ExPress
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Market Outlook…
- August 12, 2016
- Posted by: kunalsabnis
- Category: BLOG, ExPress
No CommentsBy: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director IAIP Post Brexit, the market has started to build in a lesser probability of a potential US Fed rate hike and also more easing from other economies. Bank of England cut rate this week and announced... -
Market Outlook…
- July 9, 2016
- Posted by: kunalsabnis
- Category: BLOG, ExPress
By: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director IAIP India celebrated 25 years of economic liberalization unleashed in 1991 and embarked on a new set of liberal FDI policy; while across the continent, Britain’s decision to leave European Union... -
Best practices in Fund Disclosures
- June 6, 2016
- Posted by: kunalsabnis
- Category: BLOG, ExPress
By: Satish Betadpur, CFA, Investor, Former MD, TIAA-CREF Mutual Fund (MF) disclosures are critical since they help investors decision making. There is no uniformity in fund disclosures. The asset management companies (AMC) globally have a lot of leeway on what... -
Market Outlook…
- April 11, 2016
- Posted by: kunalsabnis
- Category: BLOG, ExPress
By: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director IAIP March witnessed positive returns across all asset classes. Equity market rallied 10%, bond yields have dropped 16bps, most commodity prices inched up and rupee nearly recouped the losses made since the... -
Market Outlook…
- February 5, 2016
- Posted by: kunalsabnis
- Category: BLOG, ExPress
By: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director IAIP 2016 began on a note of increased volatility and stress across global market. Equity markets fell, spreads on high-yield bonds widened and commodities tanked further. The US Fed kept interest rates... -
Person of the year 2015…
- December 29, 2015
- Posted by: kunalsabnis
- Category: BLOG, ExPress
By: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director IAIP Like every year, there were several contenders. I salute Aung San Suu Kyi, ‘the lady’ of Myanmar. She joins the league of outstanding leaders who change the fortunes of a nation. My heart... -
Market Outlook…
- December 12, 2015
- Posted by: kunalsabnis
- Category: BLOG, ExPress
By: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director IAIP Sensex was down 1.6% during the month. Poor earnings season and adverse results for NDA in Bihar state elections dragged investor sentiment. Looking at the economic data and comments from various Fed... -
Market Outlook…
- November 11, 2015
- Posted by:
- Category: BLOG, ExPress, Mumbai
By Navneet Munot, CIO, SBIMF The magnitude of BJP’s electoral loss in the state of Bihar is likely to embolden the opposition, making it difficult for the Modi Government to carry out critical legislative reforms like GST bill. Having said that, it may also... -
Market Outlook…
- September 4, 2015
- Posted by: kunalsabnis
- Category: BLOG, ExPress
By: Navneet Munot, CFA, CIO, SBIMF and Director IAIP Just when the dust was settling down on Greece, the Chinese currency devaluation and their subsequent regulatory actions created shivers in the global capital markets. The markets cross asset classes have... -
Banking is necessary, banks are not
- July 13, 2015
- Posted by: kunalsabnis
- Category: BLOG, ExPress
Contributed by: Aditya Jadhav, CFA, Research Analyst – Kubera Cross-Border Fund In a world with a population of over 7 billion where 2.5 billion individuals have no access to bank accounts or other formal financial services, Bill Gates sees this as a big...