12/29/2017 |
Mint |
Foreign Investor Interest in India will be strong in 2018 |
JT interview |
08/15/2017 |
FinanceAsia |
InvITs could help plug India's gaping infrastructure hole |
JT comments |
02/17/2017 |
Mint |
There will be a strong rise in consumer spending in India |
JT interview |
02/14/2017 |
FinanceAsia |
Indian InvIT IPOs build foundations for an asset class |
JT comments |
09/21/2016 |
FinanceAsia |
ICICI Prudential prices IPO at top |
JT comments |
07/15/2016 |
Mint |
Narendra Modi government is moving into pay-off stage: Jon Thorn |
JT interview |
09/18/2015 |
Mint |
Fiscal populism is a one way gate, and Modi knows that |
JT interview |
08/25/2015 |
FinanceAsia |
India starts to fill up tank with IOC divestment |
JT comments |
02/18/2015 |
HedgeFund Intelligence |
High-conviction bets propel big gains for Thorn's India Capital fund |
JT interview |
01/01/2015 |
Bloomberg |
Best Performing Midsize Fund |
Bloomberg Top 25 Midsize Hedge Funds |
09/03/2014 |
Wall Street Journal |
India and Japan Are a Perfect Fit |
JT's Article |
06/13/2014 |
Mint |
The new govt just needs to do one thing: bring in GST |
JT interview |
05/30/2014 |
Grant's Interest Rate Observer |
Upside breakout on heavy volume |
JT interview |
04/04/2014 |
Grant's Interest Rate Observer |
Banking on India |
JT interview |
03/21/2014 |
Grant's Interest Rate Observer |
To India and back in just six days |
JT interview |
12/26/2013 |
Wall Street Journal |
Heard on the street |
Abheek Bhattacharya |
10/18/2013 |
Hedge Fund Intelligence |
Veteran India manager leverages rally |
JT interview |
02/29/2012 |
Gloom, Boom & Doom Report |
India as the Cycle Turns |
Contributory Article |
11/30/2010 |
Gloom, Boom & Doom Report |
India at the Tipping Point |
Contributory Article |
01/15/2010 |
Bloomberg |
Stocks may gain 15% |
JT interview |
11/20/2009 |
Moneycontrol |
India's GDP upward inclined: India Capital |
JT interview |
05/18/2009 |
BBC |
About the India elections, May 2009 |
JT interview |
10/31/2008 |
Livemint.com/WSJ |
Foreign Debt |
Repayment of loans |
10/01/2008 |
Gloom, Boom & Doom Report |
How India (Along with Everything Else) has Changed |
Contributory Article |
10/01/2008 |
GBD |
How India Has Changed |
In-depth review |
01/22/2008 |
Asian Wall Street Journal |
Asian Rout Deepens |
Fed Cuts Rate |
01/22/2008 |
Asian Wall Street Journal |
Investors Still Eager for IPOs |
Record Issue Expected in 2008 |
01/17/2008 |
Bloomberg News |
Reliance Industries Profit Rises |
26% Rise |
11/3/2007 |
The Times |
Asia's Immunity from US Slump |
India Decoupled? |
07/19/2007 |
Halkin Weekly Letter |
India - Stirring |
Record IPO activity |
03/11/2007 |
The Times |
Asia's Immunity from US Slump |
Comments by Stephen Roach and JT |
01/16/2007 |
FinanceAsia |
Top Fund Manager Remains India Bull |
JT interview |
01/01/2007 |
Bloomberg |
Tata's Ambitions Cost Investors |
Corus takeover |
11/01/2006 |
AsiaHedge |
Editor's Letter |
Cyclical markets |
10/21/2006 |
The Times |
Tata instigates new age of empire |
Corus takeover |
10/12/2005 |
Bloomberg Banks |
Profits Rise SBI |
ICICI |
09/01/2005 |
AsiaHedge |
2005 Best Funds Nominations |
ICF Nominated |
7/25/2005 |
Asian Wall Street Journal |
Overhauls Remain on Track |
Steady Progress |
07/12/2005 |
Bloomberg News |
Yes Bank Shares Surge |
YES Bank Ltd Comment |
07/05/2005 |
FinanceAsia |
