Standard Chartered India - Money Insights
by Standard Chartered India
Standard Chartered India - Money Insights is a podcast series created to bring you the latest views on-the-go from Indian markets. Join experts from Standard Chartered and the Indian investment industry as we dive deep into insights and analyses that matter, to help you make better investment decisions.
Episodes
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The Week That Was - 30 Oct:Indian Markets Rebound as Fed Holds Rates
In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets: The US Fed held rates at 3.75–4%, with two members favouring a hike, while the ECB and Bank of Japan also kept rates unchanged. US GDP grew an annualised 3.4% in Q3, oil hovered...
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The Week That Was - 23 Oct: Indian Markets Slide as Crude Prices Surge
In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets: Oil jumped about 6% to around $117/bbl as the Houthis launched fresh attacks on Saudi energy targets and President Trump hinted at restarting strikes on Iran after the US...
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India Fixed Income and Currency Outlook: Oct'26
Tune in to listen to our latest outlook on fixed income and the INR, in light of the RBI's currency measures and the October'26 Monetary Policy Committee outcomes. Speaker: Shaily Gang Chief Investment Strategist
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The Week That Was - 9 Oct: RBI Rate Hike in Focus; Indian Markets Snap Losing Streak
In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets: Oil rose about 2.4% to around $105/bbl as Iran stepped up attacks on tankers around the Strait of Hormuz, while euro area inflation climbed to 3.8%, its fastest pace since...
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What's driving the India equity markets
Tune in to understand why we are still overweight India equity markets despite the recent macro headwinds and broader market weakness. Speaker: Shaily Gang Chief Investment Strategist
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Week That Was - 2 Oct: Indian Markets Slip as Global Yields Stay Near Two-Decade Highs
In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets: The US 10-year Treasury yield stayed elevated near 5.27%, close to its highest level in nearly two decades, even as oil prices eased to around $102/bbl after crude exports from...
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The Week That Was - 25 Sep: Indian Markets Slip Amid Rising Global Yields and Oil Prices
In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets: The US 10-year Treasury yield climbed above 5.2%, its highest since June 2007, as resilient US data and elevated oil prices kept pressure on rates; crude oil surged toward...
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The Week That Was — 18 Sep: Central Banks Turn Hawkish, Indian Markets Continue to Remain Under Pressure
In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets: The Fed raised rates 25bp to 3.75-4.00% — its first hike since 2023 — while the BoJ hiked to a three-decade high of 1.25% and the BoE held steady, marking the first time on…
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The Week That Was — 8 Sep: India GDP Surprises Positively, Markets Weighed Down by Crude
In this week's episode of The Week That Was, we break down key global and domestic market developments: Global Markets: A stronger-than-expected August payrolls print revived Fed rate-hike bets and pulled US equities lower, while renewed US-Iran strikes drove Brent up nearly 8% on the week. India...
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The Week That Was – 31 Aug: Warsh’s First Jackson Hole Speech, Indian Markets Stay Cautious
In this week’s episode of The Week That Was, we break down key global and domestic market developments: Global Markets: Fed Chair Kevin Warsh’s debut Jackson Hole speech kept a rate hike on the table, triggering a bear-flattening in US yields, a stronger dollar, and a pullback in gold, while the...
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The Week That Was – 24 Aug: Indian Equities Slip, Gold Rallies, and Bond Yields Rise
In this week’s episode of The Week That Was, host Michelle Castelino breaks down key global and domestic market developments: Global Markets: The US Treasury announced plans to double its long-term debt buyback operations to at least $4 billion per operation, following a brief spike in the…
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The Week That Was - 17 Aug: Inflation Moderates, Tech Rallies, and FII Inflows Return
In this week’s episode of The Week That Was, host Michelle Castellino breaks down key global and domestic market developments: Global Markets: Global equities ended the week on a positive note, supported by lower-than-expected US CPI inflation data and easing recession concerns, which fueled...
