Krishan Selva
Krishan Selva

Krishan Selva

Client Portfolio Manager

Latest articles

March 2024

China: bottom-up opportunity as the macro picture slowly improves

While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
February 2024

India’s digital revolution offers more opportunities for investors

The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it's making India an easier country in which to do business.
October 2023

Greece: the making of a turnaround story

The beginnings of an unlikely economic turnaround in Greece – and new opportunities for investors – have mostly gone under the radar

Latest articles

March 2024

China: bottom-up opportunity as the macro picture slowly improves

While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
February 2024

India’s digital revolution offers more opportunities for investors

The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it's making India an easier country in which to do business.
October 2023

Greece: the making of a turnaround story

The beginnings of an unlikely economic turnaround in Greece – and new opportunities for investors – have mostly gone under the radar
Load more articles

Thank you. You can now visit your preference centre to choose which insights you would like to receive by email.

To view and control which insights you receive from us by email, please visit your preference centre.

Play Video

CT Property Trust- Fund Manager Update

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium