Arisaig Comments On Dali Foods

Arisaig Partners recently released their letter for March, which is available for download from their website. Their Asia Consumer Fund is now up 15.4% for the year, driven largely by a broad-based market recovery in India in 2017. The fund has significant exposure to the retail sector in India, which was one of the relatively few short-term […]

Marc Faber On India, Emerging Markets

Marc Faber, editor of the “Gloom, Boom & Doom” report, recently shared his outlook on India and other emerging markets in an interview with ET NOW. You can watch the full interview clip here. Below are some highlights / takeaways: Majority of emerging markets have meaningfully underperfomed the US market since 2011. India, even after having “grossly […]