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India: Three themes driving growth
India is a dynamic urbanizing economy with a rapidly expanding middle class. The convergence of these megatrends is driving three themes that our investment team is focused on in our search for companies offering sustainable earnings growth with clear competitive
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Diversifying Guyana’s non-oil economy tough without a development plan
As Guyana strives to diversify its rapidly growing oil-based economy, the government has embarked on an ad hoc spending spree, without adherence to a national development or strategic plan. Using revenues from oil, in combination with a 21% increase
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