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Market Wraps
India Avenue
Latest news and analysis on India Avenue
Investment Theme
March 29, 2021 16:46
India's shift to organised business
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...
Mugunthan Siva
India Avenue
March 29, 2021 16:46
Equities
January 20, 2021 15:48
India takes leadership, both on and off the field
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...
Mugunthan Siva
India Avenue
January 20, 2021 15:48
Investment Theme
January 07, 2021 11:40
The evolution of global investing
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...
Mugunthan Siva
India Avenue
January 07, 2021 11:40
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Equities
September 14, 2020 12:20
One of the best Internet plays in the world
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...
Mugunthan Siva
India Avenue
September 14, 2020 12:20
Investment Theme
September 08, 2020 14:06
If you love Woolworths, then ....
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...
WOW
Woolworths Group Ltd
ASX:WOW
Followed by
808
people
WOW
Woolworths Group Ltd
ASX:WOW
Followed by
808
people
Mugunthan Siva
India Avenue
September 08, 2020 14:06
Investment Theme
August 21, 2020 13:24
Time for India to Step Up
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...
Mugunthan Siva
India Avenue
August 21, 2020 13:24
Investment Theme
August 18, 2020 07:56
Who can mass produce vaccines?
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...
Aran Nagendra
India Avenue
August 18, 2020 07:56
Investment Theme
May 12, 2020 08:00
Why Facebook Loves India
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...
Mugunthan Siva
India Avenue
May 12, 2020 08:00
Investment Theme
May 06, 2020 10:35
Survive to Thrive in India
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...
Mugunthan Siva
India Avenue
May 06, 2020 10:35
Equities
February 17, 2020 14:56
Where can I buy the next Westfield?
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...
SCG
Scentre Group
ASX:SCG
Followed by
165
people
SCG
Scentre Group
ASX:SCG
Followed by
165
people
Mugunthan Siva
India Avenue
February 17, 2020 14:56
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