Standard Chartered – Global Market Outlook, Aug 2025
The main theme of the report is the analysis of global market prospects for August 2025.
Key findings include short-term consolidation and a long-term bullish trend in markets. Short-term volatility or consolidation is expected in stock markets due to uncertainty in US trade policy and seasonal factors. However, long-term quantitative models show a more optimistic outlook. A temporary strengthening of the US dollar is expected, creating opportunities for investment in emerging markets (EM), especially in Asia ex-Japan equities and local EM bonds. It is recommended to maintain the maturity profile of US dollar bonds at 5-7 years, avoiding excessively long maturities to manage volatility. Gold remains an attractive asset for long-term holding.
