Tag Archives: India

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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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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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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#IndiaInvConf – Global Asset Allocations: Investment And Business Themes For 2016 And Beyond – A CIO’s Perspective

Speaker: Robert P Browne, CIO, Northern Trust Moderated by: Navneet Munot, CFA, Director, IAIP and CIO, SBIMF Contributed by: Subash Iyer, CFA, Member, IAIP and Analyst CRISIL Bob began his session by highlighting the importance of timing in the capital … Continue reading

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#IndiaInvConf – Global Economic Outlook: Why the Next 30 Years Will Look Nothing Like The Last 30

Speaker: Manoj Pradhan, Senior Economist, Global Economics Team, Morgan Stanley Moderated by: Jayesh Gandhi, CFA, President IAIP and Senior Portfolio Manager Birla Sun Life AMC Contributed by: Kunal Sabnis, CFA, Chair Communication, IAIP and Analyst VEC Investments Since the 1980s, there … Continue reading

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Union Budget and Market outlook

By: Navneet Munot, CFA,  CIO – SBI Funds Management Private Limited and Director, IAIP February 28, 2015 This budget has been presented in the backdrop of a statistical boost to GDP growth, fall in inflation helped by soft global commodity prices … Continue reading

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Book Review: Boards that Lead…

Title: Boards That Lead Authors: Ram Charan, Dennis Carey, Michael Useem Publisher: Harvard Business Review Press (November 19th 2013) ISIN: 1422144054 Pages: 306 Price: Hard cover $35, Kindle edition $16.99 Reviewed by: Chetan Shah, CFA With increasing pressure from investors especially … Continue reading

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