Standard Chartered India - Money Insights

The RBI Monetary Policy Announcement: April 26

09 Apr 2026

Contributed by Lukas

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 lo...

The Week That Was - 6th Apr: Markets recover

07 Apr 2026

Contributed by Lukas

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 confl...

The USD / INR movement and interventions

01 Apr 2026

Contributed by Lukas

The USD has strengthened significantly against the INR since the beginning of the Middle East conflict. Today, we cover the RBI’s announcement on Ne...

What is driving the markets? The Middle East Conflict

24 Mar 2026

Contributed by Lukas

The Middle East conflict has now entered its fourth week, and Indian assets are under selling pressure, with equity markets now under pullback territo...

The Week That Was - 16 Mar: Market selloff continues

16 Mar 2026

Contributed by Lukas

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...

The Week That Was - 9 Mar: Equity markets in selloff

12 Mar 2026

Contributed by Lukas

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% respect...

The Week That Was - 2 Mar: Equity markets decline

05 Mar 2026

Contributed by Lukas

The escalating conflict situation in the Middle East weighed in on the markets, along with concerns on AI-driven disruptions. The Sensex declined over...

The Week That Was - 16 Feb: Markets end in the red

19 Feb 2026

Contributed by Lukas

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...

The Week That Was - 9 Feb: Markets Rally

13 Feb 2026

Contributed by Lukas

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-Ind...

What's driving the markets - Impact of the Union Budget

09 Feb 2026

Contributed by Lukas

In today's session, we look at how the Union Budget announcements have been shaping markets, and what they mean for your investments. Speaker:Vi...

The Week That Was - 2 Feb: Markets rise on the back of India-EU free trade agreement

02 Feb 2026

Contributed by Lukas

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 th...

The Week That Was - 26 Jan: Markets end in the red

27 Jan 2026

Contributed by Lukas

Indian markets ended in the red last week, with the Nifty down by nearly 2% on the back of continuing cautious geopolitical sentiment, foreign investo...

The Week That Was - 20 Jan: A flat week for markets

21 Jan 2026

Contributed by Lukas

Markets remained flat the last week due to foreign investor outflows and weak global investor sentiment. Indian equity markets ended the week largely ...

India Market Outlook 2026 - Macro Views

21 Jan 2026

Contributed by Lukas

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 JosephHe...

India Market Outlook 2026

08 Jan 2026

Contributed by Lukas

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 th...

The Week That Was - 17 Nov: Markets stage a recovery

19 Nov 2025

Contributed by Lukas

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-Indi...

What's driving the markets? India Markets Performance

30 Oct 2025

Contributed by Lukas

In today's episode of what's driving the markets, we look at the performance of Indian equity markets this year. Markets have underperformed...

The Week That Was - 28 Oct: Fourth week of gains

28 Oct 2025

Contributed by Lukas

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 we...

India Market Outlook - Oct 2025: Is Value Emerging

22 Oct 2025

Contributed by Lukas

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...

India Market Outlook - Sep 2025: Looking through Volatility

16 Sep 2025

Contributed by Lukas

We've just released our monthly market outlook for September 2025, titled looking through volatility. Indian equities continued their underperfor...

The Week That Was - 8 Sep: Markets cheer GST cuts

08 Sep 2025

Contributed by Lukas

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 fo...

The Week That Was - 1 Sep: Markets fall on tariff fears

03 Sep 2025

Contributed by Lukas

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:Vi...

What is driving the markets?

21 Aug 2025

Contributed by Lukas

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 cur...

India Market Outlook Aug 2025: Positioning for a consolidation

19 Aug 2025

Contributed by Lukas

We've just released our monthly market outlook for August 2025, titled Positioning for Consolidation. Should investors dial down risk amid tariff...

India Market Outlook H2 2025

06 Jul 2025

Contributed by Lukas

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:Ra...

India Market Outlook Jun 2025: Riding the policy boost

22 Jun 2025

Contributed by Lukas

We've just released our monthly market outlook for June 2025 titled 'Riding the policy boost'. In today's episode we discuss the i...

