ExPress
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“My experience in the Covid-19 War-Room” by Rishi Doshi, CFA
- May 18, 2020
- Posted by: CFA Society India
- Category: ExPress
No CommentsThe world came to a pause, but for some, it was not just busier than ever, but riskier than ever. Yes, while the unprecedented COVID-19 pandemic relentlessly marched across the globe, there were some individuals who relentlessly walked the extra mile to... -
Market Outlook- May 2020
- May 4, 2020
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Navneet Munot, CFA , CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India The toughest month for humanity in recent times turned out to be one of the best for stock markets. Even as Covid-19 infections multiplied and economic activity... -
End of the Runway: Is Covid19 a watershed moment for startups?
- April 16, 2020
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Rajendra Kalur, CFA , Director- CFA Society India “We can ignore reality but we cannot ignore the consequences of ignoring reality”: Ayn Rand My attention was drawn to a news item which said that India Nivesh, a newly established discretionary... -
Market Outlook- March 2020
- March 2, 2020
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Navneet Munot, CFA , CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India Market Outlook Coronavirus dominated headlines through the month and global risk assets sold off sharply as the spread of the disease outside China led to fears... -
Dimensions of Value Factor
- February 26, 2020
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By: Rajeeb Bharali , CFA and Rajnish Kumar, PhD Introduction Benjamin Graham is considered as the “Father” of Value Investing and his book “The Intelligent Investor” is lauded as the most influential book ever written on value investing. A... -
Market Outlook-October 2019
- October 8, 2019
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Navneet Munot, CFA , CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India The sharp economic slowdown of the past several months had necessitated policy action at a war scale. The Government responded with big bang reform on corporate... -
Article on “Importance of Sustainable Investing” by Mr. Navneet Munot, CFA
- August 25, 2019
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Navneet Munot, CFA , CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India There is a need for large fund houses to take the lead on sustainable investing Long-term growth of the economy will happen when firms will focus on... -
Market Outlook- May 2019 by Navneet Munot,CFA
- May 8, 2019
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributed By : Navneet Munot, CFA, CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India Market Outlook- India has had a long NPA cycle playing out in its banking system starting 2012. Just as the... -
Market Outlook – Feb 2019
- February 3, 2019
- Posted by: annlin@india.cfasociety.org
- Category: BLOG, Events, ExPress
By: Navneet Munot, CFA, CIO, SBI Funds Management Pvt Ltd and Chairman, CFA Society India, IAIP Union budget for FY 2019-20 was staged against the backdrop of compulsions of pre-election spending but a challenging revenue situation, primarily emanating from the... -
Market Cycles & Investment Lessons from History
- December 26, 2018
- Posted by: Shivani Chopra, CFA
- Category: BLOG, ExPress
Contributor: Sumit Duseja,CFA (Co-Founder of Truemind Capital Services) What we have learned from history is that people don’t learn from history. And that is the reason why a majority of investors do not earn good returns from their investments over the long...