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 India’s exports are rising rapidly, corporate earnings are at the bottom of the cycle and India’s market cap should kick on higher over the next five years with some potentially tectonic IPO’s in the pipeline. There’s smart strategy here. Get a pen, take a look.