The Red Cobra Fund invests in businesses that source their growth from China and India. We believe that both these economies will play important roles in the further development of Asia while also anchoring global growth. Both economies are going through a transitional stage in their development resulting in significant investment opportunities. They will also emerge a lot stronger from the current global economic crisis due to their growing domestic economy and young hardworking population. The quality of companies and management in both countries continues to improve, so too the investment selection.