The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.
The second Covid-19 wave is hitting India hard. However, the number of daily infections is declining noticeably in Mumbai and the vaccine program has already come a long way with an expected acceleration ahead.
We have no drugs that can cure Alzheimer’s today, but several companies are attempting to develop innovative new treatments.
The need to improve general public health in Asia creates good investment opportunities. Especially improvements related to the environment and air pollution offer multi-year growth potential.
Bo Knudsen, CEO at C WorldWide Asset Management, shares our expectations for the year 2021 and the next decade.
”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress.
Bo Knudsen, CEO at C WorldWide Asset Management, talks about our expectations for the year 2021 and the next decade.
We believe that a fourth Internet – Jio – is currently emerging in India.
According to the WHO, worldwide obesity has nearly tripled since 1975. In 2016, more than 1.9 billion adults, 18 years and older, were overweight. Of these over 650 million were obese.
Moore’s Law has been one of the most important drivers of productivity and economic growth over the last 50 years.