India Avenue is a boutique investment management firm that provides investment solutions, knowledge and insights for Australian and New Zealand based investors seeking to benefit from India’s structural growth story as an allocation in their investment portfolios.
India is likely to be the world’s fastest growing economy in this decade, driven by the strong underlying fundamentals of a youthful, entrepreneurial, and significant population, which in conjunction with recent economic, regulatory and market reforms undertaken, should pave the way for an increase in the productivity of the nation. The demographic’s need for infrastructure, consumption and services should provide significant profitability for India’s well-managed and growth focused companies.
India 2030 fund is a highly active and concentrated fund with a bias to Mid and Small cap names, seeking to monetise India’s expected transition over the decade, by targeting 4-5 themes at reasonable valuations by participating early in their cycle
India has been going through significant change under the Modi Government. Ratings agencies like Moodys view this as a positive medium to long-term to the economy. Investors with matching investment horizons should take note and look to accumulate their exposure to the capital markets of India accordingly. We hope you find value in our short note on Moody’s upgrade.