The Week That Was - 16 Jun: Geopolitical tensions drive volatility

19 Jun 2025

Contributed by Lukas

Global equities tended volatile the last week due to rising geopolitical tensions precipitated by the Israel-Iran conflict. Markets fell after leading...

The Week That Was - 2 Jun: A volatile week

05 Jun 2025

Contributed by Lukas

Global equities came under pressure the last week, following the decision of a US appeals court to halt President Trump's tariffs. Asian equities...

India Market Outlook - May 2025: Macro and Asset Class Views

21 May 2025

Contributed by Lukas

Continuing with our India Market Outlook series on 'Can the uptrend sustain', Ravi discusses the macro and key asset class views for this mo...

The Week That Was - 19 May: Global equities cheer easing trade tensions

20 May 2025

Contributed by Lukas

Global equities cheered the easing US China trade tensions, with US equities rising on all days of the week. Asian equities cheered as well, as did In...

India Market Outlook - May 2025: Can the uptrend sustain?

15 May 2025

Contributed by Lukas

We've just released our monthly market outlook for May 2025. In today's episode, we discuss a key investor question - after a strong rebound...

The Week That Was - 5 May: Third straight week of gains

06 May 2025

Contributed by Lukas

Equity markets rose globally for the third straight week, led by easing trade policy concerns. The Nifty too followed suit, rising 1.3% for the week. ...

The Week That Was - 28 Apr: Improving risk sentiments drive market gains

29 Apr 2025

Contributed by Lukas

Global equities rose the past week on the back of improving risk sentiments and a seeming softening of stance on tariffs by President Trump. Closer ho...

The Week That Was - 21 Apr: A mixed one for markets

21 Apr 2025

Contributed by Lukas

Global equities trended mixed the last week on region specific cues. US equities staged a rally in the early part of the week on news of tariff exempt...

India Market Outlook - Apr 2025: Buyers rather than sellers

16 Apr 2025

Contributed by Lukas

We've just released our monthly market outlook titled 'buyers rather than sellers'. The past few weeks have been rather volatile for In...

The Week That Was - 7 Apr: Tariffs send stocks tumbling

09 Apr 2025

Contributed by Lukas

The reciprocal tariffs announced by President Trump sent global stocks tumbling, with most markets recording losses. US markets fell sharply, the wors...

Views from the Street: Chat with Suyash Choudhary, Bandhan MF

06 Apr 2025

Contributed by Lukas

In today's episode of Views from the Street, we are joined by Suyash Choudhary, Head of Fixed Income at Bandhan Mutual Fund.Tune in for his views...

The Week That Was - 31 Mar: Global Equities come under pressure

31 Mar 2025

Contributed by Lukas

Global equities came under pressure the last week, amidst weak macro data and the continuing threat of Trump's tariffs. Markets declined globally...

The Week That Was - 24 Mar: Global equities recover

24 Mar 2025

Contributed by Lukas

Global equities rose the last week, led by the Fed's unchanged stance on rate cuts going ahead for the year. US equities rose by ~1% for the week...

India Market Outlook Mar 2025: Looking to buy the dips

23 Mar 2025

Contributed by Lukas

We've just released our monthly market outlook, and in today's episode we discuss whether it is time to add to Indian equities.Speaker:Ravi ...

The Week That Was - 17 Mar: Another mixed week

18 Mar 2025

Contributed by Lukas

It was another mixed week for global equities. US equities declined for the week after rising earlier, as did Asian equities. The Nifty declined by 1%...

The Week That Was - 10 Mar: A mixed week

11 Mar 2025

Contributed by Lukas

It was a mixed last week for markets, with behaviour underlined by region specific cues. While US equities fell, Indian equities fared better, with th...

India Market Outlook Feb 2025: Staying the Course

23 Feb 2025

Contributed by Lukas

In our monthly outlook for the month, we discuss key questions on investor's mind and implications of the budget and monetary policy on investmen...

What's driving the markets?

18 Feb 2025

Contributed by Lukas

Ravi discusses with Vinay the recent weakness seen in Indian equities, and how investors should position themselves to navigate the current volatility...

