Apr 22India investor says short-term opportunity is in electric two wheelers, while Tesla plays the long gameWatch the interview in the link below: https://www.cnbc.com/video/2024/04/22/india-investor-says-short-term-opportunity-is-in-electric-tw...
Mar 1Real Estate Isn’t a Nightmare Everywhere. 6 Stocks to Play.Rob Brewis, the head of emerging markets at Aubrey Capital Management, shares his perspective on the Indian real estate market. READ THE...
Oct 4, 2023Why India Is 40% Of Our PortfolioWritten by: John Ewart | Aubrey Capital Management You have strongly overweighted India and slightly underweighted China compared to the...
Oct 2, 2023India is putting the brakes on ChinaJohn Ewart, fund manager at Aubrey Capital Management, explains why he is heavily overweight India compared to the MSCI EM Index. China,...