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Date: 25th Jan 2022 | Publication: Ausbiz Growth stocks in India sink, matching their Aussie counterparts After outperforming in 2021, the Indian market is seeing risk-off behaviour. Growth stocks – particularly in tech or those yet to report earnings – are being sold off as more question marks arise around where market momentum is shifting. Mugunthan Siva from India Avenue Investment Management says this is to be expected after many institutional investors jumped onboard the emerging market last year and may even present a buying opportunity for cautious investor. In the short term, investors need to be wary of volatility as many jump ship. Those in it for the long haul, can take this time to selectivity add quality growth options to their portfolio. Mugunthan says green flags to watch on the horizon include companies expanding market share in growing industries and have ample access to capital. Averaging in is Mugunthan’s preferred approach for investing in the Indian market. Click Here To Watch The Video

Date: 11th Jan 2022 | Publication: Ausbiz Emerging markets underperformed developed markets significantly in 2021. In fact, since COVID emerged, emerging markets have been behaving differently says Mugunthan Siva from India Avenue. Higher dispersion with the advent of lesser globalisation, he says. For example, MSCI China fell 21.7% and MSCI Brazil fell 11.4%, whilst India rose 28.4%, Russia rose 20.4%. Mugunthan says investors have to realise that these markets can not be grouped into one category called Emerging Markets (or markets that didn’t make it into the developed classification) and expect them to perform uniformly. He says each of these markets has its own unique characteristics which drive investor behaviour. Additionally, Mugunthan says in markets like India, local investors have become more oriented towards wealth accumulation by investing, which is changing the volatility characteristics we typically associate with less developed equity markets. Click Here To Watch The Video

Date: 14th Dec 2021 | Publication: Ausbiz Indian equities go from strength to strength Mugunthan Siva India Avenue Investment Management MD makes the case for India’s equity market valuations, given the compounding earnings story. It comes as the India Avenue Equity Fund delivered 52.86% over the last 12 months outperforming its benchmark by 13.51%, with the lower Aussie dollar bolstering performance. Mugunthan says November saw a market pullback to the tune of 2.68%, with volatility driven byCOVID-19 variant Omicron, rising inflation in the face of energy costs and supply chain issues. Mugunthan says if there is a further pullback for the same reasons, it could be a good time to gain exposure to the one of the best performing EM markets. http://www.indiaavenueinvest.com #india #economicgrowth #emergingmarkets #pivottoindia #regionalinvesting #portfolios #localedge #investing #compoundingearnings #diversity #investmentreturns #makeinindia #technology Click Here To Watch The Video

Date: 30th Nov 2021 | Publication: Ausbiz When it comes to the performance of major emerging market equities this year, the divergence between China and India has been stark. Chinese markets have struggled while those in India have soared. India Avenue Investment Management’s Munguthan Siva expects the trend will continue, noting that even after the strong run we’ve seen, corporate earnings continue to impress. He says strong growth in the technology sector, a steady recovery in loan growth and asset quality across most private sector banks, a pickup in economic activity after the devastating Delta variant wave and higher commodity prices have all contributed to annual profit growth of 40-50%. Looking ahead, Munguthan says he’s looking for businesses who can gain market share during periods of turmoil, allowing them to boost their brand, management and underlying growth over the longer-term. He gives his tips on the sectors likely to outperform next year, along with the outlook for interest rates and the Indian rupee. http://www.indiaavenueinvest.com #india #economicgrowth #emergingmarkets #pivottoindia #regionalinvesting #portfolios #localedge #investing #compoundingearnings #diversity #investmentreturns #makeinindia #technology Click Here To Watch The Video

October 05 2021 Video Media Coverage Date: 5th Oct 2021 | Publication: Ausbiz Mugunthan Siva, India Avenue Investment Management MD is usually upbeat about India’s growth and investment potential. Now, this energy crisis is creating bumps as Coal India – producing 80% of India’s Coal – is under pressure to deliver. While surging coal prices would normally trigger higher electricity prices, for the key manufacturing and tech sectors, there are fixed-price contracts in place. The result? Prepare for blackouts. In the background, the Indian government is under increasing pressure to commit to a low carbon/net zero target, but is progressing at a glacial pace. http://www.indiaavenueinvest.com #india #economicgrowth #emergingmarkets #pivottoindia #regionalinvesting #portfolios #localedge #investing #compoundingearnings #diversity #investmentreturns #makeinindia #technology Click Here To Watch The Video

Date: 21st Sep 2021 | Publication: Ausbiz According to Mugunthan Siva, MD India Avenue Investment Management, there is always a good time to invest in India, and China’s current woes is helping investor flows at the margin. As cheap money looks for a home, Mugunthan agrees with a Goldman Sachs observation that India could overtake the FTSE by 2024 as IPOs have “come to town” bringing out the e-commerce, food delivery and payments unicorns. In contrast to ageing countries, India’s demographics lends itself to better growth opportunities. However, as he warns that nothing moves in a straight line, wise buying and accumulation is the best strategy. http://www.indiaavenueinvest.com #india #economicgrowth #emergingmarkets #pivottoindia #regionalinvesting #portfolios #localedge  #investing #compoundingearnings #diversity #investmentreturns #makeinindia #technology Click Here To Watch The Video

Date: 7th Sep 2021 | Publication: Ausbiz Mugunthan Siva is the Managing Director of India Avenue Investment Management, with a White Paper due for release any day, Mugunthan joins Annette Beacher for a tour of a few certain industries experiencing strong growth due to their competitive advantages and potential alternative to China supply. Mugunthan says India’s exports are rising rapidly, corporate earnings are at the bottom of the cycle and India’s market cap should kick on higher over the next five years with some potentially tectonic IPO’s in the pipeline. There’s smart strategy here. Get a pen, take a look. http://www.indiaavenueinvest.com #india #economicgrowth #emergingmarkets #pivottoindia #regionalinvesting #portfolios #localedge  #investing #compoundingearnings #diversity #investmentreturns #makeinindia #technology Click Here To Watch The Video