Investing, Markets & Money

India has faced a tougher period for investors over the past 18 months, but the country's long-term growth story remains firmly in focus.

Stuart is joined by James Thom and Rita Tahilramani, co-managers of the Aberdeen New India Investment Trust, to discuss valuations, quality investing, India's financialisation story, consumer growth and the outlook for Indian equities.

They also discuss India's exposure to imported energy, external shocks and why they remain constructive on the Indian market over a three-to-five-year horizon.

You can find out more about the Aberdeen New India Investment Trust here - https://www.aberdeeninvestments.com/en-gb/anii

The Investing, Markets and Money podcast is brought to you by The Armchair Trader. Sign up to our free newsletter for more great investing ideas - https://www.thearmchairtrader.com/newsletter/.

00:00 Intro
01:26 The Aberdeen New India Investment Trust strategy
03:17 India's growth story
06:00 Finding quality Indian stocks
08:11 The importance of governance
10:01 India's financial sector
14:08 India's consumer boom
16:18 Lessons for investors
18:51 India's exposure to energy markets
21:00 Domestic led focus
22:56 India's markets compared to the wider Asia region
25:21 What is the outlook for the Indian market?

Asia Pacific is a diverse investment region — but where are the opportunities for investors?

In the latest Investing, Markets and Money podcast, Stuart is joined by Abbas Barkhordar, portfolio manager of the Schroder Asia Pacific Fund.

They discuss the investment case for Asian equities, China's economic challenges, India's growth story, the semiconductor industry, AI and the changing shape of Asian manufacturing.

Abbas also explains the stock-picking approach used by the Schroder Asia Pacific Fund, including the importance of quality, valuation, competitive advantage and corporate governance.

The conversation looks ahead to the next five years and considers how AI, shifting supply chains and rising domestic consumption could shape the region's equity markets.

Find out more about the Schroders Asia Pacific Fund - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-asiapacific-fund-plc/

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Atlas Salt CEO Nolan Peterson joins the Investing, Markets & Money podcast to discuss the Great Atlantic Salt Project in Newfoundland and the company's plans to address North America's structural salt supply shortage.

We discuss the project's low-cost positioning, infrastructure advantages, $1bn NPV feasibility study, financing plans, environmental credentials and the potential to produce around 4 million tonnes of salt annually.

To find out more about Atlas Salt, visit https://www.atlassalt.com/
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In this episode of the Investing, Markets and Money podcast, we speak to James Cook, portfolio manager of the J.P. Morgan Global Growth & Income Investment Trust.

With around 50 stocks selected from a research universe of approximately 2,500 companies, JGGI takes a high-conviction approach to global equity investing.

James discusses where J.P. Morgan sees the biggest risks and opportunities over the next 12 to 24 months, including the continuing impact of artificial intelligence on markets.

We explore AI semiconductors, NVIDIA, Arista Networks, CrowdStrike, industrial cyclicals, valuations, income investing and the debate between active and passive investment strategies.

James also explains why investors should focus on long-term earnings power rather than allowing short-term market noise to dictate investment decisions.

How big could the copper supply problem become – and which companies could benefit?

In this episode of Investing, Markets & Money, Claudia Tornquist, CEO of Kodiak Copper, joins us to discuss the company’s MPD copper-gold porphyry project in southern British Columbia.

We discuss Kodiak’s maiden resource, its expanded 16,500-metre drill programme and the 36 additional exploration targets that could provide further resource growth and discovery upside.

Claudia also explains why MPD’s location between two major copper mines could give Kodiak important infrastructure advantages, and discusses the latest metallurgical testing.

We then look at the wider copper market, including the long-term decline in major copper discoveries and the growing demand coming from electrification, AI and defence.

Finally, Claudia explains the proposed Kay Copper transaction involving Kodiak’s Mohave project in Arizona and Teck Resources.

Subscribe to our channel for more interviews with CEOs, fund managers and market experts.

You can find out more about Kodiak Copper here - https://kodiakcoppercorp.com/
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