Mar 01, 2023
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SECTOR REPORT (IC)
India Diagnostics: Testing times – competition cramps pricing and profitability
Analyst :
Prakash Agarwal, Mehul Sheth, Sudarshan Agarwal
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.
Jan 04, 2023
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SECTOR REPORT (IC)
India Banks: Growth outlook positive, benign asset quality
Analyst :
Manish Shukla, Chirag Gandhi, Mitesh Gohil
Jan 05, 2023
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SECTOR REPORT (IC)
Indian Chemicals 2023 outlook: A tale of two halves
Analyst :
Ankur Periwal, Meet Vora, Kruti Karani
