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

Trustnet: The fourth-best trust of the decade: Why India shouldn’t be clubbed in with other emerging markets

Jean-Baptiste Andrieux

Gaurav Narain, fund manager, explains why India deserves a specialist allocation in portfolios and defends the market’s expensive price tag. Click here to read article. 

September 2023

Citywire Investment Trust Insider: India and US ‘need each other more than ever’

Jamie Colvin

Recent technology deals between the two countries are a turning point in relations, driven by the increasing threat of India’s bellicose neighbour, says top-performing fund manager Gaurav Narain.

July 2023

Portfolio Adviser: What are the drivers behind India’s ‘sizeable runway’ for growth?

Christian Mayes

With the IMF predicting that India and China wil account for half of global economic growth in 2023, what are the main drivers behind India’s ever-increasing output? How are investors taking advantage of the opportunities that the nation presents?

April 2023