India: strong growth versus high valuations
Manager Kristy Fong discusses why the Indian market presents investors with a dilemma. India’s economy is growing and diversifying, but after a strong year, market prices reflect much of this growth.
First-hand quality seeker: intensive first-hand research and regular company engagement help us to identify world-class organisations that we believe can deliver sustainable long-term growth and weather Indian market volatility.
Independent-minded investor: we are not afraid to be different by focusing on those companies and sectors that offer sustained potential to share in India’s long-term growth story, regardless of their index or sector weightings.
Governance champion: we actively engage with companies to improve the treatment of minority shareholders and reject companies we perceive to have poor management, regardless of their short-term momentum or high market profile.
Risk warning
The value of investments and the income from them can go down as well as up and you may get back less than the amount invested.
Watch the latest quarterly update video with abrdn Asia Focus manager Kirsty Fong for an update on recent performance, key portfolio changes and future themes for the trust.
*This is third-party research. You will leave abrdn New India’s website and enter Kepler’s to view.