Date: 28th Feb 2022 | Publication: Ausbiz India has been heavily criticised in the West, after it abstained from voting on the draft UN Security Council Resolution against Russia’s invasion of Ukraine. But in the investing world, lots of traders are exiting the country’s stocks. So is this the time to dive in when others […]
India’s self-reliance a buffer against rising commodity prices Read More »
February 28 2022
Date: 08th Feb 2022 | Publication: Ausbiz A high-conviction option to play India’s growth potential 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
Hunting for Indian small caps with the potential to go BIG Read More »
February 08 2022
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.
Wind taken out of growth sails Read More »
January 25 2022
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
Why some emerging markets outperform others Read More »
January 11 2022Date: 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
Event risk equals entry point for Indian equities Read More »
December 14 2021Date: 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
India’s alpha among emerging markets set to continue Read More »
November 30 2021
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,
Coal price surge could trigger blackouts in India Read More »
October 05 2021
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
China: making India look ever grander Read More »
September 21 2021
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
An IPO monsoon; investing in India Read More »
September 07 2021Date: 27th Aug 2021 | Publication: Ausbiz Mugunthan Siva India from India Avenue Investment Management says that India is at the bottom of the cycle in terms of earnings potential compared to the US which is closer to the top of the cycle. And the Australian cycle might not be entirely too far away from
Mugunthan Siva: the stars are aligning over Delhi Read More »
August 27 2021
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.