Newsletter June 2021



MESSAGE FROM THE BOARD

Resilience in the Face of Adversity

SOCIETY UPDATE
By Vinay Bagri, CFA

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In the past year and half, change has been the only constant. While, we continue to be tested by this mercurial virus, the collective will of mankind…

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COVER STORY

Turbulent Times Ahead for Hard-to-Decarbonize Industries: Investment in Forestry is A Good Option

ESG
By Labanya Prakash Jena, CFA

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There are technical and commercial challenges to decarbonize certain industries but under intense pressure to do it quickly…

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IN-CONVERSATION WITH

In- Conversation with Ms. Alokita Jha, CFA

INVESTMENT MANAGEMENT
Interviewed by Jolly Balva, CFA

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Alokita has been recognised as inspiring women in the investment profession in India by the CFA Institute with her being among the early first fifteen women CFA charter holders in India…

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EXPRESS

Winning Entries of the Research Note Competition – Winner

Research

By Namrata Mittal, CFA

Indian businesses are witnessing consolidation across sectors. Recent policies (FDI liberalization, GST with stricter compliance…

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Winning Entries of the Research Note Competition – 1st Runner Up

Research

By Jyoti Nathani, CFA

India has historically been a savers market, with investors preferring physical assets over financial and fixed deposits over equity…

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Winning Entries of the Research Note Competition – 2nd Runner up

Research

By Aastha Agnihotri

India, is a first choice when investors think of emerging market economies. It has seen significant number of reforms in…

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Looking Back, Moving Forward

Economy

By Navneet Munot, CFA

At the beginning of fiscal year in April, I am sure all of us felt a sense of déjà vu – the second wave of covid brought back the unpleasant …

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INSIGHTS FROM WEBINARS

#IIC 2021: A Conversation with Chris Mayer – Author of 100 Baggers

Contributed by

Kapil Mehra, CFA

Read Summary here... 

#IAIC 2021: Misadventures of a Hedge Fund Manager by Christina Qi

Contributed by

Shruti Agarwal

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#IAIC 2021: Development and Opportunities in Crypto Currency and Digital Tokens by Zann Kwan, CFA

Contributed by

Paridhi Garg

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#IAIC 2021: Rise of Private Credit: Venture Debt by Ankur Bansal, CFA

Contributed by

Parvez Abbas, CFA

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#FTS2021 – Careers in Investment Banking & Private Equity by Arvind Mathur, CFA

Contributed by

Paridhi Garg

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#FTS2021: “Career Prospects in Wealth & Portfolio Management” by Kishor Bagri, CFA

Contributed by

Shruti Agarwal

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SELECTED READINGS

The Emerging Asia Pacific Capital Markets

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Trading & Arbitrage in Cryptocurrency Markets

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“Your Network Is Your Net Worth”: Seven Tips to Propel Your Career

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Counting the Cost of Capital & Seeding Network-Based Accounting

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Independent Directors in Asia Pacific

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BOOK REVIEWS

Corporate Governance & Responsible Investment in Private Equity

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The Technological Revolution in Financial Services

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Valuation: Measuring & Managing The Value of Companies

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Machine Learning For Asset Managers

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