India is now the world’s most populous country and one of its fastest-growing economies.
In this episode, Magunthan Siva from India Avenue explains India’s massive demographic advantage, how digital infrastructure is transforming productivity, and why the case for active investing in India is so compelling.
In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses: – India’s demographic edge and economic growth – The digital transformation (Aadhaar, JAM Trinity) and infrastructure boom – The rise of local Indian investors and the impact of SIPs – Why active investing beats passive in India’s complex market.
Topics Covered
- Investing in India: demographics, policy, and economic tailwinds.
- Physical and digital infrastructure transformation (JAM, Aadhaar, GST)
- Why India Avenue backs active investing over passive in India
- Final thoughts on managing risk and Mugunthan’s career journey
