In today's podcast, we bring you our view on FX and commodities. The Indian Rupee remained under pressure in H1 this year, depreciating by 6% against the USD. Crude rallied by 48% in the same period.

Moving into H2, how are these expected to perform? What is our outlook on Gold? Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered 

It was another positive week for Indian equities, as they rebounded on the back of positive global cues and improving foreign investor flows. The Nifty index gained 4.2% over the past week and outperformed regional peers.

What were the other significant events? Listen to know more.

Speaker:
Ravi Singh
Chief Investment Strategist
Standard Chartered 

In today's edition of Views from the Street, we have Manish Banthia, Senior Fund Manager Fixed Income, ICICI Prudential AMC, chat with us. Tune in to know Manish's views on the fixed income markets, and how bonds are expected to perform in the months ahead.

Speaker:
Manish Banthia
Senior Fund Manager (Fixed Income)
ICICI Prudential AMC

Moderated by:
Ravi Singh
Chief Investment Strategist
Standard Chartered 

Indian equities faced volatility through much of 2022, with the Nifty delivering negative returns in the first half. As we move through the second half of the year, has our view on equities changed? How are they like likely to perform over the coming months? Listen to know more.

Speaker:
Ravi Singh
Investment Strategist, Standard Chartered

We share our H2 2022 outlook for bonds in today's podcast. Bond yields have trended higher this year on the back of hawkish central bank policies and high inflation.

So what is our outlook on bonds for H2? We view bonds as a core holding within your asset allocation. Tune in to know more.

Speaker:
Ravi Singh
Investment Strategist, Standard Chartered

Indian assets came under pressure after a 3-week rally, as US inflation surged to a 40-year high and raised fears of a nearly 100 bps rate hike by the Fed in July. What else happened? Listen to know more.

Speaker:
Ravi Singh
Investment Strategist, Standard Chartered

Today we look at the macro outlook for H2 2022. 2022 is a mid-cycle transition year, like 2004 and 2011. H2 2022 could hence either be a successful one like 2004, where markets hit new all-time highs after initial lows, or a challenging one like 2011, which saw the start of a 3-year long bear cycle.

So what will H2 2022 likely turn out to be? Listen to find out our views.

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

In continuation of our H2 2022 outlook, we share today our preferred themes on investing. Thematic investing can help you capture growth opportunities and provide potential for enhanced returns over a full business cycle.

Listen to know more on our chosen themes.

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

It was a strong week for Indian assets, as the Nifty rose 3% for the week, among its strongest weeks since May 2020. Broader markets outperformed as well. What were the key highlights of the week? Tune in to find out.

Speaker:
Ravi Singh
Investment Strategist, Standard Chartered

We have released our outlook for the second half of 2022. The first half of the year saw dampened investor sentiment towards equities, with the Nifty down by ~7% in the first half. Bond yields remained high.

As we enter the second half, we believe that the risk reward balance is shifting towards greater diversification, given attractive cash and bond yields. Tune in for more insights.

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