When it comes to the active versus passive investment debate, many investors believe the answer is black or white. But the issue is deeper than that.

Mugunthan Siva, India Avenue Investment Management

Given increasing longevity, it's important that retirees not ignore strategies that can generate long-term capital growth. In short, retirees need to re-examine the role of equities in their portfolio.

Mugunthan Siva, India Avenue Investment Management

Only 1 in 10 listed companies globally achieved sustainable, profitable growth over the decade. A disproportionate number had a founder still running the firm or who remains on the Board.

Mugunthan Siva, India Avenue Investment Management

India’s demographic dividend creates a significant market opportunity for corporates operating within the ecosystem. But size really does matter, leading to the potential for unparalleled revenue growth.

Mugunthan Siva, India Avenue Investment Management | 0.50 CE

In the last 10 years, many companies from emerging economies have closed the corporate governance gap relative to their developed market counterparts. Such companies find themselves in a sweet spot.

Mugunthan Siva, India Avenue Investment Management

To harness the full potential of India's growth story, investors should seek exposure to India's mid and small cap companies, rather than just the large, liquid companies with significant global revenue bases which dominate benchmark allocations.

Mugunthan Siva, India Avenue Investment Management | 0.50 CE

Rather than large, liquid companies with significant global revenue bases which dominate benchmark allocations, investors should seek exposure to India’s surging local demand…

Mugunthan Siva, India Avenue Investment Management | 0.75 CE