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Global Insights

Investment Outlook, Published Jan 18, 2018

Download Report Contact Gary Dugan is an investment professional with over 35 years of experience, who advises Sanctum on global macro economic trends. He has worked with some of the world’s largest asset managers and investment banks including JPMorgan, Barclays and Merrill Lynch. As a Chief Investment Officer, he has managed money and advised the…

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Structural Reforms – A Misunderstood Saga

Investment Outlook, Published Jan 18, 2018

Download Report Contact Structural reforms aren’t easy, but they do deliver growth. There are three priorities: structural initiatives, fiscal responsibility and investment stimulus. By pursuing all three, the government has ensured additional multiplier growth benefits will come forth. The pursuit of the three aforementioned policies creates a resilience to macro-economic shocks, raises economic growth and…

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Return of Yield – Real Estate

Investment Outlook, Published Jan 18, 2018

Download Report Contact The headlines around real estate continue to be negative as investors are faced with stagnation and in many cases erosion of values for land and residential assets. However, on the other side we are seeing the institutionalisation of the real estate market with participation from large global private equity players, pension and…

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Estate Duty – A Reality

Investment Outlook, Published Jan 18, 2018

Download Report Contact Inheritance tax ‘has been in the crosshairs’ for tax reforms in India. Speculation is rife about the reintroduction of Estate Duties – abolished in the 80s, when taxes peaked at 40% on the highest slab post the government’s bold structural reforms. While the reintroduction may be aimed at bringing equilibrium in society,…

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