CFA Society India Podcast

Nitin Bhasin, Head of Institutional Equities at Ambit, explores how institutional equities are emerging as a powerful driver of India's capital markets transformation. He highlights the shift from transaction-led broking to insight-driven partnerships and explains how technology and AI are revolutionizing research, deepening analysis, and sharpening institutional investment decisions. Nitin also shares his perspectives on shifting global investor sentiment towards India and why the real opportunities lie beyond the large caps in the rising momentum of ‘New India.' Key Takeaways:- The shift to AI-powered, insight-led investing- What's driving FII sentiment and flows into India- Where risks lie and where opportunities are emergingTune in for actionable insights and sharp perspectives on India's market outlook!_________________________________________________________________________________________DISCLAIMER:This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice.CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.*CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.____________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

In this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideways markets, shares practical tips for risk management, and highlights how active management can uncover profitable investment opportunities.Key Takeaways:• Dynamics of sideways markets and implications for investor strategies.• Importance of active management in leveraging undervalued opportunities.• Effective risk mitigation techniques to enhance returns in low-growth market conditions.• Real-world case studies showcasing successful active value investing practices.Tune in for strategic insights to thrive in challenging market conditions!DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.*CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._____________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

Join seasoned start-up investor Neha Singh, co-founder of Tracxn, as she explores the current landscape of start-up investing. In this video, Neha discusses emerging opportunities in the start-up ecosystem, the challenges faced by early-stage companies, and how investors can spot promising ideas to partner with from the very beginning. With over a decade of experience, she provides valuable tips on navigating this rapidly evolving space. The start-up world is on the verge of a major boom, and innovation is poised to drive tremendous growth. Tune in to hear Neha's expert perspective on what the future holds for start-ups and investors alike!

In this episode, Jolly Balva, CFA is joined by David Atkin, CEO of Principles for Responsible Investment. Sustainable investing has become mainstream in key financial markets. David shares insights into key aspects of the evolution of responsible, delving deeper into the following: • David shares defining moments in his career journey • Growth of Responsible investing, beginning with asset owners increasingly acknowledging the importance of inculcating E, S and G related factors. That has now become mainstream across financial market participants in public and private markets. PRI has over 5,000 signatories managing over $121 trillion in assets. • The importance of gender diversity at workplace and the efforts towards women's representation across hierarchy that demonstrated winning results • The increasing role of sustainable finance in reshaping the financial sector • The progress of regulation in standardizing data, addressing greenwashing • The challenges and progress in the US market • Areas of global focus with biodiversity, emerging markets being key • The need for expertise in the sustainable finance landscape Register for the upcoming India Sustainable Investment Leadership Summit here - https://cfasocietyindia.org/events/india-sustainable-investment-leadership-summit-2024/ _____________________________________________________________________________ DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. ____________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

From our Archives: In this conversation from the 6th #VIPS, Mr. Sandeep Kothari shared his investment approach with Saurabh Singh, emphasizing his 'Deep Simplicity' framework, which helps identify growth and value factors, particularly in young companies and cyclical sectors like construction. He discussed investing in PSUs, using profitability CAGR vs. market cap CAGR for timing investments, and how macroeconomic views and geopolitics influence his decisions. Sandeep also explained how he evaluates undervalued yet robust companies, formulates exit strategies, and uses market penetration data from annual reports to guide investments. He touched on portfolio allocation between proven and potential businesses, the significance of impact investing in India, and offered tools for analysing annual reports. Lastly, he provided career guidance for aspiring investment analysts. In addition, Mr. Sandeep shared his fitness mantra, discussing his routine and activities that help him stay fit. Do tune in to this interesting conversation. __________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

From our Archives: In this conversation, Mr. Govind Parikh shared invaluable investment pieces of advice through his 4 decades of investment journey including how and when he started investing in Indian stock markets, who and what motivated or guided him in his early investment journey, what and how he learned about quality investing and important of conviction and patience in investment decisions through mistakes and opportunities he faced throughout his journey. DISCLAIMER : This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. _______________________________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 158 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events and workshops led by leading finance professionals.

Our new podcast episode in the series ‘Green Energy Transition in India' is out. In conversation with Neha Mudaliar, Senior Vice President & Head, Climate Finance, Northern Arc Capital. She has more than two decades of experience in auditing, consulting, investing, and policy advisory roles. She has worked in institutions like PWC, EY, Ambit Corporate Finance, Unitus Capital, IFC and GGGI. She shares his thoughts with Labanya Prakash Jena, CFA, on investment opportunities in India in the era of climate change, innovative financial models in climate finance, policy and regulatory landscape in climate businesses, and the importance of the capital market in funding India's green goals. __________________________________________________ DISCLAIMER: This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. __________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in April 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 158 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

