< The 2014 All-India Research TeamDeepti ChaturvediCLSAFirst-place appearances: 0
Total appearances: 3
Analyst debut: 2012After two years as a runner-up, Deepti Chaturvedi rises to third place. The CLSA analyst advises that India’s media industry is “entering an upturn in the advertising cycle,” so she is positive on the sector. Although the government has postponed the third and fourth phases of the mandatory cable television digitization process, she is forecasting a boom in subscriptions for the providers. These stages of the transition will enable some 70 million homes to recieve content by digital transmission, she notes, which is double the number of homes so equipped in the first two rounds of operation. Chaturvedi is most positive on the broadcasting subsector and, specifically, on Zee Entertainment Enterprises, her favorite name. The Mumbai-based TV channel owner and operator — which is among the world’s leading producers and aggregators of Hindi-language programming, including the largest library of Hindi films — has outpaced the industry’s growth and reliably gained market share, most notably at its flagship Zee TV channel, which is now the No. 2 Hindi general entertainment outlet. She also considers Zee “the best play on digitization, with a strong portfolio of channels, deep distribution and continued innovation in content.” These factors are critical, Chaturvedi explains, because digitization will allow consumers to choose and pay for only the content they want, thus rewarding players with superior content.