Standard Chartered India - Money Insights

In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets : Oil jumped about 6% to around $117/bbl as the Houthis launched fresh attacks on Saudi energy targets and President Trump hinted at restarting strikes on Iran after the US midterms. China's Q3 growth beat estimates at 4.5%, while investor confidence in Germany and the E...

Tune in to listen to our latest outlook on fixed income and the INR, in light of the RBI's currency measures and the October'26 Monetary Policy Committee outcomes.  Speaker: Shaily Gang Chief Investment Strategist

In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets : Oil rose about 2.4% to around $105/bbl as Iran stepped up attacks on tankers around the Strait of Hormuz, while euro area inflation climbed to 3.8%, its fastest pace since September 2023. The Houthi attack on Saudi Arabia over the weekend added fresh uncertainty. India Macr...

Tune in to understand why we are still overweight India equity markets despite the recent macro headwinds and broader market weakness.  Speaker: Shaily Gang Chief Investment Strategist

In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets : The US 10-year Treasury yield stayed elevated near 5.27%, close to its highest level in nearly two decades, even as oil prices eased to around $102/bbl after crude exports from the Middle East improved and the G7 agreed to release 100 million barrels from emergency reserves...

In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets : The US 10-year Treasury yield climbed above 5.2%, its highest since June 2007, as resilient US data and elevated oil prices kept pressure on rates; crude oil surged toward $107/bbl after a deadlock in US-Iran talks stoked fears of disruption through the Strait of Hormuz. In...

In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets : The Fed raised rates 25bp to 3.75-4.00% — its first hike since 2023 — while the BoJ hiked to a three-decade high of 1.25% and the BoE held steady, marking the first time on record that the Fed, ECB and BoJ all hiked within the same month. India Macro & Economic Data : R...

In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets : A stronger-than-expected August payrolls print revived Fed rate-hike bets and pulled US equities lower, while renewed US-Iran strikes drove Brent up nearly 8% on the week. India Macro & Economic Data : Q1FY27 GDP grew 7.8% on the new 2022-23 base, powered by capex and e...

In this week’s episode of The Week That Was, we break down key global and domestic market developments: Global Markets : Fed Chair Kevin Warsh’s debut Jackson Hole speech kept a rate hike on the table, triggering a bear-flattening in US yields, a stronger dollar, and a pullback in gold, while the S&P 500 ended marginally lower. India Macro & Economic Data : Industrial production moderated...

In this week’s episode of The Week That Was, host Michelle Castelino breaks down key global and domestic market developments: Global Markets : The US Treasury announced plans to double its long-term debt buyback operations to at least $4 billion per operation, following a brief spike in the 30-year yield above 5.3%. The move offered mild relief to bond markets and the dollar, though its overall im...

In this week’s episode of The Week That Was, host Michelle Castellino breaks down key global and domestic market developments: ​Global Markets : Global equities ended the week on a positive note, supported by lower-than-expected US CPI inflation data and easing recession concerns, which fueled strong gains across tech and growth sectors in the US and Europe. ​India Macro & Economic Data : Dome...

In this episode of Views from the Street, we feature Anupam Joshi from HDFC MF. Join us to hear the fixed income outlook for the year post the RBI MPC, covering growth-inflation dynamics, liquidity and bond demand-supply.  Speaker: Anupam Joshi Co-Head Fixed Income HDFC Mutual Fund Hosted by: Shaily Gang   Chief Investment Strategist Standard Chartered Bank India 

In this episode of The Week That Was, our host Michelle Castilino covers key global and domestic financial updates: ​Global Developments : Major equity markets in the US, Eurozone, Japan, and China broke out of recent ranges, fueled by strong US corporate earnings and stabilizing oil prices as shipping routes opened in the Strait of Hormuz. ​India Macro Updates : The RBI maintained its repo rate a...

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