In this episode of Trust Issues, we speak with Ayush Abhijeet from WhiteOak Capital Management, the investment advisor to Ashoka India Equity (AIE).

Ayush provides his thoughts on the recent sell-off we've seen in the Indian stock market and provides information on where the sector-leading AIE is finding the best alpha opportunities.

00:00 Introduction

01:19 What’s behind the sell-off in the Indian stock market?

06:31 Have domestic pension flows held up during the sell-off?

10:22 Do you see this as a buying opportunity?

13:10 The benefits of investing in pre-IPO capital

16:27 Why having diversification is important when investing in India

18:19 Key measures from the recent Indian Budget

21:21 Further information

21:34 Risk warning

Our latest research on AIE - https://www.trustintelligence.co.uk/investor/articles?fund_id=397

AIE website - https://www.ashokaindiaequity.com/

This podcast was recorded on 13/03/2025