I recently returned from an investment forum hosted in London, at which various fund managers and investment professionals presented on technology and innovation as a disruptor within industries and economies. One presentation was of particular interest, not least because it combines two themes we have implemented within our private client models: technology and India. We
As some of our regular readers and investors will know, we have commented positively and have been constructive on Indian equities, as a potential geographic/thematic investment opportunity, for some time now. After undertaking extensive research into the universe of available funds and completing our due diligence process, Ashburton’s Indian Equity Opportunities Fund has now been
Among the many factors we consider, political instability is a risk that needs to be borne in mind when investing in emerging markets. In this respect, last weekend’s state election results in India have reinforced our positive outlook for the country, where, along with favourable economic fundamentals and demographics, the stabilising of the political landscape
The Head of Equities at Ashburton visited us this week, to discuss their India Equity Opportunities Fund. The MSCI India TR USD has produced “stellar” returns in US Dollar terms over the past three years, even in the eye of the current emerging market storm. But what are the structural growth drivers and the macro
In a busy week for Emerging Market (EM) elections, both India and South Africa have been in electoral mode. In what was a predictable result across South Africa, with a good voter turnout, the “born frees” (those born since democracy arrived in South Africa) certainly didn’t show apathy. India’s election, on the other hand, is
