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The Year 2023 and 2024 Outlook

CEO and Portfolio Manager of C WorldWide, Bo Knudsen, looks back at the year 2023 and discusses the themes which we believe will be central in the investment year 2024.

January 8th 2024

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13
min.

Generative AI: The Artificial Future on Steroids

Computing's evolution, epitomized by Qualcomm/ARM, Samsung/Apple, and Google/Facebook/Uber in the mobile era, shifts from semiconductors to infrastructure to software/services, a pattern expected to repeat in the emerging GenAI era.

07
min.

India - The Land of Opportunities

For the long-term investor, India is perhaps one of the most exciting and promising markets to invest in globally. In this video, portfolio manager at C WorldWide, Abhinav Rathee, explains why India's future looks bright, and why the upcoming election doesn’t look to derail this.

03
min.

India’s Ascendancy Continues: How We Invest in the World’s Fastest-Growing Economy

India is at the cusp of gaining its rightful place in the world order, and we believe India is the most compelling, longer-term single-country investment opportunity globally. Never has the country been as favorably placed as it is now – both in the context of geopolitics and economic contribution.

05
min.

Japan's High-Tech Renaissance

A small island in Japan called Kyushu is now known as “Silicon Island” due to the massive investments from TSMC and other tech companies. C WorldWide has portfolio exposure to several mentioned companies in this Insight. Read here: