Shows
CFA Society India PodcastThe Evolution of Responsible Investing: In Conversation With David Atkin, CEO, PRI | PodcastIn 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 workpl...2024-11-0851 min
Investing & PurposeThe India OpportunitySharing an episode on the growth story of India, that I recorded earlier with the CFA Society India.
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-...
2024-07-1135 minCFA Society India PodcastThe India Opportunity - Mr. Sunil Singhania, CFA | Founder, Abakkus Asset Manager LLP. | PodcastThe 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...2024-04-1535 minInvesting & PurposeKey fundamental drivers of Gold with World Gold Council
The trilogy of the pandemic, monetary expansion, the geo-political developments in the last 2-3 years have had many repercussions in the global macro environment. That has bought the attention of investors towards gold for diverse reasons.· A big development that has been underway is that of central banks being net buyers of gold, in a trend reversal, since last few years. China has been on a buying spree for ten consecutive months. Central banks overall added over 1100 tons of gold, more than double the annual average of many decades.· Emerging market central banks in particular have...2024-02-1448 minInvesting & PurposeChina - The winds of change in the economy and marketsHere's a podcast episode i recorded with the CFA Society India.
China's economy is not only slowing (to the extent of warranting a surprise admission by Xi Jinping himself), but also going through long-term structural changes.
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.
We 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...2024-01-1940 minCFA Society India PodcastEP. 06 China - The Winds Of Change In The Economy And Markets | Herald Van Der LindeIn 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 statem...2023-11-0440 minCFA Society India PodcastEp. 6: China - The Winds Of Change In The Economy and Markets | TeaserIn 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!
____________________________________
DISCLAIME...2023-11-0201 minCFA Society India PodcastEp 03: Key fundamental drivers of Gold |John Reade Sheela KulkarniIn 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 c...2023-09-2148 min
CFA Society India PodcastEp 01. Inflation, central bank policy and the likely implications for markets in the US | Arvind Rajan PhDIn 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.
2023-06-2741 minInvesting & PurposeA closer look at the macro economic environment in the US with Ayesha TariqIn the history of the Federal reserve hiking rates, for many decades, invariably have affected the emerging markets. While the currency depreciation and outflows have declined, there are uncertainties with regards to the impact of a global economic slowdown on growth this year. In this episode I am joined by Ayesha Tariq, CFA. She shares valuable insights on the current macro-economic environment in the US.
We talk about :
- What makes the current macro situation unique vs history
- We have come so far with Dodd franks act in effect post the 2008 crisis, yet the stress tests...2023-04-2744 minInvesting & PurposeMulti - asset class - A case for diversification 2022 was one of the worst years for portfolios consisting of only stocks and bonds, as both went down together. Asset allocation plays an important role in determining portfolio returns. Multi-asset class investing has become quite popular, in the world, after the global financial crisis in 2008. Even in India there is a lot of interest lately, with new NFOs coming in this category. They grew over 30% in 2022, and are around an AUM of 24k crore.
The global economy may have come out of the woods in the year 2023, but uncertainties remain. If the recent episodes of volatility have t...2023-03-0106 min
Investing & PurposeApproaches to Sustainable/ESG investingIn the previous two episodes, we discussed about what sustainable investing is about and why it matters. We also looked at what are the controversies around it and the regulatory updates to address greenwashing. There is almost a consensus amongst the investing fraternity that ESG is now mainstream.
Sample these facts.
As per the US SIF “Trends Report”, Sustainable investment assets in the US amounted to $8.4 Trillion in 2022.
As per a PwC survey ESG assets domiciled in Europe could grow to between $7.8 to $9.5 trillion by 2025 and account for up to 56% of total European mutu...2023-01-1112 minInvesting & PurposeESG Investing - Greenwashing and RegulationWhile the last 2-3 years saw a rampant growth of ESG funds, concerns about greenwashing started rising in 2021. Even as the world continues to evolve the investing framework and regulation on it, there have been instances of mislabeling. Some of the developments this year in ESG have been on the Regulation front. Incremental regulation and scrutiny is amping up the crackdown on Greenwashing.
While the EU’s SFDR (sustainable finance disclosure regulation) rules came into force in 2021, the updated guidance earlier this year has created a massive stir amongst big investment firms world over. It made them re...2022-12-2110 minInvesting & PurposeESG Investing : Raison d’etreThe whys and wherefores of ESG Investing
The 2020 pandemic bought about a paradigm shift in many aspects of human existence. In the world of investing, it catapulted sustainable investing to the mainstream. The names by which we know it and the reasons why we pursue it, may change over time. But this concept of directing finances towards businesses that align with our values, or boycotting those that do not, is rather old. It is now known as ESG investing, where we consider factors related to Environment, social and governance, beyond just traditional factors. These are non-financial aspects t...2022-12-1420 minInvesting & PurposeOriginal sin redux - The saga of asia's debt marketsThis year has once again witnessed a currency crisis in asia. The emerging Asia countries that were a part of the Asian financial crisis in 1997, are again at the receiving end of a strong dollar. They have learnt from their mistakes and indeed come a long way. But, the recent episode of outflows has revealed, that in trying to fix some of the past mistakes, they have bought back the same vulnerabilities. This is what has been coined as the ‘Original sin redux’. There is still a lot that needs to be done on the policy front. In this epis...2022-12-0712 minInvesting & PurposeTrailer - Investing & PurposeHello and welcome to the Podcast, Investing and Purpose. My name is Jolly and I am passionate about the new world of investing. I am a financial services professional and a CFA charterholder.
This show is an open-ended exploration on the dynamics of investing in Asia, with a focus on India. We live in times where investing is continually being democratized. We also live in times where the bargaining power of stakeholders is increasing. More so, after the pandemic. Social factors and more avenues of investing are the new cutting edges in this fast-evolving world of finance.2022-11-2501 min