Insights

Our take on markets, investments, and the world economy

June 2025
Wealth Management

Direct Equities Newsletter
May 2025
Wealth Management

CIO Speak: The market rodeo of Trump’s first 100 days
April 2025
Wealth Management

Quarterly House View Newsletter – Q1 FY26
April 2025
Wealth Management

Direct Equities Newsletter
April 2025
Investment Banking

Navigating Q1's Uncertainty – From Budget Boosts to Tariff Tensions, Growth Opportunities Lie Ahead
March 2025
Wealth Management

Direct Equities Newsletter
February 2025
Wealth Management

CIO Speak: INR/USD Depreciation - Beyond the Obvious!
February 2025
Wealth Management

Direct Equities Newsletter
February 2025
Wealth Management

Union Budget Deconstructed
January 2025
Wealth Management

CIO Speak: A New Era in Savings
January 2025
Investment Banking

2024: The Year in Focus
January 2025
Wealth Management

Direct Equities Newsletter
January 2025
Wealth Management

Quarterly House View Newsletter – Q4 FY25
December 2024
Investment Banking

Rebound of Tech Services & The Age of ER&D
December 2024
Wealth Management

Direct Equities Newsletter
December 2024
Wealth Management

CIO Speak: Private Credit’s Rapid Boom
November 2024
Wealth Management

Direct Equities Newsletter
November 2024
Wealth Management

CIO Speak: Why Indian markets need not worry about the outcome of the US presidential elections
October 2024
Investment Banking

Indian markets reach new record highs driven by positive global cues, with capital market activity staying strong at USD 15 billion
October 2024
Wealth Management

CIO Speak: The Best Laid Plans
October 2024
Wealth Management

Direct Equities Newsletter
October 2024
Investment Banking

Cybersecurity Services Market is poised to reach USD 100 billion by 2026, globally
October 2024
Wealth Management

Quarterly House View Newsletter – Q3 FY25
September 2024
Wealth Management

Direct Equities Newsletter
September 2024
Wealth Management

CIO Speak: Perception & Reality
August 2024
Asset Management

India's Market Strength Outshines Global Market Uncertainty | Markets & Economy with Andrew Holland
August 2024
Asset Management

Investors More Confident in Soft Landing as FED Rate Cut Expectations Rise | Markets & Economy with Andrew Holland
August 2024
Wealth Management

CIO Speak: Beyond the Headline…
July 2024
Asset Management

Continuity
July 2024
Wealth Management

Union Budget Deconstructed
July 2024
Investment Banking

Robust domestic flows and market stability drove over USD 11 billion of capital market activity in Q2CY24
July 2024
Wealth Management

Quarterly House View Newsletter – Q2 FY25
July 2024
Wealth Management

CIO Speak: Indian Investors Vying for an ‘Alternative’ Flavor
June 2024
Asset Management

India - Big Themes Going Ahead
June 2024
Asset Management

Modi 3.0 - Infrastructure Spending to Continue; Budget Gains Spotlight
June 2024
Wealth Management

Direct Equities Newsletter
June 2024
Wealth Management

CIO Speak: End of rate stasis, what next?
May 2024
Investment Banking

The Year of Tech Services
May 2024
Asset Management

Committed to driving social and financial inclusion in India I Veritas Finance
May 2024
Wealth Management

Direct Equities Newsletter
May 2024
Asset Management

Delivering India's logistics revolution I XpressBees
April 2024
Investment Banking

Quality Assurance Services | ET&S Pulse | April 2024
April 2024
Investment Banking

Markets going from strength to strength: Strong domestic flows especially to large caps driving deal activity
April 2024
Wealth Management

Direct Equities Newsletter
April 2024
Wealth Management

Quarterly House View Newsletter – Q1 FY25
March 2024
Asset Management

Traps
March 2024
Asset Management

Revolutionizing Indian content with AI & proprietary ad tech I VerSe Innovation
March 2024
Wealth Management

Profit Booking Note
March 2024
Wealth Management

Direct Equities Newsletter
February 2024
Wealth Management

Interim Union Budget - Key Highlights
January 2024
Wealth Management

Quarterly House View Newsletter – Q4 FY24
January 2024
Asset Management

Key investment themes to watch out for in 2024
January 2024
Wealth Management

Direct Equities Newsletter
January 2024
Investment Banking

Equity Capital Markets Annual Newsletter - 2023 Wrap-up
January 2024
Asset Management

