In today's episode, we try to elaborate on the investment strategy that you can adopt for 2023. Our 'S. A. F. E.' strategy can work out well in today's markets - tune in to know how this can help you plan your investments for this year.

Speaker:
Vinay Joseph
Director & Head - Investment Products and Strategy
Standard Chartered

Fixed income faced a suboptimal year in 2022 for the second year running, as yields moderated following the race led by central banks to nomalise pandemic-era policy rates. For 2023, we are neutral on bonds as attractive yields are counterbalanced by lower yield premiums.

Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Indian assets had a good start to the year amid positive cues. Tune in for a quick roundup of the markets.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered 

Tune in to listen to our views on how Indian equity markets are likely to perform in 2023. We enter 2023 with a neutral stance on Indian equities as stretched valuation premiums are counterbalanced by robust domestic and earnings growth expectations.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Continuing with our Outlook 2023 series, today we look at India's macro outlook for 2023. Desoite the global macroeconomic scenario looking challenging for 2023, India is expected to stay resilient. Tune in for more details.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

The global macroeconomic backdrop for 2023 is likely to be challenging, given the heightened risk of a slowdown. In our annual outlook for 2023, however, we predict that India's superior growth-inflation dynamics as compared to its peers can support Indian assets against external shocks and global market volatility.

Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

The rally in global markets tapered last week amid concerns over interest rates ahead of the FOMC meeting the coming week. The Nifty traded sideways for most of the week before closing 0.4% lower for the week. Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

The RBI raised policy rates as expected by 35 bps in its December meeting. What does this mean for the markets? Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

The global rally sustained its momentum last week, after Fed Chair Powell signalled a softening in the rate hike cycle, starting as early as next month. Closer home, the Nifty scaled all time highs but consolidated slightly later in the week, rising 1% for the week.  Tune in for more details.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

We are joined by Sailesh Bhan, CIO - Equities, Nippon Life India AMC in today's episode of Views from the Street. Join us to hear what Sailesh thinks about the resilience of Indian equities in 2022, are there any risks emerging and what are the themes and opportunities for the next fiscal.

Speaker:
Sailesh Bhan
CIO - Equities, Nippon Life India AMC

Moderated by:
Ravi Singh
Chief Investment Strategist, Standard Chartered