Insights
Reading the signal.
Original analysis connecting global power shifts to Indian markets — plus recent appearances in the media.
Original analysis
Geo-Economics
America Is Buying Its Own Bonds. China Is Selling. Japan Is Trapped. And BRICS Is Watching.
There is something strange happening in the world's bond markets. Most people are looking at these as separate stories. I don't think they are.
21 August 2026 14 min read
Geo-Economics
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.