In this episode of Trust Issues, we speak with Loong Lim from WhiteOak Capital Management, the investment advisor to Ashoka WhiteOak Emerging Markets Investment Trust (AWEM).

Loong discusses his recent trip to China, the benefits of investing in small and mid-cap names and the challenges and opportunities within the emerging market landscape.

00:00 Introduction

00:43 Insights from Loong's trip to China

04:07 Investing in more democratic countries

06:12 How investing in small and mid caps can help generate alpha

07:58 Why does AWEM invest in so many companies?

09:45 The outlook for emerging markets and company examples

12:58 Investing in pre-IPOs and thoughts on Indian equities

15:21 Further information

15:53 Risk warning

This podcast was recorded on 20/01/2025.

Read our latest research on AWEM: https://www.trustintelligence.co.uk/investor/articles?fund_id=1874

Click here to visit AWEM’s website: https://awemtrust.com/