Research Intelligence over information

We provide intensive and extensive research on ~250 companies as well as strategy, economics, primary research and a wide range of highly differentiated and prescient thematic ideas.

Leading Research Provider

Axis Capital is a top-tier research provider for a large and growing number of domestic as well as foreign institutional investors. It has one of the largest and best quality research teams on the street, offering waterfront coverage of the growing number of exciting firms of interest to investors. ACL is innovating aggressively in all three aspects of research:

  • Raw material gathering (finding innovative data sources)
  • Production (deep analysis, crisp writing, lucid charting)
  • Distribution (multi-channel access, including AI-generated audio summaries).

Research Strengths

  • Coverage depth as well as breadth
  • Alpha-generating research
  • Thematic research – identifying ideas with medium-to-long-term implications
  • Granular channel checks – 'Feet on the Street' series
  • Annual Report analyses – focused on strategic priorities and forensic accounting insights.

Insights

  • December 10, 2024
    India Strategy: Global turbulence, but drivers remain local...

    The cyclical economic slowdown in H1FY25 pushed P/E down and...

  • December 10, 2024
    IT Services: GenAI – millennium shapeshifter to transform services...

    GenAI–our word of the year–could generate 20-40% savings...

  • October 17, 2024
    India Chemicals: China Fatigue Opens Doors for India...

    Global chemical market faultlines widen on China-led deflati...

  • October 7, 2024
    Automobiles: India’s Hobbled Path for Hybrids...

    India's hybrid segment are hobbled by demanding drivers and ...

  • October 18, 2023
    India Defence: Indigenization to ride policy tailwinds...

    As global geopolitical tensions cast a spotlight on defence ...

  • September 25, 2024
    India Banks: Expansion of Branches Feeds Deposit Growth...

    Sustained expansion of branches networks has worked to the a...

  • September 17, 2024
    India Strategy: India’s Capex Engine has Restarted...

    India’s capex engine is restarting and will be fuelled for...

  • August 12, 2024
    Housing Finance: Homing in on Certainty...

    Our certainty thesis rests on several sustained tailwinds: (...

  • April 4, 2024
    India QSR: Chicken Rules the Roost...

    QSR is likely to see 18% CAGR in FY23-28 as new users drive ...

  • February 12, 2024
    India Asset Management: Next Milestone Rs 100 tn...

    * Rs 100 tn milestone in view: Indian mutual fund AUM is dou...

  • February 9, 2024
    India ESG: Rocky Road to Net Zero...

    India’s commitment to a net-zero emission target by 2070 i...

  • November 28, 2023
    India Power: Night lights to catalyze capacity building...

    India's electricity consumption is growing sharply, rising~ ...

  • October 16, 2023
    India Banks: Unsecured lending and its promise of structural growth...

    India’s consumer finance comes of age as dramatic changes ...

  • September 14, 2023
    India Auto – EV Batteries: Battle to control EV supply chain...

    As the battle to control the world's EV supply chain gains m...

  • August 7, 2023
    India Strategy: India makes gains as modern services rev up...

    India's share of global services is growing steadily as dema...


Axis Capital’s research practice is led by

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    Neelkanth Mishra Managing Director & Head of Global Research, Axis Capital & Chief Economist, Axis Bank

    Neelkanth Mishra is the Chief Economist for Axis Bank. He is also the Head of Global Research and a Whole Time Director of Axis Capital. He has been consistently rated the best analyst in India in investor polls over the years. A highly respected expert and media columnist on global and Indian macro...

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