10 July 2024
Bigger Picture: Eyeing US and India stocks in Q3
Manpreet Gill, Chief Investment Officer, Africa/Middle East/Europe, Standard Chartered discusses why he is optimistic about US and Indian stocks in the third quarter. He also explains how investors should brace for shifting winds in the coming months from the prospect of rate cuts as well as geopolitical shakeups.
Produced/Presented: Ryan Huang

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7 March 2024
Bigger Picture: Fed says too early to cut rates, but expects to do so this year
Manpreet Gill, Chief Investment Officer, Africa/Middle East/Europe, Standard Chartered, dissects Fed Chair Jerome Powell's semiannual testimony on interest rate cuts; whether China's 5% growth target is achievable and enough to lift Chinese markets over a sustained period of time; the investor outlook for US and Japanese markets; why Bitcoin is proving attractive; and factors driving gold prices.
Presented by Ryan Huang
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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10 October 2023
Bigger Picture: Is an oil crisis similar to the one seen in the 1970s brewing again?
Manpreet Gill, Chief Investment Officer, Africa/Middle East/Europe, Standard Chartered, weighs in on the potential impacts of Israel-Palestine tensions on global oil markets; OPEC's latest medium- and long-term forecasts for oil demand; the US dollar as a safe-haven during these times; and what to expect from the IMF/World Bank's annual gathering.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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20 July 2022
The Breakfast Brief: Singapore set to get tougher on crypto companies
On today's The Breakfast Brief, we discuss with Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank on how the fall in oil and other commodities could extend amid rising recession worries and Singapore broadening cryptocurrency regulations to cover more activities.

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29 June 2022
Bigger Picture: Is ‘buying the dip’ a good play in the current bear market
Vikas Pershad, Equity Fund Manager, M&G Investments discusses if investors should buy on the dips, what is driving his optimism for Japan and his expectations of a recession and the potential impact on markets.

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1 June 2022
Bigger Picture: Shanghai takes a big step towards normalcy
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, discusses the tailwinds for Chinese markets as Shanghai eases restrictions, and how commodity currencies like the AUD could get a boost.

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19 May 2022
Market View: Are digital currencies becoming more mainstream?
On Market View, Melissa Hyak is joined by Manpreet Gill, Head FICC Strategy at Standard Chartered Wealth Management to get an overview on markets amid ongoing concerns over inflation and increasing interest rates, with focus on the major indexes on Wall Street ending sharply lower; what effect China's lockdown has on Singapore; and whether digital currencies are losing their "outlaw" appeal.

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13 May 2022
Bigger Picture: TerraUSD's implosion and spillover risks
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, discusses the potential for contagion with the shake up in the cryptocurrency markets.

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6 April 2022
Bigger Picture: Markets slump as Fed speak turns more hawkish
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, discusses how investors should factor in a more aggressive Fed, Sri Lanka unrest, Shanghai's deepening lockdown and more sanctions on Russia.

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9 March 2022
Bigger Picture: US, UK ban imports of Russian oil
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses the impact of the US ban on Russian fossil fuels, as well as the significance of  the spike in Nickel prices to a record high of over $100,000 per tonne which forced the LME to suspend trading.

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12 January 2022
Bigger Picture: How much more can bond yields rise?
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses the recent spike in 10-year treasury yields as expectations rise around rate hikes - as many as four this year.

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15 December 2021
Bigger Picture: FOMC preview & Shimao Group raises red flags around China
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses how the Fed's expected tapering will affect stock markets, and his view on Chinese stocks as developer Shimao Group raises jitters around corporate governance issues.

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17 November 2021
Bigger Picture: Who will be the next Fed chair?
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Bank talks about what it will mean for markets if Jerome Powell gets reappointed, or if there is a change at the helm in the form of frontrunner Fed governor Lael Brainard.

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20 October 2021
Bigger Picture: IMF downgrades Asia growth forecast to 6.5%
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses what the cut in IMF's growth outlook for Asia means for investors and whether the new Bitcoin-linked ETF will spur renewed interest in cryptocurrencies.

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22 September 2021
Bigger Picture: Previewing the FOMC's dot plot & German Elections
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Bank discusses how investors will digest jitters around China Evergrande potential contagion ahead of the Fed's policy decision, as well as what's in store for EUR around the wide open German elections this weekend.

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25 August 2021
Bigger Picture: Raising exposure to value stocks
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses why he likes raising exposure to value stocks, and expects a weaker US dollar in the near term to help support higher commodity prices.

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28 July 2021
Bigger Picture: Preview of the US FOMC Meeting
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank gives us a preview of what to expect from the FOMC meeting capping off on 29 July.

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30 June 2021
Bigger Picture: United Airlines makes biggest plane order in company's history
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, discusses where aviation stocks fit in his investment approach in the wider sector rotation narrative towards cyclicals.

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2 June 2021
Bigger Picture: Oil prices hit 2-year highs as OPEC+ reconfirms output resumption
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, discusses what OPEC+'s decision to gradually increase production tells about the economic recovery and outlook for prices.

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7 April 2021
Bigger Picture: IMF raises global growth outlook, led by US rebound
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, discusses the IMF's upwards revision to its global growth outlook at 6% in 2021, and how the divergence in the rebound will play out for markets.

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10 March 2021
Bigger Picture: Why gold prices are struggling amid higher inflation expectations
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses why gold prices are near 9-month lows and if the overnight tech rally will be short-lived.

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19 February 2021
Bigger Picture: How markets are reading "bad" economic data now
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses if the "bad news is good news" dynamic is still at work after Wall Street dipped on weak jobs data, and shares why the rotation trade to value is still intact in 2021.

