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The Decoupling Myth
- October 4, 2022
- Posted by: CFA Society India
- Category: ExPress
No CommentsThere was a common adage that “When the US sneezes, India catches cold”. This referred to the fact that whenever there was a turmoil in global markets like the US, it was inevitable that the Indian stock markets also felt the pain. Hence, our... -
Inflation and Asset Class Performance
- October 4, 2022
- Posted by: CFA Society India
- Category: ExPress
Coming out of a benign market environment, which dwelt for a good part of the period post-GFC, the last 2 years have been marked by heightened volatility in capital markets, led by an unprecedented health crisis (COVID) that still continues to cast... -
#IWMC 2022 – Global Investment Strategy- America’s Lead On Mega-Sized Companies: Is A Peak Nigh? – By Ritika Mankar, CFA
- October 4, 2022
- Posted by: CFA Society India
- Category: BLOG, Events
“The US accounts for around 62% of any global equity index – from nearly 40% 10 years back and among the top 20 companies of the world 10 are from US. Will in the next few years the same growth trend will continue, or is this an inflection point where...
