Trust Issues: investing in India with AIE’s Ayush Abhijeet

2025-03-17

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 o...

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

Our latest research on AIE - https://www.trustintelligence.co.uk/investor/articles?fund_id=397

AIE website - https://www.ashokaindiaequity.com/

This podcast was recorded on 13/03/2025