Sagar Sahu

Sagar Sahu brings eight years of research experience and has previously worked with CLSA & Goldman Sachs. Sagar holds degrees from IIT Madras and IIM Ahmedabad.

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.

Basic Materials

Driving thought leadership. We leverage deep sector expertise and rigorous research to develop high-conviction investment views that challenge consensus and shape industry debate.

Globally integrated platform. Our team collaborates across Hong Kong, Australia, the U.S. and India to deliver differentiated research insights, publications and global conference discussions.

Independent and Conviction-Led Research. We prioritize independent thinking and rigorous analysis to identify opportunities early and generate alpha through differentiated perspectives.