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
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
Continuing with our podcasts on the India Market Outlook for Feb 2024, we look at the implications of the RBI Monetary Policy and the Union Budget for bond investors.
Speaker:
Ravi Singh
Chief Investment Strategist, Standard Chartered India
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
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