Amay is the co-head of the Emerging Markets Core group at Morgan Stanley Investment Management, based in Singapore. He joined Morgan Stanley in 1997 and has 25 years of investment experience.
Amay received a B. Com degree from Mumbai University. He is an associate member of the Institute of Chartered Accountants of India and holds a Chartered Financial Analyst designation.
Amay is an independent director on the Board of Gateway House: Indian Council on Global Relations, which is a foreign policy think tank based in Mumbai.
Previously he was a columnist for Livemint and a visiting faculty for the MBA programme at NMIMS Mumbai. He has spoken on various forums including the CFA India Forum.
Presentations
FLAME Investment Lab With The Masters - Invest In Yourself (12th-16th July 2017)
Disclaimer - FLAME University is a fully philanthropic, not-for-profit university. The FLAME Investment Lab is established with the aim of providing a platform for experienced specialists to assist humble practitioners and students in acquiring knowledge about the art and science of investing. It is important to note that the courses offered, as well as the materials shared during these courses and on our website, should be regarded solely as educational resources.
Please be advised that no recommendations to buy, sell, or hold any particular investment should be anticipated from these presentations. The content provided is strictly for educational purposes and does not constitute investment advice or tips.
Interviews and Articles
Emerging India in a Multipolar World
https://www.morganstanley.com/im/en-us/individual-investor/insights/articles/emerging-india-in-a-multipolar-world.html - August 02, 2022
The Beijing Put — Stemming The Downward Spiral
https://www.morganstanley.com/im/en-us/individual-investor/insights/articles/the-beijing-put-balancing-growth-and-prosperity-expectations.html
#VIP4 2020: Value Investing 2020 by Amay Hattangadi, CFA
https://cfasocietyindia.org/vips4-2020-value-investing-2020-by-amay-hattangadi-cfa/
6 trends to watch for as per Amay Hattagadi
https://www.sohamdas.in/thoughts/6-trends-to-watch-for-as-per-amay-hattagadi/
Overcoming a hard-wired bias for loss aversion
https://www.livemint.com/
Connecting the Dots:
Posts by Mr. Amay Hattangadi
http://capitalideasonline.com/wordpress/author/amayhattangadi/
Life beyond Warren Buffett
There are multiple paths to investing success and the critical thing is to find yours and then stick to it
http://www.livemint.com/Opinion/wwhCfl1XvU6gk6C5EJvSsK/Life-beyond-Warren-Buffett.html
What not to do when investing
Our preferred approach is to use macro dislocations to get in or out of stocks at price levels that we like
http://www.livemint.com/Opinion/abGidAu0LFZ5P46u1qS1VL/What-not-to-do-when-investing.html
The Invisible Hand of the Startup Economy
With disruptive business models, new generation e-commerce entrepreneurs are changing Indian society in multiple ways
http://www.openthemagazine.com/article/business/the-invisible-hand-of-the-startup-economy
The noise of confusing macro data
In the current environment invest based on evidence rather than hope.
http://www.livemint.com/Opinion/s7b1CE8st1mdvUEeS6yfSO/The-noise-of-confusing-macro-data.html
Navigating volatility in investing
One must not get caught up in predicting next moves of the index, but continue research of stocks on the radar.
http://www.livemint.com/Opinion/rXx0MHHuWfR6nPAFJTLCtN/Navigating-volatility-in-investing.html
The downside of passive investing
The lure of low fee in exchange-traded funds can make you penny wise and pound foolish.
http://www.livemint.com/Opinion/sTzeDSqKPyj6te7H2QjoaI/The-downside-of-passive-investing.html
Investing lessons from 2015
The investing style in 2016 should remain the same and one should look for growth inflections that seem durable
http://www.livemint.com/Opinion/NpKVkgFmw2Q4WSEUFNs9LI/Investing-lessons-from-2015.html
Value of writing in investing
Filtering out the signal from the noise is possibly the most difficult skill that an investor has to master
http://www.livemint.com/Opinion/Tq9ebZTZGpw1cIu6NqqHEP/Value-of-writing-in-investing.html
Buffett investing, Madoff returns
An investment philosophy that one understands is better than succumbing to the lure of illusory returns
http://www.livemint.com/Opinion/djvORXS37Qzw4YUqwajI0K/Buffett-investing-Madoff-returns.html
Giant sequoias in the stock market
Investing in mid-cap companies is more a matter of the right investing theme and not just the right company
http://www.livemint.com/Opinion/lHHgs7Z3gzkAAt1EgobQWP/Giant-sequoias-in-the-stock-market.html
Kickstarting capital expenditure
Cheaper oil and higher excise duties on fuels can be a potent source for re-igniting India’s investment cycle
http://www.livemint.com/Opinion/nmgfnOgvXmVeM0i07nIN3L/Kickstarting-capital-expenditure.html
Reflections on investing in 2014
What mattered eventually was the old-fashioned dictum of investing in stocks with better earnings expectations
http://www.livemint.com/Opinion/jck583ieP0oo093mlwXnuN/Reflections-on-investing-in-2014.html
Don’t write me off just yet
The popular opinion about the imminent demise of traditional products or business models is premature
http://www.livemint.com/Opinion/7uHj7w6lMSsOOgaviO7sHN/Dont-write-me-off-just-yet.html
Falling prey to the “Modi trade”
Investors have to be mindful of cognitive biases which are inherent to the way our brains process information
http://www.livemint.com/Opinion/dnRSz5pNuluSD1j5pywJhM/Falling-prey-to-the-Modi-trade.html
Predicting the next new thing in markets
Investing in stocks based on their ‘winning’ performance in a previous bull run makes for a poor choice
http://www.livemint.com/Opinion/NbdN5rjZZrBoogTKc0oH6H/Predicting-the-next-new-thing-in-the-markets.html
The value of doing nothing
Sitting around and doing nothing may be a better option than feeling compelled to place a trade in the market
http://www.livemint.com/Opinion/fC8RdUlT7In0dRF4OhiWHJ/The-value-of-doing-nothing.html
Discovering a multi-bagger
Every investor wants to look for a stock that beats the market hands down. That quest only leads to pitfalls
http://www.livemint.com/Opinion/ppL6YbQf2lMUIOuJPsTtHK/Discovering-a-multibagger.html
The lure of finding a median
Like psephologists, equity analysts are prone to herd behaviour.??Often,?numbers they generate don’t say much
http://www.livemint.com/Opinion/LI4RQemUeNwMKNxTs7X3TO/The-lure-of-finding-a-median.html
The turnaround checklist
In the current economic gloom, real skill lies in finding the prince without having to kiss a hundred frogs
http://www.livemint.com/Opinion/hkeJuJuJTFJzaJWUkKDJDO/The-turnaround-checklist.html
Beauty and the equities market
If the “beauty” (read value) of Indian stocks has gone up, the?beholders appreciating it have shuffled in recent years
http://www.livemint.com/Opinion/1xEMTBp6eJ9GMFR4aJeMaI/Beauty-and-the-equities-market.html
Videos
Morgan Stanley Conference with Amay Hattangadi & Swanand Kelkar
Amay Hattangadi - Executive Director, Morgan Stanley Investment Management and Swanand Kelkar - Executive Director, Morgan Stanley Asset Management in an exclusive conversation with ET NOW as they speak about how are they mapping the market mood currently both global and local, and what would their investment approach be in the current scenario.
How Cognitive Biases impact our Asset Allocation approach
Mr. Amay Hattangadi - Executive Director & Portfolio Manager - Equity, Morgan Stanley Investment Management, explains how Mental Anchors & Hindsight Bias prevents investors from following a disciplined Asset Allocation approach.
