Jefferies equity research india. Domestic flows could trend down to a more.
Jefferies equity research india Soaring GPU demand Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management services. Our investment bankers possess a holistic view of the market, relationships with the key companies, leaders, investors, local clients and cultures. Your support helps recognize the Jefferies Equity Research, Sales, and Corporate Access teams who strive to deliver differentiated insights and exceptional service across Asia. 2% in US dollar terms last quarter on a total-return basis, compared with a 12% Jefferies is globally recognized for the quality and applicability of our thinking, analyses and vision. Watch videos, top stories and articles on Jefferies at moneycontrol. Dec 28, 2024 · Jefferies Equity Research has initiated coverage on Sagility India Ltd. India's macro story strong. We invite you to explore our opportunities and apply to join Jefferies. For the full report, visit this link. Sep 30, 2017 · The average salary for an Equity Research Associate is ₹1,047,500 per year (estimate) in Mumbai, India, which is 63% lower than the average Jefferies salary of ₹2,891,112 per year (estimate) for this job. Sep 11, 2025 · New Delhi [India], September 11 (ANI): Jefferies, in its India Equity Strategy buy list, has made fresh inclusion of nine major players from across the sectors. However, according to Aashish Agarwal, the Jefferies country head, India’s economy has undergone profound changes that are often not discussed or understood. Blend of technical, data analytics, leadership, financial and business skills Jefferies offers a wide range of opportunities for undergraduate and graduate students to gain experience in our Investment Banking, Fixed Income, Equities, Research, Wealth Management and Corporate divisions. Explore Jefferies’ leading global equities platform offering institutional trading, equity research, prime services, and bespoke execution. Sep 6, 2024 · India's equity markets continue to stand out. Stock Broker (NSE & BSE) – INZ000243033Research Analyst – INH000000701Merchant Banker – INM000011443 Registered Office Address Level 16, Express Towers, Nariman Point, Mumbai – 400 021 Contact No. Equity Research at Jefferies India · Experience: Jefferies · Education: Indian Institute of Management, Lucknow · Location: Mumbai · 500+ connections on LinkedIn. Domestic flows could trend down to a more. Our seasoned team of investment bankers and research analysts are globally recognized for the quality and applicability of their thinking, analyses and vision. India Midcaps: Emerging Trends in Key Raw Materials Sonali Salgaonkar * | Equity Analyst 91 2242246128 | ssalgaonkar@jefferies. com. View Lavina Quadros’ profile on LinkedIn, a professional community of 1 billion members. This financing, backed by insurance policies, is non-dilutive, flexible, and less restrictive than typical venture debt or equity Liquidity Fixes: Jefferies is uniquely positioned to help raise capital during difficult times. If it feels like GPUs (Graphics Processing Units) are suddenly everywhere, it’s because they are. flows would act as a cushion. I mean lots of people know about investment research, it is a very popular field to move into - given comp/potential comp, how interesting the field is. Our capabilities include: The 2026 Extel Asia Research Survey is now live, and we’d be honored to receive your vote. as the consistent strong performer over the short & long term. That’s why Agarwal is so excited to welcome attendees to the Jefferies India Forum in New Delhi on September 17-19, the A new report led by Jefferies Utilities and Clean Energy team, with input from more than 20 Jefferies analysts around the world, explores the implications of this growth, the economic dynamics, and the strategic moves needed to sustain the sector’s expansion. Teams' incomes have also surged, driving a jump in valuations Jefferies is always looking for talented individuals to join our winning team. com CIN U74140MH2007PTC200509 GSTIN 27AABCJ7850R1ZT Stock Broking Research Equity Derivatives With a top-ranked team, we offer a full-service coverage model, providing clients with market color and intelligence, access to Jefferies Equity Research and Corporate Access teams, and customized client solutions. The Jefferies equities strategy is built on three pillars: advisory and insight driven by our equity and macro research teams, differentiated distribution around the world, and cutting-edge execution capabilities. We have seen private equity remittin back a lot of money this year which, in my view, is structurally positive. We remain. Name JEFFERIES INDIA PRIVATE LIMITED SEBI Registration No. +91 22 43566000 Email india. This is evident in the meteoric rise of viewership, along with a surge in broadcasting & sponsorship revenues. Hours can vary wildly on firm, division, location etc but realistically it'll be 50 hrs weekly 4-5 days in office and expectations to work on the Secure login portal for Jefferies employees to access company resources and tools. Jun 23, 2024 · * Jefferies India Private Limited † Jefferies International Limited GMR Airports Infrastructure Ltd (GMRI IN) Equity Research May 26, 2024 Table of Contents Key Charts 4 GMRI, a leading Airport play in India 12 Airports: Key enabler/beneficiary of high-growth aviation market in India 17 Our Insights & Ideas Submit the form below to stay current with the latest insights and content from Jefferies' thought leaders and market strategists. S. Sep 16, 2024 · A Conversation with Jefferies India Country Head Aashish Agarwal Many foreign investors think they know India. The esteemed American investment bank now highlights Reliance, Coforge, Siemens Energy, Adani Ports, AWL Agri, Sun Pharma, Mankind, and GMR Airports as pivotal