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Archive for 2025

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  • India weathers emerging market storm

India weathers emerging market storm

  • admin
  • March 4, 2025
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Date: 29th August 2018 | Publication: Financial Review India appears to have weathered the storm of Emerging Markets. However, its worth understanding why and investing to benefit from the story. India will always have high historical P/E’s and now more so than ever given the unparalleled earnings growth rate we are experiencing. Get invested, stay invested in this long term story. Click Here To Read The Complete Article

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Indians back Modi Growth Agenda

  • admin
  • March 4, 2025
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Click Here To Read The Complete Article

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Old Bridge goes against the Grain in Indian Stocks

  • admin
  • March 4, 2025
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Oldbridge goes against the grain in Indian Stocks……. This discusses OldBridge’s unique countercyclical process, supported by valuation. Click here to read the complete article

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New India fund eyes HNWs

  • admin
  • March 4, 2025
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Date: 11th May 2021 | Publication: Financial Standard A new fund focusing on five key thematics across publicly listed companies in India will launch to high-net-worth investors. Click Here To Read The Complete Article

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Zip invests $70m in India’s ZestMoney

  • admin
  • March 4, 2025
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Date: 22nd Sep 2021 | Publication: Financial Standard ip Co will enter the Indian market after stumping up $US50 million ($69 million) to buy a minority stake in fellow buy now, pay later company ZestMoney, deepening its move into emerging markets and doubling down on its global expansion plans Click Here To Read The Complete Article

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A case for Indian equities

  • admin
  • March 4, 2025
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Date: 18th Oct 2021 | Publication: Financial Standard India is likely to be the fastest-growing economy among major economies during the 2020s according to International Monetary Fund (IMF), the World Bank and other independent agencies. Click Here To Read The Complete Article

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Wrong Crowd: China closing in on critical un-mass

  • admin
  • March 4, 2025
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Date: 12th Aug 2022 | Publication: Stockhead In the last couple of weeks a swag of data has been produced which says that by this time next year India will overtake China as the world’s most populous country. Click here to read the complete article

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A passage to India: How to invest in the world’s biggest growth story

  • admin
  • March 4, 2025
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Date: 26th Aug 2022 | Publication: Stockhead In this series on investing in India, Mugunthan Siva, managing director at India Avenue Investment Management, introduces equities across the one economy which is challenging China for innovation, opportunity and access.   Click here to read the complete article

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Indian outsourcers wants Aussie companies to bots no bodies

  • admin
  • March 4, 2025
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Date: 06th Mar 2023 | Publication: AFR – Jessica Sier Indian services companies – which have provided offshore workers for some of Australia’s biggest companies for decades – are retooling for the artificial intelligence era   Click here to read the complete article

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Why the stars are aligning for made in India

  • admin
  • March 4, 2025
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Date: 10th Mar 2023 | Publication: AFR – Jessica Sier Apple’s main chip manufacturer Foxconn has spent the past few months shaking hands with every Indian state premier the Taiwanese company can find. Click here to read the complete article

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