Sell-Side Research and Trading Desk

Overview

ValueAdd has partnered with global Sell-Side Research teams and Sales and Trading desks across various focused asset classes such as equity, fixed incomes, macro and ESG.
We work with sell-side clients’ senior leadership including CXOs, Head of Research, Senior Research Analysts, Head of Strategy, Head of Sales and Trading, and Senior Desk Analysts, to help accelerate revenues, widen the funnel of idea generation, research coverage update and maintenance, productivity benefits, and costs savings.
We work as an extension to our clients’ teams and provide assistance in various functions such as idea generation, coverage initiations/expansions, research coverage maintenance, research production, daily morning newsletters, and editorial & graphics support.
We provide our clients with the experience of working in an offshore office environment. This offers them benefits like actionable research insights and analytics, access to the research analyst, higher productivity, and lower costs.

Discover the
Segments We Serve

Our expert associates and analysts in equity, fixed income, macro, and ESG research provide a cutting edge research support to research teams and sales and trading desks at sell-side research and broking firms, and broker dealers.

Our team is well-versed with the regional nuances of developed and emerging markets, LatAm, MENA, and other frontier markets. We cover all the mainstream sectors and sub-sectors under Russell 3000 index, including consumer discretionary, consumer staples, healthcare, financials, technology, communications, industrials, energy, utilities, real estate, and materials.

Equity Research

We provide end-to-end equity research support including equity research coverage expansion, coverage maintenance/updates for earnings and corporate actions, investment idea generation, research production support, financial database and analytics solutions, and daily news updates and market wraps.


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Equity Research

We provide end-to-end equity research support including equity research coverage expansion, coverage maintenance/updates for earnings and corporate actions, investment idea generation, research production support, financial database and analytics solutions, and daily news updates and market wraps.


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Fixed Income and Credit Research

Our fixed income and credit research support spans across segments, including corporate credit, commercial banking risk underwriting, leverage loans, securitized credit, and public finance. We provide actionable research across investment idea generation, coverage initiation or expansion.


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Environmental, Social and Governance (ESG)

The investors’ preference for sustainable investing is getting more formal as more and more funds have included it in its investment policies. Our Environment Social and Governance (ESG) Research support offers clients with more clarity on more sustainable investments options available in the market, stay away from the bad apples, and avoid any negative surprises.


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Digital Transformation

ValueAdd’s digital transformation services aim at offering intelligent transformation solutions than digitization or automation of processes. Our strong legacy of investment research experience with global financial institutions including investment banks, commercial banks, hedge funds, asset managers, sales and trading desks, institutional research desks, private equity and venture capital firms, and start-ups and mid-sized companies, offers significant domain expertise required for smart digital transformations. Learn More

Success Stories

Sell-side Equity Trading Desk Research Support

The equity-trading desk of a large brokerage firm based in the US. They had experienced traders previously worked with bulge-bracket banks.

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Valuation modeling support for a US-based brokerage firm

A US-based mid-sizes brokerage & trading firm was seeking a valuation modeling support for its research coverage to align their bandwidth to focus on new idea generation and commission generation.

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Equity research coverage initiation and maintenance service to Mumbai-based brokerage and wealth management firm.

A Mumbai-based reputed brokerage and wealth management firm was seeking an outsourced research solution for initiation and maintenance of their research coverage across technology, pharma, auto, cement, capital goods, and BFSI.

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Stressed and distressed debt origination research support for a London-based boutique sell-side desk

A mid-sized credit-focused sell-side firm based out of London and with an investment team in Austin, Texas too, covered US and European credit markets.

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Sales and trading credit research support

A credit-trading desk of a large multi-asset brokerage firm based in the US.

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Key
Differentiators

Our sharp research focus offers a good value to clients

We are a highly research-focused company offering cutting-edge research and analytics solutions to clients, thus offering accurate and reliable analysis to clients.

Speedy coverage initiation and expansion

Our experience and understanding of the companies within key indices such as S&P500, Dow Jones, Itraxx, NASDAQ, FTSE, and Russell, benefits our clients with relatively speedy initiation of the ideas, giving them the first-mover advantage.

High-end research solutions

Our expertise in delivering detailed evaluations and analysis helps clients with an unbiased fundamental view, complex financial models, deep research insights, and news and analysis.

Specialist in mid-cap investment ideas

In addition to large-cap ideas, we are equally good with mid-cap or rather less-covered ideas in equities and fixed income. This unique feature offers an early-mover advantage to asset managers.

