About Research Insight over information

We provide intensive and extensive research on ~250 companies as well as strategy, economics, primary research and a wide range of highly differentiated and prescient thematic ideas.

Leading Research Provider

Axis Capital is a top-tier research provider for a large and growing number of domestic as well as foreign institutional investors. It has one of the largest and best quality research teams on the street, offering waterfront coverage of the growing number of exciting firms of interest to investors. ACL is innovating aggressively in all three aspects of research:

  • Raw material gathering (finding innovative data sources)
  • Production (deep analysis, crisp writing, lucid charting)
  • Distribution (multi-channel access, including AI-generated audio summaries).

Research Strengths

  • Coverage depth as well as breadth
  • Alpha-generating research
  • Thematic research – identifying ideas with medium-to-long-term implications
  • Granular channel checks – Feet on the Street series
  • Annual Report analyses – focused on strategic priorities and forensic accounting insights.

Insights

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • DOctober 17, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • DOctober 17, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • DOctober 17, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • DOctober 17, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend

  • December 10, 2024
    India Defense: Indigenization to ride policy tailwinds

    Geopolitical equations and GDP are growth key drivers for military spend


Axis Capital’s research practice is led by

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Axis Capital’s research practice is led by

  • Neelkanth Mishra Chief Economist, Axis Bank / Head of Global Research, Axis Capital / Whole-time Director, Axis Capital

    Neelkanth Mishra is the Head of Global Research and a Whole Time Director of Axis Capital. He is also the Chief Economist for Axis Bank. Neelkanth has been consistently rated the best analyst in India in independent investor polls over the years. He is a highly respected strategist, media columnist and commentator on global and Indian macroeconomic trends. Neelkanth joined Axis in May 2023, leading a brisk expansion in Axis Capital’s coverage universe and economic research while building a prolific, substantive portfolio of thematic research.

    Prior to this, Neelkanth had a long and distinguished two-decade career at Credit Suisse, where he was Co-Head of Asia Pacific Strategy and the India Strategist. Neelkanth is a part-time member of the Indian Prime Minister’s Economic Advisory Council as well as part-time Chairman of UIDAI (Aadhaar) and a part-time member of the Telecom Regulatory Authority of India (TRAI). He has also advised government bodies like the India Semiconductor Mission and the 15th & 16th Finance Commissions. He is a member of the CII’s Economic Affairs Council, and a frequent presenter to corporate boards. He has also worked at HUL and Infosys. He is a gold-medalist and Distinguished Alumnus Awardee from IIT-Kanpur, and was ranked fourth in the entrance exam to the IITs.

    Reach Neelkanth