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I know the India Growth Story, but what am I paying for it?

1 Comment / 2016, Research, Our Research /

There is increasing recognition of India’s strong macroeconomic tailwinds of rising GDP growth, falling inflation and increasing foreign reserves, a thriving corporate culture, fuelled by entrepreneurial spirit as well as its pro-reform, pro-business Government, willing to take tough action to fight corruption and bureaucracy. A CORRECTION These are all positives for investors in the India […]

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November 17 2016
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PM Modi’s War on Corruption

2016, Research, Our Research /

MODI’S ANNOUNCEMENT India’s Prime Minister Mr. Narendra Modi in an unprecedented, surprise and historic move to curb black money announced the scrapping of currency notes of Rs.500 and Rs.1000 denominations effective midnight of 8th November 2016. These denominations account for over 80% of all currency in circulation by value and potentially constitute 40 to 50% of

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November 10 2016
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Event Update: India’s decisive action against terror

2016, Research, Our Research /

EVENT: INDIA’S SURGICAL STRIKES AGAINST TERROR CAMPS IN POK Setting aside its normal restraint and the respect for the line of control (Official Border) between India and Pakistan, the Indian army conducted surgical strikes against terrorist camps operating inside Pakistan occupied Kashmir (POK) in the early hours of Thursday 29th September 2016, establishing its right to

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October 02 2016
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10 Things You Should Know About India

2016, Research, Our Research /

India is rapidly changing. Perception is often not reality and stereotypes are quickly becoming outdated.  In this research note we identify 10 key things that investors ought to know about India. India’s equity market is bigger than you think! Unhedged exposure to the rupee provides no added risk Corporate governance on it’s way to best

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August 25 2016
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One Nation, One Tax: India takes a Giant Step towards Goods and Services Tax (GST)

2016, Research, Our Research /

Modi’s Reform Agenda Gets a Big Push: India’s upper house of parliament, the Rajya Sabha approved on August 3, 2016 the constitutional amendment bill for the Goods and Services Tax.The passage of the bill after more than 18 months of tough negotiations reinforces Prime Minister Modi led NDA governments commitment to reforms, particularly given the

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August 05 2016
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Indian Technology Sector

2016, Research, Our Research /

Technology is fundamentally transforming businesses in every industry around the world. Advanced software technologies are fuelling the rapid digitization of business processes and information, disrupting traditional business models.For organisations, from an IT perspective, this translates to keeping existing legacy systems relevant, enabling legacy systems for mobile and sensor access, extracting value out of digitized data,

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July 13 2016
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R-Exit: The exit of RBI Governor Dr. Raghuram Rajan

2016, Research, Our Research /

India’s RBI Governor Dr. Rahuram Rajan’s Message: RBI governor Dr. Raghuram Rajan in his message to RBI staff on June 18, 2016 conveyed his decision to move back into academics after his term ends in September 2016.Dr. Rajan said that “while I was open to seeing these developments through, on due reflection, and after consultation

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June 28 2016
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Why India Is a Robust Alpha Market

2016, Research, Our Research /

History tells us that mutual fund managers domiciled locally in India have been able to generate sustainably strong alpha over their respective benchmark. In this paper we consider the structural reasoning behind this and if it can be implied sustainably in the future. Whilst our assessment of alpha generation is built on rolling three-year periods,

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June 01 2016
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    India Avenue is a boutique investment management firm providing investment solutions that allow our clients to benefit from India’s remarkable growth story.

    OUR BUSINESS

    2005
    The journey towards the “birth” of India Avenue originated in 2005, when ING Investment Management started a business in India as a separate division, utilising a practiced multi-manager philosophy in markets like Australia, and exported it to India. Three of our founders, Mugunthan Siva, Rajeev Thakkar and Sajjan Raut Desai worked together for INGIM (India), building investment strategies and structures, under this philosophy and applying them to Indian capital markets

    2011
    In 2011 our founders started discussing the possibility of building an investment firm with a capability to provide a focus on India as an stand-alone investment jurisdiction for foreign investors. The founders identified Australia and New Zealand as nascent markets for investing in regional locations, with the potential to accelerate given education and insights which the firm could provide.

    2015
    By 2015 the group of founders decided to work full-time on this concept to bring it to life. They did this by leaving their existing employment, thus exercising high conviction in the investment region of India as a long-term structural story for investors in Australia and New Zealand. Thus, the firm India Avenue Investment Management was registered and came to life in 2015 in Sydney, Australia.

    2016
    After building our business for a period of 12 months, our first fund, The India Avenue Equity Fund was launched on 6th September 2016, with strong service provider partners like Equity Trustees (RE), Mainstream (Fund Administrator), KPMG (Fund Auditor) and BNP India (Custodian).

    NOW
    India Avenue is now a boutique investment business firm, with clients spread across family offices, high net worth individuals, wealth advisers and financial planning firms. Our firm has focused on education and knowledge as a driver of investment behaviour and have taken a long-term approach towards Australian and New Zealand investors contemplating an allocation to India’s growth as part of their portfolios. Our firm has assets in excess of A$50m and the India Avenue Equity Fund is rated “Recommended”* by Lonsec and is available on multiple investment platforms across Australia and New Zealand.