Standard Chartered India - Money Insights

In today's episode of Views from the Street, we are joined by Anubhuti Sahay, Head of Economics Research - India & South Asia, Standard Chartered. Anubhuti shares her views on the Budget, thoughts on central bank interest rates for 2023 and the India macro story. Tune in to know more. Speaker: Anubhuti Sahay Head, Economics Research India & South Asia Standard Chartered With Vinay Jos...

Markets rebounded last week amidst volatile conditions, boosted by less hawkish stances of central banks worldwide. The Nifty ended up 1.5% for the week. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Global equities posted gains last week on the back of positive cues,while Indian equities consolidated after an adverse report on a leading Indian corporate was released last week by a research firm. Tune in for more details. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In this episode, we are joined by Suyash Choudhary, Head of Fixed Income at IDFC AMC. Tune in to hear Suyash's views on the economy and inflation, rate hikes and perspective on bonds for the months ahead. Speaker: Suyash Choudhary Head - Fixed Income, IDFC AMC with Ravi Singh Chief Investment Strategist, Standard Chartered

It was a volatile week for the markets as investor concerns on effects of the tight financial conditions began to rise. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In today's episode, we try to elaborate on the investment strategy that you can adopt for 2023. Our 'S. A. F. E.' strategy can work out well in today's markets - tune in to know how this can help you plan your investments for this year. Speaker: Vinay Joseph Director & Head - Investment Products and Strategy Standard Chartered

Fixed income faced a suboptimal year in 2022 for the second year running, as yields moderated following the race led by central banks to nomalise pandemic-era policy rates. For 2023, we are neutral on bonds as attractive yields are counterbalanced by lower yield premiums. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Indian assets had a good start to the year amid positive cues. Tune in for a quick roundup of the markets. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

Tune in to listen to our views on how Indian equity markets are likely to perform in 2023. We enter 2023 with a neutral stance on Indian equities as stretched valuation premiums are counterbalanced by robust domestic and earnings growth expectations. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Continuing with our Outlook 2023 series, today we look at India's macro outlook for 2023. Desoite the global macroeconomic scenario looking challenging for 2023, India is expected to stay resilient. Tune in for more details. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

The global macroeconomic backdrop for 2023 is likely to be challenging, given the heightened risk of a slowdown. In our annual outlook for 2023, however, we predict that India's superior growth-inflation dynamics as compared to its peers can support Indian assets against external shocks and global market volatility. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standa...

The rally in global markets tapered last week amid concerns over interest rates ahead of the FOMC meeting the coming week. The Nifty traded sideways for most of the week before closing 0.4% lower for the week. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

The RBI raised policy rates as expected by 35 bps in its December meeting. What does this mean for the markets? Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

The global rally sustained its momentum last week, after Fed Chair Powell signalled a softening in the rate hike cycle, starting as early as next month. Closer home, the Nifty scaled all time highs but consolidated slightly later in the week, rising 1% for the week.  Tune in for more details. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

We are joined by Sailesh Bhan, CIO - Equities, Nippon Life India AMC in today's episode of Views from the Street. Join us to hear what Sailesh thinks about the resilience of Indian equities in 2022, are there any risks emerging and what are the themes and opportunities for the next fiscal. Speaker: Sailesh Bhan CIO - Equities, Nippon Life India AMC Moderated by: Ravi Singh Chief Investment St...

The rally in global assets resumed last week, on the back of less hawkish published minutes of the FOMC meeting and improved risk sentiment based on weak US macro data.  Global cues enabled a better performance in India as well, as the Nifty rose 1.1% for the week and touched a new high after 400+ days. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Today we take a look at the corporate earnings trajectory in the second quarter of fiscal year 23. India has seen 8 consecutive quarters of earnings growth post 2020 when the pandemic hit. What does this mean for the markets? Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

Momentum in global markets stalled last week, as the dovish sentiment dissipated slightly amidst hawkish statements by central bankers. Nasdaq and the S&P500 fell over 1% last week, as did the Nifty after a week of sideways trading. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

The last week was one of the best weeks in recent times for global assets, as they cheered lower-than-expected US inflation data, and news coming in from China about a possible washing of pandemic restrictions. The Nifty too rose for the week but underperformed global peers. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

In our monthly market outlook for November, we state that while Indian risk assets have outperformed global peers, the possibility of a near term pullback renains, given expensive valuations. A core holding that allocates across asset classes with focus on short term opportunities may be the best way to tide over the current volatility. Tune in to know more. Speaker: Ravi Singh Chief Investment St...

It was a volatile week for global assets, as expectations of a policy pivot by the Fed were dashed. The Fed raised rates by 75 bps, indicating that the terminal rate could be higher than earlier expected. A similar rate hike was effected by the Bank of England. Tune in to know more details. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

It was a good week for the Indian markets, albeit truncated by the Diwali holidays. The Nifty rose 1.2% on the back of positive cues from global markets that are recovering from oversold conditions. Tune in to know more details. Speaker: Vinay Joseph Director & Head, Investment Products and Strategy Standard Chartered

In today's episode, continuing with the Q4 2022 Outlook, we look at whether investors should pivot towards growth and defensive sectors in their portfolio, given the current market conditions. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered

With global central banks normalising pandemic-era liquidity and raising rates above pre-pandemic levels, fixed income yields have also increased. In today's episode we examine whether you should add duration to your fixed income portfolio, that is, increase the average maturity in your portfolio. Tune in to know more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered 

In continuation of our Q4 2022 outlook, today we address the question - is India decoupled from the rest of the world? Indian equities have significantly outperformed global peers, with the Nifty index up by 0.9% YTD 2022, as compared to the MSCI-EM and MSCI-World indices that are down 16% and 14% respectively. What are the drivers of this performance, and can they sustain amidst the current globa...