ExPress
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Manufacturing – Theme for the Next Decade- Opportunities and Challenges
- January 8, 2023
- Posted by: CFA Society India
- Category: ExPress
No CommentsManufacturing has been the Achilles Heel for India for the last many decades. The percentage share of manufacturing in overall GDP has always remained in the mid-teens. Countries like China and South Korea have 25-30% share of manufacturing in the overall... -
“Person of the Year 2022” by Navneet Munot, CFA
- December 30, 2022
- Posted by: CFA Society India
- Category: ExPress
Like every year, there were several contenders. I thought of Vinice Mabansag, the baby from Manila, the symbolic 8th billion human born this year. Our race has doubled in the last 50 years while the wildlife population has nearly halved in this same period!... -
The Decoupling Myth
- October 4, 2022
- Posted by: CFA Society India
- Category: ExPress
There was a common adage that “When the US sneezes, India catches cold”. This referred to the fact that whenever there was a turmoil in global markets like the US, it was inevitable that the Indian stock markets also felt the pain. Hence, our... -
Inflation and Asset Class Performance
- October 4, 2022
- Posted by: CFA Society India
- Category: ExPress
Coming out of a benign market environment, which dwelt for a good part of the period post-GFC, the last 2 years have been marked by heightened volatility in capital markets, led by an unprecedented health crisis (COVID) that still continues to cast... -
Anatomy of a Sustainable Corporation
- October 3, 2022
- Posted by: CFA Society India
- Category: ExPress
Sustainability: A recurring process to make the corporate resilient Is the company adopting business models that create and deliver products and solutions that align with sustainable development goals? If yes, such offerings invariably increase the... -
The Power of “I Don’t Know”
- September 25, 2022
- Posted by: CFA Society India
- Category: ExPress
“Manish, what’s your view on the US Markets?” I said “I don’t know, It’s too confusing out there” He replied “That’s very disappointing. You are a CFA and a Wealth Advisor, you ought to know.” I had no words for people’s... -
India: Soaring high at 75 by Navneet Munot, CFA
- September 21, 2022
- Posted by: CFA Society India
- Category: ExPress
India turned 75 on 15th August 2022 and gave us all a reason to rejoice. Interestingly, the origin of modern capital market in India does not date back to the post-independence era but instead to the 18th century, when securities of the East India... -
Opinion – Working Women still at the Receiving End
- August 26, 2022
- Posted by: CFA Society India
- Category: ExPress
Gender equality is a fundamental human right. The right to equal pay and treatment has long been legally enshrined through the Equal Remuneration Act, 1976, over 45 years ago. Yet, equality for women at workplace is far from being a reality.... -
Inflation and Quantitative Tightening
- July 23, 2022
- Posted by: CFA Society India
- Category: ExPress
One of the most talked about subjects in recent years has been the action taken by the Central Banks across the world and its impact on various risk assets – especially equity. I am trying to understand the inflation and liquidity aspects from the... -
India’s Energy Trap – The Portfolio Context
- July 23, 2022
- Posted by: CFA Society India
- Category: ExPress
Structural factors shaping oil prices Among the basic necessities for human survival (food, shelter and clothing) it may not be out of context to add energy needs. Energy cuts across everything from transportation to electricity. Thanks to a confluence of...