Avendus Eye

Avendus Eye

Thought Leadership Features, Insights
and Research Reports

Features

Viewpoints and commentary

Investment Banking
September 2023

India could become a medical devices powerhouse

While the Indian pharma industry gained leadership on the global stage a while back, the Indian medical devices sector took some time to come of age.
Read Time: 5 minutes
Investment Banking
July 2023

Generative AI: A Hype or Reality for the Technology Services Industry?

Generative AI is the next big thing in data-driven digital transformation, enabling faster and more accurate decision-making and driving competitive advantage.
Read Time: 5 minutes
Investment Banking
May 2023

ONDC: Disrupter or enabler of the current digital ecosystem?

A recent article about the cost of food items when ordered on Swiggy/Zomato versus the ONDC buyer app sparked quite a debate on the future of marketplaces and the ONDC platform’s role in democratizing digital commerce, equating it with UPI’s role in...
Read Time: 5 minutes
Investment Banking
March 2023

Digital Infrastructure is the next sunrise sector for global investors

India’s digital transformation has been very rapid and unprecedented, offering both potential and promise.
Read Time: 4 minutes
Investment Banking
December 2022

What 2023 holds for startup funding in India

India’s place in the global economy is attracting a lot of attention. The country's economy is better off than other major economies, its consumption indicators and credit-offtake indicators are pointing in the right direction, and policies seem to s...
Read Time: 4 minutes
Investment Banking
December 2022

Are investors confident about Flex workspaces?

The exponential growth witnessed by flex workspaces in India came to a standstill when the pandemic forced organizations to shift to remote working models, leaving investors uncertain about the future of the industry.
Read Time: 4 minutes

Insights

Markets, economy, investments

September 2023
Asset Management

Is India becoming the "best-loved market" in Asia?
September 2023
Wealth Management

Direct Equities Newsletter
September 2023
Asset Management

Will the absence of a big stimulus to rekindle China's growth, affect global markets?

Research Reports

Decoding sector trends

ESG‘s emerging role in Capital Markets

While ESG as a theme has already gained relevance in the global capital markets, it is set to become a key decision-making parameter for Indian Equity Capital Markets, contributing to ~34% of the total domestic AUM by 2051. This growth is expected to be driven by ESG focused sectors such as Renewable Energy, Electric Vehicles, Green Hydrogen and Climate Tech, among others.
Cloud Services 3.0: A USD 160 Bn Market Opportunity by 2026

Cloud has evolved into its third growth phase, maturing from a cost-effective proposition to a business transformation lever. Enterprise focus has shifted from mere lift and shift migration to building cloud-native architectures to achieve higher business value gains from cloud adoption initiatives. The total marketable opportunity for cloud service providers is projected to reach USD 160 billion by 2026, with 20+ pure-play players expected to cross USD 100 million in revenues. Dive into the trends, initiatives, benchmarking and deal momentum.
AI and Analytics: A USD 100 Bn Marketable Opportunity

The AI and Analytics services market is expected to double by 2026, despite a lack of AI talent. An exponential growth in data volume is driving analytics adoption, and relentless breakthroughs in AI have made it an invaluable tool for any company. Learn about the factors driving growth in this space and our expectations for pure-play players.

Stay updated with the latest at Avendus