india

Latest news and analysis on india

Investment Theme

The silent supercycle

India’s rising export powerhouse.
Edward Heng
India Avenue Investment Management
Equities

Experience to opportunity: Fidelity’s 50-year journey in Asia and what investors can’t afford to miss

Fidelity has more than half a century of experience in Asia and investment director Gary Monaghan has plenty of insights to share.
Tom Stelzer
Livewire Markets
Equities

Why global brands are thriving in India

I discuss why India-listed counterparts of consumer titans are a good way to take advantage of the faster growth India offers.
Edward Heng
India Avenue Investment Management
Investment Theme

Indian stocks hitting emerging markets for six

Soaring consumption, fintech disruption, and record infrastructure spending are turning the country into the hottest emerging market.
Russel Chesler
VanEck
Investment Theme

Why single can be better...

Exposure to India's growth through an India-only investment, or via broader funds like EM or Asia?
Mugunthan Siva
India Avenue
Investment Theme

It's not just cricket: Why investors are paying attention to India

India is known globally for cricket, but its economic growth story is equally remarkable.
Arian Neiron
VanEck
Investment Theme

Get India into the portfolio... but how?

Increasingly, investors are acknowledging India as an investment destination, but are confused on the most effective form of implementation
Mugunthan Siva
India Avenue
Investment Theme

Capitalising on India (Part II)

Local is better when it comes to investing in developing market economies!
Mugunthan Siva
India Avenue
Investment Theme

Capitalising on India (Part I)

India's growth story is only mid to early cycle. Playing it the right way will make a significant impact to portfolios.
Mugunthan Siva
India Avenue
Investment Theme

Oz Banks have been great, but.....

Australian Banks have been the core of every investor's equity portfolio, but India's banks have experienced far greater returns!
Mugunthan Siva
India Avenue
Investment Theme

India's next structural growth story

India has emerged as the pharmacy to the world - a point illustrated during the pandemic and driven by scale economics and export prowess.
Mugunthan Siva
India Avenue
Macro

Harnessing India's growth

India’s economic growth is likely to be superior, relative to most major economies over the next 20 years.
Mugunthan Siva
India Avenue
Investment Theme

AI revolution being led by India

According to an IBM report, India has the highest AI adoption rate, 59%, in terms of AI deployment.
Mugunthan Siva
India Avenue
Equities

This stock market is screaming an "invest now" opportunity

…and has outperformed on a 20-year basis too.
Sara Allen
Livewire Markets
Investment Theme

Emerging markets - the winning equation

Einstein created a formula for the theory of relativity. However not every equation is easily solvable....
Mugunthan Siva
India Avenue
Commodities

The Chinese iron ore cost of production

One of the great mysteries of Chinese iron ore production is the grade. We show that it is around 15%, meaning around four times higher cost
BHP
+5
Kingsley Jones
Jevons Global
Investment Theme

The holy grail of high growth assets

Structural growth stories are becoming increasingly scarce, narrow and shorter in horizon
Mugunthan Siva
India Avenue
Equities

Opportunities within the Nifty 50

India’s digital journey is one of inertia. India launched its “Digital India Program” in 2015, which has driven “new economy” sectors from ~5% to ~15% of gross...
Global X ETFs
Global X ETFs
Investment Theme

Not all Megatrends are listed on the NYSE

Global healthcare awareness is on the rise. However, the winners in this segment may not be in traditional areas!
Mugunthan Siva
India Avenue
Equities

A different kind of trend

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it” Ferris Bueller’s Day Off Despite being released only a year after this...
AGL
+48
Anthony Kavanagh
Chester Asset Management
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