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Category: Views & Analysis

HomeViews & Analysis (Page 3)

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 ...

Global Market Overview 18 February 2016

SGIL- Global Market Overview 18 February 2016 ...

Global Market Overview 8 February 2016

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Sanjiv Shah, Chief Investment Officer, speaking on the yuan’s inclusion in the IMF’s SDR basket:

“This has been the most anticipated and watched Fed move for a while. It comes at a time when emerging markets especially BRIC countries are showing signs of vulnerability. Yet very rarely have been market participants been so split on their view of which way the Fed should move. “We ...

Mihir Kapadia, CEO, speaking on PM Modi’s visit to the UK and UK-India investments:

“Prime Minister Modi’s visit to the UK gives London’s financial services sector a unique opportunity to cement ties with what is now the world’s fastest growing economy and work together with their Indian counterparts to take advantage of the liberalisation of the Indian economy. British companies should be confident that ...
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