The Writing Room

We aim to keep our investors up to date with regular written pieces that discuss our portfolios and our views on the opportunity-set whilst using the exercise to clarify our thoughts.

Writing Room

Funds Europe: Emerging markets – India the safest haven of the BRICS?

Piyasi Mitra

Since the acronym was coined, much has changed in some of the countries that make up the ‘BRICS’.  Piyasi Mitra considers why India may be the standout.

December 2022

Citywire Funds Insider: The global investment trusts I can’t beat

David Kempton

In this CityWire article, experienced investor David Kempton names India Capital Growth as a long-term investment of his and praises the ability of the fund’s mid-cap focus to reap the rewards of India’s domestic economy.

 

December 2022

Portfolio Adviser: India offers investors upside surprise but it does come at a premium

Cherry Reynard

Gloomy expectations of how the country would cope with Covid and it’s aftermath have proved unwarranted.

November 2022