India Avenue

Latest news and analysis on India Avenue

Investment Theme

Playing India... (not just at cricket)

Australian politicians, corporate management and investors are starting to pay more attention to India's structural demographic tailwinds.
BHP
CSL
+4
Mugunthan Siva
India Avenue
Equities

Different paths, shared label

Emerging Markets are grouped together, but have their unique characteristics, which are rarely explored.
Mugunthan Siva
India Avenue
Equities

Inside India's 12 months of underperformance

The structural story remains intact and outperformance to resume shortly.
Mugunthan Siva
India Avenue
Investment Theme

The silent supercycle

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

Forget trade tariffs…

This is what Global Trade will Look Like in 10 years
Edward Heng
India Avenue Investment Management
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

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
Equities

Adding "Quality" to your portfolio

The Indian equity market as a whole, possesses all the attributes of a quality stock. We discuss why!
Mugunthan Siva
India Avenue
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
Fund in Focus

How one active ETF is tapping into the world’s fastest-growing workforce

Discover how this new active fund unlocks growth in a booming economy driven by unique demographics and local market insight.
Anna Dadic
Livewire Markets
Investment Theme

Capitalising on India (Part III)

Sometimes the small fish, which are hardest to find, are the sweetest!
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
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
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
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
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