In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026 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.
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In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026 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 upcoming Bank of Japan meeting, the likelihood of a rate hike, how the JGB bond yields have been reacting, and risks of a JPY carry trade unwind. 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.
Standard Chartered Money Insights
In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026 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.
