Avendus Eye

Avendus Eye

Thought Leadership Features, Insights
and Research Reports

Features

Viewpoints and commentary

Asset Management
June 2025

India’s Moment: The Time to Build a Global Luxury Brand is Now

The global luxury industry is facing a quiet but powerful disruption. Once seen as invincible, iconic Western brands are struggling to retain relevance in a world that’s rapidly evolving. As global luxury brands grapple with unprecedented challenges,...
Read Time: 5 minutes
Investment Banking
June 2025

Cybersecurity at an inflection point

The cybersecurity landscape is undergoing a dramatic transformation, fueled by the convergence of rapid AI innovation, tightening regulations, and evolving threat vectors. As digital transformation accelerates, security has become not just a technica...
Read Time: 5 minutes
Wealth Management
April 2025

Gold has delivered: What should investors do now?

First, congratulations on owning the yellow metal! Gold has had a dream run over the last couple of years—delivering a 33% return in one year and a 22% annualized return in two years (49% cumulatively).
Read Time: 3 minutes
Investment Banking
February 2025

AI, humans and India's role in this tech revolution

As AI becomes more ingrained in daily life, the collaboration between humans and machines will only grow stronger, with human data solutions playing a pivotal role in shaping the future of AI for the better
Read Time: 4 minutes
Investment Banking
December 2024

Higher capital inflows for Indian tech in 2025

2024 saw renewed confidence in India's tech ecosystem as many investors took a leap of faith. This momentum is expected to continue in the coming year
Read Time: 4 minutes
Investment Banking
November 2024

From IVF to Dialysis to Eyecare - Why Single Specialty Healthcare is thriving in India

The single specialty segment is one of the most attractive healthcare services segments in India, driving large outcome and strong investor interest.
Read Time: 6 minutes

Insights

Markets, economy, investments

July 2025
Wealth Management

CIO Speak: Underestimate the power of the ‘silent partner’ at your own peril
July 2025
Wealth Management

Quarterly House View – Q2 FY26
June 2025
Investment Banking

From Stabilisation to Recovery, Stronger H2 in Sight

Research Reports

Decoding sector trends

The Resilient Reset of India’s Microfinance Sector

India’s microfinance sector is undergoing a structural reset bolstered by regulatory guardrails, stronger credit discipline, and operational recalibration. These shifts are expected to drive gross loan portfolio growth at 15%+ CAGR over the next 5-6 years. Our latest thought paper explores this opportunity and its implications for one of India’s most critical engines of financial inclusion.
Single Specialties Carving Their Own Path in Indian Healthcare

Organized single specialty hospitals are emerging as a high-growth segment within India’s healthcare landscape, projected to cross USD 9 billion by 2028. Multiple specialties are breaking away from traditional multi-specialty setups driven by low inter-disciplinary dependencies, high specificity of symptoms and infrastructure requirements, lower capex intensity, attractive unit economics and strong investor interest. Our latest report deep-dives into eight key specialties and the evolving landscape of India’s single specialty healthcare.
Energy Transition Materials Imperative to India's self-reliance in clean energy

Energy transition is driving unprecedented demand for materials like lithium, nickel, cobalt, rare earths and graphite. With over 60% of processing capacity concentrated in China, supply chain risks associated with these materials are significantly higher. India’s heavy reliance on imports of these materials also makes energy security a challenge. Our latest report explores ETM risks, supply-demand trends, and opportunities for India to build a self-reliant value chain.

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