Government Reforms |
General comments |
6/23/2005 |
Halkin Weekly Letter |
Reliance Resolution |
Reliance comment |
6/19/2005 |
Bloomberg |
Ambani Brothers End Feud |
Reliance shares may rise |
4/27/2005 |
Bloomberg |
Reliance has Record 4th Qtr |
Comments on Reliance |
4/26/2005 |
Financial Times |
Reliance Battle takes Shine off Results |
Ambani Power Struggle |
4/25/2005 |
Barron's |
Outsourcing Companies Hit Soft Spot |
IT comment |
03/10/2005 |
Halkin Letter |
Indian Budget |
Balanced Budget for GDP growth |
03/07/2005 |
Reuters |
Focus on ICF |
JT interview |
03/04/2005 |
Bloomberg News |
Demand Outlook for Metals |
Comments by Jon |
03/01/2005 |
Asian Wall Street Journal |
India's Budget Aims to Maintain Growth |
Post-budget comments |
2/25/2005 |
Int'l Herald Tribune |
Shaving India's Budget Deficit |
Pre-budget comments |
2/23/2005 |
Halkin Weekly Letter |
India: Behold the Banks/Beware the Budget |
Review of lunch speech |
1/20/2005 |
Bloomberg News |
Reliance Expected to Report Record Profits |
Comments on Reliance |
12/16/2004 |
Halkin Weekly Letter |
India's Resurgence |
Investing in India vs. China |
12/13/2004 |
Forbes |
Lupin's Unsexy Bet |
Comments on Lupin |
12/10/2004 |
Welling@Weeden |
The New Indian Raj |
Review of ICF, and last 10 years |
11/22/2004 |
Financial Times |
US Funds go for Growth |
Comments on new investors in India |
11/18/2004 |
Halkin Weekly Letter |
Indian FX Initiative
|
Comments on use of FX reserves |
10/28/2004 |
Bloomberg TV |
Metals Report |
Comments on Indian metal cos |
10/26/2004 |
Bloomberg |
Monetary Policy |
Central Bank Comment |
10/14/2004 |
Halkin Weekly Letter |
Improving Credit Quality |
Zero downgrades/zero defaults |
10/08/2004 |
FinanceAsia |
NTPC IPO |
Indian power IPO sells out in minutes |
10/06/2004 |
Bloomberg TV |
SectorReview Sector Review |
Review of banks and TCS |
09/06/2004 |
Financial Times |
Gate's fund sets sights on India |
Bill Gates PA to invest in India |
8/25/2004 |
Bloomberg |
Tata Consultancy Shares |
TCS IPO Comment |
8/19/2004 |
Halkin Weekly Letter |
India Bouncing Back? |
ICF Newsletter comment |
08/10/2004 |
Forbes |
India's IPOs Branch Out |
IPOs and ADRs |
7/20/2004 |
CNBC (Asia) TV |
Fund Focus |
Review of ICF picks and strategy |
7/19/2004 |
CNBC (India) TV |
Market Report |
Budget, FDI and turnover tax |
7/15/2004 |
Bloomberg TV |
Sector Review |
Indian IT outlook |
7/15/2004 |
Halkin Weekly Letter |
Indian Budget |
Excerpts from Budget Note |
07/09/2004 |
Asian Wall Street Journal |
India to Raise Limit on Foreign Investing |
Budget comments |
6/30/2004 |
FinanceAsia |
India's Dream Team |
Outlook for India Market |
6/23/2004 |
Financial Times |
Dust from the Election Yet to Settle |
Mkt waiting for the Budget |
6/15/2004 |
Asian Wall Street Journal |
Market Comment |
India's largest IPO |
06/07/2004 |
Bloomberg TV |
Morning Call |
Outlook for India Stocks |
5/21/2004 |
CNBC (Asia) TV |
Squak Box |
New Indian Prime Minister |
5/20/2004 |
Asian Wall Street Journal |
Analysts are Bullish |
New Gov't Policies |
5/19/2004 |
Bloomberg TV |
Market Comment |
Volatility in India- stay focussed |
5/18/2004 |
Financial Times |
India sees Shares Slide |
Mkt pressure |
05/01/2004 |
International Economy |
India Rocks! |
Past/present/future for Indian stocks |
4/21/2004 |
Financial Times |
Fund Management |
CalPERS investment in India |