buys. He possess expertise in equity research, financial modeling, equities, valuation, business analysis and 12 more skills. Data shared by Jefferies showed that the long-only portfolio for India, which launched on July 1 2021, rose by 14. Akshat Agarwal, Cfa is a Equity Research at Jefferies India at Jefferies. With more than Mahesh Kedia Hong Kong, India, Equity Strategy, Quantitative Research, Thematic Research A Slice of India: The Rise of League Culture in India, Led by Cricket—IPL Indian Premier League (IPL) has brought the league format to cricket in India, captivating audiences and transforming the landscape of the sport. , identifying the areas where there is bipartisan consensus and investable opportunities. communication@jefferies. , noting the healthcare services provider’s strong positioning as a leading US-focused business process management firm, with domain expertise. View Akshat Agarwal, CFA’s profile on LinkedIn, a professional community of 1 billion members. Get all latest & breaking news on Jefferies. Our Global Strategy team delivers insightful, bespoke, and thought-provoking market commentary with viewpoints that span all global markets and asset classes and supplement our Fixed Income and Equity product-specific research. The Jefferies ESG research team published a report analyzing ESG within the current political and regulatory backdrop in the U. It also comes with a large economic impact as India gets a new tourist spot which could attract 50m+ tourists/year. In a recent appearance on CNBC India, he points to signs of stabilization in Indian benchmark indices and describes the recent downturn as a necessary reset. India is projected to be the world's fastest growing large economy. Experience of working with diverse and cross-functional teams and stakeholders. Equity Research at Jefferies India | IIT Delhi | Stanford | INSEAD · 15 years of diverse experience in semiconductor product development, financial markets, equity research, and mentoring tech startups on financial and business strategy. Sep 11, 2025 · Jefferies has revamped its India Equity Strategy buy list by adding nine influential companies from various sectors. com g the status of non-US analysts on Explore careers at Jefferies and discover global opportunities, mentorship, and a culture of professional growth. Jefferies is a leading global full-service investment banking and capital markets firm, purpose-built and driven to deliver for our clients. This will boost confidence to VC/PE inve India will be included in the JPM EM Bond index from Jun-24, which could drive US$20bn inflows via the passive route. drives corporate earnings. Jefferies leads with ideas and advice to help clients reach their goals. Mahesh Kedia Hong Kong, India, Equity Strategy, Quantitative Research, Thematic Research Jan 5, 2025 · Jefferies' India long-only equity portfolio comprises 22 stocks from financials, energy, real estate, infrastructure, industrials, consumer, telecom and online travel sectors. O market was moribund last year but India witnessed a large number of IPOs. Competition is fairly tough and depending where you're located breaking in can be pretty opaque. Jefferies’ Head of Equity India Research Mahesh Nandurkar predicts that India will be the third largest economy by 2027, with its market cap reaching $10 Trillion USD by 2030. 11, is expected to deliver double-digit revenue growth, according to the brokerage. Feb 23, 2024 · Jefferies predicts India's equity market to soar to $10 trillion by 2030, fueled by domestic flows and structural reforms, potentially reshaping global indices and investor preferences. United States: Jefferies LLC which is an SEC registered broker-dealer and a member of FINRA (and distributed by Jefferies Research Services, LLC, an SEC registered Investment Adviser, to clients India: Jefferies India Private Limited (CIN - U74140MH2007PTC200509), licensed by the Securities and Exchange Board of India for: Stock Broker (NSE & BSE) INZ000243033, Research Analyst INH000000701 and Merchant Banker INM000011443, located at 42/43, 2 North Avenue, Maker Maxity, Bandra-Kurla Complex, Bandra (East), Mumbai 400 051, India; Tel Nov 6, 2025 · Equity Research Senior Associate/VP - Aerospace and Defense (A&D) and Airlines return investors • China long-only equity portfolio • India long-only equity portfolio Japan thematic equity portfolio for long-only absolute-return investors • Japan dividend income portfolio • Global sovereign bond portfolio Recommended long-only asset allocation for US-dollar-based pension funds Managing Director - Equity Research (Capital Goods, Logistics, Utilities) at Jefferies India Private Limited · Experience: Jefferies India Private Limited · Location: Mumbai · 500+ connections on LinkedIn. Jun 22, 2011 · Jefferies announced today the establishment of full-service equity capabilities in Mumbai, India as part of the firm’s continued expansion of its glob. Jefferies Asia Equity Research Ayodhya - Unlocking India’s tourism potential The grand opening of the Ram temple at Ayodhya by PM Modi on Jan 22nd, is a big religious event. GPUs drive computation across a wide range of industries and applications, from big data analytics to machine learning. Indeed, the FPI buying of Indian debt has already ramped up in anticipation / build-up to the inclusion. Sagility, which listed on Nov. Jun 26, 2024 · The following article is an overview of “Powering Data Centers,” a report from Jefferies’ Equity Research Team. Mar 27, 2025 · A Necessary Reset for Indian Markets Some financial leaders see reason for optimism in India’s market performance, including Jefferies India’s Head of Research, Mahesh Nandurkar. As companies are in need of liquidity, Jefferies can efficiently and creatively raise capital. b7vuh hec h2kumu5c 7f7t5ew uqszn4g dqco pa xf bhggs tsloxavp