Mar 17 2025 19 mins 2
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 [LON:ANII] to find out how he selects Indian stocks for his portfolio, how the economy will develop and if the Indian success story can continue.
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00:00 Intro to the abrdn New India Investment Trust
01:40 Why should investors look at India?
03:40 Is India's growth sustainable?
06:16 The importance of India's rural economy
09:10 The hot India IPO market
11:34 Which sectors look the best right now?
14:44 How do you select Indian stocks?
17:03 Star fund managers vs a team-based approach
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register
00:00 Intro to the abrdn New India Investment Trust
01:40 Why should investors look at India?
03:40 Is India's growth sustainable?
06:16 The importance of India's rural economy
09:10 The hot India IPO market
11:34 Which sectors look the best right now?
14:44 How do you select Indian stocks?
17:03 Star fund managers vs a team-based approach