3/23/2004 |
Halkin Services |
Newsletter |
India- strong consumption growth |
03/05/2004 |
The Asian Wall Street Journal |
Slow Start Shouldn't Faze FM's |
JT In-depth Interview |
2/20/2004 |
Bloomberg News |
India's Accelerating Economy |
Increase in overseas investment |
02/03/2004 |
Bloomberg TV |
Market View |
India mkt not over-valued |
02/03/2004 |
CNBC (Asia) TV |
Squwak Box |
US Outsourcing to India |
02/03/2004 |
Bloomberg TV |
Market View |
Indian Mkt not over-valued |
1/15/2004 |
Far Eastern Economic Review |
Trade Trumps War |
India & Pakistan Improve Relations |
1/15/2004 |
Bloomberg News |
Jon Thorn's Outlook for Stocks |
Market outlook |
12/10/2003 |
Bloomberg News |
Gains on the Back of New Law |
Comment on power sector |
12/10/2003 |
BBC World TV |
Business Report |
India's Market: still cheap |
12/04/2003 |
Far Eastern Economic Review |
High Returns on Drugs |
Pharma sector comment |
12/03/2003 |
CNBC (Asia) TV |
Morning Call |
Nifty on SGX and Vedanta |
12/02/2003 |
Bloomberg News |
Strategy View |
Outlook for the mkt: metals |
11/30/2003 |
AsiaHedge |
India Begins to Break Out |
Changed market and derivatives |
11/19/2003 |
The Asian Wall Street Journal |
India's Stock Surge Cools |
Mkt is moving into a new phase |
10/16/2003 |
CNBC (India) TV |
Earnings Preview |
Clarity on RIL's Telecom |
10/15/2003 |
BBC World TV |
Business Review |
Review of Mkt and sectors |
10/13/2003 |
CNBC Asia TV |
Marketwatch - Video
|
Hedge Funds invest in India |
09/08/2003 |
CNBC (India) TV |
This Rally Belongs to the FIIs |
Foreigners buy cheap mkt |
09/08/2003 |
Business Week |
It's a different India this time |
Stock Market reaction to bombs |
09/01/2003 |
Benchmark Magazine |
Indian Summer |
India intro by JT |
7/21/2003 |
CNBC Asia TV |
Portfolio Tracker |
ICF +28% YTD; GDP raised to 6.5% |
07/07/2003 |
CNBC Asia TV |
Morning Call |
India investment outlook |
07/01/2003 |
AsiaHedge |
Investors favour India veteran |
ICF inflows and 60% finance PA |
6/18/2003 |
CNBC (India) TV |
L&T Deal Positive for Grasim Shareholders |
Comments on Indian Cement |
06/09/2003 |
Barron's |
Government Insecurity |
Indian banks comment |
5/26/2003 |
CNBC Asia TV |
Squak Box |
Outlook: Pharma, banks, cement |
5/17/2003 |
FinanceAsia |
India Bull |
In-depth interview |
5/14/2003 |
Financial Times |
India battles to win back investors |
Infosys/Market comment |
04/11/2003 |
CNBC (India) TV |
Infosys Now Represents Value |
In-depth Interview |
03/03/2003 |
CNBC Asia TV |
Morning Call |
Budget: buy SBI and ING Vysya |
2/28/2003 |
CNN TV |
Asia Business Review |
Review of Indian Budget |
01/04/2003 |
Borsa e Finanza |
What are the Guru's Ideas? |
Strategy/picks for 2003: SBI, DRL |
12/16/2002 |
CNBC Asia TV |
Morning Call |
2003 Outlook for India |
12/09/2002 |
BARRON'S |
Investors Listen Once More to the Song of India |
IT margins are declining |
12/04/2002 |
CNBC Asia TV |
The Disinvestment Cue |
Comments on Disinvestment |
11/19/2002 |
CNBC Asia TV |
Morning Call |
Privatization: HPCL, BPCL |
11/02/2002 |
Star TV (India) |
Policy Debate: BJP Spokesman; Economist; JT |
Privatization, deficit, politics |
10/15/2002 |
BBC World TV |
Business Review |
Review of Mkt and Sectors |
10/15/2002 |
BBC World TV |
Business Review |
Review of Mkt and sectors |
09/04/2002 |
Financial Times |
Investors cheer |
UTI privatization comment |
08/05/2002 |