We understand the mid-market banking clients’ problems well, and have effectively solved them

Since inception, we have supported and are supporting many boutiques to mid-sized clients grow exponentially. Having closely worked with the founders, partners, and CXOs of these firms, we understand their business problems and thus we have proven capability to address these problems to convert into opportunities for our clients.

The founder brings enriched global investment research experience from global investment banks and the best practices from the top outsourcing firms

The founder has over two decades of experience in banking, investment research, and outsourcing. He is ex-MS, ex-HSBC, ex-Capgemini, and managed several key transitions for large clients including Deutsche Bank, JP Morgan, HSBC, Barclays, Oaktree Capital, Keybanc, Cheyne Capital, Fajr Capital, Qatalyst Capital, and Dun & Bradstreet. Has been in leadership roles with some of the top outsourcing firms. The combined expertise of global investment banking and research and outsourcing business, offers a unique competitive advantage to our clients.

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Schedule a consultation to explore how our customized research and analytics solutions can provide actionable intelligence for your most important strategies.

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    Key Insights

    The Indian Auto Components Industry: A Long-Term Bet!

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    How Effective Is The Liquidity Tightening By Global Central Banks?

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    China’s Real Estate Debt Slump – An Opportunity For Debt Investors

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    Top 7 Trends To Watch For In The Global Investment Banking Industry In 2022

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    The Indian Pharmaceutical Growth Story Is Led By Demand For Generics, Specialty Drugs, And CMO/API

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    Top-5 Ways To Win Fund Manager Meetings?

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    Is SPAC Emerging As An Alternate Option For Conventional IPOs And Private Equities In The US?

    Despite the economic and social disruption by COVID-19, the Special Purpose Acquisition Companies or SPAC issuances have surged in last two years. The popularity of SPAC is evident with growing average size of SPACs to 46% to $336mn in 2020 ($231mn in 2019).

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    CrowdStrike: Cloud Security Opportunity And Inorganic Growth Story Is Not Priced In Yet

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    How Important Is The Stalking Horse Bid For A 363 Liquidation Sale In A Bankruptcy Situation!

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    Mallinckrodt Plc: When The Going Gets Tougher, Tougher Gets Going

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    Indian Broking Industry

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    Sheer Hard Work And Persistent Positive Energy Is A Good Recipe For Entrepreneurial Success! – Girish Bhise

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    Global EV Market To Reach US$360bn In 2025

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    Hertz Is A High-Probability Liquidation Scenario

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    Salesforce’s Recent Acquisitions And Steady Streams Of Cash Flow Commands Further Premium

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    Global Online Food Delivery Market Is Valued At US$182 Bn In 2024

    The global online food delivery market is expected to grow despite a short term slowdown due to the Covid-19 pandemic. The deal activity amidst the pandemic suggests potential growth in this sector. While the revenue is expected to grow at 7.5% CAGR, the ARPU is expected to plateau by 2024.

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    How To Outperform In Your First 90 Days At Your New Job?

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    Is The Indian Debt Market Dented With Credit, Interest, Liquidity Risk, And A Looming Default Risk?

    With the rise in the Covid-19 pandemic, a dramatic impact has been observed on the global economy and financial markets. To keep running the financial system, several central banks around the globe have dropped the interest rates to nearly zero.

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    Are The Boutique Investment Banks Making A Strong Comeback?

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    Key Learning From The US Public Finance Bankruptcy Cases

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    Capital Market Themes In 2016 – A Buyside Perspective

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    Is Atwood Oceanics An Opportunity In Disguise?

    The oil and gas drilling services industry is under acute pressure due to low crude oil prices, sluggish demand, and an excess supply of rigs. Drillers are facing contracting backlogs, difficulty locking in new contracts, and declining utilization and day rates.

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    Dubai’s Budget Hotel Industry Will Outperform The Broader Market. Here’s Why.

    Dubai hotel industry is gearing to meet the potential demand expected in Dubai through 2020. It is expected to service ~20 million tourists in 2020, on the back of i) Dubai’s Expo 2020, ii) a host of upcoming tourist attractions, and iii) a steady economic growth despite the oil price slump.

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    FinTech: Is This Set To Poise As A Neo-Banking Or Is Only The Noise?

    FinTech is a buzzword that has been constantly making the right noise in technology, investments and start-up circles since last two decades. Investors across the globe are following it close on their heels.

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    Value-Addition – An Effective Tool To Achieve 100% Client Delight

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    Trending Ideas – Will SABIC Sail Through Rough Waters?

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