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Foreign investors seem way more allocated to private equity markets over public markets Over the last 20 years, ending December 2022, India received foreign inflows of over $400 billion in private markets (private equity, venture capital, infrastructure, real estate). The cumulative net investments in public markets (public equity and fixed income) for the same period is about $250 billion, said Arvind Chari, CIO, Quantum Advisors. Private market is an important investment destination. Foreign investor seem way more allocated to private markets over public markets, Chari s...
Foreign investors seem way more allocated to private equity markets over public markets
Foreign investors seem way more allocated to private equity markets over public markets
Source: IANS
4/07/2023 4:54:53 PM
Appointment of Arvind Chari, as CIO -Q India (UK) Ltd, an affiliate of Quantum Advisors Pvt Ltd Arvind Chari, the Chief Investment Officer of Quantum Advisors, has relocated to London.  Now he is  CIO for Q India (UK) Ltd, and he will be guiding global institutional investors on their India asset allocation. Arvind will be in Singapore meeting with and interacting with persons from different countries. While meeting with them Arvind will be able to share his views on India and hear from them their views on the world markets and their analysis of the potential investment opp...
Appointment of Arvind Chari, as CIO -Q India (UK) Ltd, an affiliate of Quantum Advisors Pvt Ltd
Appointment of Arvind Chari, as CIO -Q India (UK) Ltd, an affiliate of Quantum Advisors Pvt Ltd
Source: PR Agency
14/10/2022 2:41:15 PM
Comment on U. S. Fed Announcement by Arvind Chari, Quantum Advisors Below is Comment on U. S. Fed Announcement by Arvind Chari, CIO, Quantum Advisors From Festina Lente to Warp Speed Some Central Banks seem to be in a hurry this year. The US FED has hiked rates by 150 bps between March and June. The RBI has hiked the Repo rate by 90 bps since May, however, the effective rate hike in India has been about 130 bps given the shrinking of the reverse repo – repo rate corridor. Most Central Banks spent the latter part of 2021 by initially i...
Comment on U. S. Fed Announcement by Arvind Chari, Quantum Advisors
Comment on U. S. Fed Announcement by Arvind Chari, Quantum Advisors
Source: Quantum Advisors
16/06/2022 11:01:39 AM
View on The FED begins its Normalisation By Arvind Chari,Quantum Advisors Below are View on The FED begins its Normalisation By Arvind Chari, CIO, Quantum Advisors The FED begins its Normalisation Given that rates are at zero, any increase in the FED Funds rate from the current level to about 1.25%-1.5% should be seen as ‘normalisation’. These are not rate hikes in the traditional sense of it. These are adjustments to the changed reality. Global central bankers reacted to the pandemic by cutting rates and adding liquidity. With e...
View on The FED begins its Normalisation By Arvind Chari,Quantum Advisors
View on The FED begins its Normalisation By Arvind Chari,Quantum Advisors
Source: Quantum Advisors
17/03/2022 12:00:30 PM
How to plan your investments in 2022 by Arvind Chari, Quantum Advisors While India is now witnessing strong economic recovery and a moderate CPI inflation forecast of 4.5% by RBI, however, certain macro-economic risks are playing in the market. Inflation is the highest over two decades in the US at 7.5%, signalling the anticipated rate hikes by the US Federal Reserve. How will the US liquidity tapering affect the Indian equity markets? Will we face another taper tantrum that severely impacted the Indian economy in 2013? Mr Arvind Chari, CIO of Quantum Advisors, ...
How to plan your investments in 2022 by Arvind Chari, Quantum Advisors
How to plan your investments in 2022 by Arvind Chari, Quantum Advisors
Source: Quantum Mutual fund
16/02/2022 4:19:49 PM
Quote on RBI Credit Policy By Arvind Chari, Quantum Advisors Below is quote on RBI Policy Expectation By Arvind Chari – CIO , Quantum Advisors We found the MPC statements and the comments from the RBI governor to be needlessly dovish. The bond markets have already priced in a move away from accommodative policy in the months to come. Maybe they felt some segments of the bond market are over-reacting and hence wanted to temper the actions by maintaining status quo. However, the RBI should be preparing the markets on the change...
Quote on RBI Credit Policy By Arvind Chari, Quantum Advisors
Quote on RBI Credit Policy By Arvind Chari, Quantum Advisors
Source: Quantum Advisors
10/02/2022 12:04:20 PM
Quote on RBI Policy Expectation By Arvind Chari, Quantum Advisors Below is quote on RBI Policy Expectation By Arvind Chari – CIO , Quantum Advisors 1) Change the stance: With the government well and truly accepting the mantle of reviving growth, the RBI no longer needs to prioritise growth over inflation. Their current stance of ‘accommodative policy for as long as necessary to revive growth’  needs to be changed. Given that the economy has recovered and does not need lower rates or higher liquidity, t...
