Hiren Dasani

Chief Investment Officer, White Oak Capital; co-portfolio manager, Ashoka India Equity Investment Trust, Ashoka India Equity Investment Trust

Search every verified Hiren Dasani interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Hiren Dasani, Chief Investment Officer for Emerging Markets at WhiteOak Capital and co-portfolio manager of the Ashoka India Equity Investment Trust, discussed India's stock market outlook in a late-December 2025 interview with NDTV Profit. He noted that India underperformed broader emerging market indices in 2025, which he attributed to a correction following two strong years of outperformance in 2023 and 2024, when other Asian markets like China and Korea were weaker. Dasani stated that he remains positive on India's longer-term attractiveness due to structural factors such as young demographics, consumption-driven growth, and higher corporate profitability, but said he does not hold strong views on 12-month returns. He also highlighted opportunities for Indian investors outside India, including AI supply chain exposure, corporate governance reforms in Korea, and greater commodity exposure in other emerging markets. In a May 2024 presentation at the CFA Society India's 14th India Investment Conference, Dasani discussed India within the broader emerging markets context. He described India's economic fundamentals, including real GDP growth around 6.4–6.5%, cooling inflation near 5%, and an improving current account deficit. He also addressed China's growth outlook, noting its slowing trajectory and the global reliance on its supply chains for decarbonization efforts. Dasani emphasized the importance of portfolio diversification and risk-adjusted returns, arguing that managing large sums requires owning a broader number of stocks supported by the right team and investment structure, rather than relying on concentrated positions.