Rajat reviews with Ray Trump’s first year of his second term and outlines what to expect in the year ahead. They also discuss geopolitical risks, specifically Greenland, along with our rationale for staying overweight on gold and raising its target price. They share the implications of rising Japanese government bond yields and conclude with key areas to watch in the upcoming US corporate earnings season.

You can read our latest Weekly Market View today here.

Speakers:

• Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
• Ray Heung, Senior Investment Strategist, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam looks at the upcoming India Union Budget, the key areas to focus upon, and what it means for investing in India.

Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the political events in Japan and what are the implications for USDJPY, and global assets, in the short and medium-term.

Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam talks about China’s latest GDP figure, how the growth has become reliant upon exports, and the implications for investors.

Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this episode, Steve speaks with Manpreet about how investment strategies should change based on one’s age and life stage, what are the most important factors to consider at each stage and how the ‘Today, Tomorrow and Forever’ framework can help.

Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/thematic-report-invest-your-age-tailored-investment-strategies-for-every-stage-of-life-19-jan-2026.pdf to find out more.

Daniel Lam discusses this frequently asked question – what are the key drivers, our thoughts, and investment implications.

Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet speaks with Ray about our view on Fed rate cuts versus market expectations. They also provide a brief review of US bank earnings and discuss how the USD 200bn MBS purchase will affect the asset‑backed market. In addition, they consider whether the rally in precious metals, gold and silver, can be sustained, and conclude with comments on oil amid the resurfacing of geopolitical tensions.

Read our latest Weekly Market View report here.

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

Daniel Lam discusses China’s drive towards technological self-sufficiency, what are the key areas, and the investment implications.

Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.