india

Why manufacturing could be the key to unlocking India's demographic dividend

India's is quietly emerging as a Global AI Infrastructure powerhouse - the physical assets behind AI's explosive growth

Fidelity’s Gary Monaghan explains why Asian equities outside of semiconductors are mispriced.

India’s oil-related problems are leading to an electrification surge, creating new winners in mid‑cap clean energy and EV innovators.

For decades, global strategy has revolved around an assumption that the US is the world’s consumer, market and the centre of gravity

India is now an increasingly central participant in the execution and scaling of enterprise AI.

We see compelling opportunities in China and India, while remaining selective on AI adoption and semiconductor exposures.

The World’s Next Operating System

The weakness of the INR in 2025 presents a double-edged sword for investors and a boost for Indian exporters.

Australian politicians, corporate management and investors are starting to pay more attention to India's structural demographic tailwinds.