Tag Archives: Navneet Munot CFA

The Other Half of Macroeconomics and The Fate of Globalisation

Speaker: Richard Koo, Chief Economist,  Nomura Research Institute Moderated by: Navneet Munot, CFA, Director, IAIP and CIO, SBIMF Contributed by: Ishwar Chidambaram, CFA, CIPM Mr. Richard Koo began his enthralling presentation with some insights into Donald Trump’s Presidency. He said that … Continue reading

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8th India Investment Conference – Growth Conundrum, Opportunities and Threats in 2018

  It was a great gathering of luminaries at the 8th India Investment Conference  at Mumbai organized jointly by CFA Society India and CFA Institute in Mumbai on January 12, 2018. The event was very well crafted around its title – … 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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Sensex @ 30,000…What Next?

Contributed by: Shivani Chopra, CFA As the CFA Institute celebrates its 70th Anniversary this year, it remembers the seminal event that shaped the geographical reach of CFA Society network. Even today these events deliver value to the members by providing forums … Continue reading

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Market Outlook…

By: Navneet Munot, CFA, CIO, SBI Mutual Fund and Director, IAIP Indian equity market has been one of the best performing equity market year-to-date. Foreign investors’ allocation to emerging markets has risen. Within that, India with an outlook of recovering growth … Continue reading

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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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Generating Alpha in a Divergent World

Speaker: Peter Berezin, Senior VP, Global Investment Strategy Moderated by: Navneet Munot, CFA, Director, IAIP and CIO, SBIMF Contributed by: Ishwar Chidambaram, CFA, Member, IAIP According to Dr. Peter Berezin, the global economy is presently in a sweet spot- sitting … Continue reading

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