River Valley Asset Management’s Partner and Fund Manager Anand Ramachandran was the moderator of a key panel on ESG disclosures titled “Are companies and investors on the same side?” at the Asia Sustainability Reporting Summit 2019 held on September 4-5, 2019 at the Novotel Clarke Quay Hotel, Singapore. Anand moderated an eminent panel of corporate representatives and investors which discussed the pertinent topics of materiality of ESG disclosures and how investors seek information in ESG reports to manage the risk profile of their investments.
River Valley Asset Management’s Fund Manager participated in the Asia Sustainability Reporting Summit 2019
River Valley Asset Management participated in a panel at the Hubbis Investment Solutions Conference 2019
River Valley Asset Management’s Partner and Fund Manager Anand Ramachandran participated in the Hubbis Investment Solutions Forum 2019 held on June 13, 2019 at the Mandarin Oriental Hotel. He presented key insights as part of an expert panel on the topic “Shifting the Dial – how do investors (Family Offices, UNNW, Private Clients) recalibrate their portfolio for the year ahead?”
River Valley Asset Management’s Strategist (2018) made a number of insightful contributions to widely-read news media in India
- Political exigency vs economic responsibility
- Time for MPC to shift its policy stance
- Opinion | The lesson not learnt after the financial crisis
- Opinion | The MPC faces the risk of losing the plot
- Opinion | The MPC’s approach lacks clarity
- Opinion | China and India: Struggling to rebalance
- Opinion | Finding the right balance at the central bank
River Valley Asset Management’s Strategist (2018) was interviewed by news channels Blombergquint and CNBC-TV18 in December 2018
- Strong Case For The MPC To Shift Stance Back To Neutral, Says Rajeev Malik
- State Of The Economy: In Conversation With Rajeev Malik
- #CNBCTV18Exclusive | Rajeev Malik, Strategist, River Valley Asset Mgmt says H2FY19 is going to see a sub 7% growth; Not expecting any meaningful pick-up in #GDP next year & @RBI will shift its stance to neutral in February meeting & cut rates @_prashantnair @ekta_batra
River Valley Asset Management's write up was featured among the Top 15 Ideas for 2018 by SumZero
River Valley Asset Management’s write up on our portfolio position, BOC Aviation, was featured as one of the Top 15 ideas for 2018 by SumZero, the largest online community of buyside research. Here is a link to the document: