Stewardship in India: practices in the world’s most populous country
Join us for the launch of our latest research findings: "Moving the Needle: Stewardship in India" by RisCura.
Join us for the launch of our latest research findings: "Moving the Needle: Stewardship in India" by RisCura.
Not only do pensions provide a financial and social safety net to the elderly, but they also provide long-term capital.
Highlights Global Market Themes: Developed markets rise while emerging markets fall; MSCI World up 1.75%, MSCI EM down -1.1%. US Federal Reserve raises the Fed Funds rate by 25 basis…
Here are this month’s highlights: Shares of state-owned enterprises (SOEs) in the Telecom, Energy and Financials sectors also outperformed. They have been boosted by price/earnings multiple expansion, as the value style was in favour and there was positive news about SOE reforms. Overall, the managers we work with remain overweight to high-quality companies in the Consumption, Advanced Manufacturing and New Energy sectors.
Not only do pensions provide a financial and social safety net to the elderly, but they also provide long-term capital.
We are pleased to release the September 2022 edition of the RisCura – SAVCA South African Private Equity Performance Report. This report tracks the performance of a representative basket of…
Here are this month’s highlights: February registered the first month-over-month increase in home prices after 17 consecutive months of contraction. While the recovery so far has been driven by pent-up demand from people who couldn’t spend during Covid lockdowns, it is too early to observe more sustained growth momentum.
Global Market Themes: Sticky inflation compels the US Fed to hike interest rates by 25bps. Banking crisis, sparked by SVB collapse, forces government to step in. Lending conditions tighten, displaying further signals that the US economy is slowing down. China and EM markets remain buoyant, with the MSCI China Index up 4.5% along with an upbeat Manufacturing PMI of 51.9. SA Market Themes: SARB surprises the market with a 50bps interest rate hike. Rand appreciates 3.3% against the greenback. Loadshedding continues to constrain the economy, while South African PMI prints 48.1. Shoprite plans to open 400 new stores along with its first apparel outlet.
Director at global investment firm RisCura, Prasheen Singh, says challenging gender stereotypes and unconscious biases is critical to creating a more diverse and inclusive asset management industry. The progress…
We are pleased to release the June 2022 edition of the RisCura – SAVCA South African Private Equity Performance Report. This report tracks the performance of a representative basket of…