Inferences from global markets over the past decade and positioning our portfolio for the future
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We see overseas diversification rising with Asian wealth and specific opportunities in India via LRS
We examine an emerging investment idea in Indian PSUs and a developing investment narrative in Asia
Like Japan, as the world and U.S. become low growth, low interest rate, indebted economies, winners and losers would emerge
Insights from CS conference: uncertain macro environment. Our action? Continue to run a disciplined portfolio
Reassuring takeaways from a Jakarta conference on the growth potential of Indonesia
Regulatory lurches leave investors reeling. We protect portfolios via our disciplined process and by building in diversification
An expert comparison of the Indian and Indonesian economies, monetary policies and growth prospects
We discuss the cement industry and our investment options in this sector in various ASEAN countries