A closer look at quality
With high growth rates and a seemingly long runway, why do we not invest in Chinese tech companies?
When the going gets tough, the tough get going
As investors in emerging markets, we understand only too well the need to select businesses toughened by prior crises.
What makes a good bank?
A case study on Kotak Mahindra Bank to show how we evaluate banks (and why we have recently invested in Kotak).
Notes from the road – India
India comprises around 19% of the portfolio, but we’re interested in more than its large market.