The Week That Was - 17 Feb: Global Equities gain

18 Feb 2025

Contributed by Lukas

Global equities rallied the past week, amidst news of an extended timeline for President Trump's reciprocal tariffs. Asian equities gained as wel...

What is driving the markets?

12 Feb 2025

Contributed by Lukas

In today's episode, Ravi discusses the factors driving the market movements - the RBI policy announcements and its implications for investors.Spe...

The Week That Was - 27 Jan: Equities cheer Trump comments

28 Jan 2025

Contributed by Lukas

Global equities cheered Trump's conciliatory comments on tariffs for China, with US and China equities rising for the week. Closer home, volatili...

The Week That Was - 20 Jan: Global equities gain

22 Jan 2025

Contributed by Lukas

Global equities cheered a fall in US bond yields as US jobs data showed a slower than expected growth. Asian equities too rose, however India's N...

What is driving the markets?

17 Jan 2025

Contributed by Lukas

In this episode, Ravi discusses the factors driving the recent sell-offs in domestic equities and what it means for you as an investor.Speaker:Ravi Si...

India Market Outlook 2025: Opportunistic Ideas

06 Jan 2025

Contributed by Lukas

In this episode, Ravi discusses the opportunistic ideas for 2025 that investors can consider adding to foundation allocations to buffer risk adjusted ...

India Market Outlook 2025 - Bridging the Gap

26 Dec 2024

Contributed by Lukas

We've just released our annual outlook for 2025, titled 'Bridging the Gap'. In this episode, Ravi speaks to Vinay about India's ma...

The Week That Was - 2 Dec: Another week of gains

02 Dec 2024

Contributed by Lukas

Global equities maintained a rising streak last week. US equities rose on the back of positive regional cues, including strong GDP growth data. Asian ...

The Week That Was - 25 Nov: Markets recover

25 Nov 2024

Contributed by Lukas

Markets staged a recovery last week, lef by region specific cues. Most US indices ended in the green. Vloser home, the Nifty staged a recovery on the ...

The Week That Was - 18 Nov: Markets continue decline

21 Nov 2024

Contributed by Lukas

Markets across the world continued to decline the past week, led by hawkish comments from the US Fed Chair. US and Asian equities posted weekly declin...

India Market Outlook Nov 24: A balancing act

17 Nov 2024

Contributed by Lukas

In our latest outlook for the month titled 'The Balancing Act', we sum up our key macro views in the backdrop of the US elections. Tune in f...

The Week That Was - 4 Nov: Markets continue decline

04 Nov 2024

Contributed by Lukas

Global markets continued to decline in the past week, led by uncertainties over the outcome of the US elections due this week. Asian equities too cont...

The Week That Was - 21 Oct: Markets continue mixed

21 Oct 2024

Contributed by Lukas

It was another mixed week for equities, with markets showing varying performance based on region specific cues. US indices posted gains, while Asian e...

India Market Outlook - October 2024: Shifting growth-inflation dynamics

17 Oct 2024

Contributed by Lukas

We've just released our monthly market outlook for Oct 2024,titled shifting growth - inflation dynamics. In this episode, Ravi speaks to Vinay on...

The Week That Was - 14 Oct: Another mixed week

15 Oct 2024

Contributed by Lukas

It was another mixed week for equities, with US equities coming under pressure earlier in the week, but recovering towards Friday. Asian equities decl...

Views from the Street: Chat with Anand Shah, ICICI Pru AMC

12 Oct 2024

Contributed by Lukas

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 ...

The Week That Was - 7 Oct: Mixed week for equities

08 Oct 2024

Contributed by Lukas

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 ...

The Week That Was - 30 September: Third positive week for equities

01 Oct 2024

Contributed by Lukas

Global equities rose for the third positive week running on region specific cues, with strong gains being seen across US and Asian markets. Closer hom...

The Week That Was - 23 Sep: Fed rate cut drives market surge

24 Sep 2024

Contributed by Lukas

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 p...

