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Investing in Indian stocks, with ANII Manager Kristy Fong
In this episode of Trust Issues we speak to Kristy Fong, Manager of the Abrdn New India Investment Trust (ANII). We talk about why valuations in India are high, what could change that, technological developments, Modi's election and more. You can skip to individual questions using the timestamps below:
00:00 - Risk warnings
01:00 - What is Abrdn New India?
03:18 - Are Indian stocks being pushed up because of outflows from China and lack of options elsewhere?
06:56 - What policies has Modi made to support investors and are you worried about the election next year?
12:27 - How have digital IDs and adoption of smartphones opened up investment opportunities in India in the past decade?
15:07 - Public spending has ramped up. How are you playing this and are we seeing any signs of a crowd in effect?
19:09 - How meaningful is the move of manufacturing from China to India?
21:40 - What are the opportunities in consumer consumption growth?
25:00 - Is corporate governance a strength or weakness for India? How do you manage risks here?
Visit the ANII website here - abrdnnewindia.co.uk
Read our latest research on ANII here - https://tinyurl.com/5dbxsycw
Intro music by State Azure, used with permission.
View all episodes
By Kepler PartnersIn this episode of Trust Issues we speak to Kristy Fong, Manager of the Abrdn New India Investment Trust (ANII). We talk about why valuations in India are high, what could change that, technological developments, Modi's election and more. You can skip to individual questions using the timestamps below:
00:00 - Risk warnings
01:00 - What is Abrdn New India?
03:18 - Are Indian stocks being pushed up because of outflows from China and lack of options elsewhere?
06:56 - What policies has Modi made to support investors and are you worried about the election next year?
12:27 - How have digital IDs and adoption of smartphones opened up investment opportunities in India in the past decade?
15:07 - Public spending has ramped up. How are you playing this and are we seeing any signs of a crowd in effect?
19:09 - How meaningful is the move of manufacturing from China to India?
21:40 - What are the opportunities in consumer consumption growth?
25:00 - Is corporate governance a strength or weakness for India? How do you manage risks here?
Visit the ANII website here - abrdnnewindia.co.uk
Read our latest research on ANII here - https://tinyurl.com/5dbxsycw
Intro music by State Azure, used with permission.