Mugunthan Siva's guest appearances

Mugunthan Siva

Talking Business

[i3] Institutional Investment Podcast

TC Talks

Tim Buckley

David Thomas

David Barrett

Chris Martenson

Ben Johnson

John Winning

James Farmer

Alex Pirouz

George Lucas

Scott Wilson

Jack Bogle

Rob Arnott

Corey Hoffstein

Tobias Carlisle

Bruce Tulgan

OwlTail

Our latest Tamil Innovators Spotlight features Mugunthan Siva, Co-founder &amp; Managing Director of India Avenue, which provides investment solutions to investors seeking to access India's strongly growing capital markets. He is based in Sydney, Australia and has spent most of his working career in Australia’s finance industry working for financial planning, stockbroking and superannuation funds. He has extensive knowledge of International Equities, Emerging Markets and Alternative Assets with past corporate experiences with ING, ANZ wealth and more. Siva’s flagship fund, the India Avenue Equity Fund, returned 51.90 per cent over 2021, and the team has just completed a $9 million raise for his second fund, the India 2030 Fund, which will hold between 15 and 20 high-conviction stocks. To see video interview - https://tamilculture.com/tamil-innovators-mugunthan-siva-on-finding-success-by-investing-in-india.   Reader contributions will support TC’s editorial work and help us bring more of the content you love. Donate as little as $5 to help us continue to tell the stories worth telling in the global Tamil community.

Our latest Tamil Innovators Spotlight features Mugunthan Siva, Co-founder &amp; Managing Director of <a href="https://www.indiaavenueinvest.com/" rel="nofollow" target="_blank">India Avenue</a>, which provides investment solutions to investors seeking to access India's strongly growing capital markets. He is based in Sydney, Australia and has spent most of his working career in Australia’s finance industry working for financial planning, stockbroking and superannuation funds. He has extensive knowledge of International Equities, Emerging Markets and Alternative Assets with past corporate experiences with ING, ANZ wealth and more. Siva’s flagship fund, the India Avenue Equity Fund, returned 51.90 per cent over 2021, and the team has just completed a $9 million raise for his second fund, the India 2030 Fund, which will hold between 15 and 20 high-conviction stocks. To see video interview - <a href="https://tamilculture.com/tamil-innovators-mugunthan-siva-on-finding-success-by-investing-in-india" rel="nofollow" target="_blank">https://tamilculture.com/tamil-innovators-mugunthan-siva-on-finding-success-by-investing-in-india</a>. Reader contributions will support TC’s editorial work and help us bring more of the content you love. <a href="https://bit.ly/2CDg6Ne" rel="nofollow" target="_blank">Donate as little as $5 to help us continue to tell the stories worth telling in the global Tamil community.</a>

Tamil Innovators: Mugunthan Siva on Finding Success by Investing in India

In this [i3] podcast, we take a look at India. [i3] Insights editor Wouter Klijn spoke with Mugunthan Siva, founder and managing director of India Avenue Investment Management, about the Indian economy, what Modi’s reforms mean for institutional investors and changing attitudes towards ESG issues. Siva spent a large part of his career as an asset allocator with the investment arm of Dutch bank ING and later at ANZ. He has a unique view on the opportunities but also challenges that India presents.Podcast overview:  3:30:  Why set up a single country fund?  5:00: With India it is a bit more difficult to determine the direct relation with Australia, as we can with China  6:30 Modi reforms, what do they mean for investors?  8:00 What mobile technology means for financial services in India10:30 What does the introduction of GST mean for interstate trade in India?12:00 Foreign investments and work for the young population of India13:00 Urbanisation will see a shift to a more organised economy14:00 Made in India15:30 Infrastructure projects in India and land and labour reforms.16:30 Spending US$ 1 trillion on infrastructure17:30 Indian stock market consists of US$3trillion and 6000 companies, yet only 200 stocks are covered by brokers20:00 What is your favourite stock in India?22:30 Indian banking sector.24:00 The new bankruptcy code will address bad debt problems among the banks25:00 India’s IT sector26:30 Buying Indian IT stocks is not an India play; 90 per cent of their revenues come from overseas27:30 Large distances has caused a speedy take-up of e-commerce28:30 ESG and governance in India31:00 Attitudes towards environmental issues: plastic

In this [i3] podcast, we take a look at India. [i3] Insights editor Wouter Klijn spoke with Mugunthan Siva, founder and managing director of India Avenue Investment Management, about the Indian economy, what Modi’s reforms mean for institutional investors and changing attitudes towards ESG issues. Siva spent a large part of his career as an asset allocator with the investment arm of Dutch bank ING and later at ANZ. He has a unique view on the opportunities but also challenges that India presents. Podcast overview: 3:30: Why set up a single country fund? 5:00: With India it is a bit more difficult to determine the direct relation with Australia, as we can with China 6:30 Modi reforms, what do they mean for investors? 8:00 What mobile technology means for financial services in India 10:30 What does the introduction of GST mean for interstate trade in India? 12:00 Foreign investments and work for the young population of India 13:00 Urbanisation will see a shift to a more organised economy 14:00 Made in India 15:30 Infrastructure projects in India and land and labour reforms. 16:30 Spending US$ 1 trillion on infrastructure 17:30 Indian stock market consists of US$3trillion and 6000 companies, yet only 200 stocks are covered by brokers 20:00 What is your favourite stock in India? 22:30 Indian banking sector. 24:00 The new bankruptcy code will address bad debt problems among the banks 25:00 India’s IT sector 26:30 Buying Indian IT stocks is not an India play; 90 per cent of their revenues come from overseas 27:30 Large distances has caused a speedy take-up of e-commerce 28:30 ESG and governance in India 31:00 Attitudes towards environmental issues: plastic

22: India Avenue's Mugunthan Siva - Indian Stocks, Modi and Reforms

Mrinal Singh

Mrinal Singh And Mugunthan Siva - Talking Business 2016, Ep4