Date: 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 2021
Date: 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 2021
Date: 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 2021Date: 10th Aug 2021 | Publication: Ausbiz Indian exports hit an all time high in July, as the country recovers from big waves of COVID-19. Prime Minister Narendra Modi also announced an exports target of US$400b (!!!) for fiscal 2022 with even bigger plans ahead of for the rest of the decade. So what does
Tech investing’s new landmark: India Read More »
August 10 2021
Date: 27th Jul 2021 | Publication: Ausbiz Mugunthan Siva India Avenue Investment Management Managing Director unpacks the incredible rise of Indian tech and its growing herd of unicorns led by none other than that badly spelled tomato of food delivery – Zomato. Mugunthan tells Scutty its actually just one cog in a growing and complex
Rise of the killer Zomato; Indian tech goes global Read More »
July 27 2021
Date: 13th Jul 2021 | Publication: Ausbiz Mugunthan Siva Managing Director at India Avenue Investment Management takes us on a quick trip to Delhi for an update on the latest pandemic numbers and a tour of the economic opportunities as the Monsoon arrives. http://www.indiaavenueinvest.com #india #economicgrowth #emergingmarkets #pivottoindia #regionalinvesting #portfolios #localedge #investing #compoundingearnings #diversity #investmentreturns #makeinindia #technology Click Here To Watch The Video
The Monsoon brings opportunity in Delhi as Covid cases hit 15 month low Read More »
July 13 2021
Date: 29th Jun 2021 | Publication: Ausbiz India Avenue’s Mugunthan Siva’s says the India 2030 Fund is looking to open up access to Indian market growth areas that are drivers for for the next decade… Mugunthan joins Kenneth Andrade Founder, Old Bridge Capital for an Indian intro http://www.indiaavenueinvest.com #india #economicgrowth #emergingmarkets #pivottoindia #regionalinvesting #portfolios #localedge #investing #compoundingearnings #diversity #investmentreturns #makeinindia #technology Click Here To Watch The Video
Avenue to investing in India; Crossing the Old Bridge with Ken and Mugunthan Read More »
June 29 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.