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Market Wraps
India Avenue
Latest news and analysis on India Avenue
Investment Theme
March 30, 2025 09:10
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.
CBOE:IAEF
India Avenue Equity Fund Active ETF
CBOE:IAEF
Followed by
5
people
CBOE:IAEF
India Avenue Equity Fund Active ETF
CBOE:IAEF
Followed by
5
people
Mugunthan Siva
India Avenue
March 30, 2025 09:10
Investment Theme
March 20, 2025 22:31
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
March 20, 2025 22:31
Investment Theme
January 21, 2025 14:50
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
January 21, 2025 14:50
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Macro
December 11, 2024 19:25
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
December 11, 2024 19:25
Investment Theme
November 07, 2024 08:00
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
November 07, 2024 08:00
Investment Theme
October 02, 2024 12:37
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
October 02, 2024 12:37
Investment Theme
August 16, 2024 13:39
The holy grail of high growth assets
Structural growth stories are becoming increasingly scarce, narrow and shorter in horizon
Mugunthan Siva
India Avenue
August 16, 2024 13:39
Investment Theme
July 01, 2024 08:19
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!
NYSE:RDY
Dr. Reddy's Laboratories Limited American Depositary Shares
NYSE:RDY
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NYSE:RDY
Dr. Reddy's Laboratories Limited American Depositary Shares
NYSE:RDY
Never miss an update
Mugunthan Siva
India Avenue
July 01, 2024 08:19
Investment Theme
June 12, 2024 11:35
Investing in India - Convenience or Return?
Australian investors are increasingly becoming aware of India's growth potential due to its demographics. The next question is usually how?
Mugunthan Siva
India Avenue
June 12, 2024 11:35
Investment Theme
April 12, 2024 14:17
A high quality asset at a cheap price
Nirvana for any investor is finding quality asset, exhibiting stable compounding growth, both in the past and in the future!
Mugunthan Siva
India Avenue
April 12, 2024 14:17
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