ExPress
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Covid-19 & Opportunity in US High Yield
- June 8, 2020
- Posted by: CFA Society India
- Category: ExPress
No CommentsContributed By: Garish Kansal, CFA 2019 was very good year for financial markets with almost all asset class delivering positive returns with few even delivering double-digit gains including equities (S&P was up by around 30%) and credit segments within fixed... -
Market Outlook – June 2020
- June 4, 2020
- Posted by: CFA Society India
- Category: ExPress
Contributed By: Navneet Munot, CFA , CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India Elon Musk’s SpaceX created history by launching astronauts into the space for the first time ever from a commercially made spacecraft. This at a time when the... -
Is India’s equity market responding to the threat of climate change?
- May 28, 2020
- Posted by: CFA Society India
- Category: ExPress
Contributed By: Labanya Prakash Jena, CFA The financial sector is exposed to climate change risk Climate change is threatening economic growth, food production, livelihood, and the financial system. In the “Report on Trend and Progress of Banking in India,”... -
Covid-19 & EM: From Panic to Possibility
- May 27, 2020
- Posted by: CFA Society India
- Category: ExPress
Contributed By: Rajnish Kumar The COVID-19 pandemic represents serious economic, social and psychological impact globally and Emerging Market (EM) in particular due to lack of health care infrastructure as well as poor living conditions. The full impact of the... -
“My experience in the Covid-19 War-Room” by Rishi Doshi, CFA
- May 18, 2020
- Posted by: CFA Society India
- Category: ExPress
The world came to a pause, but for some, it was not just busier than ever, but riskier than ever. Yes, while the unprecedented COVID-19 pandemic relentlessly marched across the globe, there were some individuals who relentlessly walked the extra mile to... -
Market Outlook- May 2020
- May 4, 2020
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Navneet Munot, CFA , CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India The toughest month for humanity in recent times turned out to be one of the best for stock markets. Even as Covid-19 infections multiplied and economic activity... -
End of the Runway: Is Covid19 a watershed moment for startups?
- April 16, 2020
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Rajendra Kalur, CFA , Director- CFA Society India “We can ignore reality but we cannot ignore the consequences of ignoring reality”: Ayn Rand My attention was drawn to a news item which said that India Nivesh, a newly established discretionary... -
Market Outlook- March 2020
- March 2, 2020
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Navneet Munot, CFA , CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India Market Outlook Coronavirus dominated headlines through the month and global risk assets sold off sharply as the spread of the disease outside China led to fears... -
Dimensions of Value Factor
- February 26, 2020
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By: Rajeeb Bharali , CFA and Rajnish Kumar, PhD Introduction Benjamin Graham is considered as the “Father” of Value Investing and his book “The Intelligent Investor” is lauded as the most influential book ever written on value investing. A... -
Market Outlook-October 2019
- October 8, 2019
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Navneet Munot, CFA , CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India The sharp economic slowdown of the past several months had necessitated policy action at a war scale. The Government responded with big bang reform on corporate...