Events

  Zoltan started the session with the thesis that Jerome Powell will try hard to tame inflation to maintain the central bank’s credibility. He expanded this thesis as follows:   Paul Volcker, the Former Chair of Fed who tamed inflation during his...

    The third session of the conference was an enlightening dialogue on what Performing Credit entails, its viability as an investment opportunity, and its growth prospects in India.   The discussion kicked off by defining what Performing Credit is...

    The 4th India Fixed Income Conference, hosted by CFA Society India – Chennai Chapter had a session on Indian Bond Markets with Mr. Mahalingam Gurumoorthy, who has an experience of about four decades in the financial markets working with regulators...

  “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...

  The 7th India Wealth Management Conference was held on 9th August 2022 in Mumbai by CFA Society India in association with CFA Institute, USA. The conference had a session by Mr. Larry Swedroe from Buckingham Partners, a famous author of many books, and his...

  The second session of the conference was an insightful and engaging dialogue that addressed both the global macroeconomic environment and the opportunities that lie ahead for India in a new normal resulting from a prolonged pandemic and the policy actions...

    “The market is a pendulum that forever swings between unsustainable optimism (which makes stocks too expensive) and unjustified pessimism (which makes them too cheap). The Intelligent Investor is a realist who sells to optimists and buys from...

    Part 1: Intro to Climate Change What is climate change? Long term shift in temperatures and weather patterns caused by harmful gases emitted due to human activities   Looking at the economic risks and opportunities due to climate change: Risks...

  The current state of the market participants is unclear as we continue to navigate between the two heavyweights, which seem to be moving the markets with their commentary. On one side we have Mr. Jerome Powell who has the task of managing runaway inflation...

  For over a decade, the confluence of high economic growth, low-interest rates, rapid technological advances, and relatively uninterrupted globalization has benefitted global wealth creation. Unsurprisingly, India too has profited in this Goldilocks decade...