Standard Chartered India - Money Insights
Standard Chartered India - Money Insights is a podcast series created to bring you the latest views on-the-go from Indian markets. Join experts from Standard Chartered and the Indian investment industry as we dive deep into insights and analyses that matter, to help you make better investment decisions.
The Week That Was - 23 Oct: Indian Markets Slide as Crude Prices Surge
In this week's episode of The Week That Was, we break down key global and domestic market developments:
Global Markets: Oil jumped about 6% to around $117/bbl as the Houthis launched fresh attacks on Saudi energy targets and President Trump hinted at restarting strikes on Iran after the US midterms. China's Q3 growth beat estimates at 4.5%, while investor confidence in Germany and the Euro area fell more than expected.India Macro & Economic Data: Minutes of the RBI's October meeting flagged broadening inflation pressures, with future policy action limited to a hike or a pause. Core...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 Gang
Chief 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, while euro area inflation climbed to 3.8%, its fastest pace since September 2023. The Houthi attack on Saudi Arabia over the weekend added fresh uncertainty.India Macro & Economic Data: The RBI raised the repo rate by 25bps to 5.50%, its first hike since February 2023, shifted to a calibrated tightening stance and announced new measures to support the rupee. September...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 Gang
Chief 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, even as oil prices eased to around $102/bbl after crude exports from the Middle East improved and the G7 agreed to release 100 million barrels from emergency reserves; US jobs data came in soft, with September payrolls at just 29,000 and August revised down to 133,000.India Macro & Economic Data: India's Manufacturing PMI jumped to a seven-month high of 55.1 in...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 elevated oil prices kept pressure on rates; crude oil surged toward $107/bbl after a deadlock in US-Iran talks stoked fears of disruption through the Strait of Hormuz.India Macro & Economic Data: India's Index of Core Industries grew 4.8% YoY in August, while the crude oil import bill surged nearly 48% YoY to almost $75 billion on elevated global prices; the ADB...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:
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, while renewed US-Iran strikes drove Brent up nearly 8% on the week.India Macro & Economic Data: Q1FY27 GDP grew 7.8% on the new 2022-23 base, powered by capex and exports, while the RBI's dollar-rupee swap facility drew over USD 136 billion in inflows.Domestic Equities & Sectors: The Nifty and Sensex fell for the week on crude and global yield pressures...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-flattening in US yields, a stronger dollar, and a pullback in gold, while the S&P 500 ended marginally lower.India Macro & Economic Data: Industrial production moderated but stayed resilient, asset monetisation progress was strong, and forex reserves climbed to a record USD 729 billion.Domestic Equities & Sectors: The Nifty and Sensex fell for a thir...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 at least $4 billion per operation, following a brief spike in the 30-year yield above 5.3%. The move offered mild relief to bond markets and the dollar, though its overall impact is expected to stay limited.India Macro & Domestic Equities: Domestic activity data showed a mixed picture, with core industries growth moderating even as the unemployment rate eased to a fo...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-expected US CPI inflation data and easing recession concerns, which fueled strong gains across tech and growth sectors in the US and Europe.India Macro & Economic Data: Domestic economic indicators signaled continued resilience, highlighted by cooling retail inflation figures and steady industrial output performance.Domestic Equities & Capital Flows: Indian benchmark indices maintained upward momentum, driven by widespread buying across I...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:
Anupam Joshi
Co-Head Fixed Income
HDFC Mutual Fund
Hosted by:
Shaily Gang
Chief Investment Strategist
Standard Chartered Bank India
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, fueled by strong US corporate earnings and stabilizing oil prices as shipping routes opened in the Strait of Hormuz.
India Macro Updates: The RBI maintained its repo rate at 5.25% with a neutral stance, revising FY27 growth expectations up to 6.7% while moderation was noted in July PMI figures.
Domestic Markets & Bonds<...
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 Castellino
Investment Strategist
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 last week. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
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.
Speaker:
Michelle Castellino
Investment Strategist
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 Gang
Chief 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 down ~0.3% for the week. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
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:
Shaily Gang
Chief Investment Strategist
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 Gang
Chief 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 Nifty gaining 0.2% for the week. Tune in for more.
Speaker:
Michelle Castellino
Investment Strategist
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 Castellino
Investment Strategist
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 Castellino
Investment Strategist
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 Castellino
Investment Strategist
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 Castellino
Investment Strategist
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
Investment Strategist
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 Gang
Chief Investment Strategist
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
Investment Strategist, Standard Chartered
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 Castellino
Investment 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 Gang
Chief Investment Strategist
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:
Michelle Castellino
Investment Strategist
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 its relevance.
Speaker:
Shaily Gang
Chief Investment Strategist
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:
Vinay Joseph
Head, Investment Products and Strategy
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 Castellino
Investment Strategist
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 Castellino
Investment Strategist
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 Castellino
Investment Strategist
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 Castellino
Investment 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 Castellino
Investment Strategist
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 Joseph
Head, 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
Investment Strategist