India's outlook: Will it remain the fastest-growing major economy in 2024?
January 2024
Asset Management

2024 Global Outlook: Fed's pivot-fuelled rally
December 2023
Asset Management

Recap 2023: Hits Misses and What's Next
November 2023
Investment Banking

Automotive ER&D Services
October 2023
Investment Banking

Indian capital markets witness robust primary and secondary markets activity
October 2023
Wealth Management

Direct Equities Newsletter
October 2023
Wealth Management

Quarterly House View Newsletter – Q3 FY24
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?
September 2023
Asset Management

FED expected to hold the interest rates steady
August 2023
Asset Management

Market commentary by Alternate Strategies
August 2023
Investment Banking

Agrochemicals
August 2023
Investment Banking

India EV Landscape: EV sales continue to break records
August 2023
Wealth Management

Direct Equities Newsletter
July 2023
Asset Management

Market commentary by Alternate Strategies
July 2023
Wealth Management

Quarterly House View Newsletter – Q2 FY24
July 2023
Wealth Management

Direct Equities Newsletter
July 2023
Investment Banking

A round-up of the most significant themes in Q1FY24
June 2023
Asset Management

Market commentary
June 2023
Asset Management

Simplicity
June 2023
Asset Management

Will RBI follow the hawkish pause stance, or will it reduce rates?
June 2023
Wealth Management

Direct Equities Newsletter
June 2023
Asset Management

Central Banks become more hawkish!
May 2023
Investment Banking

India EV Landscape Charging up the EV Ecosystem
May 2023
Investment Banking

Personal Care Chemicals
May 2023
Wealth Management

Direct Equities Newsletter
May 2023
Wealth Management

Avendus Wealth Management House View - Q1 FY24
April 2023
Investment Banking

Key trends that shaped Equity Capital Markets in Q4FY23
April 2023
Wealth Management

Direct Equities Newsletter
April 2023
Asset Management

Is the FED's tightening cycle over?
April 2023
Asset Management

Smart move by RBI on the interest rates
March 2023
Wealth Management

Direct Equities Newsletter
February 2023
Asset Management

Where is the global economy headed in 2023?
February 2023
Investment Banking

India EV Landscape: Quarterly EV newsletter Battery materials landscape and recycling opportunity
February 2023
Wealth Management

Direct Equities Newsletter
January 2023
Investment Banking

Specialty Chemicals | Deal activity to be moderate despite global macro headwinds
January 2023
Asset Management

Where is the Indian market headed in 2023?
January 2023
Wealth Management

Avendus Wealth Management House View – Q4 FY23
January 2023
Investment Banking

Enterprise Tech & Services - The Age of Hyperautomation
January 2023
Asset Management

Global Macro Outlook 2023
January 2023
Asset Management

India’s Changing Narrative – Market Outlook
January 2023
Wealth Management

Direct Equities Newsletter
January 2023
Investment Banking

Key trends that shaped India’s Equity Capital Markets in 2022 and beyond
December 2022
Investment Banking

Enterprise Tech & Services - ‘Tis the season of Digital Customer Experience
December 2022
Wealth Management

Direct Equities Newsletter
November 2022
Investment Banking

ET&S Newsletter - The Age Of Digital Transformation
November 2022
Wealth Management

Direct Equities Newsletter
November 2022
Wealth Management

Avendus Wealth Management House View - Q3 FY23
October 2022
Investment Banking

India EV Landscape - Decoding PLI and other EV policy initiatives
October 2022
Investment Banking

Enterprise Tech & Services - Top 3 deal making sectors last month: IT Services, Cybersecurity, Data Analytics
October 2022
Asset Management

Concerns grip global markets an UK's bond-buying program indicates 'lull before the storm'
October 2022
Investment Banking

Deepening investor pools, IPOs in the offing and ESG going mainstream
October 2022
Investment Banking

Spec Chem Distribution: Poised for accelerated growth
October 2022
Wealth Management

Direct Equities Newsletter
October 2022
Asset Management

Market commentary by Alternate Strategies
September 2022
Investment Banking

ET&S Newsletter - IT services deals continue to dominate
September 2022
Wealth Management

