Resilient India as the pandemic eases

In this week’s podcast Chief Strategist Guy Foster took the opportunity to ask previous podcast guest Ajay Tyagi why the Indian market has actually been one of the more resilient emerging markets despite having seemed to be one of the least well-prepared for it. Ajay explains how Prime Minister Modi’s government has surprised many investors and observers and how the reforms he has made are bearing fruit. We ask Ajay how his fund has navigated this period and what he is most excited about in the future.