India’s post-election reckoning
Manager James Thom discusses how the Indian election result has created volatility but is unlikely to derail the economic growth trajectory in India.
Please register below to join us at our online presentation from 11-12 noon on Thursday 12 September 2024. This event will take the form of a short introduction from the Chairman, followed by a more detailed presentation from the fund manager, James Thom. You will also have the opportunity to raise questions on the day but please note that, due to time constraints, it may not be possible to answer all questions raised.
In his latest article, fund manager James Thom discusses how the Indian election result has created volatility, but is unlikely to derail the economic growth trajectory in India.
First-hand quality seeker: intensive first-hand research and regular company engagement help us to identify world-class organisations that we believe can deliver sustainable long-term growth and weather Indian market volatility.
Independent-minded investor: we are not afraid to be different by focusing on those companies and sectors that offer sustained potential to share in India’s long-term growth story, regardless of their index or sector weightings.
Governance champion: we actively engage with companies to improve the treatment of minority shareholders and reject companies we perceive to have poor management, regardless of their short-term momentum or high market profile.
Risk warning
The value of investments and the income from them can go down as well as up and you may get back less than the amount invested.
Watch the latest quarterly update video with abrdn New India Investment Trust manager James Thom for an update on recent performance, key portfolio changes and future themes for the trust.
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