
Recovering at a different pace, India is a unique opportunity
The NAVigator · Active Investment Company Alliance
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Show Notes
James Thom, senior investment manager in Aberdeen's Asian equities team based in Singapore and portfolio manager for The India Fund, says that the country's economic recovery from Covid-19 has resulted in astronomical growth levels -- significantly higher than in the United States -- that have the potential to continue longer, since the recovery there is still in early stages. Still, with vaccination levels low and concerns over variants, Thom noted that he expects more volatility ahead during the recovery process before, ultimately, the nation's demographics win out and pay off in a long-term growing market ahead.