Manpreet Gill (@gillviews) 's Twitter Profile
Manpreet Gill

@gillviews

Head FICC Investment Strategy at Standard Chartered Private Bank.
Views personal. RTs not endorsements.

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calendar_today20-01-2019 23:02:56

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Manpreet Gill (@gillviews) 's Twitter Profile Photo

It’s the week of the central bankers:   It is only Tuesday and we’ve already had (i) China’s PBoC cut foreign currency reserve requirements, loosening onshore USD liquidity conditions, and (ii) Australia’s RBA hike rates amid a continued emphasis on cappi…lnkd.in/gA3uDZ5a

Manpreet Gill (@gillviews) 's Twitter Profile Photo

After a holiday shortened week in some markets, the focus is back on inflation this week: 1. The US is set to release Aug CPI inflation, with markets looking for a moderate slowing of the headline rate. As our chart shows, markets expect the Fed to raise…lnkd.in/gwSsDg5e

Manpreet Gill (@gillviews) 's Twitter Profile Photo

It continues to be a tough environment for investors, with the unusual correlation between equities and bonds extending once again. How should one navigate this environment? Have a listen to our discussion on what we see as ways…lnkd.in/dZRySFDM lnkd.in/dnKNMdD9

Manpreet Gill (@gillviews) 's Twitter Profile Photo

Is Fed policy starting to bite when it comes to the US housing market? That's one of the key points we'll be watching this week: 1. The US is set to release several pieces of housing data - the NAHB housing market index, mortgage applications, housing st…lnkd.in/dvbqb2AE

Manpreet Gill (@gillviews) 's Twitter Profile Photo

Wish you a very Happy Diwali! Will this week's data shed more light on the market direction? Here's what we're watching: 1. The ECB meets to set policy. While the expected rate hike is unlikely to surprise markets, the ECB faces an arguably tougher balan…lnkd.in/duvTaChi

Manpreet Gill (@gillviews) 's Twitter Profile Photo

More on the cash debate - this time in the Gulf News. The days of zero cash yields are well behind us, making cash an asset class worth considering on the risk hedge side. However, we'd emphasize once again the importance of not ov…lnkd.in/dn28MEQ2 lnkd.in/dscVDsip

Manpreet Gill (@gillviews) 's Twitter Profile Photo

Jobs, oil and technicals - these are three key things we'll be watching in markets in the week ahead: 1. The US is set to release its November jobs report and markets expect the pace of job creation to slow, but only modestly. Bad news is good news? 2.…lnkd.in/dM--GHqy

Manpreet Gill (@gillviews) 's Twitter Profile Photo

No surprise that inflation and recession are two common worries with investors across regions. In the UAE, though, two trends that stand out are (i) investor interest in digital assets, and (ii) seeing investing as a route to gathe…lnkd.in/dgyk_v99 lnkd.in/dbsUgmeX

Manpreet Gill (@gillviews) 's Twitter Profile Photo

The Bank of Japan's decision marked a key directional policy. Have a listen to see what we think it means for the Yen, global equity markets and bond yields. #jpy #centralbanks #investmentstrategy lnkd.in/dW_3hrHh

Manpreet Gill (@gillviews) 's Twitter Profile Photo

Time to put the 2023 Outlooks to work! We are playing it SAFE this year - Secure your yield, Allocate to value, Fortify against surprises and Expand beyond the traditional. Watch the video to see what this means in terms of asset class picks. #2023outl…lnkd.in/g22j3XyH

Manpreet Gill (@gillviews) 's Twitter Profile Photo

What does slowing US growth, a continued Chinese reopening and a falling US Dollar mean for African markets and investors? Have a listen to our discussion on BBC Africa (skip ahead to 06:23 for the interview). #africa #usdollar #investmentstrategy lnkd.in/g-bU2ZU5

Manpreet Gill (@gillviews) 's Twitter Profile Photo

Pleasure to be back on CNA to talk about how investors should navigate a slowing global economy. We still see a market that favours bonds over equities at a broad level for long term investors, but that doesn't mean one can't find…lnkd.in/dpryYJZ9 lnkd.in/d2eyuuYC

Manpreet Gill (@gillviews) 's Twitter Profile Photo

While we all tend to gravitate to the familiar, would leaning against our Home Bias as an investor help improve investment portfolios? We believe it would. #biases #middleeast #africa #investmentstrategy lnkd.in/dUsNeEXf

Manpreet Gill (@gillviews) 's Twitter Profile Photo

US fundamentals look weak, but is a recession now too consensus? We examine how long term fundamental data squares up with short-term positioning. #investmentstrategy #wealthmanagement #recession #equities #bonds lnkd.in/dqYR6mhg

Manpreet Gill (@gillviews) 's Twitter Profile Photo

I'll be speaking at the Private Wealth Middle East Forum later this week. If you're at the event, come have a listen! Thanks Markets Group for having me. #investmentstrategy #economicoutlook #middleeast lnkd.in/dAMgxv-q

Manpreet Gill (@gillviews) 's Twitter Profile Photo

Chase the equity rally or pay close attention to a hawkish Fed? We would take a balanced approach, including focusing on Asia-including-Japan equities as more Chinese policy support is forthcoming. Thanks CNBC for having me on! #investmentstrategy #equ…lnkd.in/di8-CxTG

CNBC Middle East (@cnbcmiddleeast) 's Twitter Profile Photo

Wall Street pushes to another record high and Chinese stocks have seen a positive week after a fresh round of policy support - but is it time to buy? CNBC's Dan Murphy speaks to Manpreet Gill for more.

ET NOW (@etnowlive) 's Twitter Profile Photo

#OnETNOW | Indian equities hold firm amid global turmoil — is a relief rally setting the stage for fresh Nifty highs? Manpreet Gill weighs in! #Nifty50 #StockMarketIndia Watch Here: youtube.com/watch?v=3_Iyvy… Manpreet Gill Standard Chartered Nikunj Dalmia Srishti Sharma Verma

NDTV Profit (@ndtvprofitindia) 's Twitter Profile Photo

#NDTVProfitExclusive | Manpreet Gill of Standard Chartered says healthcare looks more promising than tech in the current market. He also highlights the strength of the consumer story. Manpreet Gill Niraj Shah Tamanna Inamdar Watch ⬇️ youtube.com/watch?v=iNjQ0V…

NDTV Profit (@ndtvprofitindia) 's Twitter Profile Photo

'Indian equities to be key beneficiary of...': Standard Chartered's Manpreet Gill picks top bet amid tariff risk. Manpreet Gill Read here: tinyurl.com/4dzn2665

'Indian equities to be key beneficiary of...': Standard Chartered's Manpreet Gill picks top bet amid tariff risk.

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Read here: tinyurl.com/4dzn2665