Trends in the China consumer space where we are actively invested. Also, a look at one of our strongest ideas – WH Group
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In a period of distorted financial markets, we focus on volatility and sustainability of cashflows
Government and private sector share buybacks in India: returning cash to shareholders and enhancing their returns
Executing share buy backs to create enhanced shareholder value
A look at the tax amnesty scheme and an opportunity in commodities
How countries, industries and companies are dealing with and learning to live with deflation
Our reasons to temper bearishness on commodities and to be prepared for a key market turn
Upbeat view on India’s ability to create value over the coming decade
Examining data closely shows that the China property market is not as bad as the market thinks