Raghav Malik

What We Are Known For:

Transportation

Our research is known for delivering differentiated, actionable insights through rigorous bottom-up analysis and a data-driven approach. We focus on identifying structural growth drivers, earnings catalysts, and emerging risks ahead of the market, helping clients navigate complex industries with conviction.

We also have deep and unique expertise in India’s aviation ecosystem, with differentiated coverage spanning airports and airlines, garnering substantial global interest. Our aviation expertise combines insight into long-term industry drivers, capacity cycles, traffic trends, regulatory dynamics and evolving business models, underpinned by extensive company interactions and a through-the-cycle perspective on sector fundamentals, valuations and competitive positioning.

Consumer Discretionary

Driving the debate. Combining sector expertise, proprietary data, and channel intelligence to generate high-conviction calls that challenge consensus. Globally integrated. Collaborating with Jefferies’ global consumer teams to link China consumer trends with brands and supply chains. Local insight. Ground-level research, channel checks and expert networks provide early signals on demand, pricing and competition. Anti-consensus. Strong track record of differentiated views and contrarian calls. Ground-level insights. Thematic research backed by site visits, market checks and expert engagement. Analytical rigor. Data-driven research focused on long-term trends, emerging opportunities and industry evolution. Industry connects. Extensive industry relationships with founders, promoters, executives, and experts help sharpen investment views. Dynamic calls. Top picks are actively refreshed to reflect shifting market conditions and new data.