abrdn New India Investment Trust | Research

Portfolio Managers James Thom and Rita Tahilramani discuss how their experience in fund management has helped them shape the ANII portfolio.

India has been one of the hottest global markets for some time, outperfoming China. Podcast host Stuart Fieldhouse meets James Thom, co-manager of the abrdn New India Investment Trust to find out how he selects Indian stocks for his portfolio, how the economy will develop and if the Indian success story can continue.

In the second part of our two-parter with James Thom, Lead Portfolio Manager of abrdn New India Investment Trust, Thom takes a deeper look at the surprising election results and what that means for the Investment Trust's strategy.

James Thom, Lead Portfolio Manager of abrdn New India Investment Trust, provides an overview of the fund in part one of a two-part series. Thom outlines the objectives and strategies of the trust. The fund has a significant position in the financials sector in India, with the management team favouring private sector banks.