Newsletter December 2023
MESSAGE FROM THE BOARD
Strong Finish to the Quarter and the Year 2023
Society Updates
Ravi A. Gautham, CFA
Another busy quarter and another very eventful year just went by for the CFA Society India. Speaking of ‘eventful’, It always amazes me that the CFA Society India has been...
PERSPECTIVES
The Safe Haven: Why Investors are Turning to USD Fixed Income
Fixed Income
Mihir Shirgaonkar, CFA
The investment landscape in 2022 was marked by widespread pessimism among professionals and investors alike, driven by inflation prints...
PERSPECTIVES
Impact of Climate-induced Weather Events on Property Prices: Are we cognizant of this?
Climate Finance
Labanya Prakash Jena, CFA
“For 11 months – water is scarce; for one month – water scares us.” these were the words of a gentleman from Chennai. I was there for a...
PERSPECTIVES
Past, Present and Future of Rule-based Investing
Equity
Kislay Upadhyay, CFA
Rule-based equity investing is using a framework for investment management that has clear guidelines on stock selection, entry, exit, and allocation (position-sizing)...
PERSPECTIVES
Election and its impact on Indian Stock Markets
Stock Markets
Vaibhav Agarwal, CFA
Elections have a direct impact on government policies and reforms which in turn impacts the real growth in the economy. As a result, historically, elections have had...
INDUSTRY SPEAK
In-Conversation with Rajesh Sehgal, CFA
Interviewed by Swetha Rakhecha, CFA
Many thanks to the entire CFA Society India community and the leadership for giving me this opportunity to serve as a Director on the Board...
In-Conversation with Rajeev Radhakrishnan, CFA
Interviewed by Siddharth Jain, CFA
hank you. It’s a privilege to be associated with the society in the current role and be able to participate in various initiatives that are aimed at supporting the members...
EXPRESS
Don’t buy gold this Dhanteras for Wealth Creation!!
Wealth Management
By Anil Ghelani, CFA
Peter Pronovost noticed a problem. He was a doctor at Johns Hopkins Hospital in 2001. He found that arterial line infections occurred at a higher rate than expected, which led to illness and, in some cases...
SELECTED READINGS
The Negative Checklist: Reducing Errors
Source - Veteran of ‘Low-Priced’ Stocks Will Expand His List
Peter Pronovost noticed a problem. He was a doctor at Johns Hopkins Hospital in 2001. He found that arterial line infections occurred at a higher rate...
The United States is drowning OPEC in oil
By Melvin Backman
Pump, pump, pump pump it up! is what American oil producers have been saying for five years straight, since a prodigious increase in crude oil production in shale country helped make the US...
Crypto Funds Have Arrived. But Who Needs Them?
By Jeff Sommer
Fear of missing out isn’t a great reason for investing in the new Bitcoin funds, our columnist says. Plus, Bitcoin may already be hidden in your portfolio Exchange-traded funds come in many shapes and sizes. Some are...
"What to do once you are rich"
By Rajeev Thakkar, CFA
Mr. Rajeev Thakkar discusses what wealthy individuals should do after accumulating wealth. He talks about various aspects like investments, family businesses, alternatives and structured products. Regarding investments, he mentions that one needs a...
INSIGHTS FROM SOCIETY EVENTS
#7thVIPS 2023 – Learnings from the Cycles | Shyam Sekhar |
Contributed by
Siddharth Jain, CFA
#7thVIPS 2023 – Evolutionary biology for business and investment analysts | Sanjay Bakshi |
Contributed by
Ajay Minocha, CFA
#8thIWMC 2023 – How the Indian wealth managers can navigate uncertainty and disruption
Contributed by
Public Awareness Committee
#AltQuantSummit – Can High Returns be Generated through a Low-Risk Approach?
Contributed by
Vijay Srinivasan, CFA
Financial Report Writing Workshop | Aarti Krishnan |
Contributed by
Hemant Adhikari, CFA
#ISIL 2023 – India Sustainable Investment Leadership Summit – Full Day Conference Summary
Contributed by
Bharti Krishnan, CFA