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 Castellino

Investment Strategist

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 

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 

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:

Michelle Castellino

Investment Strategist 

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 

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 

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.

Speaker:

Michelle Castellino

Investment Strategist 

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

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 

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