The rally in global assets resumed last week, on the back of less hawkish published minutes of the FOMC meeting and improved risk sentiment based on weak US macro data.  Global cues enabled a better performance in India as well, as the Nifty rose 1.1% for the week and touched a new high after 400+ days.

Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Today we take a look at the corporate earnings trajectory in the second quarter of fiscal year 23. India has seen 8 consecutive quarters of earnings growth post 2020 when the pandemic hit. What does this mean for the markets? Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Momentum in global markets stalled last week, as the dovish sentiment dissipated slightly amidst hawkish statements by central bankers. Nasdaq and the S&P500 fell over 1% last week, as did the Nifty after a week of sideways trading.

Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered 

The last week was one of the best weeks in recent times for global assets, as they cheered lower-than-expected US inflation data, and news coming in from China about a possible washing of pandemic restrictions. The Nifty too rose for the week but underperformed global peers. Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

In our monthly market outlook for November, we state that while Indian risk assets have outperformed global peers, the possibility of a near term pullback renains, given expensive valuations. A core holding that allocates across asset classes with focus on short term opportunities may be the best way to tide over the current volatility. Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

It was a volatile week for global assets, as expectations of a policy pivot by the Fed were dashed. The Fed raised rates by 75 bps, indicating that the terminal rate could be higher than earlier expected. A similar rate hike was effected by the Bank of England.

Tune in to know more details.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

It was a good week for the Indian markets, albeit truncated by the Diwali holidays. The Nifty rose 1.2% on the back of positive cues from global markets that are recovering from oversold conditions.

Tune in to know more details.

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

In today's episode, continuing with the Q4 2022 Outlook, we look at whether investors should pivot towards growth and defensive sectors in their portfolio, given the current market conditions. Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

With global central banks normalising pandemic-era liquidity and raising rates above pre-pandemic levels, fixed income yields have also increased. In today's episode we examine whether you should add duration to your fixed income portfolio, that is, increase the average maturity in your portfolio. Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered 

In continuation of our Q4 2022 outlook, today we address the question - is India decoupled from the rest of the world? Indian equities have significantly outperformed global peers, with the Nifty index up by 0.9% YTD 2022, as compared to the MSCI-EM and MSCI-World indices that are down 16% and 14% respectively.

What are the drivers of this performance, and can they sustain amidst the current global backdrop? Tune in to know more.

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