Category Archives: ExPress

Views “ExPress”ed by members of IAIP

Market Outlook…

By: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director, IAIP Equity Market ended the quarter in an upbeat mood with Sensex now up 12% on year-to-date basis. Mid-cap (+4% in March) and small-cap indices (+5%) outperformed the Sensex for the … Continue reading

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Is Hummingbird Making the World More Polarized?

Contributed by: Hiren Chandaria Today, the world is more polarized than probably any other period after the Second World War. We are left with three kinds of people in the world today, those ‘for’, those ‘against’ and those who don’t … Continue reading

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Reflections on Central Banks

Contributed by: Ishwar Chidambaram, CFA Contemporary central banks in the developed economies have triggered a global pandemic of moral hazard and Too Big To Fail problems. Ensconced as the universal lenders of last resort, their modus operandi has been to engage … Continue reading

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Union Budget- Commentary and Outlook

Contributed by: Vivek Rathi, CFA, Member, IAIP India has witnessed a major disruptive event late last year in the form of Demonetization of higher value currency notes of Rs.1000 and Rs.500. This seems to have acutely hit the major part of … Continue reading

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Union Budget and Market outlook

By: Amit Khurana, CFA, Head of Equities and Head of Research, Dolat Capital Market, and Director, IAIP February 2, 2017 Budget 2017-18: 4G Budget…!!! (Gramin, Garib, Ghar, Gantavya)  STABLE MACROS TO HELP SUSTAIN PREMIUM VALUATIONS The Union Budget 2017 reflected the … Continue reading

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Person of the year 2016…

By: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director IAIP What a year. The U.S. voted for change, and Indians were looking for ‘change’. Superman, Batman, Ironman can wait, Donald Trump is “Captain America”. Clintons should have read the … Continue reading

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Commodities Speculation

Contributed by: Ishwar Chidambaram, CFA Wall Street banks are back to doing what they do best- hitting Main Street right where it hurts- in the pocketbook. Right from Aluminium and Copper to Oil, Wheat and Gold, rampant price speculation by … Continue reading

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