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Anshul Kamra

Anshul Kamra

Executive Director, MSCI Research

Anshul Kamra leads the MSCI research team responsible for developing new indexes and enhancing existing products for the specific requirements of structured products and insurance clients. Prior to joining MSCI, he worked in portfolio management at DWS, as well as in quantitative index research focused on cross-asset index strategies at Deutsche Bank. Anshul has Bachelor of Science and Master of Science degrees in statistics and informatics from the Indian Institute of Technology, Kharagpur.

Research and Insights

Articles by Anshul Kamra

    Who Benefits from Rewiring Supply Chains?

    5 mins read Blog | Nov 15, 2023 | Saurabh Katiyar, Anshul Kamra, Emilio Herrera

    Certain industries are more susceptible to the effects of deglobalization. We explore how investors can identify potential beneficiaries of global supply-chain realignment considering industry, thematic and structural characteristics.

    The Impact of High Inflation on Equities

    2 mins read Quick Take | Sep 28, 2022 | Mehdi Alighanbari, Anshul Kamra

    Inflation in the U.S. and many other countries has accelerated for more than a year, so we reviewed the performance of the MSCI USA factor and sector indexes over that time period as well as the sensitivity of each index to inflation. 

    Navigating Inflation in Equity Portfolios

    5 mins read Blog | Aug 25, 2022 | Mehdi Alighanbari, Anshul Kamra

    Stock-level inflation sensitivity can help investors assess a portfolio’s exposure to inflation. We use this metric to construct hypothetical portfolios aligned with investors’ range of views on inflation.  

    Inflation Sensitivity and Equity Returns

    6 mins read Blog | Aug 17, 2022 | Mehdi Alighanbari, Anshul Kamra

    Inflation and the chatter around inflation have been rising since last year (as shown in the exhibit below) following years of relatively tame inflation. This macroeconomic shift is likely to have both a short- and long-term impact on asset prices and has raised many important questions for investors.