Factoring in AI when investing in emerging markets
Emerging markets will add 1 billion people to the workforce from now until 2050. Other than sheer scale, these markets offer multi-generational structural growth potential that is far superior to developed markets. In India, there is a 900 million strong workforce amongst the country’s 1.4bn population and it is the fastest growing economy at 5.9% […]
CFA climate conference: improving sentiment, accelerating change
Arisaig attended the CFA Society UK’s “Investing in the net zero transition” conference last week. A healthy 300 attendees across the investment community gave a positive message that despite a range of global issues in play over the last 18 months – including war, supply chain challenges and inflation levels in developed markets not seen […]
Impact measurement and management: a marathon not a sprint
It has been five years since we took the decision to develop an approach to impact investing at Arisaig, and nearly three years since launched our emerging markets public equity impact strategy. The value of global impact investing assets has increased dramatically over that time, reaching over USD 1.16tn by 2022[1]. Industry initiatives, tools and […]
On the path to net zero
Climate change and its most disruptive outcomes pose an existential threat to humanity itself and, therefore, all businesses. We believe the trend towards a low carbon economy is firmly entrenched and decarbonisation will drive growth in emerging markets in the coming decades. Given our multi-decade investment outlook, it is imperative that we adequately manage both […]
(Still) waiting for spring
While there is no doubt that emerging market growth investors have been through a pretty awful recent period of performance, we found ourselves at the turn of the year feeling more optimistic in outlook terms than we had done in several years. The combination of the regaining of economic momentum for major emerging economies; robust […]
Rupee wise: spotlight on Indian consumer behaviour from recent household visits
All Arisaig’s partners were in India in February to run two separate tracks of research visits to current holdings and prospects. These trips always include visits to the houses of Indian consumers at different economic strata. Over the last year, we have done household visits in Chennai, Mumbai and Hyderabad. As investors focussing on domestic […]
A confident India, and a shopping India
All of Arisaig’s partners were in India in February to run two separate tracks of visits to current holdings and prospects. Business confidence here remains ‘full steam ahead’. A recent survey[1] in Business Standard showed that 86% of CEOs are looking to expand capacity this financial year. Industrial credit[2] is back to growth (at a high single […]
Back on the ground in China: 8 anecdotes from our first post-Covid visit
The Arisaig team were back in China last month visiting Shenzhen, Dongguan, Guangzhou, and Beijing. Given the scale and complexity of the country we steer clear of making any great proclamations but below are eight anecdotal reflections from our visit. Our general sense is that China has returned to normal and people are very much […]
Taking stock: ESG & Constructive Ownership in 2022
After 5 years teaching in Asia where I was heavily involved in education development solutions in emerging Asia, I joined Arisaig as an Investment Analyst in 2010, fresh out of business school at INSEAD. Joining an investment firm that had long holding periods (10 years plus), long standing client relationships (10 years plus) to build […]
Dollars and Sense
Investing for returns but delivering positive outcomes is the holy grail for a new generation of investors in the world today. For sure there are some hardliners that turn a whiter shade of pale at any mention of an outcome beyond dollars and cents, but as investors in emerging markets we think it makes a […]
