Standard Chartered India - Money Insights

In this edition of the India Market Outlook podcast titled 'can the upturn sustain', we look at the rally in the mid cap and small cap stocks and assess their probable performance over the coming few months. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

We have released our market outlook for Aug 2023 titled 'Can the upturn sustain'? We see two competing narratives - India's robust domestic macros that are ahead of peers and a high likelihood of a growth slowdown in developed markets. Tune in to hear more on our macro and asset class views. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

Global equities traded lower due to risk off sentiment on the back of Fitch lowering US's long term foreign currency issuer rating. The Nifty also performed lower, closing the week with a decline of 0.7%. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist Standard Chartered India 

The US Fed raised policy rates by another 25 bps last week, leading to a 22 year high rate. Global equities trended higher. Closer home, the Nifty snapped a 4 week rising streak, declining by 5% for the week. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In today's episode of Views from the Street, we are joined by Suresh Soni, CEO, Baroda BNP Paribas MF. Tune in to hear Suresh's thoughts on the India structural story, areas that he is optimistic on and his preferred sectors of growth. Speaker: Suresh Soni CEO, Baroda BNP Paribas MF with Ravi Singh Chief Investment Strategist, Standard Chartered

Mixed global cues steered global equities last week, with Greater China stocks coming under pressure while South Asia and US equities trended higher. Indian equities continued their four week bull run, with the Nifty rising 0.9% for the week. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In our final podcast covering the H2 2023 market outlook, we take a look at FX and commodities. On the INR, we expect resilience given strong fundamentals and ahead of peer growth. We also expect the USD to remain range bound for the next 3 months beforr resuming its decline on a 12-month horizon. We remain neutral on gold, and have a bearish outlook on crude, expecting the WTI crude variant to st...

Global equities rallied last week on the back of cooling US equities data and raising hopes of modest rate hikes by the Fed ahead. Indian markets followed the cue, carrying forward a 3 week rising trend and touching new all time highs. The Nifty rose 1.2% for the week. Tune in for more details. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In the final episode of our podcasts on the H2 2023 Outlook (titled 'Keep C.A.L.M. and carry on'), we look at equity and our preferred sectors. Indian equities overcame a slow start this year to scale all time highs in Q2, with the broader markets also outperforming large caps. Against this backdrop, it could be tempting to dial up risk and allocate higher to equities - but is it the rig...

Global equities consolidated last week, on the back of weak PMI data and hawkish US Fed policy minutes. Indian markets however scaled all-time highs on the back of strong macro data and robust foreign investor flows. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist Standard Chartered Bank India

Continuing with our series on our H2 2023 Outlook, 'Keep C.A.L.M. and carry on', we summarise our macro views and outlook on bonds for the second half of this year. Tune in to know how the Indian economy is likely to perform, our views on inflation, and bonds. Speaker: Ravi Singh Chief Investment Strategist Standard Chartered Bank India 

We've just released our H2 market outlook, titled 'Keep C.A.L.M. and carry on'. Two competing narratives take centre stage as we approach H2: India's strong macro fundamentals and a high probability of recession in developed economies. Against this backdrop, a balanced approach - our 'C.A.L.M.' strategy is likely to outperform. Tune in to know more. Speaker: Vinay Jos...

It was a mixed week for global equities, coming on the back of China's manufacturing index remaining in the contractionary zone for the third month running. Indian markets outperformed global peers however, with the Nifty scaling new all-time highs and closing at 2.8% higher for the week. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

We are joined by Chirag Setalvad, Head of Equities at HDFC Mutual Fund, in today's episode of Views from the Street. Join us to hear Chirag's views on the markets, sectors and outlook for the coming months. Speaker: Chirag Setalvad Head - Equities, HDFC Mutual Fund with Ravi Singh Chief Investment Strategist, Standard Chartered India 

Global equities declined after a multi-week rising spree on the back of US Fed Chair Powell's hawkish testimony to the Congress on the fight against inflation. All major world indices declined, as did the Nifty closer home, recording a weekly loss of 0.9%. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

One of the most anticipated weeks in Q2 concluded last week, as the US Fed held on to its policy rate, citing a wait and watch approach to monitor the effect of previous rate increases. Closer home, the markets performed as per expectations, with the Nifty rising 1.4% for the week. Tune in for more.  Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Continuing with our series on the India Market Outlook - 'Resilience or Irrational Exuberance' , we outline in today's podcast what is driving the resilience in Indian assets. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

Global equities posted modest gains last week as investors awaited details on US inflation data and the decision by the US Fed on policy rates this week. The Nifty posed a third straight week of gains. Tune in for more.  Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

We've just released our monthly market outlook for June. We believe that a pause in the RBI's rate hike cycle, robust corporate earnings and superior macro fundamentals are likely to drive resilience of Indian assets. However, volatility is likely to remain high, and weakening global growth outlook, elevated inflation and tighter lending conditions are likely to impact demand and corpora...

Global equities recovered last week, as the US Senate voted to raise the debt ceiling and US employment data showed recovery. Closer home, the Nifty rose 0.6% for the week but underperformed global peers. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

The Q4 GDP data released recently surprised on the upside, with growth coming in at 6.1% against consensus estimates of 5%. What does this mean for you and your investments? Tune in to know. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Global sentiment remained weak  last week as concerns over US debt ceiling negotiations persisted, improving slightly over Friday as hopes of a breakthrough emerged. The Nifty however outperformed all global peers and erased losses of the past week, gaining 1.6%. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In today's episode of Views from the Street, we are joined by Sunil Singhania, Founder of Abakkus Asset Managers. Sunil talks to us about his views on Indian equity markets, his thoughts on small cap vs large cap performance, FII vs domestic institutional flows and emerging trends. Tune in to know more. Speaker: Sunil Singhania Founder, Abakkus Asset Managers with Mayank Sharma Head, Alternat...

Volatility continued in the global markets last week amid uncertainties over US debt ceiling negotiations and hawkish comments from US Fed Chair Powell on inflation. In India, the Nifty closed 0.6% lower for the week. Tune in for more details. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

It was a mixed week for equities as global investor positioning continued to remain cautious on the back of mixed economic data. Indian equities continued to rise, the Nifty posting a 1.2% weekly gain despite trading sideways for most of the week. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered