Standard Chartered India - Money Insights

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...

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 Str...

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, St...

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...

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, Standa...

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...

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