EPISODE · Mar 18, 2025 · 19 MIN
Why you should be paying attention to the India equity markets with James Thom | Ep.133
from Investing, Markets & Money · host The Armchair Trader
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. 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
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Why you should be paying attention to the India equity markets with James Thom | Ep.133
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