Abhinav Sinha

Equity Strategy

+91 22 4224 6121

Abhinav Sinha is a research analyst covering the India real estate sector and equity strategy.

What I am Known For

  • Thought-provoking, in-depth and topical analysis of multiple issues in Indian equity markets such as macro, policy, politics, valuations and market movements in regional context.
  • A themes-based investing approach including ideas such as the housing chain, capex uptick, rural vs. urban outlooks, rise of financial savings, CEO transitions etc..
  • Integration of top-down themes into actionable stock ideas and sector weightings.

How I am Different

  • Domestic savings work has highlighted how India has progressed on rise of equity as asset class. • Also highlighted how equity supply has risen to record levels but driven by PEs and promoter exits.
  • Cyclical upturn in investments led by housing and incrementally private corporate capex has been the key call.
  • Detailed work on employment through corporate annual reports, as well as economic statistics is well regarded.

Key Research Highlights