Standard Chartered India - Money Insights: Recent Episodes
Standard Chartered India
Standard Chartered India - Money Insights is a podcast series created to bring you the latest views on-the-go from Indian markets. Join experts from Standard Chartered and the Indian investment industry as we dive deep into insights and analyses that matter, to help you make better investment decisions.
The US Fed held rates in a 9:3 majority decision. Indian markets led a strong rebound for the week, with both the Nifty and Sensex up by over 2.5% for the week. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
Renewed tensions between US and Iran, with the Houthis resuming a blockade on the Red Sea, sent oil prices soaring. This also brought pressure on markets, with headline and broader indices declining. Bith the Nifty and Sensex were down over 2% the last week. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
Indian markets showed a steady rally the previous week, with the Nifty and Sensex up by 0.5% and 0.75% respectively, even as broader markets lagged. India macro data releases showed retail inflation rising for June. Tune in for further updates.
Speaker:
Michelle Castellino
Investment Strategist
Join us to hear the fixed income outlook ahead for this fiscal year: liquidity, bond demand-supply dynamics and yield movement.
Speaker:
Shaily Gang
Chief Investment Strategist
The announcement by President Trump on the ceasefire between US and Iran coming to an end sent markets tanking and oil prices shooting up, though he did assure that talks would continue. Indian markets stayed flattish, with the Nifty and Sensex down ~0.3% for the week. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
We've just released our India Market Outlook for 2026, titled 'Against the Odds'. In this episode, we present a recap of H1 2026, and share our outlook for H2 2026 covering macros, equities, bonds and gold. Tune in for more.
Speaker:
Shaily Gang
Chief Investment Strategist
In today's episode, we discuss the current macro set up and key factors that are driving the markets.
Speaker:
Shaily Gang
Chief Investment Strategist
Crude oil prices stabilised the last week, with prices settling at USD 72/bbl, a level not seen since late February. Resumption of shipping across the Strait of Hormuz gave another fillip to stability. Indian markets remained steady, with the Nifty gaining 0.2% for the week. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
The US-Iran deal led to optimism in the markets as oil prices declined. The Sensex and Nifty both rose about 1.7% for the week. Tune in to know more about the macro updates and insights from global markets.
Speaker:
Michelle Castellino
Investment Strategist
Last week saw the release of macro data across several markets, with inflation seen rising. Markets ended the week higher, with the Nifty rising 1.1% on hopes of a US-Iran peace deal. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
Markets ended lower the last week, with the Nifty down by 0.4% and the Sensex by 0.8%, amid continued FII outflows and a cautious RBI policy. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
Optimism around a possible US-Iran deal drove a recovery in oil prices and the markets globally. The Nifty and Sensex rose about 1.6% for the week. Tune in for more details.
Speaker:
Michelle Castellino
Investment Strategist
Markets continued to fall last week, with the Nifty and Sensex down by 0.7% and 0.9% respectively, amid continuing US-Iran tensions, a weak Rupee and continued FII outflows. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
In this episode, we layout the current global macro factors, especially around the Iran conflict and give an update on what is driving India's markets currently.
Speaker:
Shaily Gang
Chief Investment Strategist
It was a week defined by heavy selling pressure in the market, as a clear risk-off sentiment prevailed, with the Nifty down 2% and the Sensex down 3.2% as of Tuesday 12th May. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist, Standard Chartered
Markets recovered the last week, with the Nifty and Sensex both rising by ~1.2% for the week, along with broader markets. Tune in for more details.
Speaker:
Michelle Castellino
Investment Strategist
In this podcast, we look at the RBI MPC announcement made on 8th April, 2026, its assessment, post policy yield movement and a brief on how you can look at fixed income investing in the current scenario.
Speaker:
Shaily Gang
Chief Investment Strategist
Indian equity markets recovered slightly the previous week, rising by ~1.3% since the 1st of April, driven by hopes of de-escalation of the Iran conflict. Broader markets too moved in step. Tune in for more details.
Speaker:
Michelle Castellino
Investment Strategist
The USD has strengthened significantly against the INR since the beginning of the Middle East conflict. Today, we cover the RBI’s announcement on Net Open Dollar rupee positions (NOP): some context to it, understanding what exactly is NOP and its relevance.
Speaker:
Shaily Gang
Chief Investment Strategist
The Middle East conflict has now entered its fourth week, and Indian assets are under selling pressure, with equity markets now under pullback territory. What does this mean for you as an investor? Tune in to find out.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
Markets continued to witness a strong selloff the last week, with the Sensex and Nifty falling over 10% on the back of the Middle East conflict.
Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
Equity markets witnessed a strong selloff amid the escalating Middle East tensions. The Sensex and the Nifty both declined by over 3% and 1.7% respectively. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
The escalating conflict situation in the Middle East weighed in on the markets, along with concerns on AI-driven disruptions. The Sensex declined over 3%, as did the Nifty for the last week. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
Markets were down the last week, with frontline indices falling more. Both Nifty and Sensex were down nearly 1% for the week. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
Markets continued to rally the previous week, with the Nifty gaining 1.9% and the Sensex up 2% since January end, driven by the announcement on US-India tariffs. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
In today's session, we look at how the Union Budget announcements have been shaping markets, and what they mean for your investments.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
Frontline and broader indices rose for the previous week, on the back of optimism from the India EU free trade agreement. The Nifty rose 1.1% while the Sensex rose 0.9%. Tune in for more details.
Speaker:
Michelle Castellino
Investment Strategist
Indian markets ended in the red last week, with the Nifty down by nearly 2% on the back of continuing cautious geopolitical sentiment, foreign investor outflows and caution ahead of the Union Budget. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
In the second episode of our market outlook podcast, we look at the key macro views that underline our convictions for the year.
Speaker:
Vinay Joseph
Head - Investment Products and Strategy
Markets remained flat the last week due to foreign investor outflows and weak global investor sentiment. Indian equity markets ended the week largely unchanged.
Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
We present our market outlook for 2026, titled Ride the Recovery Wave. In this episode, we look at the key takeaways from the year gone by and what they mean for this year.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
Standard Chartered
Markets staged a recovery last week, with the Nifty rising 1.6%. Broader markets outperformed too, on the back of positive sentiments around a US-India trade deal and end of the US government shutdown. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
In today's episode of what's driving the markets, we look at the performance of Indian equity markets this year. Markets have underperformed this year relative to global and emerging market equities, amid slow earnings growth and stretched valuations.
What does this mean for investors? Do we expect Indian equity markets to rebound? Tune in to know more.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
Indian markets rose for the fourth consecutive week, gaining 0.3% for the week, while broader markets outperformed. Tune in for more details on the week that went by.
Speaker:
Michelle Castellino
Investment Strategist
We share our outlook for October 2025, titled 'Is Value Emerging?'. Learn about key events in the second half of this year and our macro and asset class views, in Part 1 of this series.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
We've just released our monthly market outlook for September 2025, titled looking through volatility. Indian equities continued their underperformance to peers on the back of tariffs and muted first quarter FY earnings. What does this mean for our outlook and how should investors position themselves? Tune in for more.
Speaker:
Vinay Joseph
Head - Investment Products and Strategy
Indian markets cheered the GST rate cuts last week, recording the best week in over 2 months. The Nifty 50 index rose by 1.3% for the week. Tune in for more details.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
Indian markets succumbed to selling pressure as sentiments soured after the US tariffs came into effect. Tune in to hear more on the impact.
Speaker:
Vinay Joseph
Head - Investment Products and Strategy
In today's episode of what's driving the markets, we look into the tariff uncertainty and whether investors should dial down risk in the current situation. Tune in to know more.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
We've just released our monthly market outlook for August 2025, titled Positioning for Consolidation. Should investors dial down risk amid tariff uncertainty? How has H2'25 started and what are our asset class views ahead? Tune in for more.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
We've just released our outlook for the second half of 2025. Tune in to know more on the outlook, the strategy and asset class views.
Speaker:
Ravi Singh
Chief Investment Strategist
with
Amit Mamgain
Head, Managed Investment Products, Sales and Strategy
We've just released our monthly market outlook for June 2025 titled 'Riding the policy boost'. In today's episode we discuss the implications of the recent RBI monetary policy announcements.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities tended volatile the last week due to rising geopolitical tensions precipitated by the Israel-Iran conflict. Markets fell after leading at the start of the week. The Nifty fell 1% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
Global equities came under pressure the last week, following the decision of a US appeals court to halt President Trump's tariffs. Asian equities fell as well, led by the global uncertainty. Closer home, the Nifty fell for the second consecutive week, dropping 0.3% led by cautious investor positioning ahead of the fourth quarter GDP data.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
Continuing with our India Market Outlook series on 'Can the uptrend sustain', Ravi discusses the macro and key asset class views for this month.
