The 2008 crisis brought down the curtain on the final act of a financial industry focused only on competitive returns. Since then, ESG considerations have come to the fore and the growing collective awareness of these principles is an enduring and important legacy of the crisis
With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this will cause problems for weaker companies and countries but also opportunities for prudent investors.
Sandeep Kothari explains why picking high-quality growth stocks and stringent risk management are integral when investing in India. He also shares some of the key contributors and detractors to fund performance over his tenure.
India has been wrestling with higher oil inflation and a strengthening US dollar leading to the rupee selling off and bond yields rising but in the long-term, the positives still outweigh the negatives.
The biggest investment lesson for me over the past ten years is that the fog of uncertainty in 2008 has never lifted and never will. As long as we operate in real time, without a crystal ball, we'll never know what the next six months let alone the next ten years, holds for us. And that’s fine because there is a solution.
How do you behave in the face of fear? Do you run towards danger, or turn and flee? Knowing how you and others react to extreme situations might seem remote from the world of investment, but could have a lot to do with what separates the great investors from the rest of us.