Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Indian SC Fund – August Update
    The Indian market succumbed to minor profit taking during August, declining 1.2% in USD terms, though our investment strategy continued to deliver positive returns. The strongest contributors to this performance were in the retail sector, with Vmart rising 20.6% and Bata up by 16.2%. Although India’s quarterly GDP growth of 5.7% YoY was a relatively […] The post Indian SC Fund – August Update appe...
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Future World Fund – August Update
    Asian market performance was led by China, which rose 4.1% (H shares), elsewhere Pakistan declined 10.2%, India declined 1.2% and Vietnam fell 0.2%. Within Latin America, Peru and Chile outperformed, rising 6.6% and 5.3% respectively, whereas Mexico lagged, up only 0.2%. All major African equity markets were up in August, excluding Nigeria; Kenya rose by […] The post Future World Fund – August Upd...
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Latin America Fund – August Update
    The fund’s outperformance was mainly down to its geographic allocation, with our exposure to Chile (+5.3%) and Peru (+6.6%) contributing the most. Chile’s market continues to deliver good performance in the run up to the presidential election as Pinera, the pro-market candidate, continues to grow his lead in the polls. Brazil pushed two additional structural […] The post Latin America Fund – Augus...
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Asia Fund – August Update
    Asian markets were led by China during August, which rose 4.1% in USD terms (H shares), with Tencent and Alibaba again driving returns. At a stock level, the fund benefited from strong returns from the Indian portfolio, with Vmart rising 20.6% and Trent rising 11.7%. Although India’s quarterly GDP growth of 5.7% YoY was a […] The post Asia Fund – August Update appeared first on Alquity.
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Africa Fund – August Update
    All major Pan-African equity markets were up in August except Nigeria; Kenya (+ 6.2%), South Africa (+ 3.9%), Egypt (+1.9%), Morocco (+1.8%). Nigeria was down 9.6%, driven by Dangote Industries selling a stake in Dangote Cement and some profit taking following a 5-month long rally. The main contributors to the fund’s performance were Sanlam (+10.2%), […] The post Africa Fund – August Update appear...
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Fund Manager Notes from Egypt
      Earlier this summer our Africa investment team undertook a research trip to Egypt, just over six months since the authorities floated the Egyptian pound and initiated a reform driven agenda.   Since the removal of currency restrictions and the removal of subsidies, which helped Egypt secure a US$ 12bn IMF loan, both its debt […] The post Fund Manager Notes from Egypt appeared first on Alquity.
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • DILMA IMPEACHED - THE END OF THE BEGINNING FOR BRAZIL?
    The Brazilian senate has just voted to confirm the impeachment of President Dilma Rousseff. Handing the reigns of power to former vice president Michel Temer. Watch the video for world-leading Latin America Fund Manager* Roberto Lampl’s views on what this means for the Brazilian economic and investment outlook.
Alquity Investment Management Limited
Alquity Investment Management Limited
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Alquity Investment Management Limited
Alquity Investment Management Limited
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Alquity Investment Management Limited
Alquity Investment Management Limited
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Alquity Investment Management Limited
Alquity Investment Management Limited
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Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Africa: Q1 2017 Market Update
    Roberto Lampl, Portfolio Manager for the Alquity Africa Fund, gives his views on Q1 17 in African Markets. For more information on our trip to South Africa: http://www.alquity.com/investment-in-action-south-africa/
Alquity Investment Management Limited
Alquity Investment Management Limited
YouTube Video
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • INDIAN ELECTION SPECIAL: MODI REFORMS GAIN SUPPORT
    As 200 million people show support for the government’s reform agenda, watch the video for the Alquity investment team's thoughts on the elections, and what it could mean for Indian markets. India’s Prime Minister, Narendra Modi, claimed a landslide victory on Saturday in the Uttar Pradesh state elections, and is on course to win 324 out of the 403 seats (with 2/3 already declared). Home to over ...
Alquity Investment Management Limited
Alquity Investment Management Limited
YouTube Video
Alquity Investment Management Limited
Alquity Investment Management Limited
YouTube Video
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Ubuntu Challenge 2016
    11 individuals from the UK, Ireland and the Caribbean head out to Ghana to live the lives we're transforming with our charity partner, AfriKids.
Alquity Investment Management Limited
Alquity Investment Management Limited
YouTube Video
Alquity Investment Management Limited
Alquity Investment Management Limited
YouTube Video
Alquity Investment Management Limited
Alquity Investment Management Limited
YouTube Video
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Indian SC Fund – June Update
    During June, India fell 1.2% in US Dollar terms, Pakistan -8.0%, Bangladesh rose 3.9% and Sri Lanka rose 0.6%. The Fund benefited from a 16.9% rise in Vmart, a 24.4% rise in Hemas (Sri Lanka) and a 15.8% rise in ICICI Prudential Insurance. India’s GST bill came into effect on July 1st; whilst there will […] The post Indian SC Fund – June Update appeared first on Alquity.
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Future World Fund – June Update
    June overall was a positive month for emerging markets, with the MSCI Emerging Markets Index up 0.54% in US dollar terms. Nigeria (+12.3%) and Mexico (+5.4%) outperformed while Argentina (-4.6%) and Pakistan (-8.0%) lagged.   The MSCI Asia Pacific ex Japan index rose 1.9% in USD. The Technology sector, where we have no meaningful exposure, […] The post Future World Fund – June Update appeared firs...
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Latin America Fund – June Update
    Latin American equity markets were slightly up in June (+1.29% in USD). In Brazil, President Temer was formally charged for obstruction to justice, though the lack of credible and united opposition makes Temer’s indictment seem unlikely. In Chile Pinera’s campaign is gaining momentum, and the former president (from 2010 to 2014) is comfortably leading the […] The post Latin America Fund – June Upd...
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Asia Fund – June Update
    The MSCI Asia Pacific ex Japan index rose 1.9% in US Dollar terms, with Taiwan up 2.7%, Australia up 3.3%, China H shares down 2.4% and India down 1.2% The technology sector, where we have no meaningful exposure, continued to rise strongly with Tencent, Taiwan Semi and Samsung all rising more than 4%, and Alibaba […] The post Asia Fund – June Update appeared first on Alquity.
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Africa Fund – June Update
    The larger equity markets, Egypt and South Africa, (-2% and -4% respectively) underperformed the smaller and more frontier oriented equity markets of Kenya and Nigeria (1% and 10% respectively) . South Africa entered a technical recession with Q1 2017 growth at -0.7% due to weak consumption and investment Short-term interest rates were kept at 2.25% […] The post Africa Fund – June Update appeared ...
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Investment Process in Action: Asia
      As our Senior Analyst, Aaron Armstrong, returns from his most recent investment trip, he reports back on the findings from his visits within the region.   Our investment process is based upon meeting holdings at least twice annually and visiting the regions to see first hand how the economies are developing.  After extensive preparation, […] The post Investment Process in Action: Asia appeared f...
Alquity Investment Management Limited
Alquity Investment Management Limited
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  • Indian SC Fund – May Update
    Despite a mid-month correction, India rose 3% in USD during May overall. Our fund suffered from Glenmark Pharmaceutical’s share price decline of 28.9%, due to lower than expected quarterly sales. India’s GDP growth for Q1 2017 of 6.1% YoY was below expectations and the deceleration was attributed to the after-effects of demonetisation washing through the […] The post Indian SC Fund – May Update ap...

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