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

Interactive Investor: I’m glad these two trusts are no longer my problem

Ian Cowie

Columnist Ian Cowie runs through his winners and losers in the third quarter, a period that saw him sell out of two investment trust holdings.

September 2023

Sunday Times: Good Morning Vietnam – My bet on this fast growing economy is paying off.

Ian Cowie

In this article, Ian Cowie discusses exposure in the Asian and Indian economies. He explains how a country by country approach can be less risky and more rewarding, using India’s combination of entrepreneurial dynamism and legally enforced property rights to explain his point.

September 2023

HOODnote: India: Beyond the headlines

In the second note of this series, we look at what areas of transformation the Government is truly focused on. Since July, Prime Minister Modi has been criss-crossing the country, inaugurating over US$8bn worth of projects and with the election deadline looming in May 2024, it’s estimated further projects valued at more than US$60bn will be inaugurated. It is clear the focus of the Government in it’s election campaign will be on development and there is no slowing down in the pace of project completions and new project announcements.

September 2023