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India Election Insights

Abhinav Rathee, Portfolio Manager at C WorldWide Asset Management, gives our insights on the election in India.

Please read our White Papers:

India Part I: The India Opportunity

India Part II: A New and Reforming India

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Defense in a Multipolar World

The transition from a unipolar to a multipolar world order – exemplified by simultaneous conflicts in Ukraine and the Middle East – underscores the strategic imperative of abundant energy and large manufacturing capacities.

05
min.

Technology, Politics and Equity Market Outlook

The world currently seems rather unipolar with the US and President Trump setting the agenda. Investors are kept busy trying to distinguish noise from reality. This has shortened investors’ time horizon and created a more complex investment environment.

06
min.

Market update with CEO Bo Knudsen (July 2025)

CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.

05
min.

Interview with Sean Maher

In this interview, Sean Maher (Investment Strategist, Entext) addresses the U.S.-China tech arms race, its impact on investor returns, and whether China’s strategies could redefine value creation in technology equities worldwide.