The UK Investor Magazine was thrilled to welcome James Thom, lead manager of the abrdn New India Investment Trust, to the Podcast for a deep dive into the portfolio and the opportunity in India.
Although the trust is managed on a bottom-up basis, we start by looking at the macro environment and the strength of the Indian economy. We explore the composition of the economy and the main factors behind India’s robust economic expansion. James highlights that India is the world’s fastest-growing large economy.
abrdn New India Investment Trust is managed on a bottom-up basis and targets high-quality Indian equities through a high-conviction, concentrated stock selection strategy.
James provides an overview of the trust’s holdings, touching on individual companies and portfolio construction.
Find out more about abrdn New India Investment Trust here.