Abhinav Sinha

Abhinav Sinha covers the India real estate sector and equity strategy. He has 19+ years of experience.

What We Are Known For:

India

Globally integrated We are globally integrated, frequently collaborating (research products & global conference calls) with our colleagues across the world. This includes insights from Global Strategist Christopher Wood and bringing our Global Analyst to India / Indian Investors to discuss topics such as Semiconductors, Mobile Phones, Pharma among many others.

Local insight & Experience. We match global integration with locally-based capabilities with our coverage of 265 stocks across 15+ sectors making us the leading Foreign House by stock coverage in India. Our analysts often have 15-25 years of experience in their sectors.

Property (incl. REITs)

Differentiated insights through local intelligence. We combine deep local market knowledge, bottom-up research and macro analysis to identify earnings inflections, valuation disconnects and emerging themes ahead of consensus. Supported by extensive company engagement and on-the-ground tracking of leasing, supply, sales and cost trends, we seek to uncover mispriced opportunities and generate actionable investment ideas across APAC real estate.

Understanding strategy, execution, and changing investor perceptions. We place significant emphasis on management quality, strategic direction, and execution. By tracking how management teams translate vision into operational and financial outcomes, we seek to identify opportunities as market expectations evolve and investor perceptions shift.

Positioned at the intersection of real estate and technology. We leverage Jefferies’ broader technology franchise to analyse how digitalisation, AI, cloud adoption and data centre demand are reshaping real estate markets. This convergence is creating new investment opportunities across sectors, and we aim to identify the beneficiaries early through thematic and company-specific research.