In this episode, Ravi discusses the opportunistic ideas for 2025 that investors can consider adding to foundation allocations to buffer risk adjusted performance.

Speaker:
Ravi Singh
Chief Investment Strategist 

We've just released our annual outlook for 2025, titled 'Bridging the Gap'. In this episode, Ravi speaks to Vinay about India's macro outlook for 2025, opportunities and risks on the horizon, and what this means for investors' asset allocation. Also find out how investors can bridge the 'G.A.P.' in their portfolio.

Speakers:

Ravi Singh
Chief Investment Strategist
&
Vinay Joseph
Head, Investment Products and Strategy  

Global equities maintained a rising streak last week. US equities rose on the back of positive regional cues, including strong GDP growth data. Asian equities gave a mixed performance. Closer home, the Nifty started with a mixed performance but rose on Friday to close the week with gains of 0.9%. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Markets staged a recovery last week, lef by region specific cues. Most US indices ended in the green. Vloser home, the Nifty staged a recovery on the last day of the week, rising by 1.6% for the week. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Markets across the world continued to decline the past week, led by hawkish comments from the US Fed Chair. US and Asian equities posted weekly declines. The Nifty also declined on all 4 trading days, led by continued foreign investor outflows, weak earnings data and rising inflation. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

In our latest outlook for the month titled 'The Balancing Act', we sum up our key macro views in the backdrop of the US elections. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist

Global markets continued to decline in the past week, led by uncertainties over the outcome of the US elections due this week. Asian equities too continued to decline on the back of region specific cues. Indian equities snapped a declining trend and rose for the week, led by some heavy muhurat trading on Diwali day. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered India

It was another mixed week for equities, with markets showing varying performance based on region specific cues. US indices posted gains, while Asian equities posted a mixed performance. Indian equities declined for the third consecutive week on the back of continuing uncertainties over Fed rate cuts and foreign investor outflows. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

We've just released our monthly market outlook for Oct 2024,titled shifting growth - inflation dynamics. In this episode, Ravi speaks to Vinay on the recent shift in RBI's monetary policy stance and the implications of a potential RBI policy easing cycle on Indian assets.

Speakers:

Ravi Singh
Chief Investment Strategist, Standard Chartered
and
Vinay Joseph
Head, Investment Products and Strategy, Standard Chartered

It was another mixed week for equities, with US equities coming under pressure earlier in the week, but recovering towards Friday. Asian equities declined for the week, amid lack of follow up stimulus measures for the Chinese economy. The Nifty too declined for the second consecutive week.

Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered