discuss the impact of bond market volatility on risk assets. They share their perspectives on why they believe there is limited upsid...

Cut to the Chase! Preview to US jobs data

03 Sep 2025

Contributed by Lukas

Daniel discusses possible outcomes of the US non-farm payroll data, and what they would mean for the chances and size of any Fed rate cut.Speaker:  ...

Cut to the Chase! The key driver on yields in US and Europe

02 Sep 2025

Contributed by Lukas

Daniel discusses the major factors driving bond yields in US and Europe at this moment.Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Cha...

Cut to the Chase! Alpha taking over beta in Chinese equities.

01 Sep 2025

Contributed by Lukas

Daniel talks about the sharp differentiation in performance within Chinese equities, and why a more selective approach is rising in importance.Speaker...

Cut to the Chase! The threat on the Fed

31 Aug 2025

Contributed by Lukas

Daniel discusses Trump’s threat on the Fed’s independence, and how investors should be positioning their portfolio.Speaker:  - Daniel Lam, Head ...

Through the Noise: Powell opens door for Fed rate cuts

29 Aug 2025

Contributed by Lukas

Ray discusses the prospect of a Fed rate cut in September with Fook Hien and its implications for risk assets. They share their perspectives on US bon...

Cut to the Chase! French politics once more

28 Aug 2025

Contributed by Lukas

Daniel talks about the French political uncertainties, how it affects Euro-area equities, and what are the key levels to be watching out for. Speaker...

InvesTips from the CIO’s desk – Mutual funds are for everyone

27 Aug 2025

Contributed by Lukas

In today’s episode, Steve talks about mutual funds: what they do, their benefits as an investment vehicle and things to consider when choosing one.S...

Cut to the Chase! The fuel behind the melt-up

27 Aug 2025

Contributed by Lukas

Daniel discusses the positioning from various types of investors in US equities, the risks behind the current melt-up, and the levels that investors s...

Cut to the Chase! The highlight in 2025 in Fixed Income

25 Aug 2025

Contributed by Lukas

Daniel discusses EM local currency government bonds, what are the key drivers, and why a pullback would represent adding opportunity.Speaker: - Danie...

Cut to the Chase! Tilting towards the doves

25 Aug 2025

Contributed by Lukas

Daniel talks about Powell’s Jackson Hole speech and its implications for risk assets. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard C...

Through the Noise: A delicate balancing act

22 Aug 2025

Contributed by Lukas

Steve discusses with Ray their perspectives on the upcoming Fed and ECB meetings in September. They share insights and recommendations for the equitie...

Cut to the Chase! US Semiconductors in-focus

21 Aug 2025

Contributed by Lukas

Daniel shares thoughts about the upcoming US semiconductor sector earnings, and the implications for investors. Speaker: - Daniel Lam, Head of Equit...

Cut to the Chase! The macro-side of China

20 Aug 2025

Contributed by Lukas

Daniel provides balancing arguments to the previous day’s podcast, and how this would interact with the fundamentals of Chinese companies. Speaker:...

Cut to the Chase! Chinese earnings in-focus

19 Aug 2025

Contributed by Lukas

Daniel shifts gears to talk about the current Chinese earnings season, and what it means to investors. Speaker:  - Daniel Lam, Head of Equity Strat...

Cut to the Chase! Seeking Peace Agreement

18 Aug 2025

Contributed by Lukas

Daniel talks about the outcome of the US-Russia summit and implications on risky assets. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard ...

Through the Noise: A stock market melt-up?

15 Aug 2025

Contributed by Lukas

Manpreet speaks to Rajat about what we can learn from data about expected Fed policy in September, why we like China equities and what to make of the ...

Cut to the Chase! In the spirit of diversification

14 Aug 2025

Contributed by Lukas

Daniel looks at volatility in US equities, that can be caused by over-crowdness, and how investors can position themselves ahead of this.Speaker: - D...

