India Avenue

An infrastructure focus is driving lower logistics costs and will create a multiplier effect in India this decade

India's growth story over the last decade has been driven by rising consumption rather than investment. This was partly caused by the global financial crisis, when...

The last 10 years have been a relatively rosy environment for equity markets around the globe. Post GFC in 2008, a brief hiccup with the US Debt Ceiling issues, and...

IPO's have been all the rage in 2021 across the US, Australia, China, Taiwan etc. Global IPO volumes have risen by 87% so far in 2021 according to EY. 72 of 1635 firms...

It is often good to look back at where we have been and consider how our views have evolved over a specific period towards the current consensus. In this context,...

From an investor’s perspective, a strong case can be made for an allocation to Indian equities as part of an investment portfolio. We have put together a white paper...

As interest rates have fallen globally over the last decade in response to “kicking the can down the road” post GFC, valuations have mattered less and less. Discount...

India is the world’s sixth-largest economy by GDP (US$3trillion) and is likely to shift closer to being the third-largest by the end of this decade (US$5-7trillion),...

India is a country where a significant movement is occurring from unorganised to organised business. This effectively means a shift from fragmented industries with low...

Yesterday we saw India’s cricket team defeat Australia at the Gabba despite all odds. Most so-called experts called for a 4-0 drubbing, especially after the first test...

20 years ago, many Superannuation, Pension and Endowment Funds in Australia were running asset allocations of close to 40% to Australian Equities, exhibiting a case...

Online businesses applications, portals and websites have been the way to do business leading into 2020 and with the pandemic taking over our lives this has thrown new...

In Australia, Woolworths is a household name known to everyone due to its brand and its presence in our daily lives. 20 years ago Woolworths was focused on expanding...

In the 1980’s both India and China had approximately the same GDP. However, the rest is history, with China benefiting from developing an expertise in manufacturing...

The partnership between the University of Oxford and AstraZeneca is a leading candidate to develop a potential vaccine for COVID-19. If this proves successful, it will...

A few weeks ago, Facebook paid US$5.7bn for a 9.9% stake in Reliance Industries, Jio Platforms (JPL) business. That was the largest amount paid for a minority...

An economic boom may be defined as a period where GDP growth is high on an absolute basis (above 5%) and higher than the period preceding it. India has experienced...

Westfield is a name all Australians know well. The company originated in 1959 and was floated in 1960 and now has operations in the US, UK and New Zealand as well as...

Equity markets are always in a state of change reflecting the evolution of the economy, corporate profitability shifts and business dynamics. In some economies,...

The Indian Government announced a target GDP of US$5 trillion by 2024-25 last year post a landslide election win. This would propel the economy into the top five...