Speaker:
Ravi Singh
Chief Investment Strategist
Global equities cheered the easing US China trade tensions, with US equities rising on all days of the week. Asian equities cheered as well, as did India where the Nifty 50 rose for the 3rd consecutive week, rising 4%. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
We've just released our monthly market outlook for May 2025. In today's episode, we discuss a key investor question - after a strong rebound from thr liberation day sell-offs, can the uptrend in Indian equities sustain?
Speaker:
Ravi Singh
Chief Investment Strategist
Equity markets rose globally for the third straight week, led by easing trade policy concerns. The Nifty too followed suit, rising 1.3% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
Global equities rose the past week on the back of improving risk sentiments and a seeming softening of stance on tariffs by President Trump. Closer home, the Nifty rose earlier in the week but pared gains subsequently on the back of weak corporate earnings reports.
Speaker:
Ravi Singh
Chief Investment Strategist
Global equities trended mixed the last week on region specific cues. US equities staged a rally in the early part of the week on news of tariff exemptions, but came under pressure later as global policy uncertainties lingered. Asian equities rose, as did India's Nifty. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've just released our monthly market outlook titled 'buyers rather than sellers'. The past few weeks have been rather volatile for Indian markets, on the back of higher than expected tariffs from President Trump and the subsequent pause. In this episode, we examine the implications for investors and how they should position themselves for the short term.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The reciprocal tariffs announced by President Trump sent global stocks tumbling, with most markets recording losses. US markets fell sharply, the worst since the 2020 Covid induced falls. Closer home, the Nifty fell by 2.5% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode of Views from the Street, we are joined by Suyash Choudhary, Head of Fixed Income at Bandhan Mutual Fund.
Tune in for his views on the outlook for fixed income investments and how you should position your investments for the coming months.
Speaker:
Suyash Choudhary
Head, Fixed Income, Bandhan MF
with
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities came under pressure the last week, amidst weak macro data and the continuing threat of Trump's tariffs. Markets declined globally amidst global and region specific cues.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities rose the last week, led by the Fed's unchanged stance on rate cuts going ahead for the year. US equities rose by ~1% for the week. Closer home, Indian equities staged a broad based recovery, with the Nifty rising by 4.3% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
We've just released our monthly market outlook, and in today's episode we discuss whether it is time to add to Indian equities.
Speaker:
Ravi Singh
Chief Investment Strategist
It was another mixed week for global equities. US equities declined for the week after rising earlier, as did Asian equities. The Nifty declined by 1% for the week, reversing a previous week of gains.
Speaker:
Ravi Singh
Chief Investment Strategist
It was a mixed last week for markets, with behaviour underlined by region specific cues. While US equities fell, Indian equities fared better, with the Nifty rising by 2% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
In our monthly outlook for the month, we discuss key questions on investor's mind and implications of the budget and monetary policy on investments.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Ravi discusses with Vinay the recent weakness seen in Indian equities, and how investors should position themselves to navigate the current volatility in markets.
Speaker:
Ravi Singh
Chief Investment Strategist
Vinay Joseph
Head, Investment Products and Strategy
Global equities rallied the past week, amidst news of an extended timeline for President Trump's reciprocal tariffs. Asian equities gained as well, however the Nifty index fell by 3%, capping two weeks of gains. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
In today's episode, Ravi discusses the factors driving the market movements - the RBI policy announcements and its implications for investors.
Speaker:
Ravi Singh
Chief Investment Strategist
Global equities cheered Trump's conciliatory comments on tariffs for China, with US and China equities rising for the week. Closer home, volatility marked the trading sessions as the Nifty declined by 0.5% for the week. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist
Global equities cheered a fall in US bond yields as US jobs data showed a slower than expected growth. Asian equities too rose, however India's Nifty fell by 1%. What led to these movements? Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
In this episode, Ravi discusses the factors driving the recent sell-offs in domestic equities and what it means for you as an investor.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In this episode, Ravi discusses the opportunistic ideas for 2025 that investors can consider adding to foundation allocations to buffer risk adjusted performance.
Speaker:
Ravi Singh
Chief Investment Strategist
We've just released our annual outlook for 2025, titled 'Bridging the Gap'. In this episode, Ravi speaks to Vinay about India's macro outlook for 2025, opportunities and risks on the horizon, and what this means for investors' asset allocation. Also find out how investors can bridge the 'G.A.P.' in their portfolio.
Speakers:
Ravi Singh
Chief Investment Strategist
&
Vinay Joseph
Head, Investment Products and Strategy
Global equities maintained a rising streak last week. US equities rose on the back of positive regional cues, including strong GDP growth data. Asian equities gave a mixed performance. Closer home, the Nifty started with a mixed performance but rose on Friday to close the week with gains of 0.9%. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Markets staged a recovery last week, lef by region specific cues. Most US indices ended in the green. Vloser home, the Nifty staged a recovery on the last day of the week, rising by 1.6% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Markets across the world continued to decline the past week, led by hawkish comments from the US Fed Chair. US and Asian equities posted weekly declines. The Nifty also declined on all 4 trading days, led by continued foreign investor outflows, weak earnings data and rising inflation. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In our latest outlook for the month titled 'The Balancing Act', we sum up our key macro views in the backdrop of the US elections. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
Global markets continued to decline in the past week, led by uncertainties over the outcome of the US elections due this week. Asian equities too continued to decline on the back of region specific cues. Indian equities snapped a declining trend and rose for the week, led by some heavy muhurat trading on Diwali day. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered India
It was another mixed week for equities, with markets showing varying performance based on region specific cues. US indices posted gains, while Asian equities posted a mixed performance. Indian equities declined for the third consecutive week on the back of continuing uncertainties over Fed rate cuts and foreign investor outflows. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've just released our monthly market outlook for Oct 2024,titled shifting growth - inflation dynamics. In this episode, Ravi speaks to Vinay on the recent shift in RBI's monetary policy stance and the implications of a potential RBI policy easing cycle on Indian assets.
Speakers:
Ravi Singh
Chief Investment Strategist, Standard Chartered
and
Vinay Joseph
Head, Investment Products and Strategy, Standard Chartered
It was another mixed week for equities, with US equities coming under pressure earlier in the week, but recovering towards Friday. Asian equities declined for the week, amid lack of follow up stimulus measures for the Chinese economy. The Nifty too declined for the second consecutive week.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode of Views from the Street, we are joined by Anand Shah, Head of PMS and Alternate Investments at ICICI Prudential AMC. Join us to hear Anand's views on how you should position your investments for the upcoming months.
Speaker:
Anand Shah
Head - PMS & Alternate Investments
ICICI Pru AMC
with
Ravi Singh
Chief Investment Strategist
Standard Chartered
Global markets continued their gains after a slow start marked by the escalation of conflicts in the Middle East.
Closer home, the Nifty recorded its sharpest weekly decline, on the back of new SEBI guidelines tightening derivative trades.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities rose for the third positive week running on region specific cues, with strong gains being seen across US and Asian markets. Closer home, the Nifty rose another week to touch new all-time highs, rising 2% for the week.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equity markets rallied the past week, led by the Fed rate cut and expectations of further easing over the coming cycles. Indian equities were part of the rally, with the Nifty touching new all time highs, up 1.7% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In this new episode continuing with our series on the September market outlook - 'Shifting Winds' , we outline the impact that a Fed rate cut could have on Indian assets. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global markets staged a broad-based recovery last week, amid expectations of a Fed policy easing in the coming week. The Nifty also staged a recovery, touching a new all time high, with gains of 2% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've just released our monthly market outlook for Sep 2024,titled 'Shifting Winds'. In today's episode, we discuss macro and key sector views for the month.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equity markets witnessed a broad based decline, with weak US manufacturing data raising doubts about the health of the economy. The Nifty too was part of the decline, witnessing a sharp fall on Friday after touching a new all time peak earlier in the week, closing the week with a decline of 1.5%.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The positive momentum in equities continued for the last week, with US equities gaining on the back of strong economic data. Asian equities rallied as well, as did the Nifty for the third consecutive week.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The US markets rose for the week, buoyed by positive FOMC minutes and expectations of a rate cut in November, following comments by Fed chair at the Jackson Hole symposium. Closer home, the Nifty rose by 1% for another week on the back of continuing foreign investor flows.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities rose for the week, supported by strong US economic data. Asian equities rose as well, as did the Nifty back hom3, breaking two weeks of consolidation.
Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Markets started the week slow, amid unwinding of carry trades and a surge in demand for safe haven assets. Markets recovered subsequently, amid reassuring US jobs data. Indian markets fell steeply at the start of the week, but regained momentum towards the end. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
We've just released our monthly market outlook for India. In this episode Ravi speaks to Vinay on the recent global equity sell-off rout and FX volatility. Also,find out about the 3-step approach for investors to navigate the near term market uncertainty.
