Standard Chartered India - Money Insights

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 Hea...

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: Vin...

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 He...

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,...

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 Ch...

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: Rav...

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 Ba...

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 &...

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