Author Archive for: hirasakrani

Entries by Hira Sakrani

Weakest link in the chain – What the Adani Group reveals about the broader Indian economy

The Indian growth story – underpinned by strong demographic tailwinds, a stable political environment, reforms introduced by Prime Minister Narendara Modi’s govt and a booming private sector – has gained increasing prominence in recent years. Recently however, the country has gathered negative media and regulatory attention due to the controversy surrounding one of its most […]

The perfect storm

A look at Chinese equity managers’ performance over 18 months to March 2022. To say that the last several months have been difficult for the investment landscape within China would be an understatement. For the 18 months ending March 2022, the MSCI China NR Index (measured in AUD) has returned -28.7% on a cumulative basis. […]

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