Insights

Reading the signal.

Original analysis connecting global power shifts to Indian markets — plus recent appearances in the media.

Original analysis

Geo-Economics Analysis

The Billable Hour Crash: How AI's Elite Forward Deployed Engineers Are Staging a Hostile Takeover of the $300B IT Services Empire

The $300B IT services industry is fracturing. How elite AI 'Forward Deployed Engineers' are replacing the traditional billable-hour model in tech hubs like Pune and beyond.

11 July 2026 18 min read

In the media

Business Today Interview

“The broader outlook for India remains very bullish” — hidden-gem stock theses.

BT TV Video

2026 market strategy: be selective and valuation-driven.

Informist Market view

On Indian IT, AI disruption, and the data-centre build-out.

LinkedIn Daily notes

Market reads, geo-economics, and the occasional uncomfortable truth.