In India 2020: A Vision for the New Millennium, A.P.J. Abdul Kalam and Y.S. Rajan detailed how India could become a developed country and one of the world’s four largest economies by 2020. In this paper, we explore where that vision stands, using the input of nine of our team members who recently traveled to India to meet with the management teams of more than 80 companies.
Equity research analysts Sami Corwin and Matt Phipps provide an overview of the known biological underpinnings of autoimmunity and the rationale for using chimeric antigen receptor T cells (CAR-Ts) to potentially treat millions who suffer from autoimmune diseases.Read more
What a difference a month makes. Markets swooned in October, only to see virtually all risk assets, including small-caps, rally in November. What changed? Macro analyst Richard de Chazal breaks down the Fed’s recent statement, the market’s rate expectations, and the current state of the economic slowdown.Read more
The cosmos, the final frontier, the galaxy beyond: Our collective fascination with outer space has always been intense. But with companies and public figures now dedicating huge sums of money to space exploration, it seems a new kind of space race has been born. In this episode of The Active Share, Hugo sits down with Chris Impey, an astronomer, educator, and author, to discuss the potential economic, environmental, and geopolitical ramifications of space exploration.Listen to the podcast