Standard Chartered India - Money Insights
Episodes
322 episodes
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...
The Week That Was - 25 May: Optimism drives market recovery
Optimism around a possible US-Iran deal drove a recovery in oil prices and the markets globally. The Nifty and Sensex rose about 1.6% for the week. Tune in for more details. Speaker:Michelle CastellinoInvestment...
The Week That Was - 18 May: Weak Markets Prevail
Markets continued to fall last week, with the Nifty and Sensex down by 0.7% and 0.9% respectively, amid continuing US-Iran tensions, a weak Rupee and continued FII outflows. Tune in for more.Speaker:Michelle Castellino<...
What is driving the markets?
In this episode, we layout the current global macro factors, especially around the Iran conflict and give an update on what is driving India's markets currently. Speaker:Shaily GangChief Investment Strategist&nb...
The Week That Was - 13 May: Markets come under pressure
It was a week defined by heavy selling pressure in the market, as a clear risk-off sentiment prevailed, with the Nifty down 2% and the Sensex down 3.2% as of Tuesday 12th May. Tune in for more.Speaker:Michelle Castellino
The Week That Was - 20 Apr: Markets recover
Markets recovered the last week, with the Nifty and Sensex both rising by ~1.2% for the week, along with broader markets. Tune in for more details.Speaker:Michelle CastellinoInvestment Strategist
The RBI Monetary Policy Announcement: April 26
In this podcast, we look at the RBI MPC announcement made on 8th April, 2026, its assessment, post policy yield movement and a brief on how you can look at fixed income investing in the current scenario. Speaker:Shaily Gan...
The Week That Was - 6th Apr: Markets recover
Indian equity markets recovered slightly the previous week, rising by ~1.3% since the 1st of April, driven by hopes of de-escalation of the Iran conflict. Broader markets too moved in step. Tune in for more details. Speaker:<...
The USD / INR movement and interventions
The USD has strengthened significantly against the INR since the beginning of the Middle East conflict. Today, we cover the RBI’s announcement on Net Open Dollar rupee positions (NOP): some context to it, understanding what exactly is NOP and i...