Mumbai
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Market Outlook…
- April 4, 2017
- Posted by:
- Category: BLOG, ExPress, Mumbai
No CommentsBy: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director, IAIP Equity Market ended the quarter in an upbeat mood with Sensex now up 12% on year-to-date basis. Mid-cap (+4% in March) and small-cap indices (+5%) outperformed the Sensex for the third consecutive... -
9th IAIP Annual Forecast Event FY2018
- April 2, 2017
- Posted by:
- Category: Annual Forecast, BLOG, Events, Mumbai, Panel Discussion
Contributed by: Volunteers of CFA Society India The 9th IAIP Annual Forecast Event FY2017 was held on 31st March 2017 at the BSE International Convention Hall, Bombay Stock Exchange, Mumbai. Everytime we attend the Annual Forecast Event of IAIP, we come out with... -
Is Hummingbird Making the World More Polarized?
- March 1, 2017
- Posted by:
- Category: BLOG, ExPress, Mumbai
Contributed by: Hiren Chandaria Today, the world is more polarized than probably any other period after the Second World War. We are left with three kinds of people in the world today, those ‘for’, those ‘against’ and those who don’t care. It is... -
Reflections on Central Banks
- February 12, 2017
- Posted by:
- Category: BLOG, ExPress, Mumbai
Contributed by: Ishwar Chidambaram, CFA Contemporary central banks in the developed economies have triggered a global pandemic of moral hazard and Too Big To Fail problems. Ensconced as the universal lenders of last resort, their modus operandi has been to engage... -
Union Budget and Market outlook
- February 2, 2017
- Posted by:
- Category: BLOG, ExPress, Mumbai
By: Amit Khurana, CFA, Head of Equities and Head of Research, Dolat Capital Market, and Director, IAIP February 2, 2017 Budget 2017-18: 4G Budget…!!! (Gramin, Garib, Ghar, Gantavya) STABLE MACROS TO HELP SUSTAIN PREMIUM VALUATIONS The Union Budget 2017... -
Generating Alpha by Managing Unquantifiable Risks: Politics, Policy & Geo-Politics
- January 20, 2017
- Posted by:
- Category: BLOG, India Investment Conference, Mumbai
Speaker: Philippa Malmgren, President and Founder, DRPM Group Moderated by: Jayesh Gandhi, CFA, President & Director, IAIP Contributed by: Chetan Shah, CFA, Secretary & Director, IAIP Though not reflected in the headline numbers, inflation has inched up,... -
China’s Economic Challenges for the Next Decade
- January 20, 2017
- Posted by:
- Category: BLOG, India Investment Conference, Mumbai
Speaker: Andy Xie, Independent Economist Moderated by: Saurabh Mukherjea, CFA, CEO, Institutional Equities, Ambit Capital Contributed by: Shravan Kumar Sreenivasula, CFA, IAIP and Birla Sun Life AMC In a very candid presentation Andy Xie mentioned that in the... -
The Future of Financial Advice
- January 20, 2017
- Posted by:
- Category: BLOG, India Investment Conference, Mumbai
Speaker: Jonathan B. Stein, CFA, CEO and Founder, Betterment Moderated by: Madhu Veeraraghavan, T.A. Pai Chair Professor of Finance, TAPMI Contributed by: Manish Jain, CFA, Partner, Angaros Group Financial advice can be delivered in three ways – human,... -
Generating Alpha Using Economic Moats
- January 20, 2017
- Posted by:
- Category: BLOG, India Investment Conference, Mumbai
Speaker: Heather Brilliant, CFA, CEO, Morningstar AustralAsia Moderated by: Amit Khurana, CFA, Head Equities, Dolat Capital Contributed by: Rajni Dhameja, CFA, Member,IAIP “The Economic moat” is competitive advantage, which enables a company to earn... -
Generating Alpha in a Divergent World
- January 20, 2017
- Posted by:
- Category: BLOG, India Investment Conference, Mumbai
Speaker: Peter Berezin, Senior VP, Global Investment Strategy Moderated by: Navneet Munot, CFA, Director, IAIP and CIO, SBIMF Contributed by: Ishwar Chidambaram, CFA, Member, IAIP According to Dr. Peter Berezin, the global economy is presently in a sweet spot-...