In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Prashant Khemka, manager of Ashoka WhiteOak Emerging Markets Trust (AWEM) and the Ashoka India Equity Trust (AIE).

Section Timestamps:
0:00:24 - Introduction
0:01:13 - Thoughts on the Asia Dragon merger with Invesco Asia
0:04:28 - Emerging markets in general
0:11:37 - The significance of China in emerging markets
0:15:30 - Thc characterisation of value in India and China
0:19:33 - A short break
0:20:28 - Why own a global emerging markets trust over just an Indian trust?
0:22:00 - Volatility of the Indian and Chinese markets
0:27:12 - The US election
0:29:21 - How geopolitics might impact on India
0:31:18 - The impact of cost disclosure
0:32:58 - The case for investing in this trust over others in emerging markets
0:34:48 - Close


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This week, as well as the usual features, the Circle features a profile of CQS New City High Yield (NCYF). Future profiles include Manchester and London (MNL) and Temple Bar (TMPL). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year.

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You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk.

Produced by Ben Gamblin.