Avendus Eye

Avendus Eye

Thought Leadership Features, Insights
and Research Reports

Features

Viewpoints and commentary

Wealth Management
April 2022

Active Vs Passive Investing – Will India Ape the West?

Passive investing has become much more popular over the past few years. Across asset classes, investors have started allocating money to ETFs, Fund of Funds & Index funds in a much more meaningful way. Our latest article explores the reasons behind t...
Read Time: 8 minutes
Asset Management
March 2022

The transformation of India’s public equity markets through widespread digital adoption

This 'mainstreaming' of digitalisation will have a profound impact on India's public equity markets. Currently, new-age businesses already listed in public markets add up to a market cap of ~USD 70bn. Over the next few years, we could potentially see...
Read Time: 9 minutes
Asset Management
December 2021

Market-neutral strategy might click in 2022 as bulls and bears engage in a tug-of-war

After a few years of super-normal debt market returns (2015-2018), and now one of the best two-year period in a long time for equity markets (2020-2021), it is time to understand what lies in store for us, and how can one get attractive risk-adjusted...
Read Time: 5 minutes
Investment Banking
December 2021

The meteoric rise of B2B marketplaces in India

India’s B2B marketplaces shone bright post 2020. The sector saw valuations double every 3-4 months, attracting investment rounds of over USD 100 million. So, why are B2B marketplaces winning and how are they evaluated?
Read Time: 4 minutes
Investment Banking
July 2021

Time for Cash to tap out, or is there more to come?

Pundits of the cashless movement have been predicting the demise of cash for over 70 years - ever since the issuance of the first credit and debit cards. The prophecies concerning cash’s demise have only become graver with the emergence of cryptocurr...
Read Time: 8 minutes
Investment Banking
April 2021

US generics - continuing evolution

A mere glance at the evolution of the generic drugs market in the US over the last two decades underlines the metamorphosis of an almost blue ocean’esque and research led business model into a hyper competitive, almost industrial state.
Read Time: 6 minutes

Insights

Markets, economy, investments

May 2022
Wealth Management

Valuations normalizing progressively, keep investible corpus handy
May 2022
Investment Banking

ET&S Newsletter - Cloud Services Providers – a major draw for acquisitions
May 2022
Wealth Management

Avendus House View - Quarterly Newsletter Q1 FY23

Research Reports

Decoding sector trends

Retail lending in a post covid world – winners and laggards

Banks, NBFCs, FinTech lenders - Two years of the pandemic transformed the competitive landscape in Retail Lending. In our latest report, keeping this fluid environment in mind, we simplify the intricacies and predict the winning models based on three key components - origination, underwriting and collections.
India Unjunking | A USD 30 billion appetite for health food

India is the fastest growing health food market, expanding at 20% CAGR, which is 3x the global average. It is set to become a USD 30 billion market opportunity by 2026. Uncover what is driving valuation in the sector.
Hot and Spicy | INR 50,000 Cr Branded Spices Market

Branded Spices is the most attractive segment within the food space, due to its large market size, high growth and robust material margins. Take a deep dive into the category, see what drives valuation in this sector and uncover emerging trends that are driving growth.

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