1. Featured insight

Discerning value amid China’s macro noise

After China reopened at the end of 2022, the market’s optimism soon faded and turned into disappointment. But despite the various macro concerns, the picture is more mixed from our perspective. Some segments posted decent recoveries which were often overlooked amid the pessimism.

  • 8 mins

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Latest insights

Five principles for investing in emerging markets

As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages.
  • Article
  • 6 mins

Quality at any price?

Last year, we wrote about the bubble we were witnessing in the initial public offerings (IPOs) in India. Now, we see a different type of bubble forming – in these cases, the business is often a proven one, with a strong track record and high return profiles.
  • Article
  • 5 mins

India’s economic resurgence amidst the turbulence

Over the past decade, India has had its fair share of crises and reforms. Despite all that, India’s structural growth story remains unchanged, and it is now the fifth largest economy in the world. What does the next decade have in store for India?
  • Article
  • 8 mins