Indian Week Blog: India – Alquity’s Spiritual Home
India, as well as being home to 1.3bn people, is also the birthplace of one of the world’s major religions – Hinduism. At its core lies the belief in the circle of life; that actions in one life bear...
View ArticleTime for an upgrade
India’s economy has been running on the equivalent of Windows ’98, making for slow, inefficient bureaucracy and disincentives to trade and investment. This week Prime Minister Modi upgraded the...
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The Philippines – the people have spoken
After a meteoric rise from rank outsider to heavyweight contender in a matter of months, Rodrigo Duterte claimed a convincing election victory in May 2016, taking 39% of the vote (with the runner up...
View ArticleThree Days in Vietnam
A visit to Vietnam gives Mike Sell, Head of Asian Investments, plenty to get his teeth into whilst staying in the country’s vibrant hubs of Ho Chi Minh and Hanoi. Download the Fund Manager Diaries...
View ArticleMid Term Verdict on Jokowi
The final stop in his recent to Asia, Mike Sell (Head of Asian Investments) visits Indonesia and checks in on the prospects for growth in this rapidly urbanising economy. Download the Fund Manager...
View ArticleChina Week 2016: the Great Chinese Rebalancing Act
Just like the gravity defying acrobats in the Chinese State Circus, the Chinese economy is performing a rebalancing act that requires a bold vision and policy dexterity. Momentum behind the...
View ArticleChina Week 2016: From Noodles to Popcorn
In 2005, scientists discovered a 4,000 year old bowl of noodles- the earliest example ever found. This quintessentially Chinese dish has been the staple ingredient in the Chinese diet for millennia,...
View ArticleChina Week 2016: What’s Inside the Fortune Cookie?
Invented somewhere between San Francisco and Los Angeles, no western Chinese meal can end without the now ubiquitous fortune cookie. So far, we have shared why the Chinese economy will continue to...
View Article2016 Market Insights
Over the course of 2016 our investment team gave us 12 market insights, stretching from Brazil to Burma, the Andes to Asia. Click below to read on, and hear about their adventures across the world’s...
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Investment Process in Action: Asia
As our Senior Analyst, Aaron Armstrong, returns from his most recent investment trip, he reports back on the findings from his visits within the region. Our investment process is based upon meeting...
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Fund Manager Diaries – Delhi, India’s Growth Engine
Mike Sell, Alquity Head of Asia Investments enjoyed an Indian Summer visiting 26 companies to assess how the economic reforms implemented by Prime Minister Modi were impacting our holdings and...
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Fund Manager Diaries – Going Deep in India
Mike Sell, Alquity Head of Asia Investments enjoyed an Indian Summer visiting 26 companies to assess how the economic reforms implemented by Prime Minister Modi were impacting our holdings and...
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Fund Manager Diaries – Mumbai, the modern and confident India
Mike Sell, Alquity Head of Asia Investments enjoyed an Indian Summer visiting 26 companies to assess how the economic reforms implemented by Prime Minister Modi were impacting our holdings and...
View ArticleChina Week 2016: From Noodles to Popcorn
In 2005, scientists discovered a 4,000 year old bowl of noodles- the earliest example ever found. This quintessentially Chinese dish has been the staple ingredient in the Chinese diet for millennia,...
View ArticleChina Week 2016: the Great Chinese Rebalancing Act
Just like the gravity defying acrobats in the Chinese State Circus, the Chinese economy is performing a rebalancing act that requires a bold vision and policy dexterity. Momentum behind the rebalancing...
View ArticleChina Week 2016: What’s Inside the Fortune Cookie?
Invented somewhere between San Francisco and Los Angeles, no western Chinese meal can end without the now ubiquitous fortune cookie. So far, we have shared why the Chinese economy will continue to grow...
View ArticleClik here to view.
Investment Process in Action: Asia
As our Senior Analyst, Aaron Armstrong, returns from his most recent investment trip, he reports back on the findings from his visits within the region. Our investment process is based upon meeting...
View ArticleFund Manager Notes from Egypt
Earlier this summer our Africa investment team undertook a research trip to Egypt, just over six months since the authorities floated the Egyptian pound and initiated a reform driven agenda. Since the...
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