MESSAGE FROM THE BOARD
A New Decade is ahead of us, Welcome 2021
SOCIETY UPDATE
By Meera Siva, CFA
Thank goodness 2020 – the year that felt like a decade – is over. Any description of the year that felt almost surreal…
COVER STORY
“Climate Change: What can Indian Investors do about it?
ESG
By Labanya Prakash Jena, CFA
Why Indian investors should be more worried about climate change than others, and what should they do about it?
Climate change risk is threatening economic growth, food production, and livelihood. The top four out of 5 risks the World is facing…
IN CONVERSATION WITH
In Conversation with Shravan Kumar Sreenivasula, CFA
WEALTH MANAGEMENT
Interviewed by Jyoti Soni, CFA
CFA Society India is pleased to feature a very dynamic and seasoned wealth manager, Mr. Shravan Kumar Sreenivasula, CFA as our guest for December 2020 e-newsletter…
EXPRESS
“Person of the Year 2020”
PERSPECTIVE
By Navneet Munot, CFA
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 times, it was the season of light, it was the season of darkness…
‘A New Normal – Happy Samvat 2077’
PORTFOLIO MANAGEMENT
By Anil Ghelani, CFA
Diwali greetings to you and your family!! We are entering into the Samvat 2077 with a refreshed sense of cheer. Restaurants, malls, offices and schools are reopening and a few green shoots becoming visible around us.…
Market Outlook – November 2020
ECONOMY
By Navneet Munot, CFA
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 presidential elections…
Integration of ESG in Valuation – A Summary
ESG
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 environmental…