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Category: Views & Analysis

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CIO Views

How to profit from a likely victory for Joe Biden in the US Presidential election. Summary The opinions polls point to a likely victory for Joe Biden in the US Presidential Election. While markets have partly repriced the “risk” of a Biden victory they have not fully focused on the sector and  portfolio ...

Long-Term Wealth Creation Through Investing in Equities – Chapter 02

Long-term investment in equities is the best way to create long term wealth for most people. In the first note in this series, we discussed Benjamin Graham’s view of the market as a voting machine in the short run and a weighing machine in the long run. Market prices can be volatile in ...

Long-Term Wealth Creation Through Investing in Equities – Chapter 01

Long-term investment in equities is the best way to create long term wealth for most people. You can invest in bonds or cash if you need income or want to preserve the value of capital in the short run but for long term wealth creation, for most people investing in equities is the ...

Bond Markets and Central Bank Action in the Covid Crisis

When the full impact of Coronavirus hit the market, almost all risk assets fell sharply for one whole month from late February to March 23rd in a widespread market panic. Equities, Corporate Bonds, Financial Bonds, EM bonds and Commodities. Virtually the only assets that rose were the US dollar and ...

From The CIO’s Office

The US stockmarket ended the week on a high note after strong reports from big banks kicked off the earnings season with a positive tone. The Dow was boosted by Disney, after it announced details of its proposed new streaming service to counter Netflix, Amazon Prime and others. Elsewhere, market sentiment was ...

From The CIO’s Office

The Bull Market in stocks is 10 years old but what happens now? This month, the US stockmarket rally celebrated a decade long rally. Depending on which market historian you follow, it is the longest or second longest rally in history. In any case, it is clearly an impressive sustained performance and it ...

From The CIO’s Office

It was a quiet week in the markets as is often the case in the week after the release of the Monthly non-farm payrolls. Many Asian markets were closed for the Chinese new year. Stock markets rose in the early part of the week but fell on Thursday due to fears of delays to ...

2017: The Year as it was

By Mihir Kapadia, CEO of Sun Global Investments. The year 2017 has been eventful in terms of the various socio-political and economic developments across the world.  Here is a quick summary of the year as it was:  The Year of Elections After 2016 gave us Brexit and Trump, political and ...

The Crash of 2008 – How It Changed the World

By Mihir Kapadia, CEO of Sun Global Investments. The ten years since the financial crisis of 2007-08 has passed quickly and perhaps in a better way than anyone could have expected at that time. As a matter of fact, I remember exactly where I stood trying to be brave in ...

President Trump: 6 Months and Beyond

By Mihir Kapadia, CEO of Sun Global Investments. In November 2016, for most observers, a Donald Trump win was a slightly worrying possibility and a Hillary Clinton victory seemed to be the best route for economic continuity and stability.  But then the unexpected happened; Trump won the Presidential Election and ...
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