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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

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

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

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

Date: 25th Apr 2023 | Publication: Stockhead Click here to read the complete article

Date: 26th May 2023 | Publication: Stockhead   Click here to read the complete article

Date: 02nd February 2024 | Publication: Ausbiz Best performing Australian funds of 2023 (equity) Some of the best performing funds of 2023 are holding firm on bitcoin and mega-cap tech stock picks that made them big money last year, betting that the surge in prices will broaden out to as-yet untouched areas of the market. While Regal Partners’ small-cap fund eked out the top spot for Australian equity managers, it was homegrown DigitalX’s bitcoin fund that was the best performer overall, returning just shy of 150 per cent in 2023<, according to preliminary data from Morningstar.   CLICK HERE TO READ THE COMPLETE ARTICLE

CLICK HERE TO READ THE COMPLETE ARTICLE

CLICK HERE TO READ THE COMPLETE ARTICLE

The Indian economy is the fastest-growing major economy in the world. Driven by internal demand and a burgeoning middle class, India may offer an opportunity for investors. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Mugunthan Siva, Managing Director and Co-Founder of India Avenue Investment Management. Mugunthan shares his perspective on why he believes India is poised for continued growth, the factors driving corporate earnings, and the expanding investment opportunities in specific sectors like pharmaceuticals and real estate. They also explore the impact of government policies, digitisation, and infrastructure development on the Indian economy and the potential risks of investing in India, such as rising oil prices and industrial challenges.