In today's episode of what's driving the markets, we look at the performance of Indian equity markets this year. Markets have underperformed this year relative to global and emerging market equities, amid slow earnings growth and stretched valuations.

What does this mean for investors? Do we expect Indian equity markets to rebound? Tune in to know more.

Speaker:

Vinay Joseph

Head, Investment Products and Strategy

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 week that went by.

Speaker:

Michelle Castellino

Investment Strategist

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 asset class views, in Part 1 of this series.

Speaker:

Vinay Joseph

Head, Investment Products and Strategy

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

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

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

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

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