Mahesh Nandurkar

Mahesh Nandurkar leads our Strategy product for India with nearly 25 years of experience in Indian equity capital markets.

What We Are Known For:

Equity Strategy

Thought-provoking and topical analysis across Indian macro, policy, politics, liquidity, valuations and market cycles. Translating top-down views into action through clear sector positioning, stock ideas and model portfolio recommendations. We are the longest-tenured SMID Cap strategist on Wall Street, providing specialized insight into the U.S. small- and mid-cap universe through a combination of top-down strategy and bottom-up sector and stock analysis. Our work focuses on thematic positioning, sector allocation, market leadership and the key drivers of relative performance, while integrating actionable stock ideas through close collaboration with Jefferies’ fundamental analysts. The team also leads the Jefferies Macro Weekly, one of the firm’s most widely read research publications, and is recognized for expertise in FTSE Russell reconstitution, producing detailed analysis of index membership changes, sector rotations and rebalancing outcomes.

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.