Category Archives: Investments

Market Views from S Naren of ICICI Prudential

S Naren, CIO – ICICI Prudential AMC, shares his outlook on the equity markets for 2016, the problems the markets are facing currently and explains why investing in the current bear phase will be rewarding for investors.

Notes: Just for the record, S Naren has been one of the few fund managers who has been very successful in getting broad market direction right. In Jan 2015 he called for investors to move into bonds and wait for markets to stabilize and earnings growth to come through. In Aug 2013, when Nifty was at 5150, he was of clear view that investors should buy Nifty or broad based mutual funds to benefit from upswing as valuations were crushed. That was also a very valuable assessment.

George Soros on Financial Markets – Q&A

While this video is 5 years old, the content is still very relevant, and some of the implications and projections by George Soros have actually come true in last 5 years. The key point to note is that George Soros does not accept/agree with the Efficient Market Theory. While we can’t predict the future, it is possible to create scenarios and test them against the events as they unfold.

Open Society Foundations chairman and founder George Soros shares his latest thinking on economics and politics in a five-part lecture series recorded at Central European University, October 26-30, 2009. The lectures are the culmination of a lifetime of practical and philosophical reflection. Continue reading

Jobs: Investment Manager – Renewable Energy, UK

My client is a leading developer, owner and operator of Energy from Waste facilities across Europe. This firm is backed by a major Private Equity fund and has become an international player within the Renewable energy space. It operates at the forefront of renewable energy investment here in the UK and has a very strong pipeline of deals. As part of a small, elite team you will be carrying out financial modelling and analysis for new investment projects. You will also be involved in bid negotiations and contract work as well as the management of current assets. This role presents a great chance for anyone looking to get into industry and work across the life cycle of an investment. The ideal candidate will have between 4–6 years of experience, an infrastructure or energy background and excellent financial modelling skills. You will need to be currently based in the UK with the right to work here. If you are interested in this opportunity then please send your CV to: henry.weston@one-search.co.uk

OPEC cuts Oil Price target

Crude Oil prices are down 25% since their recent higher levels, and are currently at nearly 4 year low. Experienced energy analysts feel crude oil prices may remain low in the near term due to increasing US shale oil supply, but crude oil prices are likely to move up back to $100 per barrel.
One day after Saudi Arabia lowered prices in an attempt to hold market share in the USA, to compete with the cheaper shale oil in the United States market, the White House spokesman Josh Earnest said that the USA is monitoring the global oil demand-supply situation but has no comment on whether it might look at replenishing the Strategic Petroleum Reserve.
Meanwhile, Goldman Sachs analysts believe the crude oil surplus supply situation will remain till Q2, 2015. However, industry veterans believe crude will bounce back by Jan 2015, its just a matter of few weeks for the commodity to stabilize, and then the big short squeeze will play out, and we may see crude oil back at $100 per barrel by Jan-Feb 2015. Continue reading