Financials — the private-capex cycle
Publishing shortly.
Market Insights
Notes from the desk.
A periodically updated journal on Indian equities, sector developments, and the frameworks that shape the advisory practice.
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Subscribers receive new notes directly to inbox — long-form essays, sector notes, and portfolio commentary as they publish.
Get notifiedSector deep-dives
Financials, consumer, industrials, IT — the sectors where our research is concentrated.
Earnings recaps
Quarterly signal from management commentary, guidance, and post-print price action.
Framework essays
Notes on valuation, risk, position sizing, and the Stage 2 growth framework.
Quarterly letters
Market outlook and portfolio positioning delivered to subscribers each quarter.
Upcoming Notes
What's in the pipeline.
Consumer discretionary — post-festive read
Publishing shortly.
IT services — margin narrative rewrites
Publishing shortly.
Industrials — order-book velocity
Publishing shortly.
Framework — position sizing in Stage 2
Publishing shortly.
Market outlook — Q1 letter
Publishing shortly.