India Market Outlook - Sep2024: Shifting winds - Impact of Fed rate cuts on Indian assets

17 Sep 2024

Contributed by Lukas

In this new episode continuing with our series on the September market outlook - 'Shifting Winds' , we outline the impact that a Fed rate cu...

The Week That Was - 16 Sep: A broad-based recovery in markets

16 Sep 2024

Contributed by Lukas

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,...

India Market Outlook - Sep 2024: Shifting Winds

13 Sep 2024

Contributed by Lukas

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

The Week That Was - 9 Sept: A broad based decline

10 Sep 2024

Contributed by Lukas

Global equity markets witnessed a broad based decline, with weak US manufacturing data raising doubts about the health of the economy. The Nifty too w...

The Week That Was - 2 Sep:Another week of gains

03 Sep 2024

Contributed by Lukas

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...

The Week That Was - 26 Aug: Positive sentiments continue

26 Aug 2024

Contributed by Lukas

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 J...

The Week That Was - 18 Aug: Positive momentum in equities

19 Aug 2024

Contributed by Lukas

Global equities rose for the week, supported by strong US economic data. Asian equities rose as well, as did the Nifty back hom3, breaking two weeks o...

The Week That Was - 12 Aug: A sluggish start, but markets recover

15 Aug 2024

Contributed by Lukas

Markets started the week slow, amid unwinding of carry trades and a surge in demand for safe haven assets. Markets recovered subsequently, amid reassu...

India Market Outlook August 2024: Staying Balanced

11 Aug 2024

Contributed by Lukas

We've just released our monthly market outlook for India. In this episode Ravi speaks to Vinay on the recent global equity sell-off rout and FX v...

The Week That Was - 05 Aug: An eventful week

06 Aug 2024

Contributed by Lukas

It was an eventful week last, marked by major G7 central bank policy announcements and sharp swings in equities and bonds. Tune in for more.Speaker:Ra...

The Week That Was - 29 Jul: Equities trend lower

30 Jul 2024

Contributed by Lukas

Global equities trended lower the last week, with the Nasdaq recording the sharpest fall since 2022. Asian equities also trended lower. Back home, Ind...

India Market Outlook - H2 2024: Rounding up our Global Views

28 Jul 2024

Contributed by Lukas

In this episode of the India Market Outlook H2 2024, we have Manpreet Gill, CIO AMEE, Standard Chartered in conversation with Ravi Singh. Tune in to c...

The Week That Was - 22 Jul: A volatile week

25 Jul 2024

Contributed by Lukas

It was a volatile week for markets, with US equities under pressure following a global technology outage under pressure. Asian equities too faced the ...

India Market Outlook H2 2024

21 Jul 2024

Contributed by Lukas

In today's episode, we discuss our key investment views and how investors should position themselves for H2 2024 in the current market scenario. ...

The Week That Was - 15 Jul: A mixed week

17 Jul 2024

Contributed by Lukas

It was a mixed week for equities last, with the S&P 500 and Dow Jones industrial average recording gains, but the Nasdaq falling. Asian equities t...

The Week That Was - 8 Jul: Another positive week

10 Jul 2024

Contributed by Lukas

Global equities trended higher for the week on positive cues, with the S&P 500, Nasdaq and Nifty touching new all time highs. Tune in for more. Sp...

The Week That Was - 1 Jul: Global Equities under pressure

01 Jul 2024

Contributed by Lukas

Global equities came under pressure the last week led by region specific developments. While US and Asian equities came under pressure, Indian equitie...

Views from the Street: Chat with Suyash Choudhary, Bandhan AMC

25 Jun 2024

Contributed by Lukas

Join us for another episode of Views from the Street with Suyash Choudhary, Head of Fixed Income at Bandhan AMC. Suyash talks about the outlook for bo...

The Week That Was - 24 Jun: Global Equities trend higher for the 3rd consecutive week

24 Jun 2024

Contributed by Lukas

Global equities trended higher for the third consecutive week, on region specific cues. US equities rose on the back of strong economic data, while As...

