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.

08-May-2024

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World in Focus: Mercantilism Redux: can drawbridges be pulled fast enough?

Analyst :

Neelkanth Mishra, Prateek Ancha, Pulkit Kapoor, Tanay Dalal, Smriti Mehra
05-Apr-2024

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World in Focus: Surge in China’s loans to industry to depress returns globally

Analyst :

Neelkanth Mishra, Prateek Ancha, Tanay Dalal, Smriti Mehra
11-Mar-2024

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World in Focus: US fiscal path: Higher yields more likely vs. slower growth

Analyst :

Neelkanth Mishra, Prateek Ancha, Tanay Dalal, Smriti Mehra