Why multinationals are betting on IndiaÂ
As the worldâs largest democracy prepares to overtake China in terms of economic growth, it offers a huge investment opportunity, explains IMDâs Richard Baldwin....
Finance
Soft power, hard results: Making the case for active ownership
The climate transition wonât happen from the sidelines. Active investors must step into the conversation, ask better questions, and hold capital to a higher standard. ...
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In the GenAI race, who will prevail? Expert tips for backing the winners
A flurry of venture capital activity presents investors with a challenge: how to distinguish genuine innovators from opportunistic players capitalizing on the AI hype. Enter Harshul Sanghi, a seasoned technology investor with...
The countries and sectors with the highest economic profit concentration are not what you might expectÂ
An analysis of 21 economies between 2018 and 2022 finds that economic profit concentration is not limited to the âMagnificent Sevenâ âtechâ stocks â Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla....
Chris Douvos of Ahoy Capital explores the evolution of the emerging managers segment
March 26, 2024 ⢠by RaphaÍl Grieco, Karl Schmedders in Finance ⢠2 min read ⢠
Podcast available
The founder of Ahoy Capital talks concentrated portfolios and the value of right-sized investments...
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