The Week That Was - 17 Apr: Global Equities trend positive

19 Jun 2024

Contributed by Lukas

Global equities trended positive for another week, with US equities posting gains, while Asian equities trended mixed. In India, the Nifty trended pos...

The Week That Was - 10 Jun: Global Equities recover

12 Jun 2024

Contributed by Lukas

Global equities recovered for the week, with Indian equities staging a recovery after a sharp fall earlier on the back of a reduced majority for the B...

India Market Outlook Jun 2024: Positioning for higher volatility

10 Jun 2024

Contributed by Lukas

We've just released are monthly market Outlook titled "Positioning for higher volatility".  In this episode we discuss how investors s...

The Week That Was - 27 May: Global Equities come under pressure

28 May 2024

Contributed by Lukas

Global equities came under pressure, with US equities falling on the back of hawkish Fed policy minutes. Asian equities too came under pressure, led b...

The Week That Was - 20 May: Positive momentum continues

23 May 2024

Contributed by Lukas

The positive momentum in equities continued on to the week, as US equities and Asian equities made strong gains. The Dow Jones touched new lifetime hi...

India Market Outlook May 24: Looking through volatility

21 May 2024

Contributed by Lukas

We've just released our monthly market outlook, titled 'Looking through volatility'. In this episode, Ravi discusses the key question -...

The Week That Was - 13 May: Positive momentum in equities

14 May 2024

Contributed by Lukas

Global equities maintained their positive momentum for the month of May. US equities rose on the back of continuing positive macro data. Asian equitie...

The Week That Was - 6 May: Global Equities rally

07 May 2024

Contributed by Lukas

Global equities rose for the week, led by US and China, which delivered strong gains on the back of a less hawkish policy guidance from the Fed. Close...

The Week That Was - 29 Apr: Equities recover

30 Apr 2024

Contributed by Lukas

Global equities recovered last week, on the back of easing geopolitical tensions. US equities rose after snapping a 3-week declining streak. Closer ho...

The Week That Was - 22 Apr: Geopolitical tensions drive equities selloff

23 Apr 2024

Contributed by Lukas

Geopolitical tensions in the Middle East drove a global sell off in equities. US equities fell for the 3rd consecutive week, as did markets in Asia. C...

India Market Outlook - Q2 2024: Positioning for near term uncertainty

22 Apr 2024

Contributed by Lukas

In this episode of the India Market Outlook for Q2 2024, Vinay Joseph speaks to Ravi on how should investors position themselves to tide through near ...

India Market Outlook - Q2 2024: Managing Expectations

18 Apr 2024

Contributed by Lukas

In this episode, Ravi speaks to Vinay about 1) what is driving the resilience in Indian Assets performance and 2) four factors that could influence th...

The Week That Was - 15 Apr: A volatile week

15 Apr 2024

Contributed by Lukas

It was a volatile week for global equities, as hotter than expected US inflation drove bond yields higher, weighing on equities. Major US equity indic...

The Week That Was - 8 Apr: Global Equities consolidate

08 Apr 2024

Contributed by Lukas

Global equities consolidated for the week, with most markets posting declines for the week. US markets fell as stronger than expected economic data dr...

The Week That Was - 1 Apr: Global Equities rise

02 Apr 2024

Contributed by Lukas

Global equities rose for the last week, led by the US markets which moved ahead on the basis of strong region specific cues. In Asia, it was a mixed s...

India Market Outlook - Macro & Asset Class views (March 2024)

29 Mar 2024

Contributed by Lukas

Listen to our macro and asset class views as part of our India Market Outlook for the month.Speaker:Ravi SinghChief Investment Strategist 

The Week That Was - 26 Mar: Global markets cheer

26 Mar 2024

Contributed by Lukas

Global markets cheered a round of optimistic statements by central banks across the world. The Fed maintained status quo on policy rates. Major equity...

March Outlook: We downgrade mid caps and small caps

20 Mar 2024

Contributed by Lukas

We've released our monthly market outlook for March 2024. Titled 'Shifting Preferences', we have downgraded mid and small cap equities ...