Innovation, reform, and restless energy are propelling the modernization of India’s economy.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
After attending the sector’s preeminent annual gathering, we are as confident as ever in healthcare’s long-term value.
The former Kai Tak airport redevelopment project reflects Hong Kong’s still weak residential sector.
Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.
Key role that natural resources play in the economy, and considerations for long-term investing success.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.
Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.
A visit to copper and lithium mines in Chile suggests that strong demand coupled with limited supply should continue to underpin prices.