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...

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...

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...

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...

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...

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...

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...

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 about the regulatory disclosure for Abakkus Asset Management LLP at...

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...

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...

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....

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...

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...

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...

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...

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.