The New Order
A report that aims to go beyond the big macro shifts and the myriad micro trends to certain sectors will form the backbone of this new paradigm.
We believe the Indian IT sector will enter a high-growth phase with stocks poised to return 20-56% upside and near-term downside risk limited to 10%
Perspective and fundamental research on economic issues, emerging themes and strategic analysis.
Extensive corporate access with focus on senior management and industry experts.
Cutting-edge critical analysis combining fundamentals with models and outlook to meet client needs.
Year-round events such as the India Conference, corporate roadshows, thematic days and other bespoke events that provide ground-up primary perspectives.
Among India’s leading domestic institutional brokerage houses, we are a preferred partner to over 650 global and domestic institutional investors looking to invest in the Indian markets.
Our Sales and Corporate Access team combines senior-level involvement with a focus on clients’ needs to come up with innovative customised solutions.
We provide deep, differentiated fundamental research covering over 265 stocks across sectors and spanning over 80% of the Indian market cap.
Our Trading Desk offers multiple platforms that enable seamless execution of complex trades across the entire spectrum of trading strategies.
Our suite of proprietary exchange approved algorithms are tailored to suit the Indian markets.
Our differentiated research helps us offer valuable insights and identify emerging trends and themes, keeping our clients always ahead of the curve.
India’s businesses are braving unprecedented changes—not just in their ecosystems, but also in the way they run, their growth dynamics, how they are governed and, in the status quo. This is spawning new opportunities, and questioning convention, shaking up comfort zones, and forcing a rethink on business models.
As India scales, the dialogue is moving from a statistic, to growth that is measured in a softer, more suitable and eventually more sustainable framework. Will this growth lie within the increasingly prominent Environmental Social and Governance (ESG) framework?
India’s first tryst with destiny was in 1947 when we achieved independence. Seventy years later, we are on the cusp of another. With renewed focus on our industrial potential, rapid technological progress, increasing urbanization, all buttressed by economic reforms, our time has come.
From ‘moment of excitement’ (2000-10) – as John Keynes would have put it - to lingering ‘uncertainty’ (2011-19), EM have seen a remarkable reversal of fortunes. The exponential exports boom has given way to diminishing returns of debt-build up. But what’s next for EMs?
Food’s dominance in consumers’ wallet share to sustain - We expect food & beverages (F&B), one of the largest categories in Indian consumer spending, to maintain its dominance going ahead as well.
In this report on the small- and mid-cap (SMID) space, we categorize stocks in groups such as structural growth stories and slowdown warriors (businesses benefitting in slowdowns); and launch our SMID Model Portfolio that captures our highest conviction picks.
The Edelweiss Institutional Equities team is led by a team of professionals and industry pioneers who bring together years of collective experience to provide deep insight into the Indian opportunity.