Daniel Lam

Bloomberg Tokyo Bureau Chief, AIA Group CIO, and Head of Equity Strategy at Standard Chartered discuss Japanese PM's US visit, APAC market outlook, China market plays, US investment in Japan, Asian geopolitical concerns, PM Kishida's popularity, project efficiency, and investment opportunities in India and Korea markets.

Christopher Zook, Chairman and CIO of CAZ Investments, shares insights on the softening economy and the implications of recent US jobs data on interest rates. He discusses sticky inflation and market scenarios for 2026, highlighting rising electricity demands from AI. Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions, tackles investor concerns around AI stocks and urges strategic investments in the sector. He also highlights India's growth potential and the themes of tech self-sufficiency in China.

Daniel Newman, CEO of Futurum Group, shares his insight into Nvidia's anticipated Q4 earnings and the broader AI market dynamics. He discusses how AI is reshaping business productivity and the implications for tech investments, focusing on Microsoft and Apple. Joining him, Daniel Lam from Standard Chartered analyzes the shifting dynamics in Asian stock markets, highlighting investment opportunities in Chinese, Indian, and Japanese equities despite geopolitical challenges. Together, they provide a thought-provoking look at the future of AI and market trends.

Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions, dives into how upcoming U.S. elections might sway Asian stock markets and tech investments. He discusses the impact of rising yields on currencies, notably the yen, and highlights a shift in investment from China to India due to growth prospects. Meanwhile, Larry Culp, CEO of GE Aerospace, addresses the aerospace industry's supply chain challenges, emphasizing collaboration with suppliers to overcome production hurdles and meet growing demand for new aircraft.

Discussion on Vanke's credit rating cut, global market reaction to US CPI data, and equity strategy perspectives. Exploring challenges in China's property market, liquidation complexities, and Federal Reserve rate cuts. Tech market trends, China and Japan's economic status and impact on global economy also highlighted.