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Insights & News

China – to invest or not to invest

The 20th National Congress of the Chinese Communist Party (aka. the Party Congress) has ended, and the overarching conclusion is that China is essentially set to be ruled by one man, with the Xi Jinping Dynasty having begun in earnest.

Investigating the nearshoring theme in Mexico

For the past few years, increased geopolitical tensions and disruption of supply chains have driven the global realignment of supply chains closer to the country of consumption.

The energy transition has brought on a new energy crisis

We are currently witnessing the beginning of a prolonged structural energy crisis caused by a poor understanding of what energy is and a lack of knowledge of our dependence on fossil fuels.

India’s Impending Capex Recovery

As India emerges from the pandemic, we are witnessing early signs of an emerging led recovery.

Growing Prosperity has Potential

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.

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.