Standard Chartered India - Money Insights
Episodes
330 episodes
India Fixed Income and Currency Outlook: Oct'26
Tune in to listen to our latest outlook on fixed income and the INR, in light of the RBI's currency measures and the October'26 Monetary Policy Committee outcomes. Speaker:Shaily GangChief Investment Strategist
The Week That Was - 9 Oct: RBI Rate Hike in Focus; Indian Markets Snap Losing Streak
In this week's episode of The Week That Was, we break down key global and domestic market developments:Global Markets: Oil rose about 2.4% to around $105/bbl as Iran stepped up attacks on tankers around the Strait of Hormuz, ...
What's driving the India equity markets
Tune in to understand why we are still overweight India equity markets despite the recent macro headwinds and broader market weakness. Speaker:Shaily GangChief Investment Strategist
Week That Was - 2 Oct: Indian Markets Slip as Global Yields Stay Near Two-Decade Highs
In this week's episode of The Week That Was, we break down key global and domestic market developments:Global Markets: The US 10-year Treasury yield stayed elevated near 5.27%, close to its highest level in nearly two decades...
The Week That Was - 25 Sep: Indian Markets Slip Amid Rising Global Yields and Oil Prices
In this week's episode of The Week That Was, we break down key global and domestic market developments:Global Markets: The US 10-year Treasury yield climbed above 5.2%, its highest since June 2007, as resilient US data and el...
The Week That Was — 18 Sep: Central Banks Turn Hawkish, Indian Markets Continue to Remain Under Pressure
In this week's episode of The Week That Was, we break down key global and domestic market developments:Global Markets: The Fed raised rates 25bp to 3.75-4.00% — its first hike since 2023 — while the BoJ hiked to a thr...
The Week That Was — 8 Sep: India GDP Surprises Positively, Markets Weighed Down by Crude
In this week's episode of The Week That Was, we break down key global and domestic market developments:Global Markets: A stronger-than-expected August payrolls print revived Fed rate-hike bets and pulled US equities lower, wh...
The Week That Was – 31 Aug: Warsh’s First Jackson Hole Speech, Indian Markets Stay Cautious
In this week’s episode of The Week That Was, we break down key global and domestic market developments:Global Markets: Fed Chair Kevin Warsh’s debut Jackson Hole speech kept a rate hike on the table, triggering a bear-flatten...
The Week That Was – 24 Aug: Indian Equities Slip, Gold Rallies, and Bond Yields Rise
In this week’s episode of The Week That Was, host Michelle Castelino breaks down key global and domestic market developments:Global Markets: The US Treasury announced plans to double its long-term debt buyback operations to a...
The Week That Was - 17 Aug: Inflation Moderates, Tech Rallies, and FII Inflows Return
In this week’s episode of The Week That Was, host Michelle Castellino breaks down key global and domestic market developments:Global Markets: Global equities ended the week on a positive note, supported by lower-than-expecte...
Views from the Street: India Fixed Income Outlook post the RBI Monetary Policy
In this episode of Views from the Street, we feature Anupam Joshi from HDFC MF. Join us to hear the fixed income outlook for the year post the RBI MPC, covering growth-inflation dynamics, liquidity and bond demand-supply. Speaker:
The Week That Was - 10 Aug: Global Equities Rally
In this episode of The Week That Was, our host Michelle Castilino covers key global and domestic financial updates:Global Developments: Major equity markets in the US, Eurozone, Japan, and China broke out of recent ranges, fu...
The Week That Was - 3 Aug: Fed holds rates, markets rebound
The US Fed held rates in a 9:3 majority decision. Indian markets led a strong rebound for the week, with both the Nifty and Sensex up by over 2.5% for the week. Tune in for more.Speaker:Michelle CastellinoInvestment ...
The Week That Was - 27 Jul: Renewed US-Iran tensions drive pressure
Renewed tensions between US and Iran, with the Houthis resuming a blockade on the Red Sea, sent oil prices soaring. This also brought pressure on markets, with headline and broader indices declining. Bith the Nifty and Sensex were down over 2% ...
The Week That Was - 20 Jul: A firm week for Indian markets
Indian markets showed a steady rally the previous week, with the Nifty and Sensex up by 0.5% and 0.75% respectively, even as broader markets lagged. India macro data releases showed retail inflation rising for June. Tune in for further updates....
India Fixed Income Outlook: FY2026-27
Join us to hear the fixed income outlook ahead for this fiscal year: liquidity, bond demand-supply dynamics and yield movement. Speaker:Shaily GangChief Investment Strategist
The Week That Was - 13 Jul: Markets navigate renewed US-Iran tensions
The announcement by President Trump on the ceasefire between US and Iran coming to an end sent markets tanking and oil prices shooting up, though he did assure that talks would continue. Indian markets stayed flattish, with the Nifty and Sensex...
H2 2026 India Market Outlook
We've just released our India Market Outlook for 2026, titled 'Against the Odds'. In this episode, we present a recap of H1 2026, and share our outlook for H2 2026 covering macros, equities, bonds and gold. Tune in for more. Speaker...
What's driving the Markets?
In today's episode, we discuss the current macro set up and key factors that are driving the markets.Speaker:Shaily GangChief Investment Strategist
The Week That Was - 29 Jun: Mixed performance amid softer oil and commodity weakness
Crude oil prices stabilised the last week, with prices settling at USD 72/bbl, a level not seen since late February. Resumption of shipping across the Strait of Hormuz gave another fillip to stability. Indian markets remained steady, with the N...
The Week That Was - 22 Jun: US-Iran deal drives optimism
The US-Iran deal led to optimism in the markets as oil prices declined. The Sensex and Nifty both rose about 1.7% for the week. Tune in to know more about the macro updates and insights from global markets.Speaker:Michelle Cast...
The Week That Was - 15 Jun: Inflation Data in, Markets Rise
Last week saw the release of macro data across several markets, with inflation seen rising. Markets ended the week higher, with the Nifty rising 1.1% on hopes of a US-Iran peace deal. Tune in for more.Speaker:Michelle Castellin...
The Week That Was - 8 Jun: Markets end lower
Markets ended lower the last week, with the Nifty down by 0.4% and the Sensex by 0.8%, amid continued FII outflows and a cautious RBI policy. Tune in for more. Speaker:Michelle CastellinoInvestment Strategist&nb...