Cool-off underway as valuations remain punchy
September 2022
Asset Management

FED's hawkish tilt likely to continue until it sees signs of inflation
August 2022
Wealth Management

Time for a breather…finally?
August 2022
Asset Management

Market commentary by Alternate Strategies
August 2022
Wealth Management

Waiting to Exhale
August 2022
Wealth Management

Avendus Wealth Management House View - Q2 FY23
July 2022
Investment Banking

India EV Landscape - EV sales continue to gather momentum
July 2022
Investment Banking

Spec Chem CRAMS - Cementing India's position as a global specialty chemicals hub
July 2022
Wealth Management

Is the ‘bull market correction’ over?
July 2022
Asset Management

Will the US dollar dream run end soon?
July 2022
Investment Banking

ET&S Newsletter - Cloud takes the lead in driving superior CX
July 2022
Wealth Management

In a bit of a wait & watch zone
July 2022
Asset Management

Indian markets to bounce back strong with expected deflation trade by the end of 2022
June 2022
Wealth Management

Market bottom or relief rally?
June 2022
Asset Management

What are the hotspots of concern in the global economy?
June 2022
Investment Banking

ET&S Newsletter - IT Services continue to rule the roost
June 2022
Investment Banking

ECM Newsletter - While volatility continues, primary markets continue to support IPO activity
June 2022
Wealth Management

The Waiting Game
June 2022
Asset Management

Where is the world economy heading towards by the end of 2022?
May 2022
Asset Management

Inflation or deflation - what are the markets gearing up for?
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
May 2022
Asset Management

Why are FIIs selling in India and will they make a comeback soon?
April 2022
Investment Banking

Green Chemistry - The future of sustainable chemical manufacturing
April 2022
Investment Banking

eMaaS - Revolutionizing the mobility space
April 2022
Investment Banking

ET&S Newsletter - IT Services deals dominate
April 2022
Asset Management

Market Commentary by Alternate Strategies
March 2022
Asset Management

Impact of Russia-Ukraine crisis on global growth, inflation and interest rates
March 2022
Asset Management

Implications of economic war and sanctions on Russia and it's impact on global economy
March 2022
Asset Management

How will the markets react if the Russia-Ukraine conflict ends?
March 2022
Wealth Management

Avendus House View - Quarterly Newsletter Q4 FY22
February 2022
Investment Banking

40+ ET&S deals in January alone
January 2022
Investment Banking

Specialty Chemicals | Strong deal activity outlook but pandemic trajectory key
January 2022
Asset Management

Quarterly Market Views with Ritesh Chandra
January 2022
Investment Banking

India EV Landscape | Ground up battery manufacturing not far from reality
January 2022
Asset Management

Avendus Olivo – Market Outlook and Portfolio Strategy for 2022
January 2022
Asset Management

Market Commentary by Alternate Strategies
January 2022
Asset Management

2022 - What will it be - bull or bear market?
January 2022
Asset Management

Top 3 market risks in 2022: A global perspective
January 2022
Investment Banking

Digital transformation is the name of the game
December 2021
Investment Banking

Tis the season of Cloud and CX
November 2021
Asset Management

Market Commentary
November 2021
Investment Banking

Action packed month for IT Services
October 2021
Wealth Management

Avendus House View - Quarterly Newsletter Q3 FY22
October 2021
Investment Banking

India EV Landscape | Policies shift gears to accelerate EV adoption
October 2021
Asset Management

Market Commentary
October 2021
Investment Banking

Software development M&A ramps up in September
October 2021
Investment Banking

Petrochemical Intermediates – Bridging the gap in India’s specialty chemicals story
September 2021
Asset Management

Quarterly Market Views with Ritesh Chandra
September 2021
Investment Banking

BPMs were the flavour of the month in August
August 2021
Asset Management

Bull market trends 2002 Vs 2021
August 2021
Asset Management

Impact of the Delta variant on global growth prospects, China's new tech regulations, Zomato listing and much more...
August 2021
Asset Management

Market Commentary
July 2021
Investment Banking

Enterprise Technology & Services (ET&S) - July 2021
July 2021
Wealth Management

Avendus House View - Quarterly Newsletter Q2FY22
July 2021
Investment Banking

Specialty chemicals: India at an Inflection Point
July 2021
Asset Management

Potential red flags as the markets reach new highs
July 2021
Asset Management

Climate Change: Auto Industry Shifts Focus to Electric Vehicles
July 2021
Asset Management

