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

Quoted Data: QD view – India, the new darling of emerging markets?

Cherry Reynard

Cherry Reynard for Quoted Data discusses how the Indian stock market has proved an unlikely safe haven over the past three years. After an astonishing recovery in 2020 and 2021, Indian investment trusts continued their resilience in 2022, only outpaced by commodity-focused markets.

November 2022

The Sunday Times: India gave me my first ten bagger – investors, ignore the region at your peril

Ian Cowie

In his Personal Account column, Ian Cowie discusses the dangers of ignoring the markets in the world’s most populous democracy

October 2022

Money Marketing: As India celebrates Diwali, it offers rewards for patient Investors

Jean-Baptiste Andrieux

As India is celebrating Diwali, Money Marketing looks into the second most populous country in the world and the investment opportunities it offers.

October 2022