Standard Chartered India - Money Insights

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  Standar...

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 Strateg...

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...

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 Prudenti...

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...

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,...

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...

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 Stra...

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,...

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 Investm...

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 In...

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 Cha...