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Research for India's serious investors and traders

Independent, data-driven sector analysis and high-conviction equity research built for long-term wealth creators and HNI investors

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Core Research Verticals

Macro & Liquidity Cycles

Tracking interest rate cycles, liquidity flows, credit expansion, and policy impact on equity markets.

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Sector Deep Dives

Institutional-grade analysis of Indian sectors identifying structural growth and operating leverage.

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High Conviction Ideas

Concentrated, thesis-driven equity ideas backed by long-term earnings expansion and capital discipline.

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Our flagship subscription delivers monthly macro positioning, sector allocation strategy, and concentrated equity ideas designed for sophisticated investors seeking asymmetric risk-reward.

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