Inflation and global growth concerns
June 2021
Asset Management

Market Commentary
June 2021
Investment Banking

Enterprise Technology & Services (ET&S)
June 2021
Asset Management

India - Taking the first step towards Net Zero, but much more needed
June 2021
Asset Management

ESG - No Longer a Box Ticking Exercise
June 2021
Investment Banking

Rethinking Analytics – Dealing with the K
June 2021
Asset Management

Climate Risk: Too Hot to Handle
April 2021
Investment Banking

Enterprise Technology & Services (ET&S)
April 2021
Asset Management

Decarbonization - commodity greenflation
April 2021
Wealth Management

Avendus House View - Quarterly Newsletter Q1FY22
April 2021
Asset Management

Quarterly Market Views with Ritesh Chandra
April 2021
Asset Management

Market Commentary
April 2021
Asset Management

Decarbonization to unleash next global commodity supercycle
March 2021
Investment Banking

Enterprise Technology & Services (ET&S)
March 2021
Asset Management

Market Outlook
March 2021
Asset Management

Is the spike in US Treasury Bond yields, transitory?
February 2021
Asset Management

Decarbonization - the next huge opportunity for India
February 2021
Investment Banking

Enterprise Technology & Services (ET&S)
February 2021
Asset Management

Budget 2021: Powering India ahead
January 2021
Asset Management

Decarbonization: the upcoming multi trillion dollar opportunity
January 2021
Investment Banking

Enterprise Technology & Services (ET&S)
January 2021
Wealth Management

Avendus House View - Quarterly Newsletter Q4FY21
December 2020
Asset Management

Cybersecurity – A materially relevant issue in an age of technology transformation
December 2020
Investment Banking

Enterprise Technology & Services (ET&S)
December 2020
Investment Banking

Quarterly Market Views with Ritesh Chandra
December 2020
Wealth Management

Adjusting the Lens: Latest Trends in Private Banking
December 2020
Asset Management

Markets & Economy 2020 - The Year in Review
December 2020
Asset Management

ESG investing likely to thrive under Biden’s presidency
December 2020
Asset Management

Price performance of the healthcare sector: Is the best behind us?
November 2020
Asset Management

2020 - A record year for ESG inflows
November 2020
Investment Banking

Enterprise Technology & Services (ET&S)
October 2020
Investment Banking

Enterprise Technology & Services (ET&S)
October 2020
Asset Management

The Train is leaving the station – Don't get left behind!
October 2020
Asset Management

US Elections: Likely scenarios and impact on India
October 2020
Asset Management

Quarterly Market Views with Ritesh Chandra
October 2020
Asset Management

Market Outlook
October 2020
Asset Management

Is the US-China trade dispute a win for India?
October 2020
Asset Management

Will the global debt bubble pop or balloon into a new financial crisis?
October 2020
Asset Management

Here’s what to expect as lockdown exit accelerates
October 2020
Wealth Management

Avendus House View - Quarterly Newsletter Q3FY21
September 2020
Asset Management

Covid vaccine: India's pharma industry back on global map?
September 2020
Asset Management

Down, but not out: Foreign Investments in Covid times
September 2020
Asset Management

Factoring ESG in investing decisions: From tipping to turning point
September 2020
Investment Banking

Enterprise Technology & Services (ET&S)
August 2020
Investment Banking

Enterprise Technology & Services (ET&S)
August 2020
Asset Management

Generating Green Alpha
July 2020
Wealth Management

Avendus House View - Quarterly Newsletter Q2 FY21
July 2020
Investment Banking

Enterprise Technology & Services (ET&S)
July 2020
Asset Management

Air pollution continues to be a bigger killer than Covid-19
June 2020
Investment Banking

Enterprise Technology & Services (ET&S)
May 2020
Investment Banking

Enterprise Technology & Services (ET&S)
April 2020
Investment Banking

Enterprise Technology & Services (ET&S)
March 2020
Wealth Management

Avendus House View - Investment in the time of COVID-19
March 2020
Investment Banking

Enterprise Technology & Services (ET&S)

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