The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.
The need to improve general public health in Asia creates good investment opportunities. Especially improvements related to the environment and air pollution offer multi-year growth potential.
”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress.
Bo Knudsen, CEO at C WorldWide Asset Management, talks about our expectations for the year 2021 and the next decade.
We believe that a fourth Internet – Jio – is currently emerging in India.
In today’s cloud and streaming based world, the subscription model has attracted ever more attention over the past few years, from both consumers as well as businesses.