India's Wide-Body Window
Where should Indian carriers deploy their next 100 long-haul aircraft, and can the India-Gulf corridor absorb them?
- 78.0M
- India international sector passengers, 2025
Dashboard
Anklesh Rawat · MBA, IIM Bodh Gaya
Strategy, finance and research, live and explorable.
Commercial strategy, corporate finance, investment research and quantitative work. Market entry cases, payments economics, covenant surveillance, derivatives regulation. The kind of analysis that usually ends its life inside a slide deck or a terminal, published here as dashboards you can open, papers you can read, and repositories you can check line by line.
Start here
Selected work
Start here. Two commercial strategy cases, a forensic read of what an infrastructure buildout has actually energised, a causal-testing commodity desk, a product case study, and a quant study published as a negative result.
India FS Pulse
Who captures the value in India's UPI, when the busiest half of the network is priced at zero?
- 63.9% / 23.0%
- merchant share of UPI transactions against value
Dashboard
Ground Truth
India announces data centres in gigawatts and delivers them in megawatts. How much of the announced capacity is actually switched on?
- 10.6 GW / 619 MW
- announced against live capacity, 8 operators
ENSO Macro Risk Desk
When the ENSO cycle shifts, which commodity exposures are causally real, and which are spurious?
- 6
- headline links causal-tested
Dashboard
IndusInd Protect: Bancassurance Product Case Study
Turning insurance inside a bank's app from a one-time transaction into an ongoing protection service.
- 5
- competitors benchmarked
Report
Signals Before Storms
An HMM regime overlay, graded honestly: the model worked, the strategy did not.
- 1,814
- out-of-sample days graded
Dashboard
The rest of the shelf
Everything else
11 more pieces, grouped by what the artefact is. Every row opens a case page.
Dashboards
4 items
| Cover | Work | Form | Open | |
|---|---|---|---|---|
 | Sellside Research EngineAn institutional-grade equity research dashboard: DCF to NLP tone scoring in one screen. | Dashboard | 5factor pillars in composite | Case study Live |
 | Capital Markets Intelligence PlatformIPO event studies, sovereign risk scoring, M&A screening, and yield-curve decomposition, with zero API keys. | Dashboard | $483.5BM&A pipeline screened | Case study Live |
 | Dynamic Debt Covenant Surveillance EngineTranslating credit agreements into programmatic surveillance models for private credit. | Dashboard | $263Bdebt monitored | Case study Live |
 | India Sustainable Finance: Transition DashboardGreen bonds, SEBI/RBI frameworks, and transition finance for India's hard-to-abate sectors. | Dashboard | ₹65,100Crgreen bond issuance mapped | Case study Live |
Reports and decks
5 items
| Cover | Work | Form | Open | |
|---|---|---|---|---|
 | India's Critical Minerals & Green Steel TransitionA strategic roadmap for securing the energy-transition value chain | Report | 300 MT2030 steel capacity target | Case study PDF |
 | Bridging India's MSME Credit GapAccount Aggregator rails, the analytical last mile, and a DPI-native RegTech execution layer | Report | ₹20–25L CrMSME credit gap | Case study PDF |
 | The ESG AdvantageForging resilience and value at RPG Life Sciences | Report | +707%share performance against peers | Case study PDF |
 | River-as-a-Service: Intelligence & EnforcementFrom service vendor to strategic river manager, on a software-driven ecosystem | Report | 15%targeted Water Quality Index gain | Case study PDF |
 | EUR/USD: Reading the MajorsCurrency movements, trading patterns, and signals in the euro/dollar pair | Report | Independent research · 106 pp | Case study PDF |
Working papers
2 items
| Cover | Work | Form | Open | |
|---|---|---|---|---|
| Regulating the Retail Options BoomEvidence from India's 2024–25 equity index derivatives reforms | Working paper | 37–43%index-options notional below counterfactual | Case study SSRN | |
| Awareness Without UptakeAdministrative burden and delivery architecture across four co-located social protection schemes in rural India | Working paper | 0.42AB-PM-JAY conversion, against 0.79 to 0.98 in-village | Case study SSRN |
Filter by subject, search across titles and stacks, or see all 17 side by side in the full index.
Background
About
I'm a finance and strategy generalist (MBA, IIM Bodh Gaya) working across investment research, management-consulting-style problem-solving, and financial analysis. My work spans credit, equities, macro, private equity, and sustainable finance.
The difference is that it doesn't stop at a memo or a deck. Each analysis becomes something you can open: a covenant monitor reading SEC filings, a research terminal with reverse-DCF pricing, a causal-tested ENSO commodity desk, an open-data trail for who captures the value in India's payments network.
The same instinct runs through the written work: two working papers on SSRN, one estimating what SEBI's 2024–25 index derivatives curbs did to retail participation, the other asking why rural households who already know about a benefit still do not receive it.
It also runs through what gets published when the answer is no. The regime-switching study here is a negative result with a diagnosis attached, and the aviation case reversed its own recommendation mid-way and wrote down why, because a portfolio of only wins says nothing about how someone handles a loss.
Strategy & Consulting
- Market Sizing & TAM
- Industry & Competitive Analysis
- Financial Modeling
- Structured Problem-Solving
- Product Strategy & Roadmapping
- User Research & Personas
Investment & Valuation
- DCF & Reverse DCF
- LBO Modeling
- Credit & Covenant Analysis
- Comparable Analysis
- Risk Metrics (VaR / Sharpe)
Quantitative & Technical
- Python
- Causal Inference (DiD / Event Study)
- Causal Inference (Granger / CCM)
- NLP for Finance
- SEC EDGAR / Data Pipelines
- Policy & RegTech Analysis
Contact
Let's talk
Open to roles and collaborations across strategy, finance, investment and policy research, and quantitative work.