22 March 2024

India’s ascendancy continues: How we invest in the world’s fastest-growing economy

India is at the cusp of gaining its rightful place in the world order, and we believe India is the most compelling, longer-term single-country investment opportunity globally. Never has the country been as favorably placed as it is now – both in the context of geopolitics and economic contribution.

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9 November 2022

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.

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25 November 2021

India’s impending capex recovery

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

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17 May 2021

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.

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