I worked as a writing analyst, and an Assistant Vice President, with Barclays Asia Equities coleading the consumer, retail and pharma sectors. I actively covered 30+ stocks (initiated on 24) over four years with a total market cap of $250bn+, along with a soft coverage of the mid-cap and unlisted companies.  Apart from a strong relationship with corporate and industry partners, I was also been voted (both individually, as well as a 2-member team) by global funds across multiple sectors. 

Key Reports Published

I published over 500 reports over the span of four years at Barclays Capital, both individually and in global collaboration. A small sample of the key reports below that were widely cited and discussed globally

Global Thematic Reports

• Global Healthcare & Pharmaceuticals: US GX Market, a 3-Yr view: Pricing, Consolidation & Competition in focus

• Global Healthcare & Pharmaceuticals: Craving for approvals: US FDA’s GDUFA performance analysis

• Global Healthcare & Pharmaceuticals: Implications from the US Congressional Probe

• Asia ex-Japan Equity Outlook: Where we differ 

• India Healthcare & Pharmaceuticals: Stay with pricing power; Lupin, DRL & Taro (Sun) take their $/Rx higher

• India Healthcare & Pharmaceuticals: ‘The world is their oyster’ – Takeaways for Indian Pharma from our Healthcare trip

• India Healthcare Trip Takeaways: Views from hospitals resonates with our urbanization theme 

• Asia ex-Japan Consumer: Five lessons in 13 years: investment pointers for Consumer stocks 

• India Consumer: Outlook for 2015 - Margin boost set to lift FMCG

• India Consumer: Better days ahead: 10 themes from the Barclays India Consumer Trip

• India Equity Strategy: India Budget An eye to the future

• India Equity Strategy: When will earnings recover? 

• India Equity Strategy: Waiting for positive momentum

• India Equity Strategy: Megatrends: India’s manufacturing – Exports poised for strong growth 

Initiation Reports

Indian Consumer Discretionary | Indian Consumer Staples | Indian Auto Sector

Indian Pharmaceuticals | Indian Healthcare | Asian Healthcare

Investor Reference Posters: Poster 1 | Poster 2

For a complete list of publications: see Complete List of Publications