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.

27-Feb-24

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Economics Research: Despite overcapacity, China continues to grow capex
China’s growth still investment led; SOEs driving all FAI growth

Analyst :

Neelkanth Mishra, Prateek Ancha, Tanay Dalal
11-Jan-24

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Economic Research: Who will absorb the surge in supply of US Treasuries?
Shifting composition of demand for USTs: households up, Fed & banks down

Analyst :

Neelkanth Mishra, Tanay Dalal, Prateek Ancha
02-Jan-24

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Economic Research: UST 10Y Yield: Groundhog Day? Should we extrapolate?
UST 10Y rate ended 2023 where it started, but its likely impact now differs

Analyst :

Neelkanth Mishra, Tanay Dalal, Prateek Ancha