1. Featured insight

The pulse of innovation: How China’s technology hub is transforming healthcare in emerging markets

We explore how Shenzhen medical device companies such as Mindray are taking advantage of the city’s knowledge and manufacturing networks to compete on the global stage.

  • 10 mins

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Latest insights

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Mahindra & Mahindra: A rejuvenation in progress

After a recent meeting in Mumbai with the top management of Mahindra & Mahindra we came back with a clear message – M&M’s commitment to its purpose does not mean that it will continue to operate loss-making businesses.
  • Article
  • 2 mins
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Adhering to the Fundamentals of Investing in Global Emerging Markets

Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions. Now, an escalating conflict between Russia and Ukraine has raised fears that this could spill over into Europe and beyond.
  • Article
  • 12 mins
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FSSAIM - India Monthly Manager Views - as at February 2022

We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room.
  • Article
  • 3 mins
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Global Emerging Markets Equities Focus - March 2022

In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour.
  • Article
  • 6 mins
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India Monthly Manager Views January 2022

Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit.
  • Article
  • 4 mins
87379600

India Monthly Manager Views - January 2022

Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit.
  • Article
  • 4 mins
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India Monthly Manager Views December 2021

50x P/E! 70x P/E! 100x P/E! Valuations that were outrageous just a few years ago are commonly bandied about by most of the investment community these days. But, ask any respected business owner and they would shake their head in disbelief.
  • Article
  • 5 mins
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India Monthly Manager Views - December 2021

50x P/E!1 70x P/E! 100x P/E! Valuations that were outrageous just a few years ago are commonly bandied about by most of the investment community these days. But, ask any respected business owner and they would shake their head in disbelief.
  • Article
  • 5 mins