Ruzbeh Bacha

Modi’s demonetisation sell-off is a buying opportunity

In keeping with the Indian Government’s reform agenda, on 8 November Prime Minister Modi announced the immediate withdrawal of Rs.…

Why and how to invest in India

Summary - India is starting to represent the new breed of high-growth emerging market, as Indian GDP grew by 7.5%…

Twitter: An Undervalued Growth Play?

Twitter looks like an undervalued growth play, especially after Microsoft’s acquisition of LinkedIn. Summary - Twitter is currently trading at…

Why I’m Going Long the Pound versus the Euro

Why I’m staying long GBP/EUR into the EU referendum With the Brexit vote only a few days away, I’ve been…

Why I have invested 20% of my portfolio in UK start-ups

I’m a typical London professional. I have a small portfolio in stocks, mutual funds and start-ups, not unlike many other…

Why Investors Should Get Excited about the FinTech Revolution

FinTech is the new buzzword in London, and for good reason - we’re beginning to see how technology will be…

What the Film ‘The Big Short’ Teaches Us about Value Investing

Spoiler Alert - Read this article after watching the movie. It’s reasonable to wonder what a movie about the housing…

Twitter is the stock to own for 2016 for me

Summary - Twitter still provides unique offerings over other social networks. - While the MAU and revenue growth have been…

Yandex, The Google Of Russia – Scope for 100% upside on a two-year view

Disclosure: The author is long Yandex Summary Due to the crisis in the Ukraine and subsequent devaluation of the Russian…