28-Nov-23
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India Power: Night lights to catalyze capacity building
Night Lights to catalyze capacity building
Analyst :
Sumit Kishore, Jiten Rushi, Rohan Gheewala
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.
18-Oct-2023
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India Defense: Indigenization to ride policy tailwinds
Geopolitical equations and GDP are growth key drivers for military spend
Analyst :
Sumit Kishore, Jiten Rushi, Rohan Gheewala
16-Oct-23
.
India Banks: Unsecured lending and its promise of structural growth
Banks extending large ticket loans, fintechs into smaller sizes.
Analyst :
Manish Shukla, Chirag Gandhi, Mitesh Gohil
