DEEP-DIVE ANALYSIS
Equity Research
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Free Research Reports
FREE REPORT · BANKING
Indian Private Banks: Quality vs. Growth — A Framework for Evaluation
A comparative framework for evaluating private sector banks in India, covering asset quality metrics, NIM trends, digital banking capabilities, and management track record.
Published: March 2026 · 28 pages
FREE REPORT · CONSUMER
India’s Rural Consumer Comeback: Opportunities in FMCG & Durables
An analysis of India’s rural consumption recovery, identifying companies best positioned to benefit from rising rural incomes, agricultural tailwinds, and changing aspirations.
Published: January 2026 · 22 pages
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PREMIUM
PREMIUM · IT SERVICES
Mid-Cap IT: Identifying the Next Wave of Compounders
A deep-dive into India’s mid-cap IT services landscape identifying companies with durable competitive advantages, high-quality client relationships, and superior return metrics.
Published: April 2026 · 45 pages
PREMIUM
PREMIUM · SPECIALTY CHEMICALS
India’s Specialty Chemicals Sector: Structural Opportunity Ahead
Analysis of India’s specialty chemicals sector covering China-plus-one tailwinds, key players by sub-segment, and a valuation framework for the highest-quality names.
Published: February 2026 · 38 pages