Mahesh Nandurkar

Equity Strategy, Thematic Research

+91 22 6784 6120

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Mahesh Nandurkar is the Head of Research & Strategist for India. Mahesh has nearly 25 years of experience in Indian equity capital markets

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.

Corporate Access

  • Conferences: India macro day (Sep25). India macro trip (Mar25).
  • Expert Events: Conversation with global / regional Jeff strategists