Axis Capital Limited

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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.

9-Jan-24

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India Strategy: Consumption share of GDP to fall; slack in labor market
Slack in labor market; surpluses hurt at some small businesses

Analyst :

Neelkanth Mishra, Abhay Khaitan, Vishal Rangarajan
8-Dec-23

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India Strategy: Outlook 2024: Broad-based EPS revival provides resilience
Domestic resilience likely to continue offsetting global headwinds

Analyst :

Neelkanth Mishra, Abhay Khaitan, Vishal Rangarajan
16-Oct-23

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India Strategy: Global headwinds to test domestic resilience
Strategy Structural vs Cyclical

Analyst :

Neelkanth Mishra, Abhay Khaitan, Vishal Rangarajan