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Insights from Rob Brewis, Investment Manager at Aubrey Capital Management, on his predictions for Emerging Markets in 2023. After a year of turbulent economies and stock markets, Rob feels that the outlook for EMs in 2023 is looking far more encouraging, particularly for countries such as China, India, Mexico, Vietnam and Brazil. Predictions For Emerging Markets“A year ago, we dared to suggest that a lot of the bad news in China was in the price and some of the business regulation headwinds were alleviating. We did not however, foresee the draconian zero covid policy which sucked the life out ...
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Opportunities Ex-China And IndiaHowever, the set of opportunities that we are finding outside China remain appealing. Following a recent trip to the country, we wrote last month about what we are finding attractive in India and thought it would be timely to follow this up with a brief insight into the other 30% of our portfolio that also lies outside China. Q2 2022 hedge fund letters, conferences and more Mexico did not adopt the same level of lockdown that we witnessed in many other countries, however, the economy did still suffer due to less trade with the US and less tourism to the country....
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The upcoming Union Budget of India (2022-23) is expected to focus on bringing in economic reforms to ease supply-side bottlenecks, provide production-linked incentive (PLI) schemes to domestic MSME’s* sector, asset monetization and privatization. Along with this, the government needs to strike a balance between fiscal expenditure and fiscal consolidation. Against this backdrop, GlobalData, a leading data and analytics company, expects the budget deficit to narrow down to 5.3% of GDP in 2022 compared to 5.6% in 2021. Q4 2021 hedge fund letters, conferences and more With the expected higher tax ...
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Asia is expected to lead the global petrochemical industry capacity growth from new-build and expansion projects by 2030 with 57% share, according to GlobalData, a leading data and analytics company. Q3 2021 hedge fund letters, conferences and more Asia Expected To Lead The Global Petrochemical Industry Capacity GrowthGlobalData’s report ‘Global Petrochemicals Capacity and Capital Expenditure Outlook, 2021 - 2030 – Asia Leads Global Petrochemical Capacity Additions’, reveals that the total petrochemical capacity of new-build and expansion projects in Asia is expected to be 477 million tonnes p...
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Zillow Group Inc (NASDAQ:Z), Opendoor Technologies Inc (NASDAQ:OPEN) and Offerpad Solutions Inc (NYSE:OPAD) all told investors that they had the better mousetrap when it came to iBuying. But recently, investors have begun to question whether iBuying is a sustainable business model. Q3 2021 hedge fund letters, conferences and more Long-Term iBuying EconomicsA key question to ask when thinking about long-term iBuying economics is: what value are business models providing to their customers? In the US, iBuying companies allow homeowners to sell their homes instantly rather than wait for an averag...
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India has pledged to be at Net Zero emissions by 2070 – but pledges won’t go far enough toward curbing global carbon emissions, says SAGE Advisory’s ESG Analyst Andrew Poreda. Q3 2021 hedge fund letters, conferences and more “Pledges are nice, but when you see what is happening in places like Europe or China with respect to energy consumption it should be clear that we all have a long way to go in crafting a viable path towards Net Zero. It takes only one country for Net Zero to fall apart,” says Poreda. Smaller countries around the world see Net Zero as a critical component toward solving the...
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SummaryIndia has a young and growing population, which means that the addressable market for life insurance will continue increasing for decades to come.Q2 2021 hedge fund letters, conferences and more Currently, only 1% of the protection needs of Indians are being covered by life insurance but that may change as the Covid pandemic has created increased awareness for protection.India has four life insurance companies available for public market investors (HDFC Life, SBI Life, ICICI Prudential Life and Max Financial Services). These companies don’t have ADRs but can be accessed through funds th...
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Investment establishes Gupshup as the leader in Conversational Messaging, accelerates product innovation for digital commerce enablement, M&A activity & global GTM expansion Q2 2021 hedge fund letters, conferences and more Gupshup Raises $240 MillionSAN FRANCISCO, Jul 28, 2021 \- Gupshup, the leader in conversational messaging, today announced it has raised an additional $240 million in follow-on funding from an industry-leading group of investors including Fidelity Management and Research Company LLC, Tiger Global, Think Investments, Malabar Investments, Harbor Spring Capital LLC, certain acc...
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For an economy that relies so heavily on incoming remittances from an external workforce, COVID-19’s impact on money being sent home to families in India could be devastating. Q1 2021 hedge fund letters, conferences and more The Impact Of Covid-19 On Global RemittancesIndia is known as one of the biggest recipients for global remittances and the inflows are considered vital to the country’s macroeconomic outcomes. That is why any change in remittances – either up or down – can have a very significant impact on India and its people. Last year when the COVID-19 pandemic first fit, the World Bank...
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