DiscoverBasis PointsThe India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue
The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue

The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue

Update: 2025-06-30
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Today we're joined by Mugunthan Siva, Chief Investment Officer of India Avenue.


India has become an increasingly popular market amongst Australian investors and advisers. And who could blame them? With the Nifty 50 index up almost 150% over the past 5 years, it has been a good place for investors to be.


But after such a strong run of performance, it had us wondering: is the India story closer to its end than its beginning?


That is the question we wanted to unpack with Mugunthan. Today we cover:

  • How much India has changed over the past 10 years
  • Common misconceptions from investors outside of India
  • Where India is on its growth journey
  • The importance of population and demographics
  • Two stocks that will benefit as India's economy keeps growing


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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).


To claim your points, complete the CPD Quiz and we'll send you your certificate.


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This episode with India Avenue has been sponsored by Cboe APAC.


Head to the Cboe website to learn more about their Cboe-listed ETF India Avenue Equity Fund Active ETF (IAEF).


Thank you to Cboe APAC for helping us keep all of our content free and accessible.


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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 


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Basis Points is a product of Equity Mates Media. 


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 


Equity Mates Media operates under Australian Financial Services Licence 540697.


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The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue

The India opportunity: 10x growth and what comes next - Mugunthan Siva | India Avenue