Tag Archives: China

Geopolitical Landscape in Asia as China Expands and America Retreats

Speaker: James McGregor, Chairman, Greater China, APCO (Beijing) Consulting Company Ltd. Moderator: Jayesh Gandhi, CFA, President, IAIP Contributed by: Chetan Shah, CFA, Secretary, IAIP There are stark differences in the boards of Chinese and US companies. According to James Mc … Continue reading

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Person of the year

By: Navneet Munot CFA, CIO, SBI MF and Director IAIP Like every year, there were several contenders. North Korea’s ‘little rocket man’ can take it easy as Trump, America’s Twitter-in-chief is likely to be occupied with his real agenda on … Continue reading

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The Elephant & the Dragon: Changing Dynamics that affect Asia & Beyond

Contributed by: Ishwar Chidambaram, CFA On 6th May 2017, CFA Society India- Mumbai Chapter hosted a talk by Mr. Xu Sitao, Chief Economist and Partner of Deloitte China. Mr. Xu said that most people view China as an important source of … Continue reading

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China’s Economic Challenges for the Next Decade

Speaker: Andy Xie, Independent Economist Moderated by: Saurabh Mukherjea, CFA, CEO, Institutional Equities, Ambit Capital Contributed by: Shravan Kumar Sreenivasula, CFA, IAIP and Birla Sun Life AMC In a very candid presentation Andy Xie mentioned that in the early stages … 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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Market Outlook…

By: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director IAIP 2016 began on a note of increased volatility and stress across global market. Equity markets fell, spreads on high-yield bonds widened and commodities tanked further. The US Fed kept … Continue reading

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India Investment Conference (#IndiaInvConf) – Strategies for an Emerging Environment

Contributed by: Chetan Shah, CFA, Director IAP and Senior Portfolio Manager Religare Invesco AMC Indian Association of Investment Professionals (IAIP) and CFA Institute India organized Sixth India Investment Conference (IIC16) titled “Strategies for an Emerging Environment” on January 15th 2016 … Continue reading

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