abrdn New India Investment Trust | Research

The abrdn New India Investment Trust seeks out companies which the team believe represent the best of what India has to offer. Fund manager, Kristy Fong, explains that she looks for leaders in their field which exhibit combination of quality characteristics, proven management teams, and strong balance sheets. Kristy provides a recap of how the trust was positioned through 2023, and what the team are doing to shape the portfolio for the year ahead.

Kristy Fong, manager of abrdn New India Investment Trust, discusses why the changing demographics in India present such an exciting opportunity for those investing in the region. The combination of a growing population, an increasing middle class, and a thriving manufacturing and industrials sector which was previously underdeveloped are all cause for optimism.

abrdn New India Investment Trust comprises of a portfolio of long term quality stocks at the heart of India’s growth. Fund manager, Kristy Fong, talks through the current positioning of the trust focusing on core holdings UltraTech Cement, and PolicyBazaar.

Kristy Fong, fund manager of Aberdeen New India, explains in this latest update how changes in the trust’s positioning over the period have aimed to address commodity price inflation.