Newsletter June 2021
MESSAGE FROM THE BOARD
Resilience in the Face of Adversity
SOCIETY UPDATE
By Vinay Bagri, CFA
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…
COVER STORY
Turbulent Times Ahead for Hard-to-Decarbonize Industries: Investment in Forestry is A Good Option
ESG
By Labanya Prakash Jena, CFA
There are technical and commercial challenges to decarbonize certain industries but under intense pressure to do it quickly…
IN-CONVERSATION WITH
In- Conversation with Ms. Alokita Jha, CFA
INVESTMENT MANAGEMENT
Interviewed by Jolly Balva, CFA
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…
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…
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…
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…
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 …
INSIGHTS FROM WEBINARS
#IIC 2021: A Conversation with Chris Mayer – Author of 100 Baggers
Contributed by
Kapil Mehra, CFA
#IAIC 2021: Misadventures of a Hedge Fund Manager by Christina Qi
Contributed by
Shruti Agarwal
#IAIC 2021: Development and Opportunities in Crypto Currency and Digital Tokens by Zann Kwan, CFA
Contributed by
Paridhi Garg
#IAIC 2021: Rise of Private Credit: Venture Debt by Ankur Bansal, CFA
Contributed by
Parvez Abbas, CFA
#FTS2021 – Careers in Investment Banking & Private Equity by Arvind Mathur, CFA
Contributed by
Paridhi Garg
#FTS2021: “Career Prospects in Wealth & Portfolio Management” by Kishor Bagri, CFA
Contributed by
Shruti Agarwal