Notes from the road - China
We report on a recent research trip to China, Skerryvore’s first since valuations peaked in 2020. Highlights include observations about the influence of the benchmark and some interesting prospects for our watchlist. ‘The mountains are high and the emperor is far away.’ 1
A material approach to sustainability
Just because something is measurable does not mean it is important – this Hindustan Unilever case study illustrates our approach.
Do you know your Scope 3 from your Scope 4?
All models are wrong – but some are useful. We always look to understand the why, not just the what.
Business update
Skerryvore acquires BennBridge Ltd
Hard drive
We consider Skerryvore’s approach to disruptive technology and why we’re finding opportunities created by the evolution of the automotive sector.
Research Review 2023
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Notes from the road - South Korea and Taiwan
In his interesting 2022 book Chip War ¹, economic historian Chris Miller notes that Taiwan provides 37% of the world’s new computing power each year and that two Korean companies produce 44% of memory chips.
The data challenge
With sustainability considerations at the forefront of investment decision-making, this article highlights the importance of ESG data reporting.
Diversity matters
‘Our factory is so automated even a woman could work there.’
