
Ashish Jagnani
Sr. Fund Manager, HDFC AMC
- 25+ years in Indian markets.
- A decade at UBS and Citigroup explaining Indian assets to global investors.
- Has spent more time than almost anyone thinking about how Indian markets look in foreign currency.

For NZ residents watching their Indian portfolios from too far away. A direct conversation with HDFC's Ashish Jagnani, hosted by Indus Founder and CEO Jai Goradia.
9 JUNE
2026
4:30 PM
NZST
LIVE
ONLINE
45
MINUTES
Ashish's career mapped against the crises he has worked through.
2000
Dot-com bust.
2008
Global financial crisis.
2013
Taper tantrum, rupee in freefall.
2016
Demonetisation.
2020
COVID crash.
2022
Adani–Hindenburg, rate-hike cycle, FII outflows.
2026
War, US tariffs, currency pressure. The moment you're in right now.
Every one of them felt like the rules had changed. Every one of them passed. Someone who has been at the desk for all of them sees this moment differently from someone reading about it for the first time.

How to think about your returns in NZD, not INR.
Whether to hedge currency exposure or ride the cycle.
How global currency moves are shaping RBI policy and Indian equity returns.
The next 12 to 24 months for the rupee, and what would change that view.
Whether your next NZD into India should go in now, in tranches, or wait.

Sr. Fund Manager, HDFC AMC

Founder and CEO, Indus

If you're an NZ resident with money in India, you have been reading the same headlines for months. You have probably had the thought:
“Maybe I should do something.”
This is the conversation to have before you do.