India Avenue

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

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

Einstein created a formula for the theory of relativity. However not every equation is easily solvable....

Structural growth stories are becoming increasingly scarce, narrow and shorter in horizon

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

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

Nirvana for any investor is finding quality asset, exhibiting stable compounding growth, both in the past and in the future!

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

Investors are missing out on India's growth story. It's been 20 years in the making already....

An infrastructure focus is driving lower logistics costs and will create a multiplier effect in India this decade

India's growth story over the last decade has been driven by rising consumption rather than investment. This was partly caused by the global financial crisis, when...

The last 10 years have been a relatively rosy environment for equity markets around the globe. Post GFC in 2008, a brief hiccup with the US Debt Ceiling issues, and...

IPO's have been all the rage in 2021 across the US, Australia, China, Taiwan etc. Global IPO volumes have risen by 87% so far in 2021 according to EY. 72 of 1635 firms...

It is often good to look back at where we have been and consider how our views have evolved over a specific period towards the current consensus. In this context,...

From an investor’s perspective, a strong case can be made for an allocation to Indian equities as part of an investment portfolio. We have put together a white paper...

As interest rates have fallen globally over the last decade in response to “kicking the can down the road” post GFC, valuations have mattered less and less. Discount...

India is the world’s sixth-largest economy by GDP (US$3trillion) and is likely to shift closer to being the third-largest by the end of this decade (US$5-7trillion),...

India is a country where a significant movement is occurring from unorganised to organised business. This effectively means a shift from fragmented industries with low...

Yesterday we saw India’s cricket team defeat Australia at the Gabba despite all odds. Most so-called experts called for a 4-0 drubbing, especially after the first test...

20 years ago, many Superannuation, Pension and Endowment Funds in Australia were running asset allocations of close to 40% to Australian Equities, exhibiting a case...