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

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

CITYWIRE: India trusts still have questions to answer

James Carthew

James Carthew writes “As China has disappointed, largely because of its zero-Covid policy, investors appear to have decided that India is the better bet.”

October 2022

Investors’ Chronicle – Shares I love: PI Industries

Leonora Walters

David Cornell, CIO of Ocean Dial Asset Management, which runs India Capital Growth Fund (IGC), explains why he invests in agrochemical company PI Industries.

September 2022