Money Makers

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 If you enjoy the weekly podcast, you may also find value in joining The Money Makers circ