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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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Market update with CEO Bo Knudsen (July 2025)

CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.

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Interview with Sean Maher

In this interview, Sean Maher (Investment Strategist, Entext) addresses the U.S.-China tech arms race, its impact on investor returns, and whether China’s strategies could redefine value creation in technology equities worldwide.

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Interview with Louis-Vincent Gave

As the U.S. falters, emerging markets rise. That is the key message from Louis-Vincent Gave, founding partner and CEO, Gavekal.

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Control, Alt, Delete Pax Americana

The US-led global order of Pax Americana is being rebooted by the Trump administration and replaced by a multipolar world.