Mixed global cues steered global equities last week, with Greater China stocks coming under pressure while South Asia and US equities trended higher. Indian equities continued their four week bull run, with the Nifty rising 0.9% for the week.

Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

In our final podcast covering the H2 2023 market outlook, we take a look at FX and commodities. On the INR, we expect resilience given strong fundamentals and ahead of peer growth. We also expect the USD to remain range bound for the next 3 months beforr resuming its decline on a 12-month horizon. We remain neutral on gold, and have a bearish outlook on crude, expecting the WTI crude variant to stay priced at ~USD65/bbl over the next 12 months. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Global equities rallied last week on the back of cooling US equities data and raising hopes of modest rate hikes by the Fed ahead. Indian markets followed the cue, carrying forward a 3 week rising trend and touching new all time highs. The Nifty rose 1.2% for the week.

Tune in for more details.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

In the final episode of our podcasts on the H2 2023 Outlook (titled 'Keep C.A.L.M. and carry on'), we look at equity and our preferred sectors. Indian equities overcame a slow start this year to scale all time highs in Q2, with the broader markets also outperforming large caps. Against this backdrop, it could be tempting to dial up risk and allocate higher to equities - but is it the right strategy? Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered Bank India 

Global equities consolidated last week, on the back of weak PMI data and hawkish US Fed policy minutes. Indian markets however scaled all-time highs on the back of strong macro data and robust foreign investor flows. Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered Bank India

Continuing with our series on our H2 2023 Outlook, 'Keep C.A.L.M. and carry on', we summarise our macro views and outlook on bonds for the second half of this year. Tune in to know how the Indian economy is likely to perform, our views on inflation, and bonds.

Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered Bank India 

We've just released our H2 market outlook, titled 'Keep C.A.L.M. and carry on'. Two competing narratives take centre stage as we approach H2: India's strong macro fundamentals and a high probability of recession in developed economies. Against this backdrop, a balanced approach - our 'C.A.L.M.' strategy is likely to outperform. Tune in to know more.

Speaker:
Vinay Joseph
Head - Investment Products and Strategy 
Standard Chartered Bank India 

It was a mixed week for global equities, coming on the back of China's manufacturing index remaining in the contractionary zone for the third month running. Indian markets outperformed global peers however, with the Nifty scaling new all-time highs and closing at 2.8% higher for the week. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

We are joined by Chirag Setalvad, Head of Equities at HDFC Mutual Fund, in today's episode of Views from the Street. Join us to hear Chirag's views on the markets, sectors and outlook for the coming months.

Speaker:
Chirag Setalvad
Head - Equities, HDFC Mutual Fund

with

Ravi Singh
Chief Investment Strategist, Standard Chartered India 

Global equities declined after a multi-week rising spree on the back of US Fed Chair Powell's hawkish testimony to the Congress on the fight against inflation. All major world indices declined, as did the Nifty closer home, recording a weekly loss of 0.9%.

Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered