The India Markets Observer looks at the outlook for various asset classes - equity, debt, real estate, gold, currency and commodities.
Morningstar and industry experts have contributed their views on subjects as diverse as threats facing the economy, the future of commodity prices, how the debt and equity markets should pan out in 2015, asset allocation, equity investment and retirement. Another section specifically at adviser practices has some thought-provoking views by industry participants. (A list of the contributors has been provided below).
The India Markets Observer 2014-15 can be downloaded here.
List of contributors in alphabetical order:
- Ajit Dayal, Director, Quantum AMC
- Alex Dryden, Market Analyst, JP Morgan Asset Management
- Anoop Bhaskar, Head – Equity, UTI Mutual Fund
- Anshuman Magazine, Chairman & MD, CB Richard Ellis South Asia
- Ashu Suyash, CEO, L&T Investment Management
- BlackRock Investment Institute
- Francisco Torralba, Economist, Morningstar
- Jamal Mecklai, MD & CEO, Mecklai Financial Services
- Lakshmi Iyer, CIO – Debt, Kotak Mutual Fund
- Michael Coop, Head - Multi-asset strategies, Morningstar
- Navneet Munot, CIO, SBI Mutual Fund
- Nimesh Shah, MD & CEO, ICICI Prudential Asset Management
- Parag Parikh, Chairman & CEO, PPFAS Asset Management
- Puneet Chaddha, CEO, HSBC Global Asset Management
- Rajesh Krishnamoorthy, MD, iFAST Financial India
- Ritesh Jain, CIO, Tata Asset Management
- Santosh Kamath, MD – Local Asset Management, Fixed Income, Franklin Templeton
- Saugata Bhattacharya, Economist, Axis Bank
- Sunil Singhania, CIO – Equity, Reliance Mutual Fund
- Uma Shashikant, MD, CIEL
- Vaibhav Sanghavi, MD, Ambit Investment Advisors
- Vikaas Sachdeva, CEO, Edelweiss Asset Management