Speakers:
Ravi Singh
Chief Investment Strategist
and
Vinay Joseph
Head, Investment Products and Strategy
It was an eventful week last, marked by major G7 central bank policy announcements and sharp swings in equities and bonds. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities trended lower the last week, with the Nasdaq recording the sharpest fall since 2022. Asian equities also trended lower. Back home, Indian markets fell on the back of the Union Budget proposals on taxation, but consolidated later to touch newer highs yet again. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In this episode of the India Market Outlook H2 2024, we have Manpreet Gill, CIO AMEE, Standard Chartered in conversation with Ravi Singh. Tune in to catch our views on global markets and how investors can position themselves to gain from these opportunities.
Speakers:
Manpreet Gill
CIO - AMEE, Standard Chartered
Ravi Singh
Chief Investment Strategist, Standard Chartered India
It was a volatile week for markets, with US equities under pressure following a global technology outage under pressure. Asian equities too faced the heat, while Indian equities rose for the seventh consecutive week, with the Nifty touching new all time highs again. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode, we discuss our key investment views and how investors should position themselves for H2 2024 in the current market scenario. Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a mixed week for equities last, with the S&P 500 and Dow Jones industrial average recording gains, but the Nasdaq falling. Asian equities trended higher, and the Nifty touched a new all time high, rising for the sixth consecutive week and ending higher by 0.6%.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities trended higher for the week on positive cues, with the S&P 500, Nasdaq and Nifty touching new all time highs. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
Global equities came under pressure the last week led by region specific developments. While US and Asian equities came under pressure, Indian equities rallied with the Nifty touching a new all time high early last week.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Join us for another episode of Views from the Street with Suyash Choudhary, Head of Fixed Income at Bandhan AMC. Suyash talks about the outlook for bonds and key events that investors should watch out for.
Tune in for more.
Speaker:
Suyash Choudhary
Head - Fixed Income, Bandhan AMC
with
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities trended higher for the third consecutive week, on region specific cues. US equities rose on the back of strong economic data, while Asian equities trended mixed. Indian equities rose again for the week, by 0.2%.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities trended positive for another week, with US equities posting gains, while Asian equities trended mixed. In India, the Nifty trended positive as well, supported by moderating inflation data as well as the allocation of portfolios in the new government, which indicated policy continuity. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
Global equities recovered for the week, with Indian equities staging a recovery after a sharp fall earlier on the back of a reduced majority for the BJP-led government. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've just released are monthly market Outlook titled "Positioning for higher volatility". In this episode we discuss how investors should position themselves in a post election backdrop. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
Global equities came under pressure, with US equities falling on the back of hawkish Fed policy minutes. Asian equities too came under pressure, led by Hong Kong and China. Indian equities however, posted weekly gains and touched new all time highs. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
The positive momentum in equities continued on to the week, as US equities and Asian equities made strong gains. The Dow Jones touched new lifetime highs. Back home, Indian equities continued another strong week on the back of strong US data and continued domestic buying. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've just released our monthly market outlook, titled 'Looking through volatility'. In this episode, Ravi discusses the key question - how should investors navigate an uncertain market environment?
Tune in to listen.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities maintained their positive momentum for the month of May. US equities rose on the back of continuing positive macro data. Asian equities rose as well. Indian equities, however remained muted on the back of cautious investor positioning and continued foreign investor outflow. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered India
Global equities rose for the week, led by US and China, which delivered strong gains on the back of a less hawkish policy guidance from the Fed. Closer home, the Nifty posted modest gains for the week, after early gains were wiped on the back of heavy selloffs later in the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities recovered last week, on the back of easing geopolitical tensions. US equities rose after snapping a 3-week declining streak. Closer home, the Nifty too posted gains, rising 4 days of the week before paring off some gains on Friday.
Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Geopolitical tensions in the Middle East drove a global sell off in equities. US equities fell for the 3rd consecutive week, as did markets in Asia. Closer home, the Nifty fell 1.7% for the week.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In this episode of the India Market Outlook for Q2 2024, Vinay Joseph speaks to Ravi on how should investors position themselves to tide through near term uncertainty given significant event risks.
Speaker:
Vinay Joseph and Ravi SinghHead, Investment Products and Strategy and Chief Investment Strategist, Standard Chartered
In this episode, Ravi speaks to Vinay about 1) what is driving the resilience in Indian Assets performance and 2) four factors that could influence the markets in H1 2024.
Speakers:
Ravi Singh
Chief Investment Strategist
and
Vinay Joseph
Head, Investment Products and Strategy
It was a volatile week for global equities, as hotter than expected US inflation drove bond yields higher, weighing on equities. Major US equity indices recorded weekly losses. Closer home, Nifty index closed flat for the week while broader markets continued to gain.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities consolidated for the week, with most markets posting declines for the week. US markets fell as stronger than expected economic data drove bond yields higher. Closer home, the Nifty too consolidated after two weeks of gains.
Tune in to hear more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities rose for the last week, led by the US markets which moved ahead on the basis of strong region specific cues. In Asia, it was a mixed story with Indian markets rising for the second consecutive week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Listen to our macro and asset class views as part of our India Market Outlook for the month.
Speaker:
Ravi Singh
Chief Investment Strategist
Global markets cheered a round of optimistic statements by central banks across the world. The Fed maintained status quo on policy rates. Major equity indices rose across the world, as did the Nifty in India that closed 0.3% higher. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've released our monthly market outlook for March 2024. Titled 'Shifting Preferences', we have downgraded mid and small cap equities to underweight in our asset allocation. Find out why.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities remained under pressure, with major indices posting declines. US equities fell two consecutive weeks for the first time since October 2023. Back home, Indian equities fell the most since October 2023, amid weak global cues and sell off in small and mid caps. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, India
It was another mixed week for equities globally. US equity benchmarks rose to all time highs, while Asian equities mostly trended lower. Back home, Indian equities rose for the the fourth consecutive week, with the Nifty touching a new all-time high and rising by 0.7% for the week.
Speaker:
Ravi Singh
Chief Investment Strategist
Asian equities came under pressure the last week, though Chinese equities rallied. US equities too made a recovery towards the later part of the week. Back home, the Nifty rose to touch new all time highs. Tune in for more.
Speaker:
Ravi SinghChief Investment Strategist, Standard Chartered
It was a good week for equities throughout the globe, with US equity markets touching new all time highs, Asian markets rallying on the back of new stimulus initiatives and India's Nifty touching another all-time high, rising by 0.9% for the week. Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Continuing with our podcasts on the India Market Outlook for Feb 2024, we look at the implications of the RBI Monetary Policy and the Union Budget for bond investors.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered India
It was a mixed week for equities, with US equities coming under pressure following higher than expected inflation data. The Nifty performed well, on the back of strong macroeconomic data and a good close to the earnings season. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've just released our monthly market outlook for Feb 2024 titled Too Soon to Pivot. In today's episode, we look at the key macro and asset class views.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities maintained their riding streak for the second week, with the S&P 500 touching a new all time high on the back of strong economic data. Closer home, the Nifty traded sideways for most of the week but consolidated later, as the RBI maintained status quo in their policy and belied expectations of an early rate cut.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities recovered during the later part of last week, with the Nasdaq and S&P 500 touching new all time highs again on Friday. Asian equities also recovered, led by Korea. Closer home, the Nifty snapped two weeks of consolidation, and rose 2.3% for the week, the strongest performance since December. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered India
Global equities advanced in the past week, with the Dow Jones and S&P 500 scaling new all time highs. Asian equities also had a good week, with positive macro drivers supporting them. Indian equities had a slower start, with the Nifty falling 1.2% in a holiday truncated week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities came under pressure amid rising bond yields, as investors pared rate cut expectations following strong US economic data. Closer home, the Nifty consolidated after touching new all time highs, closing by 1.2% lower for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In this episode, Ravi speaks to Vinay on equities and our preferred themes within equities.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
and
Vinay Joseph
Director & Head, Investment Products and Strategy, Standard Chartered
Continuing with our analysis as part of the India Market Outlook 2024 series 'Sailing with the Wind', we have Vinay Joseph, Head Investment Products and Strategy speak to Ravi, our Chief Investment Strategist on opportunistic themes for 2024 and how it can help investors.
To access our market views on the go, visit: https://www.sc.com/in/market-outlook/
In our second episode of our India Market Outlook 2024 podcast titled Sailing with the Wind, we have Ravi Singh, our Chief Investment Strategist speaking with Vinay Joseph, Head Investment Products and Strategy on the investment opportunities for 2024.
India's robust macro fundamentals and strong corporate earnings delivery positions it at an advantage over other major economies which could see slower growth. Getting into 2024, we expect equity markets to ride the positive momentum with bond markets offering attractive real yields.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was another mixed week for global equities as US equities gained on the back of positive labour data while Asian equities slid following a downgrade of China's credit rating by Moody's. Closer home, the Nifty rose for the sixth consecutive week and touched new all time highs, rising 3.5% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a mixed week for equities, as developed market equities trended higher for the week, while Asian markets lagged peers. Closer home, the Nifty rose 2. 4% for the week and touched a new all time high, while listed Indian equities crossed $4 trillion in market cap for the 1st time.
