India needs a massive push in infra spending to attract private players: Richard Koo, Nomura
30 January 2018
India needs to focus strongly on pushing infrastructure spending to attract private sector players, said Richard Koo, chief economist at Nomura Research Institute. In an interview to Nishanth Vasudevan and Sanam Mirchandani on the sidelines of the recently held CFA Society India’s Investment Conference, Tokyo-based Koo, known for his studies on balance sheet recession, said removal of quantitative easing, or QE, by global central banks is the biggest risk facing the global economy. Read More
Globally, a double-digit correction long overdue, says Rupal Bhansali
22 January 2018
Easy money has been reflating risk assets and the situation is likely to reverse, posing a risk to equity markets, says Rupal Bhansali, chief investment officer-global equities, Ariel Investments. Speaking during the CFA Society India’s 8th India Investment Conference, she cautioned investors to protect their portfolios by defensive positioning. Read More
Focus is on transparent and aware conversations with clients: Nick Pollard, CFA Institute
22 January 2018
Nick Pollard, was in Mumbai last week attending CFA Society India’s 8th India Investment Conference… He spoke to us about the global investment scenario, the prevalent risks and how the industry in India looks when we see the transformative stage that investment management regulations are in today. Read More
Markets appear overvalued, India is no exception: Rupal Bhansali, Ariel Investments
16 January 2018
Rupal Bhansali, chief investment officer-international and global equities, Ariel Investments, said complacency is manifesting itself in global markets in the form of low volatility and low liquidity, and one should watch out for the US high yield market to assess the market’s risk appetite. In an interview with Nishanth Vasudevan and Sanam Mirchandani on the sidelines of CFA Society India’s Investment Conference, New York-based Bhansali said she is positive on India’s long-term prospects and would consider HDFC as an investment bet. Read More
Capital market still robust for investment; upbeat on housing fin cos: Birla Sun Life
13 January 2018
Jayesh Gandhi of Birla Sun Life AMC from the sidelines of the CFA Society India 8th India Investment Conference spoke to CNBC-TV18 about the investment culture in India, the outlook for the market and stocks/sector. Read More
Expect 2018 to be a stock picker’s market: Rupal Bhansali
12 January 2018
The CFA Society India is hosting its 8th India Investment Conference in Mumbai today. In an interview with CNBC-TV18, Rupal Bhansali, Chief Investment Officer, International & Global Equities Portfolio Manager at Ariel Investments shared her reading and outlook on the market from the sidelines of the conference. Read More
Global economy improving; demand for commodities will increase: Nomura
12 January 2018
The CFA Society India is hosting its 8th India Investment Conference in Mumbai today. In an interview to CNBC-TV18, Richard Koo, Chief Economist at Nomura Research Institute shared his views and readings on the global economy from the sidelines of the conference. Read More