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Views from the Street: India Fixed Income Outlook post the RBI Monetary Policy
In this episode of Views from the Street, we feature Anupam Joshi from HDFC MF. Join us to hear the fixed income outlook for the year post the RBI MPC, covering growth-inflation dynamics, liquidity and bond demand-supply. Speaker: Anupam Joshi Co-Head Fixed Income HDFC Mutual Fund Hosted by…
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The Week That Was - 10 Aug: Global Equities Rally
In this episode of The Week That Was, our host Michelle Castilino covers key global and domestic financial updates: Global Developments: Major equity markets in the US, Eurozone, Japan, and China broke out of recent ranges, fueled by strong US corporate earnings and stabilizing oil prices as...
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The Week That Was - 3 Aug: Fed holds rates, markets rebound
The US Fed held rates in a 9:3 majority decision. Indian markets led a strong rebound for the week, with both the Nifty and Sensex up by over 2.5% for the week. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 27 Jul: Renewed US-Iran tensions drive pressure
Renewed tensions between US and Iran, with the Houthis resuming a blockade on the Red Sea, sent oil prices soaring. This also brought pressure on markets, with headline and broader indices declining. Bith the Nifty and Sensex were down over 2% the last week. Tune in for more. Speaker: Michelle...
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The Week That Was - 20 Jul: A firm week for Indian markets
Indian markets showed a steady rally the previous week, with the Nifty and Sensex up by 0.5% and 0.75% respectively, even as broader markets lagged. India macro data releases showed retail inflation rising for June. Tune in for further updates. Speaker: Michelle Castellino Investment Strategist
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India Fixed Income Outlook: FY2026-27
Join us to hear the fixed income outlook ahead for this fiscal year: liquidity, bond demand-supply dynamics and yield movement. Speaker: Shaily Gang Chief Investment Strategist
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The Week That Was - 13 Jul: Markets navigate renewed US-Iran tensions
The announcement by President Trump on the ceasefire between US and Iran coming to an end sent markets tanking and oil prices shooting up, though he did assure that talks would continue. Indian markets stayed flattish, with the Nifty and Sensex down ~0.3% for the week. Tune in for more. Speaker:...
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H2 2026 India Market Outlook
We've just released our India Market Outlook for 2026, titled 'Against the Odds'. In this episode, we present a recap of H1 2026, and share our outlook for H2 2026 covering macros, equities, bonds and gold. Tune in for more. Speaker: Shaily Gang Chief Investment Strategist
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What's driving the Markets?
In today's episode, we discuss the current macro set up and key factors that are driving the markets. Speaker: Shaily Gang Chief Investment Strategist
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The Week That Was - 29 Jun: Mixed performance amid softer oil and commodity weakness
Crude oil prices stabilised the last week, with prices settling at USD 72/bbl, a level not seen since late February. Resumption of shipping across the Strait of Hormuz gave another fillip to stability. Indian markets remained steady, with the Nifty gaining 0.2% for the week. Tune in for more....
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The Week That Was - 22 Jun: US-Iran deal drives optimism
The US-Iran deal led to optimism in the markets as oil prices declined. The Sensex and Nifty both rose about 1.7% for the week. Tune in to know more about the macro updates and insights from global markets. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 15 Jun: Inflation Data in, Markets Rise
Last week saw the release of macro data across several markets, with inflation seen rising. Markets ended the week higher, with the Nifty rising 1.1% on hopes of a US-Iran peace deal. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 8 Jun: Markets end lower
Markets ended lower the last week, with the Nifty down by 0.4% and the Sensex by 0.8%, amid continued FII outflows and a cautious RBI policy. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 25 May: Optimism drives market recovery
Optimism around a possible US-Iran deal drove a recovery in oil prices and the markets globally. The Nifty and Sensex rose about 1.6% for the week. Tune in for more details. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 18 May: Weak Markets Prevail
Markets continued to fall last week, with the Nifty and Sensex down by 0.7% and 0.9% respectively, amid continuing US-Iran tensions, a weak Rupee and continued FII outflows. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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What is driving the markets?
