‘India’s power grid is undergoing a green transformation, driven by strong policy support to meet its net-zero emissions target by 2070. Installed renewable energy capacity has increased five-fold over the past decade and is projected to account for 45% of total installed capacity by 2030.’ Read more in the latest Access India Equity Insights report … Continued

‘Vinay Jaising, CIO & Head – Equity Advisory at ASK Private Wealth, outlines India’s equity outlook in an ET Markets feature. He discusses how domestic macro challenges are being actively addressed, even as global risks remain in focus.’   Read the full article: https://bit.ly/4lsc62N

‘Donald Trump’s long anticipated tariff offensive was finally revealed yesterday on what he refers to as ‘Liberation Day’. We have mapped out the new tariffs impacting the EM countries where MCP is currently invested. So far, these new tariffs have not significantly changed our outlook as the overall exposure of our holdings that export directly … Continued

‘In moments of high volatility it can be helpful to assess markets using a long-term perspective. In our latest note we look at the long-term case for European equities compared to US equities in absolute and relative terms. The recent tariff announcements appear to reflect a longer-run trend, which is the accelerating reversal of globalisation. … Continued

From Steven Kempler, Co-Founder and Pm of MBA’s Global Listed Infra fund: ‘As mentioned in the discussion piece by colleague Amelia Campbell, CFA, our portfolio holding Severn Trent is targeting asset base growth of more than 10% p.a. through 2030. Water remains a precious resource and this significant infrastucture investment is needed not only to … Continued

From Carlos Hardenberg, Partner and PM at MCP Emerging Markets ‘A pleasure to be back in Taiwan, some interesting facts to bear in mind: Semiconductor Industry: 1. TSMC held a 64.9% share of global semiconductor foundry revenue in Q3 2024, a 12% YoY increase. Including other foundries, Taiwan’s total market share surpassed 72%, up 9% … Continued

Link: Is ESG over for Global Listed Infra? From Georgia Hall, ESG & Investment Director “That’s it, guys, the party is over! The headlines have done an overnight U-turn on sustainability and ESG. Apparently, no one cares any longer and these are not priorities for companies, investors and regulators alike. My perspective has changed after … Continued

Postcard from South Korea  

‘India’s market rally is taking a breather, while the US remains a strong draw for global capital. With shifting trade policies, fiscal moves, and evolving investor sentiment, where does India stand? ASK Private Wealth’s Carpe Diem report – from the CIO’s desk – breaks it down’. Read the full report here:  Carpe Diem – Feb25-New

Link: MBA – Data Centres ‘The rapid expansion of data centers is creating significant growth opportunities for U.S. regulated electric utilities. In our opinion, this surge in demand is driving increased investment in renewable energy, energy storage, and grid modernization, supporting long-term sector growth. A recent Meta announcement in Louisiana serves as a case study … Continued