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

The Sunday Times: India gave me my first ten bagger – investors, ignore the region at your peril

Ian Cowie

In his Personal Account column, Ian Cowie discusses the dangers of ignoring the markets in the world’s most populous democracy

October 2022

Money Marketing: As India celebrates Diwali, it offers rewards for patient Investors

Jean-Baptiste Andrieux

As India is celebrating Diwali, Money Marketing looks into the second most populous country in the world and the investment opportunities it offers.

October 2022

CITYWIRE: India trusts still have questions to answer

James Carthew

James Carthew writes “As China has disappointed, largely because of its zero-Covid policy, investors appear to have decided that India is the better bet.”

October 2022