Columbia University GSB IPD |
Case Study: Mutual Funds by Leslie Norton
|
Includes review of UTI by JT |
7/26/2002 |
CNBC Asia TV |
Squak Box |
Indian mkt cheap/Pharma |
6/20/2002 |
CNBC Asia TV |
Morning Call |
Strategy |
6/20/2002 |
BusinessWeek |
India May Pay Dearly |
India strategy |
06/07/2002 |
CNBC (India) TV |
Morning Call |
What foreign investors are doing |
5/28/2002 |
The Asian Wall Street Journal |
Fund Manager Scoops Up India Stocks |
Maximum fear : cheap market |
5/27/2002 |
BARRON'S |
War, What is it Good For? |
War fear: BEL, RIL, OTIS |
05/10/2002 |
Financial Times |
Otis Investors go on Attack |
ICF defends investor rights |
4/25/2002 |
The Gloom, Boom & Doom Report |
India's Brave New World, by Jon Thorn |
Privatization in India |
04/05/2002 |
The Asian Wall Street Journal |
Confusion About Moser Baer |
Stock comment |
02/04/2002 |
BARRON'S |
Indian Bull |
Cheap mkt, BEL and cement |
01/03/2002 |
The Asian Wall Street Journal |
India's Private Sector Cheers UTI Action |
UTI comment |
12/31/2001 |
The Asian Wall Street Journal |
Investors in India Bet Nation Won't Go To War |
Zee TV comment |
12/17/2001 |
BusinessWeek |
Looking Lively in Bombay |
Mkt valuation comment |
11/05/2001 |
BusinessWeek |
Shakeout Looms for Indian Software |
IT Sector comment |
10/13/2001 |
Borsa & Finanza |
There is Undiscovered Value in Bombay |
Mkt and strategy |
8/23/2001 |
Asian Wall Street Journal- Editorial |
UTI Not Long for This World, by Jon Thorn |
Story of UTI problem |
08/08/2001 |
Financial Express [India] |
ICF and FIs Reject Otis Open Offer |
Otis Elevator comment |
08/03/2001 |
Financial Times |
New Man in a Position of Trust |
UTI Comment |
7/20/2001 |
The Gloom, Boom & Doom Report |
India: The Best of Times/Worst of Times, by JT |
Cheapest Market in >10 yrs |
4/30/2001 |
Asian Wall Street Journal- Editorial |
Breaking the Brokers by Jon Thorn |
Story of Mkt fall and changes |
12/16/2000 |
International Herald Tribune |
India Cable Sector Produces Winners |
1999 stock pick up in 2000 |
07/08/2000 |
International Herald Tribune |
Relic of History- stock certificates |
Settlement changes in India |
05/12/2000 |
welling@weeden |
Trading ideas- a soft spot for software |
ICF and INFY |
04/10/2000 |
Bloomberg Personal |
India Today |
Comments |
11/08/1999 |
BARRON'S |
Eat My Dust, S&P 500 |
# 2 ranked fund in the world |
10/15/1999 |
The Gloom, Boom & Doom Report |
India, Inc. - A Progress Report, by Jon Thorn |
Macro review |
8/26/1999 |
CNBC (Asia) TV |
Market Wrap |
Indian mkt and INFY |
07/03/1999 |
International Herald Tribune |
Cool to be Hot: Stock Pickers/Pacific region |
Fund Manager stock picks |
6/30/1999 |
Alternative Invest Mgt Assoc Newslett |
Big Changes and Gains for Small Stocks, by JT |
Structural change in India |
5/17/1999 |
Business Standard [India] |
The Elephant and the Tigers- reprint |
Where Indian market is going |
05/05/1999 |
The Asian Wall Street Journal |
Fund Scorecard: Indian Funds |
# 1 ranked Indian Fund |
4/15/1999 |
The Gloom, Boom & Doom Report |
The Elephant and the Tigers, by Jon Thorn |
Where Indian market is going |
03/01/1999 |
Portfolio International |
Something to Smile About in India |
ICF/Essel profile |
02/08/1999 |
BARRON'S |
Forget the Raj |
Q&A interview |
10/17/1998 |
International Herald Tribune |
The Bear's Upon Us |
# 1 ranked fund in the world |