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Our views on US tariffs

News about US reciprocal tariffs have rocked global markets, as President Trump announced sweeping import taxes that were far higher and affected a much broader swathe of countries than expected.

  • 5 mins

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Latest insights

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Corporate India’s resilience has been severely tested over the past decade. Since 2010, there has been a long, drawn-out downturn, caused by a series of corruption and scams, a banking and financial crisis, and now a devastating health pandemic.
  • Article
  • 6 mins
India subcontinent insight
At a team discussion last month to track management and board changes across our investment universe, a notification on the stock exchanges piqued our interest.
  • Article
  • 5 mins
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We have closely followed earnings across our portfolio companies to assess how successfully they have emerged from the initial impact of the pandemic.
  • Article
  • 6 mins
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In the first three months of this year, 17 new companies have listed on the mainboard exchanges in India, more than in all of 2019 or 2020.
  • Article
  • 5 mins
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Every company we speak to these days tells us about the cost pressure that they are facing, emanating from rising global commodity prices.
  • Article
  • 6 mins