Axis Capital Limited

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Strategy

Spanning a diverse range of sectors, we continue to update our sectoral coverage in tandem with the market.

Strategy

Spanning a diverse range of sectors, we continue to update our sectoral coverage in tandem with the market.

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