Insights

China's industrial transformation is happening at remarkable speed. Drawing on observations from a recent research trip, this video explores how rapid advances in electricity generation, manufacturing and technology are shaping the country's competitive position and creating new investment opportunities. To learn more, read our accompanying article, Notes from the Road: China Speed.  

Our most recent trip to China reminded us of the formidable advantages the country is building in areas like power and electric vehicles as well as the importance of alignment when looking for investment ideas.

In response to the re-emergence of inflation (core / trimmed mean) which has dogged Australian policy makers since COVID, last month the Reserve Bank of Australia (RBA) raised interest rates for a second time this year to 4.1%.

Join Ronan Kelleher, portfolio manager and founding partner at Skerryvore, as he shares insights from a recent visit to India that left the team with a renewed appreciation for the scale and momentum behind the country’s capital markets.

Rising oil prices, geopolitical tension, and cautious central banks are reshaping the fixed income landscape — and creating opportunity for patient investors.

We recently returned from a trip to Mumbai, India’s financial hub, where we met 30 companies over one week. At first glance, the macroeconomic outlook for the world’s largest country by population looks encouraging. However, our conversations with a broad range of new businesses highlighted some important considerations for assessing the long-term investment opportunity in India.

Join Ian Tabberer, portfolio manager and a founding partner at Skerryvore, as he looks at the power of compounding - and why HDFC Bank, one of our largest Indian holdings, will likely continue to benefit from this.   .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }  

Join Nicholas Cowley, portfolio manager and a founding partner at Skerryvore, as he discusses why Indonesia’s long-term outlook is attractive, and how an alignment-first approach helps identify what Skerryvore believe to be good long-term investment opportunities.   .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }

Join Cecilia Bosman, an Investment Analyst at Skerryvore, as she provides a brief update on how we cut through ESG noise to focus on what truly drives long term value, using Hindustan Unilever as a case study.   .tf-v1-popup .tf-v1-close{ display:none !important; } .article__image{ display:none !important; }