Vivek Maheshwari

Consumer Discretionary, India, Internet

+91 22 4224 6135

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Vivek Maheshwari joined Jefferies in 2020 and leads coverage of India’s consumer staples, discretionary and internet sectors. With 18+ years of sell-side experience across Jefferies and CLSA, he brings deep sector expertise, extensive industry relationships and a strong track record of differentiated investment ideas.

What We Are Known For:

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.

Internet

Extensive Internet coverage. Cover AI & Cloud, Ecommerce, Advertising, Entertainment, Ride Hailing, Logistics, Fintech and other internet verticals. Provide timely industry and company insights.

Investor access. Leverage strong industry relationships to connect investors with leading companies and experts through a wide range of events.

Globally integrated. Frequent collaboration across Hong Kong, USA, Europe and LatAm through research products and global conference calls.

Thought leadership. Vivek authors Jefferies’ Internet Strategy series, highlighting key themes and structural shifts in India’s digital economy.

Coverage expertise. Early mover in internet coverage within consumer research. Covers leading platforms including Eternal, Nykaa, Lenskart, Meesho and Swiggy.

Analytical rigor. Thematic and data-driven research focused on long-term trends, emerging opportunities and industry dynamics, supported by strong industry networks.