Why India Is 40% Of Our Portfolio
Written by: John Ewart | Aubrey Capital Management You have strongly overweighted India and slightly underweighted China compared to the...
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Financial Services Bill - Brought from the Commons on 14th January 2021
- Oct 1
India is putting the brakes on China
John Ewart, fund manager at Aubrey Capital Management, explains why he is heavily overweight India compared to the MSCI EM Index. China,...
- Aug 30
China crisis? What China crisis?
Recent developments in the world’s second largest economy present a worrying picture, but, as Andrew Holt discovers, investors should not...
- Jul 17
Investing in China’s Greater Bay Area
Funds Europe speaks with Ronald Chan, founder and CIO of Hong Kong-based Chartwell Capital, who outlines the investment opportunity in...
- Jul 17
Aubrey's Rob Brewis sees India rather than China as top EM draw
Rob Brewis, fund manager of the Aubrey Global Emerging Markets Strategy, has echoed comments in response to the Invesco Global Sovereign...
- Apr 5, 2022
Veteran EM Manager Comments on Siemens and China’s GBA
This week, Siemens agreed to provide four H-class combined-cycle power units for power facilities in China’s Guangdong-Hong Kong-Macao...
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