We use cookies to collect statistics. By clicking OK you accept the use of statistic cookies. You can decline the use of statistic cookies by clicking here. Find out more about our cookie policy here.OK

India's Impending Capex Recovery

Abhinav Rathee, Portfolio Manager at C WorldWide Asset Management, shares our insights on India's potential for the long-term investor.

Are you experiencing audio issues? Please click the volume icon in the video player:


Read the Insight here

You might also find this interesting:

02
min.

The energy transition has brought on a new energy crisis

We are currently witnessing the beginning of a prolonged structural energy crisis caused by poor understanding of what energy is, a lack of understanding of our dependence on fossil fuels for our growth and prosperity and, not least, naive notions of the speed with which the transition to a carbon-neutral energy system may be achieved.

10
min.

Insights, Acknowledgements and Clarifications

This paper addresses five key questions that C WorldWide is typically asked by professionals assesing our investment approach – our objective seeks to provide what could be considered the wrong answers for what we consider to be the right reasons.

10
min.

A journey through the "Valley of Sorrows"

Central banks have since the financial crisis in 2008, through low interest rates and liquidity, aggressively used the financial levers of the economy to pull the real economy forward. Now the central banks need to make a U-turn.

10
min.

The Longer-Term Investment Consequences of the War in Ukraine

As we try to assess the longer-term implications of Russia’s vicious attack on Ukraine some conclusions come quickly and are hard to dispute. These are the known knowns.