- Narayana Hrudayalaya (NSE: NH / BOM: 539551): Has Profitably Mastered the Affordable Health Care Business Model
- MapMyIndia (NSE: MAPMYINDIA / BOM: 543425): Maps Every Door in India
- START not FAANG (GAM)
- Countries Compete to Lure Manufacturers From China (WSJ)
- India Valuations Fair Amid Global Turmoil, Says Gohil of Credit Suisse Wealth (money control)
- Adani stock Rout Leaves Tens of Millions in Australian Retirement Savings Exposed (The Guardian)
- Dr. Reddy’s Laboratories: Positive Q3 Results, Growth Supportive Of Buy (Seeking Alpha)
- BT EXCLUSIVE: Why Mark Mobius is Not Interested in Adani Group Stocks (BT)
- Two Wall Street Powerhouses Hit by the Fall of Billionaire Adani’s Empire (The Street)
- Short-Seller Hindenburg Targets India’s Richest Man For “Brazen Stock Manipulation” (Zero Hedge)
- What is BharOS, the New Mobile Operating System Made in India That Wants to Take on Android? (FirstPost)
- The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco)
- Emerging Markets Debt: Springtime in January? (Barings)
- Mild Recession in the US may Aid Asian Markets Including India: Credit Suisse’s Dan Fineman (Money Control)
- Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)
- Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)
- Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)
- India Economic Boom: 2031 Growth Outlook (Morgan Stanley)
- Visualizing India’s Population Growth From 2022-2100 (Zero Hedge)
- ‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)
- There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)
- Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
- “Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)
- 5 Growth Opportunities in India (William Blair)
- Exclusive-India’s Inclusion Into Key Govt Bond Index Pushed Back to Next Year – Sources (Reuters)
- When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate
- India Is the ‘Best Bet’ in the Global Economy, Says Conglomerate Exec (CNBC)
- Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)
- Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)
- Powell Pushing Asia Into a New Financial Crisis (Asia Times)
- How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)
- India: Three Themes Driving Growth (Franklin Templeton)
- Is Pakistan About to Pop? (Petition Substack)
- Why China’s Stock Market Tumble is Giving India’s a Lift (Nikkei Asia)
- Zomato IPO Shows Foreign Investors Fueling India’s Tech Battle (Nikkei Asia
- Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)
- India Emerges as China’s Tech Challenger with Record Unicorn Run (Nikkei Asia)
- The Emerging Asia Pacific Capital Markets: India (CFA Institute)
- Can Manufacturing Relocate from China to India? (Wellington Management)
- This is the Asian Century: Seven Reasons to be Optimistic About It (Nikkei Asia)
- Into Africa: India Vies With China for Post-pandemic Clout (Nikkei Asian Review)
- Podcast: Electric Vehicles in Emerging Markets (BNP Paribas AM)
- False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)
- India: Underappreciated Alpha Opportunity? (Wellington Management)
- Asia is Home to 50% of World’s Fastest Growing Companies (Nikkei Asian Review)
- India Elections: What’s at Stake and What it Means to the Market (Pictet)
- Middle Class and Frustrated in Asia? Populist Politicians Are Seeking You Out in 2019 (SCMP)
- India: Reform and Innovation (Aberdeen Standard Investments)
- Four Investable Trends Reshaping Rural India (Wellington Management)
- Why It’s Not Time to Squeeze the Brakes on Indian Equities (Franklin Templeton)
- The 5 Best Emerging Markets for 2018 (Kiplinger)
- GST: Asia’s Most Important Economic (Election) Talking Point? (SCMP)
- China and India to Overtake U.S. Economy This Century (Bloomberg)
- 8 of 10 Fastest Growing Markets are Frontier Markets (Mobius Blog)
- 2017 Global Retail Development Index (ATKearney)
- Foreign Car Brands that Failed in India (Financial Express)
- General Motors to Stops Selling Chevrolet in India (BusinessLine)
- Emerging Market Companies & Governments Binge on US Dollar Debt (WSJ)
