india

Latest news and analysis on india

Investment Theme

India's next structural growth story

India has emerged as the pharmacy to the world - a point illustrated during the pandemic and driven by scale economics and export prowess.
Mugunthan Siva
India Avenue
Macro

Harnessing India's growth

India’s economic growth is likely to be superior, relative to most major economies over the next 20 years.
Mugunthan Siva
India Avenue
Investment Theme

AI revolution being led by India

According to an IBM report, India has the highest AI adoption rate, 59%, in terms of AI deployment.
Mugunthan Siva
India Avenue
Equities

This stock market is screaming an "invest now" opportunity

…and has outperformed on a 20-year basis too.
Sara Allen
Livewire Markets
Investment Theme

Emerging markets - the winning equation

Einstein created a formula for the theory of relativity. However not every equation is easily solvable....
Mugunthan Siva
India Avenue
Commodities

The Chinese iron ore cost of production

One of the great mysteries of Chinese iron ore production is the grade. We show that it is around 15%, meaning around four times higher cost
BHP
+5
Kingsley Jones
Jevons Global
Investment Theme

The holy grail of high growth assets

Structural growth stories are becoming increasingly scarce, narrow and shorter in horizon
Mugunthan Siva
India Avenue
Equities

Opportunities within the Nifty 50

India’s digital journey is one of inertia. India launched its “Digital India Program” in 2015, which has driven “new economy” sectors from ~5% to ~15% of gross...
Global X ETFs
Global X ETFs
Investment Theme

Not all Megatrends are listed on the NYSE

Global healthcare awareness is on the rise. However, the winners in this segment may not be in traditional areas!
Mugunthan Siva
India Avenue
Equities

A different kind of trend

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it” Ferris Bueller’s Day Off Despite being released only a year after this...
AGL
+48
Anthony Kavanagh
Chester Asset Management
Investment Theme

Investing in India - Convenience or Return?

Australian investors are increasingly becoming aware of India's growth potential due to its demographics. The next question is usually how?
Mugunthan Siva
India Avenue
Asset Allocation

Outlook for global equities, tech, US housing, India & more | Sunny Bangia

Murdoch speaks with Sunny Bangia, Global PM at Blackwattle about US housing, semiconductors, India, Brazil, AI & Memory, ecommerce & China
+9
Murdoch Gatti
York Wealth Management
Investment Theme

A high quality asset at a cheap price

Nirvana for any investor is finding quality asset, exhibiting stable compounding growth, both in the past and in the future!
Mugunthan Siva
India Avenue
The Pitch

How investors can play the growth stories in India and Japan

And the region emerging markets specialist Amit Goel of Fidelity International views as the best growth opportunity over the next 10 years.
Ally Selby
Livewire Markets
Investment Theme

Is uranium in a structural bull market?

The uranium price has surged from 2017 lows of $20 USD/lb. to over $100 USD/lb. in Jan-2024. We investigate the reasons for this turnaround.
BHP
BOE
DYL
+6
Kingsley Jones
Jevons Global
Rapid Fire

The 6 trends to watch across Asia-Pacific and abrdn’s top stocks for each

abrdn’s Flavia Cheong shares the opportunities she’s most excited about and why Asia looks attractive right now.
CSL
+1
Sara Allen
Livewire Markets
Macro

Dwindling oil reserves, India’s economy, and Jackson Hole

This week’s charts begin with an examination of the US Strategic Petroleum Reserve
Macrobond Financial
Macrobond Financial
Asset Allocation

Why you should take a closer look at Indian equities

India's market capitalisation is rising (US$3.7 trillion) and cannot be ignored as the 5th largest market in the world!
Mugunthan Siva
India Avenue
Commodities

3 interesting takeaways from BHP’s full-year results

Beyond the numbers, what can we learn from one of the world's largest miners FY23 results?
BHP
FMG
IGO
+3
Kerry Sun
Livewire Markets
Investment Theme

Secular Stars: Why India and Indonesia are set to shine as global economic leaders

We believe the two resource-rich economies will be global growth leaders over the next several years.
PIMCO .
PIMCO
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