In this episode, Kislay Upadhyay, CFA is joined by Fidelity India's Director of Equity Research, Chetan Ganatra, CFA to discuss rule-based approaches for long-term investing and its mainstream adoption. They explore how fundamental data can be used to uncover economic & business insights, identify market trends, and develop robust investment strategies. They discuss: • Integrating data and narratives • Creating & testing hypothesis • Data appropriateness & caution • Security selection via rule-based approaches • Diversification for quant strategies • Position sizing & churn (portfolio turnover) • Importance of understanding economic & fundamental rationale • Proper backtesting techniques __________________________________________________ DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. __________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in April 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 158 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

Our new podcast episode in the series ‘Clean Energy Policy and Investment Landscape in India' is out! In conversation with Dr. Mukund Rajan, Chairperson, Ecube Investment Advisors and an industry veteran, who spent 23 years in Tata Group out of his 30 years corporate experience. He is a thought leader in sustainability and has spearheaded several initiatives to advance sustainability practices in India. He shares his thoughts with Labanya Prakash Jena, CFA, on India's green energy transition, covering the state of clean energy finance in India, policies and regulations, innovative financing models, and integration of ESG in business decisions and investment practices, etc. _________________________________________________ DISCLAIMER : This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

The India Opportunity Our new podcast episode in the series 'Economy and asset classes' is out. In conversation with Mr. Sunil Singhania, CFA, Founder of Abakkus Asset Management and an Investment management industry veteran. He shares his thoughts with Jolly Balva, CFA on the next decade of India's growth story. They explore the nuances of the key fundamentals drivers of growth for India, with the 'Dragon to elephant' tilt in perspective. Please read the regulatory disclosure for Abakkus at https://abakkusinvest.com/regulatory-disclosure/ __________________________________________ DISCLAIMER : This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

Artificial Intelligence has been on the minds of businesses globally, as it is set to bring about many changes. In this episode, Nithin Kamath, CEO & co-founder, Zerodha & Rainmatter, shares his thoughts with Anil Ghelani, CFA on the upcoming adoption of AI in businesses. He also talks about the integration of AI at Zerodha, career advice for the times to come and more. DISCLAIMER: This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

From Our Archives: In this conversation from 6th #VIPS, Mr. Rajashekhar Iyer shares his views with Saurabh Basrar on expected returns of the broader markets in the decade, the importance and usage of both fundamental and technical analysis in value investing as well as handling of the selling decision on portfolio stocks, based on his experience. Mr. Rajashekar is a voracious reader and he also recommended the top 5 books an investor must read in this conversation. __________________________________________________ DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

In this episode Herald Van Der Linde, the author of ‘Asia's Stock Markets From Ground Up' shares his thoughts on China with Jolly Balva, CFA. They talk about the economic landscape over the short term as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy. The conversation then goes on to cover what these updates might mean for its markets. _________________________________________ DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

In this episode Herald Van Der Linde, the author of ‘Asia's Stock Markets From Ground Up' shares his thoughts on China with Jolly Balva, CFA.  They talk about the economic landscape over the short term as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy.  The conversation then goes on to cover what these updates might mean for its markets.  Watch out for the full episode which is releasing soon! ____________________________________ DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

In this episode, Mr. Utpal Sheth shared his views with Varun Goenka on the importance of overcoming natural instincts in investing, focusing on the long-term strategic picture, and sizing bets to match one's conviction. He emphasized on the significance of learning from mistakes and how they define a person over time, particularly in the context of investing where mistakes can compound significantly. He highlighted the need for deep introspection and multiple iterations to understand and learn from mistakes. Mr. Seth also mentions the value of learning, adapting, and embracing mistakes in investing, ultimately leading to investment and personal growth and success. ___________________________________________________________ DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

In this episode, Jolly Balva, CFA is joined by World Gold Council's John Reade and Sheela Kulkarni. They talk about gold's performance as an asset class from a long-term perspective, as well as the key fundamental drivers of gold and where they stand.    They discuss :  - Performance of gold in different economic cycles - Why are central banks ramping up their buying of gold  - Gold demand driven by jewelry and electronics - The other demand drivers of gold  - The ESG credentials of Gold and the considerations for ESG investors - Gold investing trends in India  DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, or claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast.  Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. 

In today's podcast we cover a very interesting investment option called real estate investment trusts or REITs. REITs were introduced in India in 2019, after SEBI issued the regulations for them in 2014. REITs have attracted both domestic and foreign investors, who are looking for stable and regular income from real estate assets. In this episode, Vishal Chandiramani, CFA from Trust Plutus is interviewed by Sandeep Gupta, CFA of Lucretius Fund on what REITs are, how they work, and the India story.

In this episode of the ‘Economy and Asset classes' series, Jolly Balva, CFA, is joined by Dr. Arvind Rajan, a veteran in financial markets in the US. They discuss the macro-economic environment in the US and the implications for markets. They navigate through the following on the current as well as long-term outlook. 

CFA Society India podcast, where society members engage in conversations with industry experts to bring you unique insights. This bi-monthly podcast is available on your favourite podcast channel.