February 2, 2017

India Budget 2017-18: Many Firsts, A Move in the Direction of Transformed, Energised and Clean India

India Budget 2017-18 contained many firsts. This was the first time the budget was presented on 1st February as compared to the conventional practise of presenting […]
January 15, 2017

Is swapping volatility risk for longevity risk the right investment strategy?

Many Australian investors steer clear of investing in shares of companies listed in emerging, or frontier markets, because they think they are too volatile. Generally, investor […]
December 2, 2016

Understanding the Founder’s Mentality to Generate Outperformance

This year’s portfolio construction forum titled “The long and short of it” saw the overwhelming majority of participant’s state that long term thinking is required when […]
November 17, 2016

I know the India Growth Story, but what am I paying for it?

There is increasing recognition of India’s strong macroeconomic tailwinds of rising GDP growth, falling inflation and increasing foreign reserves, a thriving corporate culture, fuelled by entrepreneurial […]
November 12, 2016

India’s Growth Won’t Be Trumped

The outcome of the US election was certainly a surprise for global markets. Stock prices globally went into free fall as the likelihood of a Trump […]