indian equities

Latest news and analysis on indian equities

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
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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
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
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
The Pitch

The sectors you want to be invested in ahead of the next economic regime change

In this episode of The Pitch, Andrew Swan of Man Group gives his view on a debate many investors are having right now.
Hans Lee
Livewire Markets
Equities

This stock market is screaming an "invest now" opportunity

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