EP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management.

The Portfolio Construction Podcast

内容由Netwealth Investments Limited提供。所有播客内容（包括剧集、图形和播客描述）均由 Netwealth Investments Limited 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

3M ago 36:49

MP3•单集首页

The Indian economy is the fastest-growing major economy in the world. Driven by internal demand and a burgeoning middle class, India may offer an opportunity for investors.

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Mugunthan Siva, Managing Director and Co-Founder of India Avenue Investment Management. Mugunthan shares his perspective on why he believes India is poised for continued growth, the factors driving corporate earnings, and the expanding investment opportunities in specific sectors like pharmaceuticals and real estate.

They also explore the impact of government policies, digitisation, and infrastructure development on the Indian economy and the potential risks of investing in India, such as rising oil prices and industrial challenges.

69集单集

#Investing #Portfolioconstruction #Netwealth Investments Limited #Trading #Business