India is among the fastest growing major economies and the country has a keen focus on structural reforms, including efforts to build up infrastructure and promote investment led growth. Although valuations of MSCI India Index are not cheap, earnings growth is projected to increase around mid-teens levels in 2024 and 2025, while upward earnings revision momentum by the street has crept up.
Join us as we delve into the dynamic growth of India’s economy, uncover investment opportunities, and analyse the thriving equity market. Gain valuable insights to navigate and capitalise on this burgeoning landscape.
Co-head of EM Equity and lead PM for India Equity Strategies, Goldman Sachs Asset Management
Hiren is co-head of Emerging Markets Equity and lead portfolio manager of Goldman Sachs Asset
Management’s (GSAM) India Equity strategies. Prior to assuming his current role, he was head of India Equity based in Mumbai, with primary research responsibility for the Financials sector. Hiren joined the firm as an executive director in 2007 and was named managing director in 2017.
Before joining the firm, Hiren was a sell-side research analyst covering the Indian banking and Financial Services sector at SSKI Securities. Prior to that, he spent one year at Prudential ICICI as a
credit and economy analyst and assistant fixed income fund manager and three years at UTI Bank in
Corporate Credit. Earlier in his career, Hiren worked at Dorf Ketal Chemicals, a specialist chemical
company, for two years.
Hiren earned a Bachelor of Engineering (Chemical) from the MS University of Baroda in 1997 and a
PGDM in Finance and Marketing from the Indian Institute of Management, Kozhikode in 2001. He
earned the Chartered Financial Analyst designation in 2008.
Head, Equity Research, Bank of Singapore
Pei Han is the Head of Equity Research at the Chief Investment Office of Bank of Singapore and she leads a dynamic team of analysts dedicated to delivering insightful, actionable equity research to institutional and private clients.
With over 15 years of experience in the finance industry including her days as a sell-side analyst at OCBC Investment Research, Pei Han brings a wealth of knowledge and a proven track record of identifying investment opportunities across various sectors and markets. She has won awards (Top Stock Pickers, Top Earnings Estimators, Asia’s Best Analyst in Oil and Gas) from the Refinitiv StarMine Analyst Awards by LSEG (London Stock Exchange Group), as well as The Wall Street Journal.
Pei Han is a CFA charter holder. She attained her undergraduate degree from the Tepper School of Business at Carnegie Mellon University and her master’s degree from the Saïd Business School at the University of Oxford.
Senior Equity Research Analyst, Bank of Singapore
Andy covers the global real estate and financials sectors at the Chief Investment Office of Bank of Singapore, with extensive experience focusing on Real Estate Investment Trusts (REITs), property developers and Chinese insurers. Prior to joining the Equity Research team at Bank of Singapore, Andy was on the sell-side with OCBC Investment Research, and was frequently quoted in the media for his views on the real estate sector. He also had wide ranging experience in covering the Healthcare, Land Transport, Oil and Gas and Technology sectors in Singapore.
Andy was selected in 2021 to participate in the OCBC-INSEAD Executive Development Programme, which is OCBC Group’s signature leadership development programme for employees at the VP level.
Andy obtained his Bachelor of Science (Economics) degree from the Singapore Management University, graduating summa cum laude (with highest distinction). He is a CFA charter holder.
Fixed Income Research Analyst, Bank of Singapore
Samira is a credit research analyst with over 15 years of experience within fixed income. Samira is currently a Vice President within the fixed income research team at Bank of Singapore, covering Indian credits and European banks.
Prior to this, Samira worked as a credit research analyst at Invesco where she covered a range of investment grade and high yield credits spanning both developed and emerging markets. She has also worked at Western Asset Management and at Standard and Poor’s where she was a lead credit analyst for European consumer credits. Samira earned a degree in Economics from University College London, and she is a CFA charterholder.