From ASK Asset & Wealth Management: ‘2024 witnessed strong sector growth and record capital raising in India. What could the improving trends in IT, inflation, and rural incomes mean for key sectors like manufacturing and pharma in 2025?’ Please see ASK January Market Commentary
Press Release HPIIL + TheiaPM Dec 2024 v1
Lightman Investment Management’s latest note ..’begins with an update of our views on sovereign debt. We then set out five potential catalysts for European equities and consider how Trump might actually be bullish for the continent. — Sovereign debt pressures are likely to remain a key theme in markets in the coming years, including in … Continued
‘Sumit Jain, Deputy CIO at ASK Investment Managers, shares his insights on the key factors influencing markets this December. He discusses global trends, the impact of U.S. policies, and developments in Indian markets, including corporate earnings. Watch the full market commentary to know more:’ Link:ASK India December Update
‘Carbon markets are a big topic at #COP29. How do they shape global climate agreements? CEO Carbon Cap Management Michael Azlen gives insights into how his fund invests globally in liquid and regulated carbon markets using exchange-traded futures and options as well as physical carbon allowances. But Azlen is not only passionate about climate change … Continued
Link: A new era for PFAS and water infrastructure investments | Maple-Brown Abbott Global Listed Infrastructure
Link: Trump’s Victory: Uncovering the Silver Linings for Emerging Markets | Mobius Capital Partners
Excellent analysis: US Presidential Election: Much Ado About… Nothing? – Income Research + Management
Link to article: Value’s outperformance is broadening across the world | Lightman Investment Management
Link: Metering the Tolls of Toronto’s 407 Express Toll Route | Maple-Brown Abbott Global Listed Infrastructure