26 September 2023
Bigger Picture: 3 key factors pointing to a US recession in 2024
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank, gives us a lowdown on their latest quarterly publication on global market outlook, citing three key data indicating that there will be a US recession in 2024.
Presented by Willie Keng
Podcast edited by Anthea Ng (nganthea@sph.com.sg)

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Listen To His Previous Podcasts:

30 August 2023
Bigger Picture: Positioning for Japan upside
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses why Japan equities look attractive, where the worst is over for Chinese markets, and how to think about the bonds space with yields of 10-year US treasury notes hitting a 16-year high in the past week.

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5 July 2023
Bigger Picture: Keep CALM and carry on investing
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank shares his approach for the 2nd half of the year, where investors should keep C.A.L.M: Capitalise on market opportunities, Allocate broadly, Lean to Asia and Manage volatility.

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22 June 2023
Bigger Picture: Markets building up for a tussle with central banks
Abhilash Narayan, Standard Chartered Private Bank discusses how much of a credibility issue central banks especially the Fed face, as investors seem to disagree with their guidance.

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31 May 2023
Bigger Picture: Overweight on Japan, as markets hit new high
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank, discusses why he has put an upgrade to overweight for Japan, and if this is just the beginning of a bull run there a markets hit new highs.

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4 April 2023
Bigger Picture: Higher oil prices & a further Fed hike on the horizon?
OPEC+ made a surprising production cut to support “oil-market stability” – with adjustments taking effect in May and through the year. This is on top of previously announced cuts of 2 million barrels a day. How will oil prices move?
And with the odds of recession rising, will the Fed further hike rates in the coming months?
Willie Keng analyses all that with Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank.

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3 February 2023
Bigger Picture: End of tightening cycle in sight?
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses how close the Federal Reserve, Bank of England, and European Central Bank are to slowing down rate hikes, and what that means for various currencies. Plus we  discuss the cautious outlook from tech earnings.

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6 January 2023
Bigger Picture: Bonds to outperform equities in 2023
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses why investors should consider raising their exposure to fixed income, and why he is underweight equities. He also looks at how much exposure investors should have in commodities, S-Reits and tech stocks.

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2 November 2022
Bigger Picture: Chinese stocks rally on China reopening rumours
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses the latest rally in Chinese stocks after unverified social media posts suggest a committee has been set up to plan for an exit from the Covid-zero strategy by March 2023, as well as a preview of the FOMC rate decision.

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7 September 2022
Bigger Picture: Strengthening USD drags JPY to 24-year lows
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses what's driving the greenback's strength near term, and why he's bearish on the US dollar on a 6-12 month horizon, and more bullish on the Euro.

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13 July 2022
Bigger Picture: Investors brace for US inflation to push new 40-year highs
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank talks about the cautious mood hanging over markets as investors await US CPI June data, amid various companies raising red flags around slowing down their hiring and headwinds from a stronger USD.

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7 July 2022
Market View: Can regional markets handle another 75 basis point rate hike by the Fed?
On Market View, Melissa Hyak speaks to Abhilash Narayan, Senior Investment Strategist at Standard Chartered Private Bank to discuss minutes of the Fed’s June meeting; with focus on how another possible 75 basis point rate hike will have an impact on the markets in the region; consumers believing that a recession is already here in the US; and how regional markets will react to a US recession. Separately, they also discuss the ease in food inflation and what another lockdown in Shanghai in China may mean for regional markets.

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15 June 2022
Bigger Picture: Jitters amid job cuts, rising rate hike expectations
Abhilash Narayan, senior investment strategist, Standard Chartered Private Bank, discusses what the spate of job cuts by crypto firms, startups like Shopee and others indicate for the economy. He also previews the potential impact of the FOMC meeting.

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24 May 2022
Market View: What does Malaysia’s decision to stop exporting chicken mean for Singapore?
On Market View, Melissa Hyak is joined by Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank to discuss Malaysia's decision stop exporting chicken to Singapore; the World Economic Forum Davos with a focus on cryptocurrency; and minutes from the Federal Reserve’s May 4 meeting.

