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ET Markets Global Summit Mumbai 22 November 2019 Agenda

ET Markets Global Summit Mumbai  22 November 2019 

Agenda

An opportunity to meet and gain insights from thought leaders of the Financial World!

10:00am - 10:30am

Registration

10:45am - 10:50am

Welcome Note


10:50am - 11:35am

Keynote Address

Are old ways of value discovery failing in the new investing environment?

Value investing is an age-old strategy of making money in stocks. It has worked wonderfully for generations, rewarding investors handsomely and turning out many a billionaire. But some say the same has stopped working in recent years in a changing investing environment. Or has it? Emerging Markets Guru Mark Mobius offers his prognosis.
Mark Mobius

Mark Mobius

Founder , Mobius Capital Partners LLP



11:40am - 12:40pm

Panel Discussion

Monetary policy as main engine of economic growth: Efficacy, sustainability & alternatives

As major economies globally are once again turning to their central banks for monetary stimulus to revive and sustain economic growth, economists and analysts have begun to question whether low interest rates can sustain real growth, and if so, for how long? This session dwells on this topic and tries to figure out where the world economy is headed from here.
Ashima Goyal

Ashima Goyal

Member, Prime Minister's Economic Advisory Council
Indranil Sen Gupta

Indranil Sen Gupta

Director, Senior Economist , Bank of America Merrill Lynch
Samiran Chakraborty

Samiran Chakraborty

Chief Economist , Citi India
Viral Acharya

Viral Acharya

Former Deputy Governor , RBI


12:40pm - 12:50pm

Tea break


12:50pm - 1:50pm

Panel Discussion

Looking for new industry leaders in $5 trillion economy

The Modi government's goal of making India a $5 trillion economy by 2024 is going to create new opportunities for investor, throwing up newer sunrise sectors and make some of old-economy leaders to fade. So, where will these new economy leaders come from?
Ashok Wadhwa

Ashok Wadhwa

CEO , Ambit Capital
Bharat Iyer

Bharat Iyer

Head, India Equity Research , JP Morgan
Nilesh Shah

Nilesh Shah

MD , Kotak AMC
Renuka RamnathInvited

Renuka Ramnath

Founder, MD & CEO , Multiples Alternate Asset Management

1:50pm - 2:35pm

Lunch

2:35pm - 3:35pm

Point of view

Nifty is no longer a play on India: Causes, Consequences & Remedies.

India's most popular equity benchmark NIFTY has been under the microscope past few months, with many analysts inferring that the index has stopped being representative either of the economy or the market. So what’s wrong with the market bellwether ?
Mukesh Agarwal

Mukesh Agarwal

CEO , NSE Indices
Saurabh Mukherjea

Saurabh Mukherjea

Founder , Marcellus Investment Managers


3:40pm - 4:40pm

Panel Discussion

Stockbroking Industry: Challenges & Opportunities

India’s stockbroking industry has been facing plenty of challenges and a lot of disruptions in recent times – from the arrival of discount broking, rapid proliferation of algo-trade to intense competition eroding trade margins, from online trading replacing traditional next-door brokers to intense regulatory scrutiny and dwindling stock returns creating risk aversion and diverting equity investors to other asset classes. While it has become a ‘survival of the fittest’ environment, markets are also throwing up new opportunities. Here’s an eminent panel exploring the path ahead.
Ashishkumar Chauhan

Ashishkumar Chauhan

MD & CEO , Bombay Stock Exchange
Nikhil Kamath

Nikhil Kamath

Co-Founder & CIO , Zerodha
Shiv Sehgal

Shiv Sehgal

President and Co-Head , ICG, Edelweiss Global Investment Advisors
Uttam Bagri

Uttam Bagri

Chairman , BSE Brokers' Forum

4:45pm - 5:45pm

Panel Discussion

Dealing with debt in post-IL&FS market

The IL&FS default crisis not only sparked off credit and liquidity crises in the economy but also led to major changes in the rules of the game. From stricter regulation of NBFCs and rating agencies to sectoral caps in debt fund exposure and major shocks leading to permanent changes in the way debt market participants operate, it’s a whole new world now. But what has really changed for the average investor? Whom to trust and whom not to? Where do you enjoy the expected relative ‘risk-free’ status in the truest sense and where you do not?
Alka Anbarasu

Alka Anbarasu

Vice President - Senior Credit Officer , Moody's Investors Service Singapore
Nimesh Shah

Nimesh Shah

MD & CEO , ICICI Prudential Mutual Fund
Rajiv Sabharwal

Rajiv Sabharwal

MD & CEO , Tata Capital


5:45pm - 5:55pm

Tea break


5:55pm - 6:55pm

Panel Discussion

After the Churn – What Changed for India Inc.?

India Inc has just undergone a massive churn, as corporates with bad capital management practices went belly up, downsized or consolidated; greedy, short-sighted companies got sidelined to create space for futuristic players, structural reforms like GST, RERA shifted large market shares to organized players and rapid, technology-led disruptions shook up even deep-rooted players, allowing new market leaders to emerge. We invite leaders from five major sectors to share survival strategies and future visions.
Mohit MalhotraInvited

Mohit Malhotra

CEO , Dabur India Ltd

7:00pm - 7:45pm

Fire side chat

Learnings from 25 years of fund management on Dalal street: In conversation with Prashant Jain

Dalal Street's star money manager Prashant Jain this year achieved the rare distinction of managing a single fund in India’s Mutual Fund Industry for 25 years. Jain, known for his distinctive fund management style that has delivered value to investors year after year, is not a regular in public fora. He will share the wisdom of his 25 busy years in Indian market in this fireside chat.
Prashant Jain

Prashant Jain

ED & CIO , HDFC AMC

7:45pm - 7:50pm

Closing note

7:50pm onwards -

Cocktail + Dinner



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