CFA Society India Podcast

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.

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.

__________________________________________________

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, 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.

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.

__________________________________________________

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.

_________________________________________________

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.

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.

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.

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.

In this episode Herald Van Der Linde, the author of ‘Asia’s

They talk about the economic landscape over the short term

Watch out for the full episode which is releasing soon!

____________________________________

DISCLAIMER :

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 :