ExPress

Written by: Labanya Prakash Jena, CFA   “The business of business is business.” This statement of Milton Friedman influenced corporates for many decades to focus only on profit generation and shareholders’ value creation, while social and...

Written by Navneet Munot, CFA, CIO, SBI Funds Management Pvt. Ltd. and Chairman, CFA Society India Return of volatility characterised global financial markets in the month of September as the near vertical uptrend off March lows got tested. This was in line with...

Written by Soham Das, CFA   Between 1960 and 63, two economists sitting across the Atlantic Ocean formulated a theory based on a series of novel thought experiments. Marcus Fleming, sitting at the University of Edinburgh and Robert Mundell in IMF, posited...

Written by Navneet Munot, CFA, CIO, SBI Funds Management Pvt. Ltd. and Chairman, CFA Society India   Even with a sharp sell-off on the last day, equity markets had another month of strong gains in August. The gains were broad based as small caps led with over...

Written by Anil Ghelani, CFA Head of Passive Investments & Products, DSP and Vice Chairman, CFA Society India   From the onset of 2020, the world has witnessed the biggest healthcare crisis in last 100 years. The crisis has been the biggest threat to...

Contributed By: Jinesh Sarat Sheth, CFA Why Vegan? Welcome to the post Covid-19 World (I hope I can say this sooner)!  A world where people are more conscious about their lifestyle choices and collectively exhibit a higher socially responsible behaviour. A few...

By Navneet Munot, CFA, CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India July was characterized by a flattening of economic activity as the continuous improvement off April lows appears to have plateaued. This trend is also visible in other major...

By Sivananth Ramachandran, CFA The separation of chairperson and CEO roles is considered a good corporate governance practice. According to the CFA Institute Corporate Governance of Listed Companies, a dual role may “give undue influence to executive board...

Contributed By : Labanya Prakash Jena, CFA Creating safety nets for the poor through a contingency insurance Why is it important? Natural calamities, pandemics, epidemics, etc. all are times of mass distress, especially for the poor classes of the society. In...

Contributed By: Navneet Munot, CFA , CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India The June’20 quarter ended up being the best for US equities in over 20 years. For India, this was the best quarter in 11 years, since June 2009. The rise has...