India Needs a Tight Monetary Policy
02 February 2017
In an interview to Sanam Mirchandani on the sidelines of the CFA Institute’s India Investment conference earlier this month, Andy Xie , a specialist on China and Asia, said he does not expect there to will be a trade war unless China devalues its currency significantly. Read More
Emerging Markets have More Companies with a Narrow Moat
25 January 2017
Heather Brilliant, chief executive officer, Morningstar Australasia, was recently in Mumbai attending the 7th India Investment Conference organized by the CFA Institute and CFA Society India. Read More
Even at a Smaller Scale, Robo-Advisories can become Profitable Businesses
24 January 2017
Although robo-advisory firms have recently launched in India, the way ahead is a steep climb for them. They offer convenience, can work in a low-cost distribution scenario and have the potential to aid penetration of financial instruments. Read More
In 2017, Developed Nations to Outdo Emerging Ones: Aaron Low
20 January 2017
Emerging markets could once again underperform developed markets this year; however, the performance gap won’t be as high as last year, says Aaron Low, principal, Lumen Advisors, a global asset management company. Read More
Markets are Adjusting to Trump, says Heather Brilliant
18 January 2017
Equity returns may not be exceptional for the next two years, says Heather Brilliant, chief executive officer, Morningstar Australasia. Read More
Investors Positive on India in Long-term Despite some Short-term Disruption, say Global Experts at India Investment Conference
18 January 2017
CFA Society India hosted the 7th India Investment Conference on 13 January, 2017 at the Taj Lands End, Mumbai. The theme for this year’s conference was ‘Searching for Alpha in a Divergent World’. Read More
US-China Aggression Key Risk to Markets: Aaron Low, Lumen Advisors
17 January 2017
Demonetisation is going to be positive for India, though in the short run, there could be some disruptions, said Aaron Low, Principal at Lumen Advisors LLC. Read More
Positive on India as its Reforms Plans in Place: Peter Berezin, BCA Research
16 January 2017
Peter Berezin, Chief Strategist at BCA Research, is overweight on developed market stocks relative to emerging market equities. In an exclusive interview on the sidelines of the CFA Institute’s India investment conference last week, Berezin, however, said EM assets are in a bottoming phase. Read More
Outlook for Domestic Markets Positive
18 January 2017
EMs still Sluggish Unless Commodity Prices Rise
16 January 2017
Global Economy has Entered Reflationary Window
16 January 2017
Moat-ivating Investments
13 January 2017
Domestic Investors have Kept the Faith
13 January 2017
India’s GDP Growth to Remain Strong
13 January 2017
The India Investment Conference has become the Go-to Event for Investment Professionals
12 January 2017
