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Investing in India: The Outlook is as Bright as Ever

James Thom and Rita Tahilramani, Co-Managers of Aberdeen New India Investment Trust, joined the armchair trader's 'Investing, Markets & Money' Podcast to discuss the outlook for Indian equities.

Authors
Rita Tahilramani
Investment Manager, Aberdeen New India Investment Trust plc
James Thom
Senior Investment Director, Asian Equities
""

Duration: 30 Mins

Date: 12 Oct 2026

James Thom and Rita Tahilramani, Co-Managers of Aberdeen New India Investment Trust, joined the armchair trader's 'Investing, Markets & Money' Podcast to discuss the outlook for Indian equities.

During the discussion, James and Rita explore recent developments in the Indian stock market, including valuations and where opportunities may now be emerging. They also discuss what they look for in high-quality Indian companies, the importance of corporate governance, India's financialisation story, and the country's growing consumer market.

The conversation also covers the impact of external shocks, India's domestic versus export-led economy, and why the managers remain constructive on the long-term outlook for Indian equities despite current market challenges.

*This is a third-party podcast. You will now leave Aberdeen's website and enter YouTube to listen.

Listen here.

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