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13 January 2021
Bigger Picture: Malaysia declares state of emergency till Aug 1
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, discusses the impact of new lockdown measures on Malaysia's economy and currency, and what rising US Treasury yields mean for markets.

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16 December 2020
Market View: US stocks; room for gains as we close the year? Where is value given vaccine distribution?
Michelle Martin speaks to Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank to discuss US stocks in the last two weeks of the year, ongoing stimulus negotiations, investor interest in Russell 2000 index of small caps, cold storage companies and vaccine distribution, US Fed meets tonight and Singapore's localised bubble and the potential impact on Singapore’s economy.

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18 November 2020
Bigger Picture: Vaccine euphoria fizzles out again
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses how investors should position themselves between value and growth as markets whipsaw amid vaccine progress and surging COVID-19 cases.

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21 October 2020
Bigger Picture: How to ride out the back-and-forth on stimulus
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, shares how investors should be positioned amid the back-and-forth on progress for a US stimulus package and upcoming US elections, as well as his view on technology stocks as Google gets slapped with a landmark antitrust lawsuit.

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1 October 2020
Bigger Picture: Chaotic US presidential debate sets up noisy October
Manpreet Gill, Head of FICC investment Strategy, Standard Chartered Private Bank talks about what markets will be pricing in as US elections and debates pick up, and what the mounting job losses in the headlines mean for the economy.

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1 July 2020
Bigger Picture: Hong Kong marks handover amid new law kicking in
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank talks about how markets might respond to the passing of Hong Kong's controversial new security law.

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3 June 2020
Bigger Picture: Warner Music IPO sign of return of market confidence?
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses the appetite for new listings as markers push higher, and expectations for the upcoming OPEC+ meeting.

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22 May 2020
Bigger Picture: US-China tensions and China's NPC Meeting
Rising tensions between the US and China have added to concern about the pace of economic recovery from the coronavirus pandemic. Plus, China’s National People’s Congress, starts today and should reveal how leaders are planning to spend on stimulus to support the post-virus economy. Joining us to give us The Bigger Picture is Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank

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22 April 2020
Bigger Picture: Singapore extends lockdown measures till June 1
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, talks about the potential impact on stock markets from further lockdown measures, and if the commodities space is likely to face more pressure.

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26 February 2020
Bigger Picture: Asia braces after back-to-back Wall Street sell offs
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses with #TheBreakfastHuddle's Ryan Huang about the back-to-back drops of over 3% on Wall Street, the chances of a Fed rate cut soon, and what to take away from the political turmoil in Malaysia.

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4 December 2019
Bigger Picture: Phase 1 deal potentially delayed till after 2020 US elections
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank talks to us about the trade uncertainties that the phase 1 trade deal is causing, the latest Singapore PMI reading and more.

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13 November 2019
Bigger Picture: Tech & Energy stocks to do well
There seems to be a lower start to the trading day on Wednesday. US President Donald Trump is giving mixed signals on the US-China trade. Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank, breaks it all down for us.

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9 October 2019
Bigger Picture: US slaps visa bans on Chinese officials
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank shares how expectations have lowered in view of the latest provocation by Washington to ban travel by Chinese officials linked to abuses of Muslim minorities in Xinjiang province.

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11 September 2019
Bigger Picture: China removing foreign investor limit and ECB expectations
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank shares more about how the economy has been affected by Chinese markets moving to remove limits for foreign investors in its stock and bonds market, as well as what investors can expect from ECB President Mario Draghi before he bows out.

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14 August 2019
Bigger Picture: Trump blinks in trade dispute, lifts market sentiment
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses the latest move to partially delay tariffs against China by US President Donald Trump and why the outlook on gold and Chinese stocks remain attractive.

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17 July 2019
Bigger Picture: Making sense of mix of good & bad economic data
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank shares why he's bullish around emerging markets and the Indian Rupee amid the trade uncertainties and Fed rate cut expectations.

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19 Jun 2019
Bigger Picture: ECB's Draghi dovish comments and Porkflation
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank discusses where the European markets are heading, and what the current inflation picture means for central bank action and markets.

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22 May 2019
Bigger Picture: Where Are The Opportunities In This Volatile Market
Manpreet Gill, Head of FICC, Standard Chartered Private bank shares what investors can do with their money in this volatile market, the latest escalation of the US-China trade war and who are the winners and losers.

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24 Apr 2019
Bigger Picture: US Markets Breaks New High
Manpreet Gill, Head of Investment Strategy for Fixed Income, Commodities, and Currencies, Standard Chartered Private Bank shares more about how US markets broke new highs while discussing whether or not investors should read into it.

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13 Feb 2019
US-China, SG Sales Figures & Emerging Markets
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered Private Bank shares what investors should be keeping on their radar today, including; US-China talks, Singapore's latest sales figures and the outlook for emerging markets.

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30 Jan 2019
Apple Earnings, Venezuela & Brexit
Manpreet Gill, Head of Investment Strategy for Fixed Income, Currencies and Commodities at Standard Chartered Private Bank shares what investors should be keeping an eye on this week including Apple's earnings, the latest on the situation in Venezuela and also Brexit.

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5 Dec 2018
Yield Curve, US Economy And OPEC
Manpreet Gill, Head of Fixed Income, Currencies and Commodities Investment Strategy, Standard Chartered Private Bank shares what investors should be keeping on their radar this week, including flattening of the yield curve, the US economy and a look ahead to the OPEC meeting.

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29 Aug 2018
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered
Manpreet Gill, Head of FICC Investment Strategy, Standard Chartered walks us through where the opportunities are as US stocks hit another record high for a 3rd straight session.

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