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18 May 2022
Bigger Picture: Powell reaffirms hawkish tone, US retail sales resilient
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses why market sentiment is enjoying a reprieve, signs of growth moderation in the tech sector, and why Chinese markets are starting to look attractive again on the back of accommodative policy signals in the past few months.

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10 May 2022
Market View: Has inflation peaked? Has the markets bottomed out?
On Market View, Melissa Hyak is joined by Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank, as they look at Asian equities mostly sinking Tuesday, following a rout on Wall Street as anxieties were fanned over rising US interest rates, surging inflation and the impact of China’s prolonged Covid lockdowns. With the CPI report coming up this week, has inflation reached its peak? Finally, what can investors look forward to for the rest of 2022?

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23 March 2022
Bigger Picture: Japanese yen pushes six year lows
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses how an increasingly hawkish Fed will put further pressure on the Japanese currency, as well as the likely impact on markets of further sanctions on Russia.

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17 February 2022
Bigger Picture: No hawkish surprises from FOMC minutes
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses what to read into the latest January FOMC meeting minutes, and how recent data points since then around inflation and jobs data are likely to add more pressure on the Fed.

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3 February 2022
Market View, Feb 3
On the first Market View in the year of Tiger, Finance Presenter JP Ong is joined by Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank, as they make sense of the recent selloff, the reaction of other central banks has been fairly mixed, the RBA staying put and the MAS conducting an off-cycle decision, rising rates and inflation make for a murky outlook for bond markets, what is it affecting investors' strategy, recent rally in equities over the past week, US earnings season and US dollar breaking lower to below its 50dma.

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26 January 2022
Bigger Picture: Lessons from the selloff for investors
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank, discusses the latest round of market jitters against a backdrop of geopolitical tensions in Ukraine, potentially more hawkish signals from the FOMC, and the outlook for more speculative assets like cryptocurrencies.

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3 January 2022
Bigger Picture: Singapore's economy grew 7.2% in 2021, rebounding from recession
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank, discusses what Singapore's economic outlook will mean for stock markets, as well as other major issues for investors to watch in 2022.

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6 October 2021
Bigger Picture: COP26, Biden-Xi virtual summit, hot inflation
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank, analyses what investors should look out for in the key headlines.

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6 October 2021
The Bigger Picture: Bargain hunting lifts technology stocks
Abhilash Narayan, senior investment strategies, Standard Chartered Private Bank discusses why tech stocks are seeing a boost despite rising bond yields, as well as IMF's warning of a "vaccine divide".

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8 September 2021
The Bigger Picture: Warnings that China’s property bubble could burst
China's crackdown on overextended property developers has led to a surge in loan losses. Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discuss the contagion effects as well as El Salvador's rocky start to making Bitcoin legal tender.

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19 May 2021
Bigger Picture: Rising commodity prices to support AUD and CAD
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses why US housing starts are hitting a speed bump, and his outlook for commodity-linked currencies as commodity prices rally.

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21 April 2021
Bigger Picture: Wall Street falls 2nd day in a row, despite robust earnings
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Investment Bank, discusses whether the reflation trade is fading, and whether markets have fully priced in some of the optimistic recovery outlook commentary from the quarterly earnings.

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19 March 2021
Bigger Picture: Tech sell off as bond yields spike to 14-month highs
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses if investors should take profit from growth names now that inflation expectations are rising, and if this sets up gold for a rebound.

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2 March 2021
Bigger Picture: Hang Seng overhaul, inflation jitters, gold
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses what market implications the Hang Seng Index revamp will have as well as why gold has still promising upside despite its recent slump.

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27 January 2021
Bigger Picture: Expectations for the FOMC Statement
On the Bigger Picture, Alvin Lee, Premium Client Manager at IG speaks to Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank who shares more on his expectations for the FOMC meeting and thoughts on the recent euphoria on highly speculative stocks such as GameStop.

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2 December 2020
Bigger Picture: European banks attractive despite negative headlines
Ahbilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank, discusses why European banks have rallied 40% since the start of November against the backdrop of Brexit risks, Euro area growth projection cuts, and job cuts in the sector.

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10 November 2020
Bigger Picture: Pfizer's vaccine over 90% effective, injects market optimism
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses how much impact the good news from Pfizer's vaccine candidate will change his market outlook.