InvesTips from the CIO’s desk: The easy route to realty

13 Aug 2025

Contributed by Lukas

Ever thought about creating passive, inflation-protected income through property ownership, but don’t want the headaches of managing tenants? REITs ...

Cut to the Chase! US CPI - Glass Half-Full

13 Aug 2025

Contributed by Lukas

Daniel discusses the market’s relief as the effect of tariff on inflation was not as bad as the market had feared. Speaker:  - Daniel Lam, Head o...

Cut to the Chase! Revisions to macro data and the implications of such

12 Aug 2025

Contributed by Lukas

Daniel looks at the unusual downward revisions in US jobs data, what message it is sending, and how investors should incorporate this within their por...

Cut to the Chase! “It’s the economy”

11 Aug 2025

Contributed by Lukas

Daniel looks at the recent economic data in regions outside the US, the possibility of a consolidation in risky assets globally, and what portfolio he...

Through the Noise: The Fed to the rescue?

08 Aug 2025

Contributed by Lukas

Ray discusses with Manpreet the reasons for expecting a Fed rate cut in September and its implications for risk assets. They also share their perspect...

Cut to the Chase! The Balancing Act

07 Aug 2025

Contributed by Lukas

Daniel looks at how the US government is managing its fiscal position via issuing shorter-term debt, how macro factors are driving yields and where ar...

Cut to the Chase! Shining through the uncertainties

06 Aug 2025

Contributed by Lukas

Daniel discusses his observations on the drivers of Gold, and what it means for investors.Speaker:  - Daniel Lam, Head of Equity Strategy, Standard ...

Cut to the Chase! Breaking the vicious cycle of deflation

05 Aug 2025

Contributed by Lukas

Daniel talks about how the Chinese policymakers are adding supply side reforms, and combining with existing demand stimulus, in order to boost PPI and...

Cut to the Chase! The key pivotal point

04 Aug 2025

Contributed by Lukas

Daniel discusses the significance of the latest non-farm payroll data, and what it means to investors’ portfolios. Speaker:  - Daniel Lam, Head o...

Through the Noise: Taking advantage of the Dollar rebound

01 Aug 2025

Contributed by Lukas

Manpreet speaks to Fook Hien about the opportunities arising from the US Dollar rebound, what to make of US trade deals achieved so far and what they ...

Cut to the Chase! The Persistence of Memory

31 Jul 2025

Contributed by Lukas

Daniel talks about the FOMC meeting, its implications, and the risk of the hawkish tilt.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Char...

Cut to the Chase! Checking the positioning

30 Jul 2025

Contributed by Lukas

Daniel discusses the positioning across global equities, and the key technical levels to watch out for in the S&P 500.Speaker: - Daniel Lam, Head...

Cut to the Chase! A wind of change in Japan

29 Jul 2025

Contributed by Lukas

Daniel discusses the latest Tokyo CPI figure, the US-Japan trade deal and the likely increase in fiscal policy, can lead to a more hawkish Bank of Jap...

Cut to the Chase! Looking for the signposts

27 Jul 2025

Contributed by Lukas

Daniel discusses what are the key signposts to watch out for that may dampen the current rally in US equities.Speaker: - Daniel Lam, Head of Equity S...

Through the Noise: Prelude to the next rally

25 Jul 2025

Contributed by Lukas

Fook Hien Yap discusses with Ray Heung the reasons for expecting near-term consolidation in equities while maintaining a longer-term bullish outlook. ...

InvesTips from the CIO’s desk: Diversification demystified

24 Jul 2025

Contributed by Lukas

This week, Steve talks about the theory behind the benefits of diversification and 3 different ways to achieve it.  Please find the link to the lates...

Cut to the Chase! The Trumping of sentiment

23 Jul 2025

Contributed by Lukas

Daniel discusses the Japan-US trade deal, how the market reaction suggests that it trumped over the uncertain sentiment from the election results, and...

Cut to the Chase! All about relativity

22 Jul 2025

Contributed by Lukas

Daniel talks about the relative calmness on the tariff front in China compared to other economies, and the implications of Politburo meeting expected ...