Where can I buy the next Westfield?
Credit Snapshots – October 2019
Narrow Road Capital
History doesn’t repeat itself in India
India: A good macro story but fully priced
Actively compounding returns wins in India
What does Modi’s crushing victory mean for India?
Who is going to win the Indian Election? On the ground in Uttar Pradesh
Front Running Ray Dalio, Legally!
Asia – where your portfolio needs to be
Opportunities in China and India