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Mugunthan Siva

Pune is known for its manufacturing and automobile industries as well as its research institutes of Information Technology, Education and Management. Our thoughts on Day 2 was to take delegates to another city within India via the highway system. The Mumbai to Pune highway provides a comfortable route via coach.... Show More

Ned Bell

We recently met with 170 companies as part of a research road trip that crossed the US and Europe, to test existing investment theses, and look for new opportunities and trends. One key takeaway was that we have found far more attractive opportunities in global small to midcap (SMID) companies.... Show More

Christopher Joye

In The AFR I explain why Microsoft's Bill Gates, Tesla's Elon Musk, celebrated Cambridge University physicist Stephen Hawking, and nobel prize winning scientists think the single greatest existential threat to humanity is evolving a successor to our species in the form of "strong" artificial intelligence. My columns will occasionally flesh-out... Show More

Mathan Somasundaram

Aussie market aimlessly went down suffering from international cold and domestic flu. Chinese leadership was out in force reiterating the positive of their economy and expectations of stabilisation to come through. The better than expected inflation data and more stable Shangbang supported that view. Japan is once again showing signs... Show More

Mathan Somasundaram

Aussie markets got belted from the start with negative global sentiment on US interest rate worry and NZ rate cut driven currency worry. Global sellers started the slide and local investors joined the selling. Currency fell originally after NZ cut rates, but the better unemployment data and China inflation supported... Show More