10 December 2021

India's impending capex recovery

Abhinav Rathee, Portfolio Manager at C WorldWide Asset Management, shares our insights on India's potential for the long-term investor.

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25 November 2021

India’s impending capex recovery

As India emerges from the pandemic, we are witnessing early signs of an emerging led recovery.

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17 May 2021

Can India tackle the dark clouds of the second Covid-19 wave?

The second Covid-19 wave is hitting India hard. However, the number of daily infections is declining noticeably in Mumbai and the vaccine program has already come a long way with an expected acceleration ahead.

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12 February 2019

India part II: A new and reforming India

Never in the history of modern India has there been more reforms enacted over a 4-year period than since Prime Minister Modi took charge in 2014. Some of the biggest initiatives that will define the future of the country for decades to come have been implemented over the last 48 months. 

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11 February 2019

India part I: The India opportunity

India has historically struggled to unleash its potential. However, with prime minister Modi a series of important reforms have been implemented to realize this potential. With this background, we see India as one of the best investment stories of the coming decade.

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