In our latest special podcast, Steven Frazer and James Crux welcome James Thom, manager of Aberdeen New India Investment Trust (LON:ANII). The fund seeks out world-class, well governed companies that are strongly positioned to benefit from India’s long-term structural growth.
Our special guest tells us why investors should consider putting their money to work in India now. James talks us through the trust’s sector allocations including financials. And he flags some of the areas that he is most excited about today.
James also explains the reasons why the trust trades on a double-digit discount to net asset value (NAV) and outlines the plans in place to narrow this discount. Finally, he walks us through the company’s conservative approach to gearing, which can prove a double-edged sword in a volatile market such as India.
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