In today's episode of Views from the Street, we are joined by Anand Shah, Head of PMS and Alternate Investments at ICICI Prudential AMC. Join us to hear Anand's views on how you should position your investments for the upcoming months.

Speaker:
Anand Shah
Head - PMS & Alternate Investments
ICICI Pru AMC

with

Ravi Singh
Chief Investment Strategist
Standard Chartered

Global markets continued their gains after a slow start marked by the escalation of conflicts in the Middle East.

Closer home, the Nifty recorded its sharpest weekly decline, on the back of new SEBI guidelines tightening derivative trades.

Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Global equities rose for the third positive week running on region specific cues, with strong gains being seen across US and Asian markets. Closer home, the Nifty rose another week to touch new all-time highs, rising 2% for the week.

Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Global equity markets rallied the past week, led by the Fed rate cut and expectations of further easing over the coming cycles. Indian equities were part of the rally, with the Nifty touching new all time highs, up 1.7% for the week. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

In this new episode continuing with our series on the September market outlook - 'Shifting Winds' , we outline the impact that a Fed rate cut could have on Indian assets. Tune in to know more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Global markets staged a broad-based recovery last week, amid expectations of a Fed policy easing in the coming week. The Nifty also staged a recovery, touching a new all time high, with gains of 2% for the week. Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

We've just released our monthly market outlook for Sep 2024,titled 'Shifting Winds'. In today's episode, we discuss macro and key sector views for the month.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

Global equity markets witnessed a broad based decline, with weak US manufacturing data raising doubts about the health of the economy. The Nifty too was part of the decline, witnessing a sharp fall on Friday after touching a new all time peak earlier in the week, closing the week with a decline of 1.5%.

Tune in for more. 

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered

The positive momentum in equities continued for the last week, with US equities gaining on the back of strong economic data. Asian equities rallied as well, as did the Nifty for the third consecutive week.

Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered 

The US markets rose for the week, buoyed by positive FOMC minutes and expectations of a rate cut in November, following comments by Fed chair at the Jackson Hole symposium. Closer home, the Nifty rose by 1% for another week on the back of continuing foreign investor flows.

Tune in for more.

Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered