Investec gets behind China growth story

“India is Asia’s dark horse,” he said. “Thirty per cent of the world’s children live in India … It was a spectacular result in the election so that there is now one-party rule. But, at the margin, at the moment, you’d still have to concentrate on China,” he said.

The weak link among the BRICs was Russia, which suffered from, mainly, political problems.

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The AI boom has left super funds with nowhere to run

Whenever super fund CIOs are asked what they’re doing about AI risk, “diversifying” is always the answer. But as cross-portfolio exposures to the thematic grow and grow, that answer is no longer good enough.

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