India Avenue Investment Management

12/03/2026

is likely to be the world's third largest well before the end of the decade. How will they get there - simple math of compounding !

India’s ambition to become a five trillion dollar economy is driven by infrastructure expansion, digital transformation, and growth in manufacturing and services. Economic reforms, investment, and a large young workforce are expected to support long term development and improve employment and livi...

10/02/2026

India just jumped into the global fast lane. Now ranked #3 in the world for AI capability, India is becoming the ex*****on engine for global enterprises — where AI moves from hype to real deployment. The market still values like an outsourcing story. The AI upgrade is only beginning.


indiaavenue.com.au
Livewire Markets

https://www.livewiremarkets.com/wires/india-enters-the-global-ai-fast-lane

India is now an increasingly central participant in the ex*****on and scaling of enterprise AI.

15/01/2026

India Avenue discussing India's outlook for 2026 amidst trade issues. Indian markets had a breather in 2025, and are treading water at the moment.

Australia India Business Council India Australia Business & Community Alliance Indians in Australia Indian Community in Australia🇦🇺 india
Livewire Markets Cboe Global Markets

Key Points:India’s macro reforms boost local consumption and liquidityDelayed US-India trade deal shifts focus to diversified exports and local demandPortfolio overweight on Indian financials and companies serving domestic consumers...

12/01/2026

Australia is slowly shifting its allegiances. Its economic ties with India, as highlighted in the , signed 3 years ago, continue to grow. In 2026, new steps will be taken to increase trade linkages even further. Our article on Livewire Markets highlights the potential of the rising allegiance - and how much more there is to come.

Australia India Business Council ausbiz Cboe Global Markets Australia India Institute Austrade India Australia Business & Community Alliance

For Australia, the implications are clear. India is not simply a fast‑growing market; it is a strategic partner.

28/12/2025

Ray Dalio, one of worlds best investors, feels is well placed over the next decade. A great time to be invested for the long term.

India’s growth story is entering a decisive phase driven by infrastructure build-out, expanding access to capital, and a strong talent base. Ray Dalio explai...

19/12/2025

12/12/2025

India Avenue hosted a webinar yesterday on a review of 2025 for Indian equity markets - a year of pause and correction of excesses built up from 2020-2024. We also discussed the outlook for 2026 for Indian Equities, which is increasingly building traits of a unique asset class for asset allocators. Let us know if you would like the YouTube link to the webinar.

Key takeaways were:

- continues to stand out as a differentiated equity asset class, delivering superior long-term compounding supported by structurally higher and less volatile earnings growth than developed and peers.

- The quality of the Indian market has improved markedly, with growing domestic investor participation reducing volatility and lowering to global equities, strengthening its role as a portfolio diversifier.

- The underperformance in 2025 represents a cyclical pause rather than a structural break, following an exceptional FY20–24 profit cycle, as valuations normalised, moderated to around long-term averages, and foreign capital temporarily retreated.

- Recent weakness has been orderly and policy-tolerated to enhance export competitiveness, while India’s fundamentals remain resilient, supported by strong growth, low inflation, and substantial foreign exchange reserves.

- relative to emerging markets have reset toward cyclical lows at a time when global investors are materially underweight India, creating scope for renewed capital inflows as earnings momentum stabilises.

- Looking into 2026, improved corporate balance sheets, supportive fiscal and monetary policy, and a broadening earnings recovery across financials, industrials, IT services and pharmaceuticals underpin a favourable medium-term outlook.


www.indiaavenue.com.au

05/11/2025

ASX listed companies like Macquarie Bank, BHP, Telstra, ANZ and CSL are all starting to play the India story in some way. Currently some of their revenues are derived from the region (1-5%). For investors looking to access the India story more directly, a fund or focused on will be more appropriate.

Cboe Global Markets Livewire Markets ausbiz Equity Mates Media India Australia Business & Community Alliance

Australian politicians, corporate management and investors are starting to pay more attention to India's structural demographic tailwinds

05/11/2025

India Avenue's active ETF (Ticker Code IAEF)
A simple, efficient way to gain exposure to 's story.

15/08/2025

gets a rating upgrade from S&P, which is positive for funding costs. It validates India robust


www.indiaavenue.com.au

https://www.google.com/amp/s/www.theweek.in/news/biz-tech/2025/08/14/explainer-sp-standard-and-poor-ratings-upgrades-india-s-credit-rating-to-bbb-what-it-means-for-nation-economy.amp.html

Ahead of Independence Day celebrations, India gets good marks on S&P Global Ratings credit report card

14/08/2025

A podcast put together by Rask Invest, discussing the virtues of investing in India, with India Avenue Investment Management CIO, Mugunthan Siva. Thank you Mitchell Sneddon.

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 m...

14/08/2025

Interesting to note that the world's two largest populations could find significant synergies by co-operating.

India and China are discussing resuming border trade of locally made goods after more than five years, marking the latest step in a slow but steady effort by the Asian neighbors to ease long-standing tensions, according to officials in New Delhi familiar with the matter.