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India Election Insights

Abhinav Rathee, Portfolio Manager at C WorldWide Asset Management, gives our insights on the election in India.

Please read our White Papers:

India Part I: The India Opportunity

India Part II: A New and Reforming India

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The Impact of Passive Investment Flows

As passive investment continues to rise, market concentration and high valuations are expected to increase, leading to potential risks when trends reverse.

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DeepSeek – A Sputnik Moment

Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.

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From Diversification to Distortion: The Impact of Passive Investment Flows

This paper discusses how passive investment strategies have driven the market narrowness and increased equity markets’ price inelasticity.