Avendus Eye

Avendus Eye

Thought Leadership Features, Insights
and Research Reports

Features

Viewpoints and commentary

Investment Banking
October 2024

The Next Big Pill: India's Pharma Outsourcing Power Play

India has rightly earned its moniker as the ‘Pharmacy of the World’ and is now moving beyond generics to become a key partner in global pharmaceutical drug formulation manufacturing.
Read Time: 4 minutes
Investment Banking
October 2024

Revenue Cycle Management Continues to be a Key Priority for US Healthcare Leaders

The US healthcare industry, marked by the highest global spending both in absolute terms and per capita, has long been a complex landscape.
Read Time: 3 minutes
Asset Management
October 2024

Growing interconnectedness of India's public and private financial ecosystems

The market whispers its own narrative while economists shout their forecasts." – Anonymous
Read Time: 3 minutes
Investment Banking
September 2024

From US listings to ‘Ghar Wapsi’: Why more tech cos are choosing Indian Stock exchanges over US ones

Indian tech firms, especially in the consumer internet and SaaS sectors, are currently focused on three main priorities: reducing operational burn/increasing profitability, securing exits for early investors and re-incorporating back in India (dubbed...
Read Time: 5 minutes
Wealth Management
August 2024

Gold at a Historic High: Exploring the Surge to USD 2,500

Gold price in the international market recently hit an all-time high of USD 2,500 per ounce on August 16, 2024.
Read Time: 3 minutes
Wealth Management
August 2024

The Balancing Game: Decoding the Case for Active vs. Passive Investing

Investing in active vs. passive funds has always been a topic of debate. However, after analyzing historical data, several key insights emerge
Read Time: 1 minute

Insights

Markets, economy, investments

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

Research Reports

Decoding sector trends

Decoding SaaS

India’s SaaS market is set to grow at 33% CAGR to USD 35 billion+, contributing ~7% to the global market. Our latest report unveils an 8-point framework to identify high-value SaaS companies, emphasizing revenue growth, profitability (Rule of 40), sales efficiency, client retention, and strong cash flow from subscription models.
Data Centres - A USD 25 Billion Market Opportunity Over The Next Decade

India's Data Centre industry is currently undergoing a massive disruption, led by long-term stable capital chasing both yield and growth returns and propelled by hyperscale tenancy and AI respectively. India is among the fastest-growing Data Centre markets globally and we estimate that it will grow at a CAGR of ~26% over the next 3 years to reach ~2,000 MW by December 2026. Our report aims to table the key drivers as the narrative for Data Centres in India unfolds.
Indian domestic formulations: An INR ~5.5 trillion market by 2034

The Indian DomForm market is expected to touch INR ~5.5 trillion by 2034, growing at a CAGR of 10%. Our report foresees some fundamental model shifts over the next decade, such as a gradual transition from a primarily doctor branded prescription model to an alternative marketing and channel mix. This will be aided by more stringent quality compliance, which would lead to a rationalisation of supply chains.

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