Standard Chartered India - Money Insights

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 Joseph Chief 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...

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.

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 I...

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

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 Ch...

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