Newsletter-September 2020

MESSAGE FROM THE BOARD

Small Changes, Big Impacts!

SOCIETY UPDATE

By Ritika Mankar, CFA 

 


We hope this newsletter finds you safe, finds you well and finds you surrounded by some great new habits…

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COVER STORY 1

Creating Opportunity Amid The Crisis 

START-UP 

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…

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COVER STORY 2

Reforms Going Unnoticed – Is It Boon or A Bane

ECONOMY

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…

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IN CONVERSATION WITH

In Conversation with Ms. Meera Siva, CFA

WOMEN IN FINANCE

Interviewed by Monika Duggal, CFA

 

At CFA Society India, we are truly delighted to have a second woman Director on board, Ms. Meera Siva. We recently had the opportunity to speak with Meera, who is a well-regarded professional…

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EXPRESS

Market Outlook – October 2020

ECONOMY

By Navneet Munot, CFA

 

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 our view that…

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‘Vision 20/20’ – Ade Raho

WEALTH MANAGEMENT

By Anil Ghelani, CFA

 

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 social, economic and financial aspects…

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Can Investments Be Vegan Friendly?

ESG

By Jinesh S. 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…

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Creating safety nets for the poor through a contingency insurance

INSURANCE

By Labanya Prakash Jena, CFA

 

Creating safety nets for the poor through a contingency insurance Why is it important? Natural calamities, pandemics, epidemics, etc. all are times…

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The Impossible Trinity of RBI and What Investors Can Do About it

ECONOMY

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

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The Case for Mandatory Separation of Chairperson and CEO Roles in India

ESG

By Sivananth Ramachandran, CFA

 

The separation of chairperson and CEO roles is considered a good corporate governance practice. According to the CFA Institute Corporate Governance…

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INSIGHTS FROM WEBINARS

IWMC 2020 : Gray Rhino Lessons for The Wealth Practitioner by Michele Wucker

Read summary here…

IWMC 2020: Key Themes that will Frame Post-Virus Economy by Mr. Nathan Sheets

Read summary here…

IWMC 2020: Impact of COVID-19 Crash on Investors by Mr. Rob Arnott

Read summary here…

IWMC 2020: The Changing Wealth Management Canvas in India by Mr. Amitabh Chaudhary

Read summary here… 

IWMC 2020: Radical Uncertainty – Rethinking our Approach to Risk & Uncertainty by Sir John Kay

Read summary here… 

IWMC 2020: Wealth Management Best Practices & Framework for Wealth Transfers by Mr. Rajesh Gupta

Read summary here…

“Career Insights: Regulatory & Compliance Services in India” by Dr. Prabhakar R. Patil

Read summary here…

“Career Insights: Research, Analytics & the Knowledge Services Industry” by Mr. Suresh Krishnamurthy, CFA

Read summary here…

“Career Insights: Structured Finance” focused on Mezzanine financing by Mr. Ashwin Narang, CFA

Read summary here… 

“India vs USA: Should you invest Local or Diversify Global?”

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SELECTED READINGS

Climate Change Governance: What Shareholders and bondholders can do?

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Stocks Turned Upside Down? The COVID-19 Beta Effect

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Why You Should Be a Goals-Based Investor

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Aging and Equities: Selling Stocks for the Long Term

Read here…

How to Read Financial News: Home Country, Confirmation, and Racial Bias

Read here…

A Framework for Constructing Equity-Risk-Mitigation Portfolios 

Read here…