Markets staged a recovery last week, with the Nifty rising 1.6%. Broader markets outperformed too, on the back of positive sentiments around a US-India trade deal and end of the US government shutdown. Tune in for more. Speaker: Michelle Castellino Investment Strategist
In today's episode of what's driving the markets, we look at the performance of Indian equity markets this year. Markets have underperformed this year relative to global and emerging market equities, amid slow earnings growth and stretched valuations. What does this mean for investors? Do we expect Indian equity markets to rebound? Tune in to know more. Speaker: Vinay Joseph Head, Investment Products and Strategy
Indian markets rose for the fourth consecutive week, gaining 0.3% for the week, while broader markets outperformed. Tune in for more details on the week that went by. Speaker: Michelle Castellino Investment Strategist
We share our outlook for October 2025, titled 'Is Value Emerging?'. Learn about key events in the second half of this year and our macro and asset class views, in Part 1 of this series. Speaker: Vinay Joseph Head, Investment Products and Strategy
We've just released our monthly market outlook for September 2025, titled looking through volatility. Indian equities continued their underperformance to peers on the back of tariffs and muted first quarter FY earnings. What does this mean for our outlook and how should investors position themselves? Tune in for more. Speaker: Vinay Joseph Head - Investment Products and Strategy
Indian markets cheered the GST rate cuts last week, recording the best week in over 2 months. The Nifty 50 index rose by 1.3% for the week. Tune in for more details. Speaker: Vinay Joseph Head, Investment Products and Strategy
Indian markets succumbed to selling pressure as sentiments soured after the US tariffs came into effect. Tune in to hear more on the impact. Speaker: Vinay Joseph Head - Investment Products and Strategy
In today's episode of what's driving the markets, we look into the tariff uncertainty and whether investors should dial down risk in the current situation. Tune in to know more. Speaker: Vinay Joseph Head, Investment Products and Strategy
We've just released our monthly market outlook for August 2025, titled Positioning for Consolidation. Should investors dial down risk amid tariff uncertainty? How has H2'25 started and what are our asset class views ahead? Tune in for more. Speaker: Vinay Joseph Head, Investment Products and Strategy
We've just released our outlook for the second half of 2025. Tune in to know more on the outlook, the strategy and asset class views. Speaker: Ravi Singh Chief Investment Strategist with Amit Mamgain Head, Managed Investment Products, Sales and Strategy
We've just released our monthly market outlook for June 2025 titled 'Riding the policy boost'. In today's episode we discuss the implications of the recent RBI monetary policy announcements. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered
Global equities tended volatile the last week due to rising geopolitical tensions precipitated by the Israel-Iran conflict. Markets fell after leading at the start of the week. The Nifty fell 1% for the week. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist
Global equities came under pressure the last week, following the decision of a US appeals court to halt President Trump's tariffs. Asian equities fell as well, led by the global uncertainty. Closer home, the Nifty fell for the second consecutive week, dropping 0.3% led by cautious investor positioning ahead of the fourth quarter GDP data. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist
Continuing with our India Market Outlook series on 'Can the uptrend sustain', Ravi discusses the macro and key asset class views for this month. Speaker: Ravi Singh Chief Investment Strategist
Global equities cheered the easing US China trade tensions, with US equities rising on all days of the week. Asian equities cheered as well, as did India where the Nifty 50 rose for the 3rd consecutive week, rising 4%. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist
We've just released our monthly market outlook for May 2025. In today's episode, we discuss a key investor question - after a strong rebound from thr liberation day sell-offs, can the uptrend in Indian equities sustain? Speaker: Ravi Singh Chief Investment Strategist
Equity markets rose globally for the third straight week, led by easing trade policy concerns. The Nifty too followed suit, rising 1.3% for the week. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist
Global equities rose the past week on the back of improving risk sentiments and a seeming softening of stance on tariffs by President Trump. Closer home, the Nifty rose earlier in the week but pared gains subsequently on the back of weak corporate earnings reports. Speaker: Ravi Singh Chief Investment Strategist
Global equities trended mixed the last week on region specific cues. US equities staged a rally in the early part of the week on news of tariff exemptions, but came under pressure later as global policy uncertainties lingered. Asian equities rose, as did India's Nifty. Tune in for more. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered
We've just released our monthly market outlook titled 'buyers rather than sellers'. The past few weeks have been rather volatile for Indian markets, on the back of higher than expected tariffs from President Trump and the subsequent pause. In this episode, we examine the implications for investors and how they should position themselves for the short term. Speaker: Ravi Singh Chief Investment Strategist, Standard Chartered