The Writing Room

Writing Room

Sunday Times: Good Morning Vietnam – My bet on this fast growing economy is paying off.

Ian Cowie

In this article, Ian Cowie discusses exposure in the Asian and Indian economies. He explains how a country by country approach can be less risky and more rewarding, using India’s combination of entrepreneurial dynamism and legally enforced property rights to explain his point.

September 2023

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HOODnote: India: Beyond the headlines

In the second note of this series, we look at what areas of transformation the Government is truly focused on. Since July, Prime Minister Modi has been criss-crossing the country, inaugurating over US$8bn worth of projects and with the election deadline looming in May 2024, it’s estimated further projects valued at more than US$60bn will be inaugurated. It is clear the focus of the Government in it’s election campaign will be on development and there is no slowing down in the pace of project completions and new project announcements.

September 2023

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Trustnet: The fourth-best trust of the decade: Why India shouldn’t be clubbed in with other emerging markets

Jean-Baptiste Andrieux

Gaurav Narain, fund manager, explains why India deserves a specialist allocation in portfolios and defends the market’s expensive price tag. Click here to read article.

September 2023

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Writing Room

Sunday Times: Good Morning Vietnam – My bet on this fast growing economy is paying off.

HOODnote: India: Beyond the headlines

Trustnet: The fourth-best trust of the decade: Why India shouldn’t be clubbed in with other emerging markets

The Listening Room

Terms & Conditions

Information on the Website

Risk factors

No investment advice

Accuracy and reliability of the information

Exclusion of liability

Copyright

Operation of the Website

Third party websites

Privacy Policy

Governing law

Acceptance of terms and conditions of use