In this episode, we layout the current global macro factors, especially around the Iran conflict and give an update on what is driving India's markets currently. Speaker: Shaily Gang Chief Investment Strategist
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The Week That Was - 13 May: Markets come under pressure
It was a week defined by heavy selling pressure in the market, as a clear risk-off sentiment prevailed, with the Nifty down 2% and the Sensex down 3.2% as of Tuesday 12th May. Tune in for more. Speaker: Michelle Castellino Investment Strategist, Standard Chartered
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The Week That Was - 20 Apr: Markets recover
Markets recovered the last week, with the Nifty and Sensex both rising by ~1.2% for the week, along with broader markets. Tune in for more details. Speaker: Michelle Castellino Investment Strategist
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The RBI Monetary Policy Announcement: April 26
In this podcast, we look at the RBI MPC announcement made on 8th April, 2026, its assessment, post policy yield movement and a brief on how you can look at fixed income investing in the current scenario. Speaker: Shaily Gang Chief Investment Strategist
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The Week That Was - 6th Apr: Markets recover
Indian equity markets recovered slightly the previous week, rising by ~1.3% since the 1st of April, driven by hopes of de-escalation of the Iran conflict. Broader markets too moved in step. Tune in for more details. Speaker: Michelle Castellino Investment Strategist
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The USD / INR movement and interventions
The USD has strengthened significantly against the INR since the beginning of the Middle East conflict. Today, we cover the RBI’s announcement on Net Open Dollar rupee positions (NOP): some context to it, understanding what exactly is NOP and its relevance. Speaker: Shaily Gang Chief Investment...
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What is driving the markets? The Middle East Conflict
The Middle East conflict has now entered its fourth week, and Indian assets are under selling pressure, with equity markets now under pullback territory. What does this mean for you as an investor? Tune in to find out. Speaker: Vinay Joseph Head, Investment Products and Strategy
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The Week That Was - 16 Mar: Market selloff continues
Markets continued to witness a strong selloff the last week, with the Sensex and Nifty falling over 10% on the back of the Middle East conflict. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 9 Mar: Equity markets in selloff
Equity markets witnessed a strong selloff amid the escalating Middle East tensions. The Sensex and the Nifty both declined by over 3% and 1.7% respectively. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 2 Mar: Equity markets decline
The escalating conflict situation in the Middle East weighed in on the markets, along with concerns on AI-driven disruptions. The Sensex declined over 3%, as did the Nifty for the last week. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 16 Feb: Markets end in the red
Markets were down the last week, with frontline indices falling more. Both Nifty and Sensex were down nearly 1% for the week. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 9 Feb: Markets Rally
Markets continued to rally the previous week, with the Nifty gaining 1.9% and the Sensex up 2% since January end, driven by the announcement on US-India tariffs. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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What's driving the markets - Impact of the Union Budget
In today's session, we look at how the Union Budget announcements have been shaping markets, and what they mean for your investments. Speaker: Vinay Joseph Head, Investment Products and Strategy
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The Week That Was - 2 Feb: Markets rise on the back of India-EU free trade agreement
Frontline and broader indices rose for the previous week, on the back of optimism from the India EU free trade agreement. The Nifty rose 1.1% while the Sensex rose 0.9%. Tune in for more details. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 26 Jan: Markets end in the red
Indian markets ended in the red last week, with the Nifty down by nearly 2% on the back of continuing cautious geopolitical sentiment, foreign investor outflows and caution ahead of the Union Budget. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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The Week That Was - 20 Jan: A flat week for markets
Markets remained flat the last week due to foreign investor outflows and weak global investor sentiment. Indian equity markets ended the week largely unchanged. Tune in for more. Speaker: Michelle Castellino Investment Strategist
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India Market Outlook 2026 - Macro Views
In the second episode of our market outlook podcast, we look at the key macro views that underline our convictions for the year. Speaker: Vinay Joseph Head - Investment Products and Strategy
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India Market Outlook 2026
We present our market outlook for 2026, titled Ride the Recovery Wave. In this episode, we look at the key takeaways from the year gone by and what they mean for this year. Speaker: Vinay Joseph Head, Investment Products and Strategy Standard Chartered
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The Week That Was - 17 Nov: Markets stage a recovery
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
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What's driving the markets? India Markets Performance
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…
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The Week That Was - 28 Oct: Fourth week of gains
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
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India Market Outlook - Oct 2025: Is Value Emerging
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
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India Market Outlook - Sep 2025: Looking through Volatility
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...
About this show
Standard Chartered India - Money Insights is a podcast series created to bring you the latest views on-the-go from Indian markets. Join experts from Standard Chartered and the Indian investment industry as we dive deep into insights and analyses that matter, to help you make better investment decisions.
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Standard Chartered India