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India
January 15, 2024
Rahul Thomas on the Business of Plant Extracts and Natural Ingredients
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January 14, 2024
HDFC Bank: India’s Consumption Engine, With Mid-Teens ROE
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January 11, 2024
Emergent BioSolutions: Distressed Debt Offers Attractive Risk-Reward
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November 7, 2023
Shyam Sekhar on Value-Oriented Investing in India
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October 18, 2023
Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet
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October 18, 2023
Swatch: Family-Controlled Luxury Watch Leader With Strong Brands
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October 17, 2023
Adyen: Likely Winner in Global Payment Wars, Despite Challenges
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October 17, 2023
Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet
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October 17, 2023
AB InBev: Scale-Advantaged Leader With Manageable Leverage
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October 17, 2023
Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles
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September 28, 2023
Roshan Padamadan’s Musings on Crossover Investing
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September 26, 2023
Dede Eyesan on His Research Report, Global Outperformers
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July 24, 2023
Fund Manager Jeevan Patwa on the Chemicals Sector in India
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June 24, 2023
Danone: Refocusing on Core Brands, Reinvestment, and Innovation
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June 24, 2023
Alphawave: Founder-Led Tech Leader Overcoming Growing Pains
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June 24, 2023
TSMC: Scale-Advantaged Technology and Manufacturing Leader
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June 21, 2023
Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses
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June 20, 2023
Vedant Fashions: Branded, Growing Leader in Indian Wedding Wear
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April 27, 2023
CCLP: Leading Coffee Processor with Improving Business Quality
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April 27, 2023
Inox Wind: Undervalued Wind Energy Player on Cusp of Turnaround
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