Tune in for more insights.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In this continuing episode of the India Market Outlook (November 2023) - Balancing the Risks, we look at how one can navigate the near term uncertainties due to prevalent geopolitical tensions and US economic data. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities continued to rally for the third week on the back of softer US inflation data. Asian equities had a mixed week. In India, the Nifty rose for the 3rd consecutive week, rising 1.6%. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist
We've just released our monthly market outlook for India titled 'balancing the risks'. In today's podcast, we look at the macro and key asset class views for the month ahead. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered India
Global equities remained volatile last week, on the back of hawkish comments from Fed Chair Powell. Asian equities too came under pressure following negative Chinese inflation data. Back home, Indian equities posted gains, with the Nifty gaining 1%. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Sentiments improved in a widely anticipated week, as the US Fed and Bank of England left policy rates unchanged. Closer home, the Nifty rose 1% on the back of improving sentiments, robust earnings reported during the week and improved foreign investor flows. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Weak sentiments weighed in on global equities the past week, with most markets recording a fall. Closer home, the Nifty fell 2.5% to reach its lowest levels in 5 months. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
After keeping on index watch since 2021, JP Morgan finally included India in its Emerging Markets Global Bond Index. Listen on to find out what this means for bond investors.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
A risk off sentiment prevailed in global equities last week, amid mixed global cues, geopolitical tensions in the Middle East and hawkish Fed comments. Closer home, Indian equities also snapped two weeks of marginal gains and trended lower. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode of our India Market Outlook, we look at macro and key asset class views. Read on to find out why we still prefer a core allocation to major asset classes.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian equities have been a notable exception in Q3, in an otherwise dull quarter globally. For Q4, we favour selective risk taking within major asset classes, sectors and quality segments, while maintaining balanced allocations across equities,bonds,cash and gold. Listen on to find out more on how investors should position for volatility.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a mixed week for the equity markets, as they trended lower despite improving macro data. The Nifty broader markets traded mixed as well. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Markets remained under pressure the last week amid weak investor sentiment, on the back of US bond yields rising to multi year highs, weak customer confidence and expectations of the US Fed keeping rates higher for longer. Closer home, the Nifty started the week under pressure but recouped gains later, closing September with a gain of 2%,outperforming emerging market peers. Tune in for more information.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
After hitting all time highs in mid September, Indian equities have consolidated, in line with Global peers. What is driving this volatility? Tune in to find out.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global sentiment remained weak the last week on the back of weak cues. The Fed held rates at its last policy meeting, as did central banks in Asia. Closer home, the BSE sensex recorded its worst ever weekly decline in 15 months, down 2.7%. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a mixed week for equities - global equities edged lower on the back of conflicting cues. Indian equities continued their positive run for the second consecutive week. What else happened? Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In continuation of our Sep 23 India Market Outlook titled 'Stay C.A.L.M, allocate broadly', we look at key macro drivers and asset class views for this month. Tune in for more insights.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've just released our monthly market outlook for September, and in today's podcast we discuss two key questions: 1. Key near-term risks for Indian assets, and 2. The structural bull case for them. Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities came under pressure last week on the back of weak economic data from China, Taiwan and Korea. US markets remained volatile, while closer home the Nifty rose for the second successive week, trading positive on all 5 days.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Sentiments continued to improve globally with the US reporting moderated inflation data, raising hopes of a pause in the Fed rate cycle. Closer home, the Nifty snapped 5 consecutive weeks of decline to post a gain for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities recovered after a multi-week decline, supported by comments from Fed chair Powell at the Jackson Hole symposium and China's softening of its hawkish stance. In India, the Nifty closed 0.2% lower for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, India
Standard Chartered
In today's episode of Views from the Street, we are joined by Ashish Gupta, Chief Investment Officer, Axis Mutual Fund. Tune in to hear Axis's views on markets, the India story and the preferred investment avenues ahead.
Speaker:
Ashish Gupta
Chief Investment Officer, Axis MF
Moderated by:
Ravi Singh
Chief Investment Strategist, Standard Chartered India
Global equities trended lower for the third consecutive week as regional sentiments weighed in. Hawkish minutes of the Fed policy meet suggested that policy makers remain concerned about inflation, sparking further rate hike fears. Closer home, the Nifty fell 0.6% in a holiday truncated week. Tune in for more updates.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In this edition of the India Market Outlook podcast titled 'can the upturn sustain', we look at the rally in the mid cap and small cap stocks and assess their probable performance over the coming few months. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We have released our market outlook for Aug 2023 titled 'Can the upturn sustain'? We see two competing narratives - India's robust domestic macros that are ahead of peers and a high likelihood of a growth slowdown in developed markets.
Tune in to hear more on our macro and asset class views.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities traded lower due to risk off sentiment on the back of Fitch lowering US's long term foreign currency issuer rating. The Nifty also performed lower, closing the week with a decline of 0.7%. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered India
The US Fed raised policy rates by another 25 bps last week, leading to a 22 year high rate. Global equities trended higher. Closer home, the Nifty snapped a 4 week rising streak, declining by 5% for the week.
Tune in for more.
Speaker: Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode of Views from the Street, we are joined by Suresh Soni, CEO, Baroda BNP Paribas MF. Tune in to hear Suresh's thoughts on the India structural story, areas that he is optimistic on and his preferred sectors of growth.
Speaker:
Suresh Soni
CEO, Baroda BNP Paribas MF
with
Ravi Singh
Chief Investment Strategist, Standard Chartered
Mixed global cues steered global equities last week, with Greater China stocks coming under pressure while South Asia and US equities trended higher. Indian equities continued their four week bull run, with the Nifty rising 0.9% for the week.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In our final podcast covering the H2 2023 market outlook, we take a look at FX and commodities. On the INR, we expect resilience given strong fundamentals and ahead of peer growth. We also expect the USD to remain range bound for the next 3 months beforr resuming its decline on a 12-month horizon. We remain neutral on gold, and have a bearish outlook on crude, expecting the WTI crude variant to stay priced at ~USD65/bbl over the next 12 months. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities rallied last week on the back of cooling US equities data and raising hopes of modest rate hikes by the Fed ahead. Indian markets followed the cue, carrying forward a 3 week rising trend and touching new all time highs. The Nifty rose 1.2% for the week.
Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In the final episode of our podcasts on the H2 2023 Outlook (titled 'Keep C.A.L.M. and carry on'), we look at equity and our preferred sectors. Indian equities overcame a slow start this year to scale all time highs in Q2, with the broader markets also outperforming large caps. Against this backdrop, it could be tempting to dial up risk and allocate higher to equities - but is it the right strategy? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered Bank India
Global equities consolidated last week, on the back of weak PMI data and hawkish US Fed policy minutes. Indian markets however scaled all-time highs on the back of strong macro data and robust foreign investor flows. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered Bank India
Continuing with our series on our H2 2023 Outlook, 'Keep C.A.L.M. and carry on', we summarise our macro views and outlook on bonds for the second half of this year. Tune in to know how the Indian economy is likely to perform, our views on inflation, and bonds.
Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered Bank India
We've just released our H2 market outlook, titled 'Keep C.A.L.M. and carry on'. Two competing narratives take centre stage as we approach H2: India's strong macro fundamentals and a high probability of recession in developed economies. Against this backdrop, a balanced approach - our 'C.A.L.M.' strategy is likely to outperform. Tune in to know more.
Speaker:
Vinay Joseph
Head - Investment Products and Strategy
Standard Chartered Bank India
It was a mixed week for global equities, coming on the back of China's manufacturing index remaining in the contractionary zone for the third month running. Indian markets outperformed global peers however, with the Nifty scaling new all-time highs and closing at 2.8% higher for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We are joined by Chirag Setalvad, Head of Equities at HDFC Mutual Fund, in today's episode of Views from the Street. Join us to hear Chirag's views on the markets, sectors and outlook for the coming months.
Speaker:
Chirag Setalvad
Head - Equities, HDFC Mutual Fund
with
Ravi Singh
Chief Investment Strategist, Standard Chartered India
Global equities declined after a multi-week rising spree on the back of US Fed Chair Powell's hawkish testimony to the Congress on the fight against inflation. All major world indices declined, as did the Nifty closer home, recording a weekly loss of 0.9%.
Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
One of the most anticipated weeks in Q2 concluded last week, as the US Fed held on to its policy rate, citing a wait and watch approach to monitor the effect of previous rate increases. Closer home, the markets performed as per expectations, with the Nifty rising 1.4% for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Continuing with our series on the India Market Outlook - 'Resilience or Irrational Exuberance' , we outline in today's podcast what is driving the resilience in Indian assets. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities posted modest gains last week as investors awaited details on US inflation data and the decision by the US Fed on policy rates this week. The Nifty posed a third straight week of gains. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've just released our monthly market outlook for June. We believe that a pause in the RBI's rate hike cycle, robust corporate earnings and superior macro fundamentals are likely to drive resilience of Indian assets. However, volatility is likely to remain high, and weakening global growth outlook, elevated inflation and tighter lending conditions are likely to impact demand and corporate profitability.
Tune in for complete details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities recovered last week, as the US Senate voted to raise the debt ceiling and US employment data showed recovery. Closer home, the Nifty rose 0.6% for the week but underperformed global peers. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The Q4 GDP data released recently surprised on the upside, with growth coming in at 6.1% against consensus estimates of 5%. What does this mean for you and your investments? Tune in to know.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global sentiment remained weak last week as concerns over US debt ceiling negotiations persisted, improving slightly over Friday as hopes of a breakthrough emerged. The Nifty however outperformed all global peers and erased losses of the past week, gaining 1.6%.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global sentiment remained weak last week as concerns over US debt ceiling negotiations persisted, improving slightly over Friday as hopes of a breakthrough emerged. The Nifty however outperformed all global peers and erased losses of the past week, gaining 1.6%.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode of Views from the Street, we are joined by Sunil Singhania, Founder of Abakkus Asset Managers. Sunil talks to us about his views on Indian equity markets, his thoughts on small cap vs large cap performance, FII vs domestic institutional flows and emerging trends.
Tune in to know more.
Speaker:
Sunil Singhania
Founder, Abakkus Asset Managers
with
Mayank Sharma
Head, Alternate Investment Products Standard Chartered India
In today's episode of Views from the Street, we are joined by Sunil Singhania, Founder of Abakkus Asset Managers. Sunil talks to us about his views on Indian equity markets, his thoughts on small cap vs large cap performance, FII vs domestic institutional flows and emerging trends.
Tune in to know more.
Speaker:
Sunil Singhania
Founder, Abakkus Asset Managers
with
Mayank Sharma
Head, Alternate Investment Products Standard Chartered India
Volatility continued in the global markets last week amid uncertainties over US debt ceiling negotiations and hawkish comments from US Fed Chair Powell on inflation. In India, the Nifty closed 0.6% lower for the week.
Tune in for more details.
Speaker: Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a mixed week for equities as global investor positioning continued to remain cautious on the back of mixed economic data. Indian equities continued to rise, the Nifty posting a 1.2% weekly gain despite trading sideways for most of the week. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Continuing with our podcast on the monthly India market outlook for May'23 - Have we turned a corner, we focus on equity positions given the recent rally in markets and an update on the Q4 fiscal year 22 earnings.
Tune in for an update.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've released our monthly outlook for May 2023, titled 'Have we turned a corner'? Indian assets outperformed global peers last month and the RBI is signalling a likely peak in policy rate.
Tune in to hear more about our asset class views and key questions for bond investors.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a volatile week for global equities as markets remained cautious on the back of mixed economic data, but recovered later in the week. The US Fed and ECB both raised policy rates by 25 bps. Indian equities stayed resilient, with the Nifty ending flat over the previous week.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian equities outperformed their global peers last week, amid strong corporate earnings and improved foreign investor flows. The Nifty traded higher on all five days of the week, rising by 2.5% for the week. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The last week witnessed consolidation acro global equities, as investors cautiously awaited results from major banks amidst mixed US economic data. The Nifty also contracted for the week, falling by 1.1%. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered
In the second podcast on the India Market Outlook for April, we discuss the implications of the pause in the rate hike at the recent RBI Monetary Policy meet. Does this signal an end to the rate hike cycle? What does it mean for fixed income and equity asset classes? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian equities outperformed their global peers last week amid cautious investor positioning and a deteriorating global growth outlook and increased 4isks to corporate profitability. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In this episode, we summarise key trends and asset class views as we enter the second quarter. We believe our 'safe' strategy continues to remain attractive for investors as India remains a bright spot amidst a deteriorating outlook for other major economies. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities consolidated last week after 3 consecutive weeks of gains, amid slowing sentiment. Indian equities outperformed their global peers, rising 1.4% for the week on the back of supportive industry data and the surprise decision of the RBI to pause rate hikes. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The rally in the global markets continued for the 3rd consecutive week, amid receding fears of any immediate worries in the financial sector. Global indices were up for the week, as was the Nifty, which posted a strong weekly gain of 2.4%. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The Finance Bill 2023 has been passed by the Lok Sabha, including amendments which propose to change the taxation of 'specified mutual funds' that invest less than 35% of their assets in equity, i.e. debt mutual funds predominantly.
Tune in to understand what these changes mean for you as an investor.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Tune in for another roundup of the week gone by - the markets ending on a positive note after the US Fed policy, that raised rates by 25 bps in line with expectations.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global markets remained volatile as financial sector worries, with the collapse of two US banks and concerns with a Swiss bank driving selloffs on risk assets. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Continuing with our market outlook for March 2023, we look at asset class views to assess if value is emerging as an attractive bet.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's podcast, we look at the implications of market's pre-assessment of higher peak monetary policy rates and views on asset classes. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global risk assets came under pressure following hawkish commentaryby the US Fed, with major global indices recording one of their worst weekly declines this year of 4 - 4.5%. Closer home, the Nifty fared slightly better, registering a weekly decline of 1%.
Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's podcast, we chat with R Sivakumar, Head of Fixed Income at Axis Mutual Fund. Tune in to hear his views on bond yields, the outlook for the fixed income market and areas of opportunity in the coming months.
Speaker:
R Sivakumar
Head - Fixed Income, Axis Mutual Fund
with
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global risk assets recovered after a multi week slump as investors cheered better than expected global services data. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global assets consolidated last week amid a risk-off sentiment as investors recalibrated expectations of rate hikes following stronger than expected US economic data. The Nifty snapped a three-week gaining streak, closing lower on all trading sessions to post a loss of 2.5% for the week. Tune in to hear more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode of Views from the Street, we are joined by Mahesh Patil, Chief Investment Officer at Aditya Birla Sun Life Asset Management Company. Tune in to listen to Mahesh's views on the macroeconomic outlook, sector views, rates and more.
Speaker:
Mahesh Patil
CIO, Aditya Birla Sun Life AMC
With
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian assets withstood a volatile week, as global assets condolidated following expectations of a pause in Fed rate hikes. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's podcast, coming on the back of our Feb 2023 market outlook titled "Attractive Income Opportunities", we look at the outlook for various asset classes. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's podcast, we discuss the implications of the latest RBI policy review and the Union Budget recommendations on bond investors. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a volatile week for Indian assets, coming on the back of cues like the 25 bps rate hikes by the RBI and the Fed, along with foreign investor outflows. The Nifty ended flat for the week after remaining range bound throughout. Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's podcast, we are joined by Manpreet Gill of Standard Chartered who talks about our S.A.F.E. strategy and how inflation is expected to pan out in 2023. Tune in to know more.
Speaker:
Manpreet Gill
CIO - AMEE & Head, Fixed Income, Currencies and Commodities Strategy
Standard Chartered
With
Ravi Singh
Chief Investment Strategist
Standard Chartered India
In today's episode of Views from the Street, we are joined by Anubhuti Sahay, Head of Economics Research - India & South Asia, Standard Chartered. Anubhuti shares her views on the Budget, thoughts on central bank interest rates for 2023 and the India macro story.
Tune in to know more.
Speaker:
Anubhuti Sahay
Head, Economics Research
India & South Asia
Standard Chartered
With
Vinay Joseph
Director & Head, Investment Products and Strategy
Standard Chartered
Markets rebounded last week amidst volatile conditions, boosted by less hawkish stances of central banks worldwide. The Nifty ended up 1.5% for the week. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Global equities posted gains last week on the back of positive cues,while Indian equities consolidated after an adverse report on a leading Indian corporate was released last week by a research firm. Tune in for more details.
Speaker:
Ravi SinghChief Investment Strategist, Standard Chartered
In this episode, we are joined by Suyash Choudhary, Head of Fixed Income at IDFC AMC. Tune in to hear Suyash's views on the economy and inflation, rate hikes and perspective on bonds for the months ahead.
Speaker:
Suyash Choudhary
Head - Fixed Income, IDFC AMC
with
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a volatile week for the markets as investor concerns on effects of the tight financial conditions began to rise. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode, we try to elaborate on the investment strategy that you can adopt for 2023. Our 'S. A. F. E.' strategy can work out well in today's markets - tune in to know how this can help you plan your investments for this year.
Speaker:
Vinay Joseph
Director & Head - Investment Products and Strategy
Standard Chartered
Fixed income faced a suboptimal year in 2022 for the second year running, as yields moderated following the race led by central banks to nomalise pandemic-era policy rates. For 2023, we are neutral on bonds as attractive yields are counterbalanced by lower yield premiums.
Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian assets had a good start to the year amid positive cues. Tune in for a quick roundup of the markets.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Tune in to listen to our views on how Indian equity markets are likely to perform in 2023. We enter 2023 with a neutral stance on Indian equities as stretched valuation premiums are counterbalanced by robust domestic and earnings growth expectations.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Continuing with our Outlook 2023 series, today we look at India's macro outlook for 2023. Desoite the global macroeconomic scenario looking challenging for 2023, India is expected to stay resilient. Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The global macroeconomic backdrop for 2023 is likely to be challenging, given the heightened risk of a slowdown. In our annual outlook for 2023, however, we predict that India's superior growth-inflation dynamics as compared to its peers can support Indian assets against external shocks and global market volatility.
Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The rally in global markets tapered last week amid concerns over interest rates ahead of the FOMC meeting the coming week. The Nifty traded sideways for most of the week before closing 0.4% lower for the week. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The RBI raised policy rates as expected by 35 bps in its December meeting. What does this mean for the markets? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The global rally sustained its momentum last week, after Fed Chair Powell signalled a softening in the rate hike cycle, starting as early as next month. Closer home, the Nifty scaled all time highs but consolidated slightly later in the week, rising 1% for the week. Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We are joined by Sailesh Bhan, CIO - Equities, Nippon Life India AMC in today's episode of Views from the Street. Join us to hear what Sailesh thinks about the resilience of Indian equities in 2022, are there any risks emerging and what are the themes and opportunities for the next fiscal.
Speaker:
Sailesh Bhan
CIO - Equities, Nippon Life India AMC
Moderated by:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The rally in global assets resumed last week, on the back of less hawkish published minutes of the FOMC meeting and improved risk sentiment based on weak US macro data. Global cues enabled a better performance in India as well, as the Nifty rose 1.1% for the week and touched a new high after 400+ days.
Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Today we take a look at the corporate earnings trajectory in the second quarter of fiscal year 23. India has seen 8 consecutive quarters of earnings growth post 2020 when the pandemic hit. What does this mean for the markets? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Momentum in global markets stalled last week, as the dovish sentiment dissipated slightly amidst hawkish statements by central bankers. Nasdaq and the S&P500 fell over 1% last week, as did the Nifty after a week of sideways trading.
Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The last week was one of the best weeks in recent times for global assets, as they cheered lower-than-expected US inflation data, and news coming in from China about a possible washing of pandemic restrictions. The Nifty too rose for the week but underperformed global peers. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In our monthly market outlook for November, we state that while Indian risk assets have outperformed global peers, the possibility of a near term pullback renains, given expensive valuations. A core holding that allocates across asset classes with focus on short term opportunities may be the best way to tide over the current volatility. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a volatile week for global assets, as expectations of a policy pivot by the Fed were dashed. The Fed raised rates by 75 bps, indicating that the terminal rate could be higher than earlier expected. A similar rate hike was effected by the Bank of England.
Tune in to know more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was a good week for the Indian markets, albeit truncated by the Diwali holidays. The Nifty rose 1.2% on the back of positive cues from global markets that are recovering from oversold conditions.
Tune in to know more details.
Speaker:
Vinay Joseph
Director & Head, Investment Products and Strategy
Standard Chartered
In today's episode, continuing with the Q4 2022 Outlook, we look at whether investors should pivot towards growth and defensive sectors in their portfolio, given the current market conditions. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
With global central banks normalising pandemic-era liquidity and raising rates above pre-pandemic levels, fixed income yields have also increased. In today's episode we examine whether you should add duration to your fixed income portfolio, that is, increase the average maturity in your portfolio. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In continuation of our Q4 2022 outlook, today we address the question - is India decoupled from the rest of the world? Indian equities have significantly outperformed global peers, with the Nifty index up by 0.9% YTD 2022, as compared to the MSCI-EM and MSCI-World indices that are down 16% and 14% respectively.
What are the drivers of this performance, and can they sustain amidst the current global backdrop? Tune in to know more.
Speaker:
Vinay Joseph
Director & Head, Investment Products and Strategy
Standard Chartered
In continuation of our Q4 2022 outlook, in this episode we look at how investors can navigate the current volatility in the market. We downgrade equities to a core / neutral holding from most preferred, and believe that a diversified allocation across asset classes, sectors and themes could play out well in the near term.
Tune in to know more.
Speaker:
Vinay Joseph
Director & Head, Investment Products and Strategy
Standard Chartered
We've released our market outlook for Q4 2022 titled 'A tight balancing act', where we've become a little more balanced in our outlook across asset classes, believing that a greater focus on sectors, themes and tactical opportunities make most sense for investors in the current markets.
Tune in to know more.
Speaker:
Vinay Joseph
Director & Head, Investment Products and Strategy
Standard Chartered
Indian assets traded lower on the back of weak global sentiment, as incoming inflation prints raised expectations of a continued hawkish pivot. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In this episode, we outline our monthly outlook for October. While India's economic growth and earnings look robust, rich valuations and central bank actions have raised the possibility of a near term downside in equities. It's a tight balancing act that investors may need to do, on allocation across asset classes. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian assets recovered after 3 consecutive weeks of selloff, amid positive global sentiment. The Nifty rose 1.3% for the week. Tune in to know more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode, we look at key drivers for the recent surge in volatility in the markets. Global cues have driven selloffs in Indian markets, with the Nifty delivering negative returns in 6 out of 9 months this year. What does this mean for you as an investor? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The fight against inflation anchored by central banks worldwide led to another week of pressure across Indian assets. The Nifty recorded its weakest ever month of 2022 in September, down 3%. Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian assets remained under pressure, as global central banks moved in tandem to fight inflation, with the US Fed raising interest rates for the third consecutive time by 75 bps. Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's episode of Views from the Street, we chat with Prashant Khemka, Founder & CEO of White Oak Capital. Join us to know more about Prashant's views on Indian equity markets, the earnings trajectory, his preferred sectors and themes, and much more.
Speakers:
Prashant Khemka
Founder & CEO, White Oak Capital
Moderated by:
Vinay Joseph
Director & Head, Investment Products and Strategy
Standard Chartered
Indian assets came under pressure the last week, amid weakening global sentiment ahead of the US Fed policy meeting this week. The Nifty fell by 1.7% in the past week, reversing gains made the previous week. What else happened? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
The rally in Indian assets has sustained, despite global headwinds, supported by strong Q1 earnings, falling commodity prices and resumption of foreign investor flows.
Will this rally sustain? What are our short term and long term expectations on equities? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian assets bounced back after two weeks of decline, on the back of strong foreign investor flows and falling commodity prices. Tune in to know other developments from the past week.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indiam assets came under pressure last week, following the hawkish policy guidance by global central banks at the Jackson Hole symposium. The Nifty fell 0.1% in the week. Tune in to know what else happened.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Mixed global cues ahead of the US Fed's Jackson Hole symposium led to markets snapping off their 5 week rally. The Nifty index fell 1.1% over the week and underperformed most regional peers.
What else happened? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was the fifth consecutive week of gains posted by the Indian markets, as the Nifty maintained its upward steak, the longest now since mid-Jan 2022. What were the other major events that happened last week? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian assets continued their positive momentum for the 4th consecutive week, recording their longest streak of weekly gains since January 2022. Strong earnings reports supported positive sentiments. What were the other significant news recorded? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
We've just released our outlook for August 2022 titled 'Stay the Course'. We believe that volatility is likely to remain elevated in the short term, as concerns shift from inflation to slowing global growth. So what are the asset classes that we prefer in this scenario and why do we ask to stay the course? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian assets maintained their positive momentum this week. All eyes were on the RBI, which delivered a higher than expected 50 bps hike, and maintained focus on withdrawal of accommodation. What else happened? Listen to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's edition of views from the Street, we are joined by Harsha Upadhyay, CIO Equities, Kotak Mahindra AMC.
Join us to know Harsha's views on the volatility in equity markets and key sectors and themes that he is bullish on.
Speaker:
Harsha Upadhyay
CIO Equities, Kotak Mahindra AMC
Moderated by:
Ravi Singh
Chief Investment Strategist, Standard Chartered
Indian assets rose for the second consecutive week, as global risk sentiment improved. The Nifty rose too, ending the month with its best monthly gains for 2022. Tune in to find out more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
In today's podcast, we bring you our view on FX and commodities. The Indian Rupee remained under pressure in H1 this year, depreciating by 6% against the USD. Crude rallied by 48% in the same period.
Moving into H2, how are these expected to perform? What is our outlook on Gold? Tune in to know more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
It was another positive week for Indian equities, as they rebounded on the back of positive global cues and improving foreign investor flows. The Nifty index gained 4.2% over the past week and outperformed regional peers.
What were the other significant events? Listen to know more.
Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered
In today's edition of Views from the Street, we have Manish Banthia, Senior Fund Manager Fixed Income, ICICI Prudential AMC, chat with us. Tune in to know Manish's views on the fixed income markets, and how bonds are expected to perform in the months ahead.
Speaker:
Manish Banthia
Senior Fund Manager (Fixed Income)
ICICI Prudential AMC
Moderated by: Ravi Singh
Chief Investment Strategist
Standard Chartered
Indian equities faced volatility through much of 2022, with the Nifty delivering negative returns in the first half. As we move through the second half of the year, has our view on equities changed? How are they like likely to perform over the coming months? Listen to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered
We share our H2 2022 outlook for bonds in today's podcast. Bond yields have trended higher this year on the back of hawkish central bank policies and high inflation.
So what is our outlook on bonds for H2? We view bonds as a core holding within your asset allocation. Tune in to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered
Indian assets came under pressure after a 3-week rally, as US inflation surged to a 40-year high and raised fears of a nearly 100 bps rate hike by the Fed in July. What else happened? Listen to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered
Today we look at the macro outlook for H2 2022. 2022 is a mid-cycle transition year, like 2004 and 2011. H2 2022 could hence either be a successful one like 2004, where markets hit new all-time highs after initial lows, or a challenging one like 2011, which saw the start of a 3-year long bear cycle.
So what will H2 2022 likely turn out to be? Listen to find out our views.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
Standard Chartered
In continuation of our H2 2022 outlook, we share today our preferred themes on investing. Thematic investing can help you capture growth opportunities and provide potential for enhanced returns over a full business cycle.
Listen to know more on our chosen themes.
Speaker:
Vinay Joseph
Head - Investment Products and Strategy
Standard Chartered
It was a strong week for Indian assets, as the Nifty rose 3% for the week, among its strongest weeks since May 2020. Broader markets outperformed as well. What were the key highlights of the week? Tune in to find out.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered
We have released our outlook for the second half of 2022. The first half of the year saw dampened investor sentiment towards equities, with the Nifty down by ~7% in the first half. Bond yields remained high.
As we enter the second half, we believe that the risk reward balance is shifting towards greater diversification, given attractive cash and bond yields. Tune in for more insights.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
Standard Chartered India
Indian assets remained stable the last week, even as global markets came under pressure. The Nifty rose 0.3% over the week. What were the other key events that occurred last week? Tune in to find out.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered
Indian markets snapped off a two week losing spree, ending last week in green. The Nifty rose 2.7% in the week, on the back of positive global cues. What else happened and what do we look forward ahead? Tune in to listen more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered
At the start of this year, we underlined our preference for Indian large-cap equities. While large caps have fallen 12% since the start of the year, their fall has been overshadowed by steeper corrections in mid and small-caps.
Do we expect relative outperformance from large cap equities going ahead? What are the key underlying drivers for large caps? Tune in to know more.
Speaker:
Vinay Joseph
Head, Investment Products and Strategy
Standard Chartered India
Indian equities posted their worst weekly loss last week, on the back of weakening sentiment and aggressive policy tightening by central banks. Broader markets are now firmly in bear territory -and this gives rise to the question: have we hit the bottom, and are we poised for a rebound?
Tune in to listen to what we have to say on this.
Speaker:
Vinay Joseph
Head - Investment Products and Strategy, Standard Chartered
This was a week of rate hikes across markets, as the Fed hiked the policy rate by 75 bps. The Bank of England and Swiss National Bank also raised rates. Equity markets were deepnin the red, with the Nifty at its lowest levels in a year, and Indian equities ending lower for 5 straight sessions.
What does this mean for you? Tune in to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered
The RBI hiked the repo rate by 50 bps this Wednesday, changing its policy stance to focus on withdrawal of accommodation while supporting growth. This is the second rate hike this year, coming after the off-cycle hike of 40 bps in May this year.
What does this mean for you? Listen to know more.
Speaker:
Vinay Joseph
Director & Head, Investment Products and Strategy
Standard Chartered
It was a volatile week for Indian assets. The markets, which opened strongly on Monday, came under pressure as crude oil prices tightened over news of additional sanctions on Russian energy purchasrs by the EU. The Nifty ended the week overall with small gains. For the coming week, all eyes are on the RBI monetary policy announcement - what does the street expect?
Listen to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered
In today's episode, we are joined by Varun Goel, Head Equity AIFs at Nippon India MF. Join us to hear Varun's views on the equity alternates space, key themes that he is watching out for and how alternate investors should position themselves ahead.
Speaker:
Varun Goel
Head, Equity AIFs
Nippon India Mutual Fund
Moderated by:
Mayank Sharma
Head, Alternate Investments
Standard Chartered Bank India
It was a positive week for Indian markets, as they posted gains despite a weak start. Globally, markets snapped off a seven-week losing streak to end in the green. So what does this mean for you? Tune in to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered Bank India
As both equity and bond markets experience volatility, investors face a tough choice: their decisions can be impacted by both hindsight bias as well as the feat of losses. So what are some tips that investors can follow? Tune in to know more.
The past few weeks have seen a sharp and consistent fall in equity markets. In today's podcast, we address the question - are we there yet? Have we reached the bottom?
Listen to know more.
Speaker:
Vinay Joseph
Director & Head - Investment Products and Strategy
Standard Chartered Bank India
Selloffs in the markets continued, as uncertainty over global policy rates weighed in on global investor sentiments. The Nifty snapped a losing streak on Friday to recover some ground.
What do we look forward to ahead? Listen to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered Bank India
Equity markets continued to falter as concerns around tightening of monetary policy sustained the sell-offs we've been witnessing for the past few weeks. What are the immediate areas that you should watch out for? Tune in to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered Bank India
While market sentiment has deteriorated over the past few weeks, in today's episode we summarise why we remain buyers rather than sellers. Key factors like resilient corporate earnings, economic indicators projecting a sustained growth trajectory and bond yields pricing in further rate hikes justify our view on staying constructive ahead. Listen to know more.
Speaker:
Vinay Joseph
Director & Head - Investment Products and Strategy
This was a week of coordinated rate hikes across markets, as both the RBI and Fed hiked rates, as did the Bank of England. Markets reacted negatively to the surprise action by RBI. What do we expect going forward? Tune in to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered Bank India
The RBI surprised the markets with a 40 bps off-cycle hike in the repo rate, and this was followed by an expected 50 bps rate hike by the US Fed. What are the implications of these hikes, and what should investors watch out for? Tune in to know more.
Speaker:
Vinay Joseph
Director & Head - Investment Products and Strategy
Standard Chartered Bank India
Equity markets ended lower last week, as global risk off sentiment, rising bond yields and continued FII selling led to pressure, ahead of the Fed policy meeting this week. What do we watch out for? Tune in to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered Bank India
Indian equity markets trended lower last week, with the Nifty falling by about 2%, driven by large outflows from FIIs. We believe though, that the fundamentals are still strong to drive outperformance. Listen to know more.
Speaker:
Vinay Joseph
Director & Head - Investment Products and Strategy
Standard Chartered Bank India
The RBI in its monetary policy held rates while maintaining its accommodative stance, but normalised the policy corridor by introducing the Standing Deposit Facility at 3.75%. What does this mean for the markets and your investments? Listen to know more.
Speaker:
Vinay Joseph
Director & Head, Investment Products and Strategy
Standard Chartered Bank India
It was a holiday-starred short week, that witnessed heightened volatility as the Nifty index fell by 1.7% amid a resumption in foreign investor flows and lack of direction on the Russia - Ukraine conflict. What do we look forward to ahead? Tune in to know more.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered Bank India
In today's outlook, we sum up our views for the coming quarter. Equity still remains favourable, while bond yields have risen amid hawkish central bank pivots. Gold maintains its safe haven status. What do we look forward to in the coming months? Tune in to know more.
Speaker:
Vinay Joseph
Director & Head - Investment Products and Strategy, Standard Chartered Bank India
Markets continued their course of recovery over the past week. The RBI maintained status quo on rates. Economic indicators continue to show signs of being in a reflationary environment.
Speaker:
Ravi Singh
Investment Strategist, Standard Chartered Bank India
In today's podcast, we chat with Neelesh Surana from Mirae Asset AMC about the rebound in Indian equity markets, sectors that he is bullish on and structural themes to look out for in the months ahead.
Tune in to hear about his insights.
Speaker:
Neelesh Surana
Chief Investment Officer
Mirae Asset AMC
Moderated by:
Vinay Joseph
Director & Head, Investment Products & Strategy
Standard Chartered Bank India
It was a positive week for the markets as they continued on the recovery path, amid hopes of a reconciliation in the Ukraine conflict. The Nifty has recouped nearly 75% of the losses it suffered since the start of the year. The INR appreciated, and crude oil purchases moderated. What do we look forward to this week? Tune in to know more.
