by admin | Aug 7, 2025 | Uncategorized
Investment Thesis South Africa’s electricity supply remains critically dependent on Eskom, the state-owned utility responsible for generating ~95% of the country’s power — of which ~80% (~42 GW) comes from aging, coal-fired power stations. Despite growing...
by admin | Aug 7, 2025 | Uncategorized
Investment Thesis: India is the world’s fastest-growing major economy and home to the largest population on Earth — 1.4 billion people. Mobility in India is dominated by two- and three-wheeler vehicles, with over 300 million on the road today. Of these, approximately...
by admin | Aug 7, 2025 | Uncategorized
Investment Thesis: Europe is grappling with a structural energy crisis. Electricity and gas prices remain persistently high, worsened by geopolitical instability and an enduring reliance on imported Russian gas. While policy support for renewable energy is strong,...
by admin | Aug 7, 2025 | Uncategorized
India is undergoing one of the most remarkable demographic shifts in the emerging markets landscape. Now the world’s fifth-largest economy — having recently overtaken the UK — India continues to outpace China as the fastest-growing major economy globally. This growth...
by admin | Aug 7, 2025 | Uncategorized
In a world that’s never been more interconnected, thinking locally just doesn’t cut it anymore. Capital, technology, and talent move at lightning speed across borders — and so should conviction. As a global investor operating across both developed and emerging...
