Banking stocks, though significantly off-peak, have rallied sharply from the bottom hit in March-end
Key trends in the automobile sector as the economy starts to get back on its feet post the COVID-19 pandemic
We believe the Indian IT sector will enter a high-growth phase with stocks poised to return 20-56% upside and near-term downside risk limited to 10%
-
Ideas
Perspective and fundamental research on economic issues, emerging themes and strategic analysis.
-
Access
Extensive corporate access with focus on senior management and industry experts.
-
Analysis
Cutting-edge critical analysis combining fundamentals with models and outlook to meet client needs.
-
Events
Year-round events such as the India Conference, corporate roadshows, thematic days and other bespoke events that provide ground-up primary perspectives.
What We Do
Among India’s leading domestic institutional brokerage houses, we are a preferred partner to over 650 global and domestic institutional investors looking to invest in the Indian markets.
-
Sales
Our Sales and Corporate Access team combines senior-level involvement with a focus on clients’ needs to come up with innovative customised solutions.
-
Research
We provide deep, differentiated fundamental research covering over 265 stocks across sectors and spanning over 80% of the Indian market cap.
-
Trading
Our Trading Desk offers multiple platforms that enable seamless execution of complex trades across the entire spectrum of trading strategies.
-
Algorithmic Execution
Our suite of proprietary exchange approved algorithms are tailored to suit the Indian markets.
Key Reports
Our differentiated research helps us offer valuable insights and identify emerging trends and themes, keeping our clients always ahead of the curve.
-
India 2025: The RenaissanceFebruary 2020India’s businesses are braving unprecedented changes—not just in their ecosystems, but also in the way they run, their growth dynamics, how they are governed and, in the status quo. This is spawning new opportunities, and questioning convention, shaking up comfort zones, and forcing a rethink on business models.
-
India 2025: Seeking Growth - The ESG WayFebruary 2019As India scales, the dialogue is moving from a statistic, to growth that is measured in a softer, more suitable and eventually more sustainable framework. Will this growth lie within the increasingly prominent Environmental Social and Governance (ESG) framework?
-
India 2025: Another Tryst with DestinySeptember 2018India’s first tryst with destiny was in 1947 when we achieved independence. Seventy years later, we are on the cusp of another. With renewed focus on our industrial potential, rapid technological progress, increasing urbanization, all buttressed by economic reforms, our time has come.
-
Economic Outlook 2020 – Not so 20/20January 2020From ‘moment of excitement’ (2000-10) – as John Keynes would have put it - to lingering ‘uncertainty’ (2011-19), EM have seen a remarkable reversal of fortunes. The exponential exports boom has given way to diminishing returns of debt-build up. But what’s next for EMs?
-
A Plateful for PalateOctober 2019Food’s dominance in consumers’ wallet share to sustain - We expect food & beverages (F&B), one of the largest categories in Indian consumer spending, to maintain its dominance going ahead as well.
-
Winners, Warriors and ValueSeptember 2019In this report on the small- and mid-cap (SMID) space, we categorize stocks in groups such as structural growth stories and slowdown warriors (businesses benefitting in slowdowns); and launch our SMID Model Portfolio that captures our highest conviction picks.
Our Team
The Nuvama Institutional Equities team is led by a team of professionals and industry pioneers who bring together years of collective experience to provide deep insight into the Indian opportunity.
-
Shiv SehgalPresident and Deputy CEO Co-Head, Institutional Clients Group -
Shiv DiwanHead - Institutional Equities -
Abneesh RoyHead of Research Committee
Institutional Equities
Contact us
-
801-804, Wing A, Building No.3, Inspire BKC, G Block, Bandra Kurla Complex Bandra East, Mumbai 400051
Investor Awareness:
- Kindly click for SEBI’s Investor Charter of Research Analysts
- For any queries or complaints, please reach out to us via the contact us option and submit your complaint
- Click for Disclosure of Complaints
- For the SEBI SCORES website/mobile app, please click on https://www.scores.gov.in/scores/Welcome.html
