'Indian equities to be key beneficiary of...': Standard Chartered's Manpreet Gill picks top bet amid tariff risk.
@GillViews
Read here: https://t.co/eE4wMbOiNP
#NDTVProfitExclusive | Manpreet Gill of Standard Chartered says healthcare looks more promising than tech in the current market.
He also highlights the strength of the consumer story.
@GillViews@niraj_shah@TamannaInamdar
Watch ⬇️
https://t.co/eAMSY1YpbK
Wall Street pushes to another record high and Chinese stocks have seen a positive week after a fresh round of policy support - but is it time to buy? CNBC's @dan_murphy speaks to @GillViews for more.
Chase the equity rally or pay close attention to a hawkish Fed? We would take a balanced approach, including focusing on Asia-including-Japan equities as more Chinese policy support is forthcoming.
Thanks CNBC for having me on!
#investmentstrategy#equ…https://t.co/K0G07DAfVC
I'll be speaking at the Private Wealth Middle East Forum later this week. If you're at the event, come have a listen!
Thanks Markets Group for having me.
#investmentstrategy#economicoutlook#middleeast https://t.co/bhuxjzKwny
While we all tend to gravitate to the familiar, would leaning against our Home Bias as an investor help improve investment portfolios? We believe it would.
#biases#middleeast#africa#investmentstrategy https://t.co/7QWqU4qvSW
Pleasure to be back on CNA to talk about how investors should navigate a slowing global economy. We still see a market that favours bonds over equities at a broad level for long term investors, but that doesn't mean one can't find…https://t.co/iDJRHU9mM6 https://t.co/8kpmyilc4N
What does slowing US growth, a continued Chinese reopening and a falling US Dollar mean for African markets and investors? Have a listen to our discussion on BBC Africa (skip ahead to 06:23 for the interview).
#africa#usdollar#investmentstrategy https://t.co/cv4KZ2I4TZ
Time to put the 2023 Outlooks to work! We are playing it SAFE this year - Secure your yield, Allocate to value, Fortify against surprises and Expand beyond the traditional.
Watch the video to see what this means in terms of asset class picks.
#2023outl…https://t.co/h1EFtzU6fM
@jnordvig Efficiency assumes investors are rational, which they usually are not (at least in the short term) even if they have access to more info than ever before.
The Bank of Japan's decision marked a key directional policy. Have a listen to see what we think it means for the Yen, global equity markets and bond yields.
#jpy#centralbanks#investmentstrategy https://t.co/yflC7zfshT
No surprise that inflation and recession are two common worries with investors across regions. In the UAE, though, two trends that stand out are (i) investor interest in digital assets, and (ii) seeing investing as a route to gathe…https://t.co/9tEydKMxdb https://t.co/2W9QEHM9SW
Jobs, oil and technicals - these are three key things we'll be watching in markets in the week ahead:
1. The US is set to release its November jobs report and markets expect the pace of job creation to slow, but only modestly. Bad news is good news?
2.…https://t.co/QgJaEHkVYb
More on the cash debate - this time in the Gulf News. The days of zero cash yields are well behind us, making cash an asset class worth considering on the risk hedge side. However, we'd emphasize once again the importance of not ov…https://t.co/PgcjuITMbN https://t.co/SsxpRBlLvn
Wish you a very Happy Diwali! Will this week's data shed more light on the market direction? Here's what we're watching:
1. The ECB meets to set policy. While the expected rate hike is unlikely to surprise markets, the ECB faces an arguably tougher balan…https://t.co/eV6HCnDxA0
Is Fed policy starting to bite when it comes to the US housing market? That's one of the key points we'll be watching this week:
1. The US is set to release several pieces of housing data - the NAHB housing market index, mortgage applications, housing st…https://t.co/9MIlfrihpG
It continues to be a tough environment for investors, with the unusual correlation between equities and bonds extending once again.
How should one navigate this environment? Have a listen to our discussion on what we see as ways…https://t.co/MH7CgYbMHL https://t.co/a1vIHN12Lw
After a holiday shortened week in some markets, the focus is back on inflation this week:
1. The US is set to release Aug CPI inflation, with markets looking for a moderate slowing of the headline rate. As our chart shows, markets expect the Fed to raise…https://t.co/jeVRB4apmT