Quote on RBI Policy Expectation By Arvind Chari, Quantum Advisors
Quote on RBI Policy Expectation By Arvind Chari, Quantum Advisors
Source: Quantum Mutual Fund
4/02/2022 4:26:34 PM
The government has stuck to its priority to boost growth over fiscal consolidation - Arvind Chari, Quantum Advisors The government has stuck to its priority to boost growth over fiscal consolidation By Arvind Chari, CIO - Quantum Advisors The government has stuck to its priority to boost growth over fiscal consolidation. The budget for Capital Expenditure spending from INR 5.5 trillion budgeted for FY 22 to INR 7.5 trillion for FY 23 is a massive increase. If the central and the state government is able to implement and spend those amounts in a timely and efficient manner, it could lead to a mul...
The government has stuck to its priority to boost growth over fiscal consolidation - Arvind Chari, Quantum Advisors
The government has stuck to its priority to boost growth over fiscal consolidation - Arvind Chari, Quantum Advisors
Source: Quantum Advisors
1/02/2022 2:50:01 PM
Quote on US FED pivots, RBI to follow - Q India Insights By Arvind Chari, Quantum Advisors Below is quote on US FED pivots, RBI to follow - Q India Insights By Arvind Chari, CIO- Quantum Advisors US FED pivots, RBI to follow - Q India Insights The year end parties in the financial circles will be abuzz discussing this hawkish tilt by the US Federal Reserve (FED). We believe this announcement by the FED will have a significant impact on financial markets and asset prices in 2022. The FED has signalled a shift towards prioritising inflation over its other g...
Quote on US FED pivots, RBI to follow - Q India Insights By Arvind Chari, Quantum Advisors
Quote on US FED pivots, RBI to follow - Q India Insights By Arvind Chari, Quantum Advisors
Source: Quantum Advisors Pvt Ltd
16/12/2021 12:46:51 PM
Quote on India on the Cusp of a Sustained Growth Revival By Arvind Chari, Quantum Advisors Below is quote on India on the Cusp of a Sustained Growth Revival By Arvind Chari, CIO- Quantum Advisors India on the Cusp of a Sustained Growth Revival The relevance of GDP growth as the one key measure of a country’s development has long been challenged. The threats from climate change and the social impact from COVID should make it clear that a single-minded quest to target GDP growth can no longer be any nation’s priority. We do know from the way the GD...
Quote on India on the Cusp of a Sustained Growth Revival By Arvind Chari, Quantum Advisors
Quote on India on the Cusp of a Sustained Growth Revival By Arvind Chari, Quantum Advisors
Source: Quantum Advisors Pvt Ltd
26/11/2021 12:11:04 PM
View On Budget  By Arvind Chari, Quantum Advisors Below are View On Budget  By Arvind Chari, Quantum Advisors It is good to see the government focus on reviving growth. The reaction in the equity markets is a testament to that. It’s by far the best budget for equity markets. Lots of positive surprises and no major negatives.   The bond markets haven’t liked the budget at all. It’s a shock. No one expected that PM Modi will agree to shed his fiscal conservatism to such an extent. Long term B...
View On Budget  By Arvind Chari, Quantum Advisors
View On Budget  By Arvind Chari, Quantum Advisors
Source: Quantum Mutual Fund
2/02/2021 12:10:31 PM
Quantum Advisors Pvt Ltd announces Piyush Thakkar as CEO and Arvind Chari as CIO Below are Views On Quantum Advisors Pvt. Ltd. announces Piyush Thakkar as CEO and Arvind Chari as CIO Mumbai, January 22, 2021: Quantum Advisors has announced that Mr. Piyush Thakkar has been elevated to the position of CEO of Quantum Advisors. Piyush was serving as COO of Quantum Advisors. Quantum Advisors has also appointed Mr. Arvind Chari as Chief Investment Officer. Arvind was serving as Head - Fixed Income. Both the appointments have come in effect from Jan 1, 2021. As part o...
Quantum Advisors Pvt Ltd announces Piyush Thakkar as CEO and Arvind Chari as CIO
Quantum Advisors Pvt Ltd announces Piyush Thakkar as CEO and Arvind Chari as CIO
Source: Quantum Advisors Pvt Ltd
22/01/2021 2:00:03 PM
Investing Insights 2021: Themes and Trends By Arvind Chari, Quantum Advisors Below are Views On Investing Insights 2021: Themes and Trends By Arvind Chari, CIO- Quantum Advisors Nothing that anyone writes about the year 2020 will do justice to what the year actually was. Any adjective you use to describe your experience is likely to be true. It has been a year of facing, learning and adapting to the unknown. In investing as well, there have been similar experiences. The markets faced with an Unknown in February and March reacted as was expected. Then a...
Investing Insights 2021: Themes and Trends By Arvind Chari, Quantum Advisors
Investing Insights 2021: Themes and Trends By Arvind Chari, Quantum Advisors
Source: Quantum Advisor Pvt Ltd
5/01/2021 4:40:12 PM