It’s been a relatively quiet week in markets with most of the data that has come out already confirming many of the assumptions already in place. We use quiet times to focus on bigger picture, long term investment themes that can somewhat go missed. Thematic investment requires longer time horizons, patience and a lot of trial and error to ensure that you get your execution correct.
Is it time for India's next economic growth boom?
Is it time for India's next economic growth…
Is it time for India's next economic growth boom?
It’s been a relatively quiet week in markets with most of the data that has come out already confirming many of the assumptions already in place. We use quiet times to focus on bigger picture, long term investment themes that can somewhat go missed. Thematic investment requires longer time horizons, patience and a lot of trial and error to ensure that you get your execution correct.