Speaker:
Vinay Joseph
Head - Investment Products and Strategy, Standard Chartered Bank India
Indian equity markets trended lower last week, with the Nifty falling by about 2%, driven by large outflows from FIIs. We believe though, that the fundamentals are still strong to drive outperformance. Listen to know more.
Speaker:
Vinay Joseph
Director & Head - Investment Products and Strategy
Standard Chartered Bank India
Indian assets saw renewed pressure the last week, as the war in Ukraine completed 30 days, and crude prices resumed their upward movement. What do we watch out for this week? Tune in to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
Bond yields continue to inch higher given a more aggressive US policy stance, higher inflationary pressures and likely cautious stance by the RBI going ahead. So how should bond investors position themselves to tide through an environment of rising rates?
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
It was a macro heavy week, with focus on inflation and interest rates. Headline inflation continued to stay elevated, and the Fed raised interest rates by 25 bps. What do we look forward to this week? Listen to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
The Nifty has now corrected over 15% from its October 2021 peak, amid continuing tension over Ukraine, rising inflation and higher interest rates. A common question on many investors mind is hence: 'Is it the start of a bear cycle for equity markets?'
We share our views on the situation. Listen to find out more.
The Ukraine crisis has added on to the challenges facing Indian markets along with rising inflation and an upward interest rate trajectory. While we believe the Indian structural story to be strong, the current situation could bring about a few headwinds in the near term across asset classes. Tune in to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
Last week started on a weak note, as crude breached USD 130 and Indian equity markets slid further. The Nifty is down 15% from its October 2021 peak. The INR also fell to its lowest levels. However, streaks of optimism emanate from Ukraine as the country indicates its willingness to relook at its stance over NATO membership.
Amidst all this, what are we watching out for this week? Tune in to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
In today's episode of Views from the Street, we chat with Anand Shah, Head of PMS and AIFs at ICICI Prudential AMC. Anand shares his views on whether the effects of the geopolitical tension are priced in, what the earnings season looks like and what are his preferred sectors and themes for the months ahead. Tune in to know more.
Speaker:
Anand Shah
Head, PMS and AIF Investments
ICICI Prudential AMC
Moderated by:
Vinay JosephChief Investment Strategist, Standard Chartered Bank India
The Russian military action against Ukraine continues, and markets are cautious. Do we expect the volatility to continue? Tune in to know more.
As Russia steps up its military action against Ukraine, Indian markets are at crossroads. While the immediate impact could be in the form of higher crude oil prices driving up inflation, what does this mean for equity and bond markets in the near term? Listen to find out.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
As Russia started its military action against Ukraine, the Indian markets reacted sharply. The Nifty index witnessed its worst ever single day fall since May 2020. What are we looking out for, and how should you position yourself? Listen to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
Last week was another volatile one for Indian markets, as equity markets fell to nearly 10-month lows but recovered later in the week. Geopolitical tensions continue to rise, with the threat of a Russian invasion of Ukraine becoming increasingly likely. So what should you look out for in the coming week? Tune in to listen.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
In this podcast, we chat with Taher Badshah, Chief Investment Officer at Invesco AMC. Given the macro headwinds and rising interest rates, Taher shares his views on how these will impact asset markets in India. He also shares whether equity markets will start to moderate going ahead, and the themes and sectors that he is bullish on. Tune in to know more.
Speaker:
Taher Badshah
President & CIO, Invesco AMC
Moderated by:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
Indian markets have had a volatile start this year amid expectations of Fed rate hikes and policy normalisation by the RBI. Sell offs by FIIs have recently exacerbated the fall in Indian equities. Amidst all this, why do we still expect equities to perform well this year? Tune in to know more, in this edition of our series 'What moved the markets'.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
It was a tale of two halves last week, as Indian equity markets rallied on the back of a surprisingly dovish RBI monetary policy. However US inflation came in at a decadal high, further cementing expectations of a Fed rate hike in March. What does this mean for India's markets ahead? Listen to find out.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
In our outlook for this month, titled 'robust earnings vs rising bond yields', we summarise our Outlook for the month ahead. Equities have risen modestly from their Dec'21 levels, while bond yields have surged across the board. A pro-growth budget and RBI maintaining status quo on rates are positives for risk assets. Listen to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
Equity markets rose over the last week as the Government unveiled a pro-growth Budget and kept up the focus on capital expenditure. With the RBI policy expected this week, what are the key takeaways from last week and what do we look forward to this week? Tune in to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
In this episode of views from the street, we have Bharat Shah, Executive Director, ASK Group join us with a comprehensive and insightful take on Budget 2022. He also shares his views on volatility in the markets and what he believes are likely growth sectors for 2022. Tune in to listen more.
Speaker:
Bharat Shah
Executive Director, ASK Group
Moderated by:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
The Union Budget 2022 kept up the focus on growth. Market reactions were mixed, as equity markets reacted positively while bond markets were sceptical. What are the implications of the Budget proposals for investors, and what strategy should they adopt ahead? Listen to this new episode, part of our new series 'What moved the markets', to find out more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
The surge in market volatility last week is indicative of the challenges that investors are likely to face in 2022 as monetary policy tightens. The US Fed gave a clear indication of its future course of action. With the Union Budget being presented tomorrow, what can investors look forward to ahead? Tune in to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
We start off with our new series, 'The Week That Was', that explores movements in Indian markets over the past week and outlines expectations for the week ahead.
Indian equities had the worst week in nearly 3 months, on the back of several factors. Tune in to know more, and find out what we are watchful for this coming week.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
In today's episode that continues on our Outlook 2022 coverage, we look at the INR and commodities. We believe that the INR will be range bound, oil may see a volatile year and gold may prove to be an important tool piece in a diversified asset allocation. Listen to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
In today's episode that is a continuation of our Annual Outlook 2022 series, we look at the outlook for bonds and fixed income this year. We view bonds as a core holding and expect yields to rise. Listen to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
As part of our India Outlook 2022 series, we are now bringing you our views on various asset classes and how they are expected to perform this year. We look at equities today - we expect equities to outperform, but with certain caveats. Listen to know more.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
In a rush? Listen to a quick summary of our 2022 India Market Outlook, where we explain our theme for the year: Transition to Mid-Cycle.
Speaker:
Vinay JosephChief Investment Strategist, Standard Chartered Bank India
As we enter 2022, we expect Indian markets to transition from 'early cycle' to 'mid cycle', as monetary policy normalises. How are equities likely to perform? What is our view on bonds? Listen to our podcast to find out our Outlook for 2022 on the Indian markets.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered India
As the shadow of Omicron looms, what can we expect from Indian equity markets? Join us to hear Radhika Gupta, MD & CEO, Edelweiss AMC share her thoughts on the likely trajectory of markets going ahead, why she is a fan of hybrid investing and how she addresses the debate between active and passive investing.
Speakers:
Radhika Gupta
MD & CEO, Edelweiss Asset Management Company
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank India
Inflation is an important factor to consider when deciding where to invest - not only does it impact policymaking, but also plays a role in determining the attractiveness of asset class returns. In today's podcast, we look at the various inflation regimes in India, and how investors can adopt strategies to offset higher inflation.
Where are the opportunities for the Indian investor in today's market scenario, and how should they position themselves to make the most of the current cycle? What are the risks that they should be aware of? Join us in conversation with Nilesh Shah, MD, Kotak Mahindra AMC as he shares his views on the India story.
Speakers:
Nilesh Shah
Managing Director, Kotak Mahindra AMC Ltd
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank, India
As equity markets rally and returns on fixed income portfolios moderate, how should investors position themselves for the coming months? What are the key risks that we see as we move on to 2022? Join us for a chat with Sankaran Naren, ED and CIO, ICICI Prudential AMC as he shares his views on some of the common questions on investors minds.
Speakers:
Sankaran Naren
Executive Director & Chief Investment Officer, ICICI Prudential AMC
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank, India
As global central banks turn hawkish and the RBI normalises excess liquidity earlier than market expectations, the benchmark 10-year Indian Government Bond yield has risen over 30 bps in H2 of CY2021. What does this mean for bond yields - are they expected to continue their upward movement? Tune in to find out.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank, India
Peak equity valuations amid higher interest rates and rising bond yields have raised concerns about the sustainability of equity market returns going ahead. Has the rally run its course? Tune in to listen.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank, India
A faster return to economic normalcy in India along with supportive macro drivers has spurred gains in risk assets. Given the sharp rise, is it time to consolidate gains? How should investors approach their assets? Tune in to listen to the views from Vinay Joseph, our Chief Investment Strategist.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank, India
Are the key macro factors that drive our India investment outlook improving or worsening?
Tune in to find out more about the 4 key drivers that we believe will impact Indian markets and asset classes going forward, and whether they are positive or negative for our outlook.
Speaker:
Vinay Joseph
Chief Investment Strategist, Standard Chartered Bank