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Research review 2023
Research Review 2023
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Research Review
30 January 2024
Skerryvore web
Notes from the road - South Korea and Taiwan
In his interesting 2022 book Chip War ¹, economic historian Chris Miller notes that Taiwan provides 37% of the world’s new computing power each year and that two Korean companies produce 44% of memory chips.
Long View 7 min read
17 October 2023
Skerryvore_Data challenge
The data challenge
With sustainability considerations at the forefront of investment decision-making, this article highlights the importance of ESG data reporting. 
Long View 5 min read
19 September 2023
Long view_diversity matters
Diversity matters
‘Our factory is so automated even a woman could work there.’  
Long View 5 min read
3 August 2023
TLV_compass
Navigating the emerging market opportunity
'A smooth sea never made a skilled sailor' - Thomas Jefferson
Long View 6 min read
18 April 2023
Lighthouse at the coast of Zhuhai China
Research Review 2022
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Research Review
23 January 2023
Cipla
Cipla: Beyond the pursuit of profit
Can you do well by doing good?
Long View 7 min read
20 October 2022
Skerryvore - gambling article
G is for governance, not gambling
At Skerryvore we define risk as the permanent loss of capital.
Long View 4 min read
26 July 2022
Research-review-2021
Research Review 2021
Key insights from our wide-ranging research effort over the year - far-sighted and fair-minded investing in emerging markets.
Research Review
28 April 2022