In the latest manager update video for abrdn New India Investment Trust, Co-Manager James Thom shares that it has been a challenging start to 2025 for Indian equities, following three years of strong returns through the end of 2024.

James shares an overview of the Trust’s sector allocation, noting that financials make up the largest share at 29.8%. With recent changes in monetary policy and interest rate cuts, the team is well positioned to capture opportunities in the banking and financial services sector.

James also highlights healthcare as another area of interest, where the team sees strong growth potential among a range of companies.

Watch the full video below.