- No Improvement in Asia Pacific Corporate Payments in 2015 (Coface)
- India to Offer More Investment Options Through ADRs (The Asset)
- Experts: Tread Carefully With Emerging Market Investments (FE Trustnet)
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- Investor Sentiment Survey: What Emerging Market Investors Think (Franklin Templeton)
- Fund Manager Interview: Aberdeen India Fund (Aberdeen)
- OMGI’s Crabb: India Consumer Stocks on “Very Stretched Multiples” (FE Trustnet)
- Key Findings: Credit Suisse Emerging Markets Consumer Survey
- YPO CEO Survey: Asia CEO Confidence at 2-year Low (YPO)
- Chart: Stock Market Capitalization as a Percent of GDP (Guggenheim Investments)
- Psigma’s Gregory: “We Like India, We Like China” (FE Trustnet)
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- Is India’s lost generation a systemic risk? (CNBC)
- Best Consumer Stocks for Emerging Market Investors (Morningstar)
- Diageo’s emerging market problems deepen (FT)
- India Drops 11 Places to #71 in the Global Competitiveness Report
- Emerging Markets Election Timetable 2014 (Aberdeen)
- 2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)
- Volkswagen Hit By Falling Emerging Market Sales (FT)
- BRICs Morphing Into an Anti-dollar Alliance (MT)
- India and Indonesia are Better Positioned to Survive Rising Oil Prices (CNBC)
- Survey: Fund Managers Now Overweight on Emerging Market Equities (Live Mint)
- JPMorgan’s Mowat Talks About Iraq, EM Fund Flows and India (Economic Times)
- “Fragile Five” Emerging Markets No Longer That “Fragile” (AP)
- Surviving the Pharma Drug Price Wars in Emerging Markets (PharmExec.com)
- There is No Such Thing as a Typical Emerging Market (The Telegraph)
- Invest in Poorer Performing Emerging Markets for Better Gains? (CNBC)
- Election Results in Some Fragile Five Emerging Markets Calm Investors (Reuters)
- Mark Mobius’s Emerging Markets Outlook (WSJ)
- Persistent Systems (NSE: PERSISTENT / BOM: 533179): One of India’s Fastest Growing IT Firms You Probably Have Not Heard Of
- India – Insight trip (March 2023) (Alquity)
- India’s Opportunities: Impossible to Ignore (Van Eck)
- Silicon Valley Bank ‘Contagion’ May Leave India Unscathed (The Hindu)
- Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)
- Nykaa, Maruti, Titan Among 10 Stocks on Morgan Stanley’s Focus List (Mint)
- 4 Reasons Why Foreign Investors Are Selling Indian Stocks (ndtv)
- The Adani Cloud Over India (Aljazera)
- PE Deals in Asia-Pacific Fall in 2022 as US Investors Drop China for India (Business Standard)
- Forget Big Tech—Emerging Market Stocks Will be the Leaders of the Next Decade as India Takes China’s Thunder, Morgan Stanley IM Says (Fortune)
- Adani Group: How The World’s 3rd Richest Man Is Pulling The Largest Con In Corporate History (Hindenburg Research)
- Corporate Earnings Will Have to Justify the Valuations, Says Motilal Oswal’s Raamdeo Agrawal (Money Control)
- Foreign Investors Continue Selling Spree of 2022 Into the New Year (CNBCTV8 India)
- Daily Voice | This Wealth Manager Feels India’s Growth Outlook May be Lowered on Likely Drop in Global Earnings (Moneycontrol)
- Global Thematics: What’s Behind India’s Growth Story? (Morgan Stanley)
- In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times)
- Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)
- Foreign Investors Might Prefer China Soon as Indian Market Valuation Expensive (CNBC)
- Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint)
- How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)
- Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)
- Visualized: Why Do Indians Buy Gold During Diwali? (Visual Capitalist)
- MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)
- India Has a $1.2 Trillion Plan to Snatch Factories From China (Bloomberg)
- China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)
- Chartbook #153: The South Asian Polycrisis (Chartbook Substack)
- What Went Wrong for Terry Smith’s Trust? (FT Adviser)
