ExPress
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Market Outlook – November 2020
- November 3, 2020
- Posted by: CFA Society India
- Category: ExPress
No CommentsWritten 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... -
Cover Story 2 – “Reforms Going Unnoticed – Is it Boon or A Bane”
- October 18, 2020
- Posted by: CFA Society India
- Category: ExPress
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... -
Cover Story 1 – “Creating Opportunity Amid The Crisis”
- October 17, 2020
- Posted by: CFA Society India
- Category: ExPress
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... -
Integration of ESG in Valuation – A Summary
- October 14, 2020
- Posted by: CFA Society India
- Category: 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... -
Market Outlook – October 2020
- October 4, 2020
- Posted by: CFA Society India
- Category: ExPress
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... -
The Impossible Trinity of RBI and What Investors Can Do About it
- September 30, 2020
- Posted by: CFA Society India
- Category: ExPress
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... -
Market Outlook – September 2020
- September 2, 2020
- Posted by: CFA Society India
- Category: ExPress
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... -
‘Vision 20/20’ – Ade Raho by Mr. Anil Ghelani, CFA
- September 1, 2020
- Posted by: CFA Society India
- Category: ExPress
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... -
Can Investments Be Vegan Friendly?
- August 22, 2020
- Posted by: CFA Society India
- Category: ExPress
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... -
Market Outlook – August 2020
- August 3, 2020
- Posted by: CFA Society India
- Category: ExPress
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...