ExPress

Written by Navneet Munot, CFA, CIO, SBI Funds Management Pvt. Ltd. and Chairman, CFA Society India   Like every year, there were several contenders. Charles Dickens’s immortal lines echo while rewinding 2020: “It was the best of times, it was the worst of...

Written by Anil Ghelani, CFA Head of Passive Investments, DSP Investment Managers Vice Chairman, CFA Society India   Diwali greetings to you and your family!! We are entering into the Samvat 2077 with a refreshed sense of cheer. Restaurants, malls, offices...

Written by Navneet Munot, CFA, CIO, SBI Funds Management Pvt. Ltd. and Chairman, CFA Society India   A second wave of virus in the Western world has become a reality. This along with failed negotiations on fresh US fiscal aid and the uncertainty around US...

Written by: Vivek Rathi, CFA   The worst nightmare of India came true in March 2020, when the country had to undergo one of the severest lockdown in known history. Even before the pandemic set in, Indian economy was slowing and the country was staring at...

Written by Srividhya Venkatesan, CFA   “There are decades where nothing happens; and there are weeks where decades happen.”  – Vladimir Ilyich Lenin. The COVID-19 pandemic has been one such event that has shaken economies across the globe like...

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...