VIETNAM, THE UNDISCOVERED GEM YOUR PORTFOLIO MAY BE MISSING

Over the past 6 months we’ve engaged in conversations with numerous clients and a recurring theme has emerged: A growing interest in allocating funds to India.  However, we believe it’s essential for investors to broaden their horizons beyond India and explore other Asian markets. While India remains an attractive investment destination, concerns about its [...]

2024-04-17T16:43:27+01:0017th April, 2024|Insights|

THE YEAR AHEAD – 2024

In 2023 a barrage of challenges hit growth stocks leading to a historic de-rating. However the setup for 2024 looks better with resilient Emerging market growth contrasting with rising recessionary risk in Developed markets. Supported by low valuations, encouraging growth prospects, anchored inflation, and room for interest rate cuts we are positive on Emerging [...]

2024-04-17T16:36:56+01:0029th December, 2023|Insights, Yearly Review|
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