- Russia’s Exclusion Potentially Paves Way For India Into Global Bond Index (Bloomberg)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- India’s Largest Cement Maker “Circumventing The Dollar” In Russian-Coal-For-Yuan Deal (Zero Hedge)
- Sri Lanka’s Economy Has ‘Completely Collapsed’: PM (Zero Hedge)
- 40,000 Factories At Risk Of Closing In Pakistan’s Commercial Capital Amid Fuel Crisis (Zero Hedge)
- Is India the Next Internet and Digitalization Frontier? (Franklin Templeton)
- The Future of Youth: Introducing Aisha – Hypothetical Future Teenager in India (Wellington Management)
- COVID Surge Puts Brakes on Thai and Malaysia Growth: Survey (Nikkei Asia)
- India’s Fintech Unicorns Eye Southeast Asia Expansion (Nikkei Asia)
- Indian Equity Outlook: From Survival to Revival (PineBridge Investments)
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
- North Asia vs South Asia: Differentiation is Key (DWS)
- Coronavirus Tests India’s Vaccine Makers in R&D Capability (Nikkei Asian Review)
- Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)
- India’s Budget Moving in the Right Direction (Franklin Templeton)
- Southeast Asia Gains New Leverage as China and US Battle for Influence (Nikkei Asian Review)
- India’s Post-Election Outlook: A Fine Balance (PIMCO)
- India, China Step on the Gas on Oil Sourcing Plan (Livemint)
- The NIFTY 50 No Longer Reflects the Indian Economy (Enterprising Investor)
- Asia at a Crossroads: Demographics, Economics & Investment (State Street)
- One Market Illustrating Emerging Market Opportunities (BlackRock)
- Macro Forum Insights and Perspectives (Actis)
- Seven Reasons India Is Primed for Growth (Enterprising Investor)
- Oil Price Rally Puts Asian Governments in a Tight Spot (Nikkei Asian Review)
- India and China Emerging as Startup Hot Spots (Nikkei Asian Review)
- The World in 2050 (PWC)
- India Moves Up the Ranks of Asia300 Companies (Nikkei Asian Review)
- India Fund Managers Divided Over Whether Further Gains are Likely (FT)
- Why GM Never Found the Spark In India (BusinessLine)
- Warren Buffett: India Has ‘Incredible’ Potential. Why Hasn’t He Invested? (CNN Money)
- 87% in China & 80% in India Say Their Economies Are Good (Pew)
- Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)
- Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)
- GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)
- Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)
- India Ranks Highest in Latest Nielsen Consumer Confidence Survey
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)
- Fortune Magazine: Seven Emerging Markets to Invest in Now
- Emerging Markets Like India: The Next Frontier for Surgical Innovation (Cambridge Consultants)
- Chart: Asia GDP Per Capita Has Risen Sharply Since 1960 (Aberdeen)
- How India (Mostly) Benefits From Low Oil Prices (The Economic Times)
- Hermes’ Greenberg: Overweight in India But Avoiding Modi Stocks (FE Trustnet)
- Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)
- The State of Big Emerging Markets on One Giant Map (BI)
- China Still Leads the BRICs in the Global Competitiveness Report
- Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
- Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
- Singapore’s GIC Bets on Emerging Market Technolgy Investments (Reuters)
- UK Retail’s Most Valuable Shoppers Are From Asian Emerging Markets (Internet Retailing)
- Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
- Don’t Believe All the Doom and Gloom Scenarios for China? (FT)
- Why Emerging Market Refrigerators Contain Cold Hard Economic Data (II)
- Indian Media Reactions as Infosys Names SAP’s Vishal Sikka as CEO
- India ETF Flows Touch $1.5 Billion, Highest Among its BRIC Peers (Economic Times)
- The Emerging Market Sand Trap: Financial Reports, Currency & Other Risks (Epoch Times)
- Why Emerging Markets Are Back in Style for Investors (Breakout)
- Fundsmith Unveils an Investment Trust Targeting Emerging Market Consumers (FT)
- CLSA Equity Strategist Says India is the Best BRICs Investment Destination (LM)
- Emerging Market Investors Need to Think Beyond Investing in the BRICs (II)
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