Mahesh Nandurkar
Equity Strategy, India Research, Thematic
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
- Corporate & Strategic Access
- Conferences: India macro day (Sep23, May24). India macro trip (Mar24)
- Expert Events: Invest India CEO in SG, Conversation with global / regional Jefferies strategists