April 23, 2016

Capturing the Governance Premium in less Developed Markets

Why should investors care about corporate governance? Aren’t stock prices of companies driven by their products, people and market opportunity, which drive their revenue and profitability? […]
December 10, 2015

India’s Infrastructure Push

Infrastructure bottlenecks are a common hindrance to doing business in India. Productivity suffers due to overstretched road, rails, ports and regular power outages.
November 19, 2015

INR: To Hedge Or Not To Hedge

The Indian Rupee (INR) has origins back to 6th Century BC. More recently, India’s currency was on parity with the US Dollar at the point of […]
October 25, 2015

Consumerism Through Demographics

Consumerism can be defined as increasing consumption of goods and services being economically desirable. The belief being that increasing levels of spending, rather than saving, leads […]
October 3, 2015

Asian Heavyweights – India vs China

The exciting story surrounding developing markets has been predominantly driven by the rise of two economic powerhouses, India and China.