Standard Chartered India - Money Insights
Episodes
306 episodes
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...
What is driving the markets? The Middle East Conflict
The Middle East conflict has now entered its fourth week, and Indian assets are under selling pressure, with equity markets now under pullback territory. What does this mean for you as an investor? Tune in to find out. Speaker:<...
The Week That Was - 16 Mar: Market selloff continues
Markets continued to witness a strong selloff the last week, with the Sensex and Nifty falling over 10% on the back of the Middle East conflict. Tune in for more. Speaker:Michelle CastellinoInvestment Strat...
The Week That Was - 9 Mar: Equity markets in selloff
Equity markets witnessed a strong selloff amid the escalating Middle East tensions. The Sensex and the Nifty both declined by over 3% and 1.7% respectively. Tune in for more. Speaker:Michelle CastellinoInvestmen...
The Week That Was - 2 Mar: Equity markets decline
The escalating conflict situation in the Middle East weighed in on the markets, along with concerns on AI-driven disruptions. The Sensex declined over 3%, as did the Nifty for the last week. Tune in for more.Speaker:Michelle Ca...
The Week That Was - 16 Feb: Markets end in the red
Markets were down the last week, with frontline indices falling more. Both Nifty and Sensex were down nearly 1% for the week. Tune in for more.Speaker:Michelle CastellinoInvestment Strategist
The Week That Was - 9 Feb: Markets Rally
Markets continued to rally the previous week, with the Nifty gaining 1.9% and the Sensex up 2% since January end, driven by the announcement on US-India tariffs. Tune in for more. Speaker:Michelle CastellinoInve...
What's driving the markets - Impact of the Union Budget
In today's session, we look at how the Union Budget announcements have been shaping markets, and what they mean for your investments. Speaker:Vinay JosephHead, Investment Products and Strategy
The Week That Was - 2 Feb: Markets rise on the back of India-EU free trade agreement
Frontline and broader indices rose for the previous week, on the back of optimism from the India EU free trade agreement. The Nifty rose 1.1% while the Sensex rose 0.9%. Tune in for more details.Speaker:Michelle Castellino<...
The Week That Was - 26 Jan: Markets end in the red
Indian markets ended in the red last week, with the Nifty down by nearly 2% on the back of continuing cautious geopolitical sentiment, foreign investor outflows and caution ahead of the Union Budget. Tune in for more. Speaker:
The Week That Was - 20 Jan: A flat week for markets
Markets remained flat the last week due to foreign investor outflows and weak global investor sentiment. Indian equity markets ended the week largely unchanged. Tune in for more. Speaker:Michelle Castellino...
India Market Outlook 2026 - Macro Views
In the second episode of our market outlook podcast, we look at the key macro views that underline our convictions for the year.Speaker:Vinay JosephHead - Investment Products and Strategy
India Market Outlook 2026
We present our market outlook for 2026, titled Ride the Recovery Wave. In this episode, we look at the key takeaways from the year gone by and what they mean for this year. Speaker:Vinay JosephHead, Investment P...
The Week That Was - 17 Nov: Markets stage a recovery
Markets staged a recovery last week, with the Nifty rising 1.6%. Broader markets outperformed too, on the back of positive sentiments around a US-India trade deal and end of the US government shutdown. Tune in for more. Speaker:...
What's driving the markets? India Markets Performance
In today's episode of what's driving the markets, we look at the performance of Indian equity markets this year. Markets have underperformed this year relative to global and emerging market equities, amid slow earnings growth and stretched valu...
The Week That Was - 28 Oct: Fourth week of gains
Indian markets rose for the fourth consecutive week, gaining 0.3% for the week, while broader markets outperformed. Tune in for more details on the week that went by.Speaker:Michelle CastellinoInvestment Strategist
India Market Outlook - Oct 2025: Is Value Emerging
We share our outlook for October 2025, titled 'Is Value Emerging?'. Learn about key events in the second half of this year and our macro and asset class views, in Part 1 of this series. Speaker:Vinay JosephHead,...
India Market Outlook - Sep 2025: Looking through Volatility
We've just released our monthly market outlook for September 2025, titled looking through volatility. Indian equities continued their underperformance to peers on the back of tariffs and muted first quarter FY earnings. What does this mean for ...