Standard Chartered India - Money Insights

India's robust macro fundamentals and strong corporate earnings delivery positions it at an advantage over other major economies which could see slower growth. Getting into 2024, we expect equity markets to ride the positive momentum with bond markets offering attractive real yields. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

It was another mixed week for global equities as US equities gained on the back of positive labour data while Asian equities slid following a downgrade of China's credit rating by Moody's. Closer home, the Nifty rose for the sixth consecutive week and touched new all time highs, rising 3.5% for the week. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartere...

It was a mixed week for equities, as developed market equities trended higher for the week, while Asian markets lagged peers. Closer home, the Nifty rose 2. 4% for the week and touched a new all time high, while listed Indian equities crossed $4 trillion in market cap for the 1st time. Tune in for more insights. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

In this  continuing episode of the India Market Outlook (November 2023) - Balancing the Risks, we look at how one can navigate the near term uncertainties due to prevalent geopolitical tensions and US economic data. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Global equities continued to rally for the third week on the back of softer US inflation data. Asian equities had a mixed week. In India, the Nifty rose for the 3rd consecutive week, rising 1.6%. Tune in for more. Speaker : Ravi Singh Chief Investment Strategist 

We've just released our monthly market outlook for India titled 'balancing the risks'. In today's podcast, we look at the macro and key asset class views for the month ahead. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered India

Global equities remained volatile last week, on the back of hawkish comments from Fed Chair Powell. Asian equities too came under pressure following negative Chinese inflation data. Back home, Indian equities posted gains, with the Nifty gaining 1%. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Sentiments improved in a widely anticipated week, as the US Fed and Bank of England left policy rates unchanged. Closer home, the Nifty rose 1% on the back of improving sentiments, robust earnings reported during the week and improved foreign investor flows. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Weak sentiments weighed in on global equities the past week, with most markets recording a fall. Closer home, the Nifty fell 2.5% to reach its lowest levels in 5 months. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

After keeping on index watch since 2021, JP Morgan finally included India in its Emerging Markets Global Bond Index. Listen on to find out what this means for bond investors. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

A risk off sentiment prevailed in global equities last week, amid mixed global cues, geopolitical tensions in the Middle East and hawkish Fed comments. Closer home, Indian equities also snapped two weeks of marginal gains and trended lower. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In today's episode of our India Market Outlook, we look at macro and key asset class views. Read on to find out why we still prefer a core allocation to major asset classes. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Indian equities have been a notable exception in Q3, in an otherwise dull quarter globally. For Q4, we favour selective risk taking within major asset classes, sectors and quality segments, while maintaining balanced allocations across equities,bonds,cash and gold.  Listen on to find out more on how investors should position for volatility. Speaker: Ravi Singh Chief Investment Strategist, Standard...

It was a mixed week for the equity markets, as they trended lower despite improving macro data. The Nifty broader markets traded mixed as well. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

Markets remained under pressure the last week amid weak investor sentiment, on the back of US bond yields rising to multi year highs, weak customer confidence and expectations of the US Fed keeping rates higher for longer. Closer home, the Nifty started the week under pressure but recouped gains later, closing September with a gain of 2%,outperforming emerging market peers. Tune in for more inform...

After hitting all time highs in mid September, Indian equities have consolidated, in line with Global peers. What is driving this volatility? Tune in to find out. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Global sentiment remained weak the last week on the back of weak cues. The Fed held rates at its last policy meeting, as did central banks in Asia. Closer home, the BSE sensex recorded its worst ever weekly decline in 15 months, down 2.7%. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

It was a mixed week for equities - global equities edged lower on the back of conflicting cues. Indian equities continued their positive run for the second consecutive week. What else happened? Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In continuation of our Sep 23 India Market Outlook titled 'Stay C.A.L.M, allocate broadly', we look at key macro drivers and asset class views for this month. Tune in for more insights. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

We've just released our monthly market outlook for September, and in today's podcast we discuss two key questions: 1. Key near-term risks for Indian assets, and 2. The structural bull case for them. Tune in for more details. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Global equities came under pressure last week on the back of weak economic data from China, Taiwan and Korea. US markets remained volatile, while closer home the Nifty rose for the second successive week, trading positive on all 5 days. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Sentiments continued to improve globally with the US reporting moderated inflation data, raising hopes of a pause in the Fed rate cycle. Closer home, the Nifty snapped 5 consecutive weeks of decline to post a gain for the week. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Global equities recovered after a multi-week decline, supported by comments from Fed chair Powell at the Jackson Hole symposium and China's softening of its hawkish stance. In India, the Nifty closed 0.2% lower for the week. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, India Standard Chartered

In today's episode of Views from the Street, we are joined by Ashish Gupta, Chief Investment Officer, Axis Mutual Fund. Tune in to hear Axis's views on markets, the India story and the preferred investment avenues ahead. Speaker: Ashish Gupta Chief Investment Officer, Axis MF Moderated by: Ravi Singh Chief Investment Strategist, Standard Chartered India 

Global equities trended lower for the third consecutive week as regional sentiments weighed in. Hawkish minutes of the Fed policy meet suggested that policy makers remain concerned about inflation, sparking further rate hike fears. Closer home, the Nifty fell 0.6% in a holiday truncated week. Tune in for more updates. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered