Afleveringen
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It was a volatile week for global equities, as lag effects of tight financial conditions began to show in economic indicators that were released over the past weeks. The S&P 500 recorded its first weekly loss this year. Closer home, it was a second week of gains,with the Nifty posting a gain of 0.4% for the week.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
Global equities consolidated for the week, with most markets posting declines for the week. US markets fell as stronger than expected economic data drove bond yields higher. Closer home, the Nifty too consolidated after two weeks of gains.
Tune in to hear more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
Zijn er afleveringen die ontbreken?
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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 story with Indian markets rising for the second consecutive week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
Global markets cheered a round of optimistic statements by central banks across the world. The Fed maintained status quo on policy rates. Major equity indices rose across the world, as did the Nifty in India that closed 0.3% higher. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
We've released our monthly market outlook for March 2024. Titled 'Shifting Preferences', we have downgraded mid and small cap equities to underweight in our asset allocation. Find out why.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
Global equities remained under pressure, with major indices posting declines. US equities fell two consecutive weeks for the first time since October 2023. Back home, Indian equities fell the most since October 2023, amid weak global cues and sell off in small and mid caps. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, India -
It was another mixed week for equities globally. US equity benchmarks rose to all time highs, while Asian equities mostly trended lower. Back home, Indian equities rose for the the fourth consecutive week, with the Nifty touching a new all-time high and rising by 0.7% for the week.
Speaker:
Ravi Singh
Chief Investment Strategist -
Asian equities came under pressure the last week, though Chinese equities rallied. US equities too made a recovery towards the later part of the week. Back home, the Nifty rose to touch new all time highs. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
It was a good week for equities throughout the globe, with US equity markets touching new all time highs, Asian markets rallying on the back of new stimulus initiatives and India's Nifty touching another all-time high, rising by 0.9% for the week. Tune in for more details.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
It was a mixed week for equities, with US equities coming under pressure following higher than expected inflation data. The Nifty performed well, on the back of strong macroeconomic data and a good close to the earnings season. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
We've just released our monthly market outlook for Feb 2024 titled Too Soon to Pivot. In today's episode, we look at the key macro and asset class views.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
Global equities maintained their riding streak for the second week, with the S&P 500 touching a new all time high on the back of strong economic data. Closer home, the Nifty traded sideways for most of the week but consolidated later, as the RBI maintained status quo in their policy and belied expectations of an early rate cut.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
Global equities recovered during the later part of last week, with the Nasdaq and S&P 500 touching new all time highs again on Friday. Asian equities also recovered, led by Korea. Closer home, the Nifty snapped two weeks of consolidation, and rose 2.3% for the week, the strongest performance since December. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered India -
Global equities advanced in the past week, with the Dow Jones and S&P 500 scaling new all time highs. Asian equities also had a good week, with positive macro drivers supporting them. Indian equities had a slower start, with the Nifty falling 1.2% in a holiday truncated week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
Global equities came under pressure amid rising bond yields, as investors pared rate cut expectations following strong US economic data. Closer home, the Nifty consolidated after touching new all time highs, closing by 1.2% lower for the week. Tune in for more.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered -
In this episode, Ravi speaks to Vinay on equities and our preferred themes within equities.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered
and
Vinay Joseph
Director & Head, Investment Products and Strategy, Standard Chartered -
Continuing with our analysis as part of the India Market Outlook 2024 series 'Sailing with the Wind', we have Vinay Joseph, Head Investment Products and Strategy speak to Ravi, our Chief Investment Strategist on opportunistic themes for 2024 and how it can help investors.
To access our market views on the go, visit: https://www.sc.com/in/market-outlook/ - Laat meer zien