Nitij Mangal

Nitij Mangal has over 15 years of experience covering India autos & metals. He comes with a global experience, having studied and worked across three continents. Nitij holds engineering degrees from IIT Delhi and Stanford University (USA), and an MBA from INSEAD (France).

What We Are Known For:

Autos & Auto Parts

High-conviction, non-consensus ideas. We have a strong track record of calling the OEM and HDT cycle, and publish differentiated calls on emerging themes including robotaxi, humanoid robotics, auto glass and the Huawei auto ecosystem.

Frontline network. We work with a broad network of OEM, Tier 1 and dealer contacts, with on-the-ground checks that keep investors ahead of shifting auto consumption trends.

Cross-sector thematic events. We pull in resources across autos, tech and industrials to host thematic events that help clients connect the dots. Proprietary databases. We build global, high-frequency databases tracking Chinese EV makers’ overseas expansion and run the granular end-market data on HDTs and smart components.

Driving thought leadership through deep sector expertise, rigorous research, and high-conviction investment views.

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.