Kristy Fong is an investment manager on Aberdeen Investment’s Asian equities team, having joined Aberdeen in 2004. Alongside James Thom, Kristy is co-lead manager of the London-listed Aberdeen New India Investment Trust.
The long-term investment case for investing in India is extremely compelling. The country’s population is large at 1.4bn, but also youthful and growing and undergoing a period of significant urbanisation driven by greater employment opportunities and improved access to services such as healthcare and education. These factors provide a strong runway for economic growth in the country over the coming decades. The Aberdeen team’s portfolio is biased towards consumer-orientated companies where rising income levels are driving demand in areas such as financial services, insurance and healthcare.
In this video, Senior Fund Analyst, Gordon Smith talks to Kristy about the opportunity being presented in some key under-penetrated markets within the country, the government’s current reform agenda and their take what exemplifies good corporate governance.
Watch the full interview below.
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