India - Time to Buy The Structural Growth At A Cyclical Dip?

Podcast: Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies · Mont Wealth Advisors

Opublikowano: 2026-06-18

Rob Pizzichetta (Mont Wealth) speaks with Mugunthan Siva, CIO of India Avenue Equity Fund, following Siva’s trip to India. They discuss India’s increased resilience to shocks, why Indian equities underperformed after 2020–24 strength (valuations running ahead of earnings, normalized earnings growth, Trump-era tariff impacts, West Asia war and oil spikes, and foreign outflows into AI-heavy markets like Korea and Taiwan), and where conditions stand now with tariffs around 15–18% and oil pulling back toward $80. Siva explains why large caps near 17x earnings look attractive, how India may benefit from later stages of the AI buildout via IT services and data cen...