abrdn New India Investment Trust: Manager update video
Watch the latest manager update from James Thom and Rita Tahilramani, Co-Managers of abrdn New India Investment Trust, as they share insights on portfolio activity and key opportunities in India’s dynamic investment landscape.
Duration: 13 Mins
Date: 16 Oct 2025
Investing in India's growth and opportunities
In the latest manager update video for abrdn New India Investment Trust, Co-Managers James Thom and Rita Tahilramani explore India’s evolving investment landscape.
They highlight the role of high-quality companies in driving returns, discuss key themes such as digital transformation, green policy initiatives, and rising healthcare awareness, and share recent portfolio activity including new IPO investments like Aegis Vopak and Siemens Energy.
The update also covers valuation insights, areas to avoid, and the outlook for corporate earnings growth, while acknowledging short-term consumption challenges.
Watch below.
