The Writing Room

We aim to keep our investors up to date with regular written pieces that discuss our portfolios and our views on the opportunity-set whilst using the exercise to clarify our thoughts.

Writing Room

Investors Chronicle: What India’s rise means for EM investors

Dave Baxter

The fact that different markets can wax and wane in popularity has become especially apparent for those invested in Asian equities over recent years. India is on the rise and investing in China has proved complicated, to say the least. That’s clear enough from the numbers: the MSCI China index is down to the tune of nearly 45 per cent over three years in terms of sterling total return, with MSCI India up by almost 60 per cent.

February 2024

Portfolio Adviser Magazine: India’s Growth Story

Gaurav Narain, portfolio adviser of India Capital Growth Fund, says a domestic economy that’s firing on all cylinders points to India as an exciting destination for investors seeking long-term structural opportunities.

 

February 2024

Bloomberg UK: Wall Street Snubs China for India in a Historic Markets Shift

Investors are paying close attention to the contrasting trajectories of two of Asia’s greatest powers.
India, the world’s fastest growing major economy and China, who is grappling with chronic economic woes.

February 2024