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Building a People's Business in Asset Management

Some might try to build an organization, where the system is more important than the people. Unsurprisingly, you get exactly what you aim for – a company that loses people.

Can India Tackle the Dark Clouds of the Second Covid-19 Wave?

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.

New Treatment Options for Alzheimer's and Dementia

We have no drugs that can cure Alzheimer’s today, but several companies are attempting to develop innovative new treatments.

Riding the Green Wave in Emerging Markets

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.

Mythology and Fundamentalism in the Investment World

”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress.

The India Wide Web

We believe that a fourth Internet – Jio – is currently emerging in India.

Novo Nordisk's Revolutionary Obesity Drug

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.

Renaissance of The Subscription Model

In today’s cloud and streaming based world, the subscription model has attracted ever more attention over the past few years, from both consumers as well as businesses.

The Butterfly Effect and Taiwan

Over the last half a century, Moore’s Law has been a key force driving global economic growth.

A Short Term Value Bounce Ignites a Long Term Debate

The market narrative often centers around the old question of “growth vs value”, a debate that goes as far back as the 1930’s with the founding of T. Rowe Price.

Brazilian Pension Reform

The pension reform approval in Brazil is the groundwork for sustainable growth.