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13 October 2020
Bigger Picture: Q3 Earnings outlook
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses why Q3 earnings are likely to improve from Q2 and what it means for markets with Joe Burden widening his lead in polls.

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9 September 2020
Bigger Picture: NASDAQ marks fastest correction on record
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank discusses if the wheels have truly come off the wagon for markets, the IPO frenzy around Nongfu Spring, and what to take away from Temasek Holdings's portfolio seeing China surpass Singapore exposure for the first time.

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21 July 2020
Bigger Picture: US Tech Stocks on the Rise
There were massive moves from US tech stocks overnight which added a whopping $291.66 billion in combined market valuation. Meanwhile, AstraZeneca jumped to a record after results from a vaccine trial were published, yet faded after analysts said the data, while good, weren’t as stellar as hoped for. Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank breaks down all this and more on Bigger Picture.

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17 June 2020
Bigger Picture: Navigating the market volatility
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank looks at how investors can generate income amid the spike in market volatility.

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8 April 2020
Bigger Picture: Impact on REITs from law allowing rent deferrals
Abhilash Narayan, Senior Investment Strategist, Standard Chartered Private Bank, shares his view on REITS, as Singapore passes a bill allowing tenants to defer rent for up to six months.

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11 March 2020
Bigger Picture: Dead cat bounce after Monday meltdown?
Abhilash Narayan, Investment Strategist, Standard Chartered Private Bank shares if the recent market correction has changed his asset allocation, and view on stocks in the financial sector ahead of expected further rate cuts.

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20 November 2019
The Bigger Picture: US Senate passes bill to review HK's special trading status
Abhilash Narayan, Investment Strategist, Standard Chartered Private Bank talks about how markets in Hong Kong bounced back by 1.4% on Tuesday even with the ongoing protests and violence; despite the troubles in the economy with Germany and the uncertainties from Brexit, he is turning more bullish on European markets.

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23 October 2019

The Bigger Picture: Brexit, 2 steps forward 1 step back for markets

More uncertainty around Brexit seems to be weighing on market sentiment, it’s pulling down the British currency and taking away some risk appetite this morning looking at the sluggish opening numbers. This comes after U.K. Prime Minister Boris Johnson lost a pivotal vote to fast-track legislation. Abhilash Narayan, Investment Strategist, Standard Chartered Private Bank, tells us how to position around these developments.

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28 August 2019
The Bigger Picture: Moody's outlook, US-China trade and US consumer confidence
Abhilash Narayan, Investment Strategist, Standard Chartered Private Bank discusses how Moody’s downgraded outlook for global investment banks from “positive” to “stable” would affect Singapore, what can be expected from the US-China trade war in the coming months as well as the US consumer confidence index coming in better than expected.

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31 July 2019
The Bigger Picture: Apple Earnings, FOMC preview & GBP/USD
Abhilash Narayan, Investment Strategist, Standard Chartered Private Bank discusses takeaways from Apple's latest earnings, what investors should look out for ahead of the FOMC rate decision, and where the GBP/USD is heading as it pushes two-year lows.

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8 May 2019
The Bigger Picture: 8 May 2019
Abhilash Narayan, Investment Strategist, Standard Charted Private Bank shares how the flare up in US-China tensions have affected his market views, the attractiveness of Asian USD bonds, as well as where the Australian Dollar is heading amid low inflation numbers down under

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10 Apr 2019
The Bigger Picture: IMF Cutting Its Global Growth Outlook
Abhilash Narayan, Investment Strategist, Standard Chartered Private Bank shares what investors should be looking out for today with headlines around the IMF cutting its outlook for global growth, and central banks in Europe and the US being under the spotlight later today.

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13 Mar 2019
Brexit, NPC & US Stocks
Abhilash Narayan, investment strategist, at Standard Chartered Private Bank shares what investors should be keeping on their radar, including the latest with Brexit and the NPC Conference.

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16 Jan 2019
JP Morgan Earnings & Brexit Vote
Abhilash Narayan, Investment Strategist, Standard Chartered Private Bank shares what investors should be keeping an eye on today including the latest earnings from JP Morgan, which missed estimates and a look at the British Pound after the Brexit parliament vote.

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