india

Opportunities in China and India

Livewire Exclusive

The performance of Shanghai Composite Index is lagging the US market by a massive 30% so far this year. Mary Manning says this divergence is extreme when compared to the ‘economic reality’ of the trade tariffs. She describes two scenarios both of which she believes would provide a positive catalyst... Show More

India’s Opportunity Explained in Charts

Mugunthan Siva

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they unfold. We have identified several positive structural changes occurring in India that make it a very attractive opportunity for thematic investors. This long-term opportunity drives... Show More

Uncovering value in India

Peters MacGregor Capital Management

Chief Investment Officer, Wayne Peters, and Head of Research, Nathan Bell explain the investment case of listed holding company, Fairfax India. Fairfax India provides investors exposure to high quality private and public businesses in India. Fairfax's key assets include Bangalore International Airport, IIFL Holdings, NCML and Sanmar Chemicals. Show More

Join the conversation

Sometimes You Just Need a Page

Mugunthan Siva

Imagine a company that’s grown its revenue at 36% p.a. over the last 22 years simply selling underwear. What if I told you that the company has averaged a valuation of 46x since its listing back in March 2007, would you still invest in the stock? The company we are... Show More

India’s thematics are great, but is it expensive?

Mugunthan Siva

Valuations provide investors with a margin-of-safety when investing. However, what appears cheap for one, may not be so cheap for another. The most commonly used measure, particularly where earnings are transparent and sustainable, is the Price-to-Earnings ratio i.e. what price am I paying for the future earnings potential of a... Show More

Join the conversation

There is No Such Thing as the “Asian Consumer”

Mary Manning

The concept of the “Asian Consumer” has captured the attention of many investors. However, talking about the Asian Consumer as a homogenous group is misleading. A closer look at demographics, household income, urbanization, gender purchasing power and channel shift, shows that there are at least 10 different consumer groups within... Show More

Join the conversation