12-Feb-24
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India Asset Management: Next milestone: Rs 100 tn
AUM doubling faster with increased retail participation and digitization
Analyst :
Praveen Agarwal, Amit Jain, Shailesh Prasad
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.
09-Feb-24
.
India ESG: Rocky Road to Net Zero
Ambitious decarbonization targets make carbon credits a currency to watch
Analyst :
Amit Murarka, Darshan Mehta, Jayant Gautam, Manish Divekar
09-Feb-24
.
India Electronics Primer – I: Semiconductor Manufacturing in India: Great Expectations
Indian electronics ecosystem has demonstrated robust growth
Analyst :
Venkatesh Balasubramaniam, Shalin Choksy
