Standard Chartered India - Money Insights

Continuing with our podcast on the monthly India market outlook for May'23 - Have we turned a corner , we focus on equity positions given the recent rally in markets and an update on the Q4 fiscal year 22 earnings. Tune in for an update. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

We've released our monthly outlook for May 2023, titled 'Have we turned a corner'? Indian assets outperformed global peers last month and the RBI is signalling a likely peak in policy rate. Tune in to hear more about our asset class views and key questions for bond investors. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

It was a volatile week for global equities as markets remained cautious on the back of mixed economic data, but recovered later in the week. The US Fed and ECB both raised policy rates by 25 bps. Indian equities stayed resilient, with the Nifty ending flat over the previous week. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Indian equities outperformed their global peers last week, amid strong corporate earnings and improved foreign investor flows. The Nifty traded higher on all five days of the week, rising by 2.5% for the week. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

The last week witnessed consolidation acro global equities, as investors cautiously awaited results from major banks amidst mixed US economic data. The Nifty also contracted for the week, falling by 1.1%. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist Standard Chartered 

In the second podcast on the India Market Outlook for April, we discuss the implications of the pause in the rate hike at the recent RBI Monetary Policy meet. Does this signal an end to the rate hike cycle? What does it mean for fixed income and equity asset classes? Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Indian equities outperformed their global peers last week amid cautious investor positioning and a deteriorating global growth outlook and increased 4isks to corporate profitability. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In this episode, we summarise key trends and asset class views as we enter the second quarter. We believe our 'safe' strategy continues to remain attractive for investors as India remains a bright spot amidst a deteriorating outlook for other major economies. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Global equities consolidated last week after 3 consecutive weeks of gains, amid slowing sentiment. Indian equities outperformed their global peers, rising 1.4% for the week on the back of supportive industry data and the surprise decision of the RBI to pause rate hikes. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

The rally in the global markets continued for the 3rd consecutive week, amid receding fears of any immediate worries in the financial sector. Global indices were up for the week, as was the Nifty, which posted a  strong weekly gain of 2.4%. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

The Finance Bill 2023 has been passed by the Lok Sabha, including amendments which propose to change the taxation of 'specified mutual funds' that invest less than 35% of their assets in equity, i.e. debt mutual funds predominantly. Tune in to understand what these changes mean for you as an investor. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Tune in for another roundup of the week gone by - the markets ending on a positive note after the US Fed policy, that raised rates by 25 bps in line with expectations. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

Global markets remained volatile as financial sector worries, with the collapse of two US banks and concerns with a Swiss bank driving selloffs on risk assets. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Continuing with our market outlook for March 2023, we look at asset class views to assess if value is emerging as an attractive bet.  Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In today's podcast, we look at the implications of market's pre-assessment of higher peak monetary policy rates and views on asset classes. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Global risk assets came under pressure following hawkish commentaryby the US Fed, with major global indices recording one of their worst weekly declines this year of 4 - 4.5%. Closer home, the Nifty fared slightly better, registering a weekly decline of 1%. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In today's podcast, we chat with R Sivakumar, Head of Fixed Income at Axis Mutual Fund. Tune in to hear his views on bond yields, the outlook for the fixed income market and areas of opportunity in the coming months. Speaker: R Sivakumar Head - Fixed Income, Axis Mutual Fund with Ravi Singh Chief Investment Strategist, Standard Chartered

Global risk assets recovered after a multi week slump as investors cheered better than expected global services data. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Global assets consolidated last week amid a risk-off sentiment as investors recalibrated expectations of rate hikes following stronger than expected US economic data. The Nifty snapped a three-week gaining streak, closing lower on all trading sessions to post a loss of 2.5% for the week. Tune in to hear more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In today's episode of Views from the Street, we are joined by Mahesh Patil, Chief Investment Officer at Aditya Birla Sun Life Asset Management Company. Tune in to listen to Mahesh's views on the macroeconomic outlook, sector views, rates and more. Speaker: Mahesh Patil CIO, Aditya Birla Sun Life AMC With Ravi Singh Chief Investment Strategist, Standard Chartered

Indian assets withstood a volatile week, as global assets condolidated following expectations of a pause in Fed rate hikes. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

In today's podcast, coming on the back of our Feb 2023 market outlook titled "Attractive Income Opportunities", we look at the outlook for various asset classes. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In today's podcast, we discuss the implications of the latest RBI policy review and the Union Budget recommendations on bond investors. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

It was a volatile week for Indian assets, coming on the back of cues like the 25 bps rate hikes by the RBI and the Fed, along with foreign investor outflows. The Nifty ended flat for the week after remaining range bound throughout. Tune in for more details. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In today's podcast, we are joined by Manpreet Gill of Standard Chartered who talks about our S.A.F.E. strategy and how inflation is expected to pan out in 2023. Tune in to know more. Speaker: Manpreet Gill CIO - AMEE & Head, Fixed Income, Currencies and Commodities Strategy Standard Chartered With Ravi Singh Chief Investment Strategist Standard Chartered India