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 Gaurav Narain, lead manager at India Capital Growth Fund (IGC).

This discussion was recorded on Monday 18 November 2024.


Section Timestamps:
0:00:24 - Introduction
0:00:44 - The Indian economy since Modi’s re-election
0:03:06 - Implications from the US election result
0:04:12 - The bigger picture in India
0:06:12 - The interplay between the Indian and Chinese equity markets
0:11:12 - A short break
0:12:07 - Discussing the trust
0:14:18 - Debt, the portfolio criteria, and gearing
0:16:34 - A threat from passive funds?
0:18:52 - Retail investor sensitivity to volatility
0:20:04 - The size of the trust
0:21:04 - The change of ownership
0:22:45 - Why choose India Capital Growth?
0:25:24 - Close



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Produced by Ben Gamblin.