The collapse of Sri Lanka's economy is a direct result of the government adopting unsustainable green energy and ESG policies pressured by Western international institutions.

“Sri Lanka has something like a 98% ESG rating even as their economy and society is collapsing. How is that possible? Well, they're doing a great job following the prescriptions of the global elites at Davos.”

Investors should access multiple sources of return globally, including emerging markets, to diversify their portfolios and hedge against regional risks.

“And I just think if you're a global investor and a very long-term investor, you've got to access all the sources of return or as many of them as possible if the price is right wherever possible. because then your portfolio is more diversified particularly you know hedging yourself against regional r”

She believes that the rotation of capital from the US into Asian emerging markets is a trend that should continue into 2026.

“So you I'm guessing here assuming you're going to say yes pretty happy with your positions over the next year or so. >> Yes, absolutely. I think for investors you know in 206 maybe they should check their home buyers check whether they are overexposed to US assets.”

He expresses significant interest in India as an investment destination because he believes its leadership is finally prioritizing economic prosperity.

“And for the first time in my life, I am extremely interested in investing in it. I've invested in India many times. But I mean for the first time I'm really deeply interested because I think that somebody in India finally gets it and they're going to be a real power”