Mahesh Kedia

Mahesh Kedia, CFA, is Senior Vice President and Deputy Head of the #1-ranked Asia-Pacific Quantitative Strategy team. He leads India and China, including A-shares, and combines macro signals with company fundamentals to generate actionable global-equity ideas. He previously spent 10 years at CLSA and three years at Macquarie. He holds an MBA from IIM Bangalore.

What We Are Known For:

Quantitative Research

Core products. Style Watch, Dividend Watch, and MicroEdge provide recurring diagnostics on styles, income, buybacks, and market breadth. Quantamentals develops deep thematic work on ROIC, quality, and value, while Top Trades converts macro and micro signals into actionable long-short baskets. Governance Watch and Multibaggers identify structural winners.

Idea generation and client solutions. Bespoke portfolio analytics, strategy backtests, automated screens, datasets, and charts support client-specific investment decisions.

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.