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Ewan Thompson
Indian valuations: supported by strong growth
India's growth and fundamentals support its valuation premium
15 January 2025
Thomas Smith
Nearshoring continues to support outlook for Mexico
Thomas Smith of the Global Equities team demonstrates the development of nearshoring in Mexico
9 January 2025
Ewan Thompson
India's economic and market resilience: a decade of transformation
Ewan Thompson explains how Indian markets are marching to their own beat
15 November 2024
Pieran Maru
AI Agents: Are they the new workforce?
Pieran Maru explains what AI Agents are, de-bunks some misconceptions and discusses who the winners and losers might be from their development
24 October 2024
Kevin Kruczynski
The US prescription drug market is ripe for disruption
Research reveals that US drug prices are nearly 2.8 times higher than the average in comparable countries primarily due to patent protection and the absence of centralised negotiation capabilities. Kevin Krucynski discusses how to invest in potential disruptors in the market
24 October 2024