Theme-based fundamental research

What is theme-based research?
Inductive research or ’connecting the dots’ across economy-wide trends, thereby providing a different perspective. Creating a hypothesis of the evolution of trends over a longer period of time.

Why are themes important?
Themes play out over long periods of time; potential payouts are also over a longer duration. The breadth of the pay-back is also not restricted to a few companies, but potentially a number of multi-baggers are created in different sectors.

We have been one of the earliest to cover the private capital markets in India and profile high growth sectors and companies. Edelweiss' research has helped in developing an in-depth understanding of these new, high growth areas, particularly in the Indian context, by analyzing industry dynamics and emerging trends as well as showcasing some of the exciting private companies in each sector. Our goal is to find companies in the early stages of significant growth.