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Thoroughly researched perspectives and commentary on the trends shaping global markets.
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Sep 01, 2026By and
We believe India’s favorable demographics, reforms, and digital transformation may support long-term growth opportunities for active investors.
Sep 10, 2025By and
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.
Nov 26, 2024By and
Our recent due diligence trip to Mumbai reinforced our belief that India offers the best structural growth story in international markets.
Aug 14, 2024By
As demand for Emerging and Frontier Market exposure grows, we discuss our current top regional and sector-specific preferences.
Jul 01, 2024By
India’s digital journey started nearly a decade ago, and the country’s leading tech stack may offer unique investment opportunities for active stock pickers.