Abhilash Narayan, Standard Chartered Private Bank

Abhilash Narayan, Standard Chartered Private Bank

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.

Download the podcast.

Listen to his previous podcasts:

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast

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.

Download the podcast

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.

Download the podcast

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

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.

Download the podcast.

Listen
Download SPH RADIO APP
Last Played
Last Played