Synopsis I think it is a mix, so the way we look at India is we know that we cannot pick Indian stocks sitting in Australia. So what we do is as a process, we tend to hire locally based investment managers as our advisors. “I would say this global slowdown or recession that might be imminent is going to pause India’s recovery to some degree and that is a bit of a pity because I feel that when we talk to the businesses, founders, management , we get this feeling that there is a vibe that they have capacity,” says Mugunthan Siva , India Avenue Investment . I guess you are coming back to India after a long hiatus of three years. What has changed besides COVID off? Well, I mean, there are no evident signs of COVID today but I think one thing that immediately strikes the mind is infrastructure, the amount of infrastructure that is happening in Mumbai which is witnessed by the traffic and conditions. And the AQI levels. Yes, correct. It is amazing. And everywhere we went, there are more roads, better highways. The metro is going to have an obvious impact, so it is… Read full this story
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