In this week’s podcast Guy Foster speaks to Ajay Tyagi, portfolio manager on the UTI India Dynamic Equity fund. We ask Ajay what the opportunity is for Indian companies? What kind of companies are best placed to benefit? What is the biggest risk to Indian equity returns? How do UTI cope with the high levels of inflation and exchange rate volatility? And given the particular challenge we are all confronting, and which India is particularly afflicted by, how are Indian companies dealing with the COVID challenge.