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India's Impending Capex Recovery

Abhinav Rathee, Portfolio Manager at C WorldWide Asset Management, shares our insights on India's potential for the long-term investor.

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13
min.

Generative AI: The Artificial Future on Steroids

Computing's evolution, epitomized by Qualcomm/ARM, Samsung/Apple, and Google/Facebook/Uber in the mobile era, shifts from semiconductors to infrastructure to software/services, a pattern expected to repeat in the emerging GenAI era.

05
min.

Japan's High-Tech Renaissance

A small island in Japan called Kyushu is now known as “Silicon Island” due to the massive investments from TSMC and other tech companies. C WorldWide has portfolio exposure to several mentioned companies in this Insight. Read here:

13
min.

The Road to Decarbonisation - A Comprehensive Analysis of Sustainable Energy Solutions

Energy transition solutions need to be aligned with the energy trilemma of sustainability, security, and affordability. We see 5 broad building blocks for reaching net-zero longer term.

06
min.

The Energy Transition Has Failed

The unilateral focus on solar and wind as substitutes for fossil fuels is insufficient to decarbonize the world. We also need to invest in other energy sources, including nuclear power. That's the view of C WorldWide's Thematic Specialist Morten Springborg.