In this episode of Trust Issues, we speak with Ayush Abhijeet from WhiteOak Capital Management, the investment advisor to Ashoka India Equity (AIE).
Ayush provides his thoughts on the recent sell-off we've seen in the Indian stock market and provides information on where the sector-leading AIE is finding the best alpha opportunities.
00:00 Introduction
01:19 What’s behind the sell-off in the Indian stock market?
06:31 Have domestic pension flows held up during the sell-off?
10:22 Do you see this as a buying opportunity?
13:10 The benefits of investing in pre-IPO capital
16:27 Why having diversification is important when investing in India
18:19 Key measures from the recent Indian Budget
21:21 Further information
21:34 Risk warning
This podcast was recorded on 13/03/2025
