Newsletter September 2020



MESSAGE FROM THE BOARD

Small Changes, Big Impacts!

SOCIETY UPDATE
By Ritika Mankar, CFA

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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

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“There are decades where nothing happens; and there are weeks where decades happen.”   Vladimir Ilyich Lenin. The COVID-19…

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COVER STORY 2

Reforms Going Unnoticed – Is It Boon or A Bane

ECONOMY
By Vivek Rathi, CFA

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The worst nightmare of India came true in March 2020, when the country had to undergo one of the severest lockdown…

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IN CONVERSATION WITH

In Conversation with Ms. Meera Siva, CFA

WOMEN IN FINANCE
Interviewed by Monika Duggal, CFA

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At CFA Society India, we are truly delighted to have a second woman Director on board, Ms. Meera Siva. We recently had the…

 

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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…


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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…


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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…


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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 Corp…


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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

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

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

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

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

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

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

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“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


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


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A Framework for Constructing Equity-Risk-Mitigation Portfolios


Read here...