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Beyond the AI rally

Asian equities have staged a robust rally in 2025. Yet beneath the headline figure lies a narrow driver of performance.

11 November, 2025
8 mins

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India Monthly Manager Views - November 2021

This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive.

14 December, 2021
Article
3 mins

Global Emerging Markets Equities Focus - December 2021

Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers.

06 December, 2021
Article
10 mins

Navigating the challenges and opportunities as China targets net zero

China made headlines for watering down coal reduction targets during COP26, but we think the criticism is unfair.

29 November, 2021
Article
6 mins

China’s e-commerce companies are eating the big grocers’ lunch

The country’s biggest bricks-and-mortar grocery chains are fighting back against online competition.

22 November, 2021
Article
5 mins

India Monthly Manager Views - October 2021

Our investment philosophy is to back owners and managers with whom we feel strongly aligned, and track records of treating all stakeholders fairly.

16 November, 2021
Article
8 mins

China’s decarbonisation plans and the companies poised to benefit

President Xi Jinping has pledged to peak China’s carbon emissions by 2030, then for the country to reach carbon neutrality by 2060. We believe these goals are likely to feature heavily in China’s policy planning.

15 October, 2021
Article
6 mins

Consumer companies benefit from growing demand in emerging markets

Penetration rates for goods and services are low and the high level of informality in emerging market countries often raises the barriers to entry substantially.

15 October, 2021
Article
6 mins

Tapping into the rise of the Asian consumer

As Asian countries become richer, they have been transitioning towards consumption-based economies, translating higher per capita income into increased spending across goods and services.

11 October, 2021
Article
6 mins

Rising incomes and under-penetrated categories in India

As disposable incomes have grown, we find that Indian consumers are now moving up the ladder to buy more premium products, or buying discretionary products they could not previously afford.

11 October, 2021
Article
6 mins

India Monthly Manager Views - September 2021

As the saying goes, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.”

11 October, 2021
Article
5 mins

Global Emerging Markets Equities Update - September 2021

Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride.

17 September, 2021
Article
20 mins

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Beyond the AI rally

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