CFA Society India Podcast

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 susta

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 driver

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. DIS

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 reade

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 conv

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 con

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

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 gol

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

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.