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

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