In this paper, we attempt to show how one can connect the large market caps of the “hyperscale” vendors to their large addressable market, superior growth, dominant market shares and high margins.
As India emerges from the pandemic, we are witnessing early signs of an emerging led recovery.
We live in a world of constant change. Long-term investors who understand the potential and dynamics of this development can take advantage of a host of exciting investment opportunities within the theme of financial inclusion.
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.
”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress.
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.
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.
Over the last half a century, Moore’s Law has been a key force driving global economic growth.