07-Oct-2024
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Automobiles: India’s hobbled path for hybrids
TCO for hybrids not favorable against other techs (ICE, CNG, or EVs)
Analyst :
Nishit Jalan, Amar Kant Gaur, Nikith Reddy
Insights
Insight-driven research of ~200 companies across sectors and a highly differentiated mid-cap research desk, accounting for ~75% of India’s market cap.
Insights
Insight-driven research of ~200 companies across sectors and a highly differentiated mid-cap research desk, accounting for ~75% of India’s market cap.
The team covers ~200 companies across ~20 sectors to account for ~75% of India’s market cap by FY 23. The research portfolio provides rich insights to India-focused institutional investors around the globe. The nimble approach to analysing new sectors in India has resulted in early-learning and designing of non-traditional models. A renewed focus on mid-cap research reinforces this differentiator for Axis Capital’s Institutional Equity Research.
The team covers ~200 companies across ~20 sectors, to account for ~75% of India’s market cap by FY 23. The research portfolio provides rich insights to India-focused institutional investors around the globe. The nimble approach to analysing new sectors in India has resulted in early-learning and designing of non-traditional models. A renewed focus on mid-cap research reinforces this differentiator for Axis Capital’s Institutional Equity Research.
27-Sep-2024
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India Domestic Pharma: Winners tick them all
Our readings of the select six metrics – leaders…
Analyst :
Kunal Randeria, Sudarshan Agarwal, Heet Van
12-Aug-2024
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India Financials: Housing Finance-homing in on certainty
Growth certainty: home dreams buoy 17% CAGR (FY24-27E) for HFCs
Analyst :
Amit Jain, Praveen Agarwal
