Episodios

  • India Market Outlook - Sep 2025: Looking through Volatility
    Sep 16 2025

    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 our outlook and how should investors position themselves? Tune in for more.

    Speaker:

    Vinay Joseph

    Head - Investment Products and Strategy

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    4 m
  • The Week That Was - 8 Sep: Markets cheer GST cuts
    Sep 8 2025

    Indian markets cheered the GST rate cuts last week, recording the best week in over 2 months. The Nifty 50 index rose by 1.3% for the week. Tune in for more details.

    Speaker:

    Vinay Joseph

    Head, Investment Products and Strategy

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    3 m
  • The Week That Was - 1 Sep: Markets fall on tariff fears
    Sep 3 2025

    Indian markets succumbed to selling pressure as sentiments soured after the US tariffs came into effect. Tune in to hear more on the impact.

    Speaker:

    Vinay Joseph

    Head - Investment Products and Strategy

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    5 m
  • What is driving the markets?
    Aug 21 2025

    In today's episode of what's driving the markets, we look into the tariff uncertainty and whether investors should dial down risk in the current situation. Tune in to know more.

    Speaker:

    Vinay Joseph

    Head, Investment Products and Strategy

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    4 m
  • India Market Outlook Aug 2025: Positioning for a consolidation
    Aug 19 2025

    We've just released our monthly market outlook for August 2025, titled Positioning for Consolidation. Should investors dial down risk amid tariff uncertainty? How has H2'25 started and what are our asset class views ahead? Tune in for more.

    Speaker:

    Vinay Joseph

    Head, Investment Products and Strategy

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    4 m
  • India Market Outlook H2 2025
    Jul 6 2025

    We've just released our outlook for the second half of 2025. Tune in to know more on the outlook, the strategy and asset class views.

    Speaker:

    Ravi Singh

    Chief Investment Strategist

    with

    Amit Mamgain

    Head, Managed Investment Products, Sales and Strategy

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    8 m
  • India Market Outlook Jun 2025: Riding the policy boost
    Jun 22 2025

    We've just released our monthly market outlook for June 2025 titled 'Riding the policy boost'. In today's episode we discuss the implications of the recent RBI monetary policy announcements.


    Speaker:

    Ravi Singh

    Chief Investment Strategist, Standard Chartered

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    4 m
  • The Week That Was - 16 Jun: Geopolitical tensions drive volatility
    Jun 19 2025

    Global equities tended volatile the last week due to rising geopolitical tensions precipitated by the Israel-Iran conflict. Markets fell after leading at the start of the week. The Nifty fell 1% for the week. Tune in for more.

    Speaker:

    Ravi Singh

    Chief Investment Strategist

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    5 m