Investors positive on India in long-term despite some short-term disruption, say global experts at India Investment Conference


Bangalore, 18 January 2017: CFA Society India hosted the 7th India Investment Conference on 13 January, 2017 at the Taj Lands End, Mumbai. The theme for this year’s conference was ‘Searching for Alpha in a Divergent World’. Nearly 500 investment management professionals attended the conference, which focussed on the challenges faced by the Indian investment management industry.

“India’s GDP growth to remain strong. Expect strong GDP numbers for India in the next 15-20 years,” said Sunil Singhania, CFA, CIO – Equity Investments, Reliance Nippon Life Asset Management Ltd., who was part of an insightful panel discussion on asset allocation.

Jayesh Gandhi, CFA, President, CFA Society India (volunteer) and Senior Portfolio Manager, Birla Sun Life Asset Management Company, aptly summed up the 7th India Investment Conference: “Against the backdrop of global uncertainties, conference delegates heard prominent geopolitics and policy experts, economists, and fund managers who presented alternative perspectives to investment themes, asset allocation strategies, business opportunities and challenges. We are excited to see the continuous growth of this conference, and look forward to closer collaboration with industry professionals who left with many new themes and ideas.”

Investors positive on India in long-term despite some short-term disruption, say global experts at India Investment Conference

Investors positive on India in long-term despite some short-term disruption, say global experts at India Investment Conference

What industry says:
• “We are relatively positive on India because we think that the underlying reform agenda will remain in place. There has been a setback with this demonetisation decision but it will ultimately pay off.” – Peter Berezin, Chief Strategist, BCA Research
• “The overall investment scenario for India looks good. Companies with high equity returns will be benefitted most.” – Heather Brilliant, CFA, Chief Executive Officer, Morningstar Australasia
• “Financial advice should be focussed around three major areas – accessibility, intelligence and alignment.” – Jonathan B. Stein, CFA, Chief Executive Officer and Founder, Betterment
• “India has great potential and should mobilise its resources to build infrastructure along with focusing on tangible targets.” – Andy Xie, Independent Economist

Captions: Pic 1 - Jayesh Gandhi, CFA, President, CFA Society India (volunteer) and Senior Portfolio Manager, Birla Sun Life Asset Management Company, moderates the session on ‘Generating Alpha by Managing Unquantifiable Risks: Politics, Policy, and Geopolitics’ by Dr. Philippa Malmgren, special advisor to former US president George W. Bush, and Chairman, DRPM Group at CFA Society India’s 7th India Investment Conference in Mumbai last week.

Pic 2 - From left to right: Charles Yang, CFA, of Tokio Marine AM, Dr. Aaron Low, CFA, of Lumen Advisors, Dr. Andy Xie, independent economist, and Sunil Singhania, CFA, of Reliance MF, participated in a panel discussion on ‘Asia Growth Outlook and Asset Allocation’ moderated by Ambit’s Saurabh Mukherjea, CFA, at CFA Society India’s 7th India Investment Conference in Mumbai last week.


About CFA Society India
CFA Society India, (previously known as the Indian Association of Investment Professionals / IAIP), 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 147 CFA Institute member societies, CFA Society India connects local members to a global network of investment professionals. For more information, visit www.cfasociety.org/india