Hi All
Here are some interesting articles and interviews, continuing on theme of further insights on Adani investment, the flaws in the Hindenburg Research Short Report and other holdings:
https://www.business-standard.com/markets/news/gqg-partners-sees-2-billion-adani-bet-delivering-returns-over-100-123040500385_1.html
https://www.bloomberg.com/news/articles/2023-04-04/gqg-s-rajiv-jain-sees-2-billion-adani-wager-as-a-multibagger#xj4y7vzkg
https://www.businesstoday.in/markets/stocks/story/adani-stocks-could-be-multibaggers-over-five-years-says-gqgs-rajiv-jain-weeks-after-investing-rs-15446-cr-376192-2023-04-05
https://www.bloomberg.com/news/videos/2023-04-04/why-gqg-s-rajiv-jain-is-betting-on-adani-s-empire-video
It will be an interesting FUM report coming up. The Adani investment increase since GQG's first investment, coupled with the banking sector being hit hard - how have GQG managed this?
Morningstar tracking shows FUM inflows were very good for March for Emerging Markets, approximately USD$320M:
Note: January 2023 is clearly a record of inflows into GQG Emerging Market portfolio of approximately USD$650M.
International Equity looks like approximately USD$150M for March:
Global Equities not as good, however still receiving inflows:
US Equity FUM inflows remain flat:
Note: Above inflows are what are known publicly, GQG also has privately managed funds that will experience inflows/outflows. The FUM report will provide this insight.
Best of Luck and Happy Easter
Lost
Hi AllHere are some interesting articles and interviews,...
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