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
Everything, in one place
Work
17 pieces in four groups: selected work, dashboards, longer-form reports and decks, then the working papers. Filter by subject or by what the artefact is, search across titles and stacks, and switch to the table to see all 17 at once. Every row carries the numbers the work produced, so you can decide what to open before you open it.
Papers and reports on their own: the research index.
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17 items
Selected work
6 items
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
Dashboards
4 items
Analysis you can open and interrogate rather than read about. Each one takes a question, works it through public data, and leaves the working exposed.
Sellside Research Engine
An institutional-grade equity research dashboard: DCF to NLP tone scoring in one screen.
- 5
- factor pillars in composite
Capital Markets Intelligence Platform
IPO event studies, sovereign risk scoring, M&A screening, and yield-curve decomposition, with zero API keys.
- $483.5B
- M&A pipeline screened
Dashboard
Dynamic Debt Covenant Surveillance Engine
Translating credit agreements into programmatic surveillance models for private credit.
- $263B
- debt monitored
India Sustainable Finance: Transition Dashboard
Green bonds, SEBI/RBI frameworks, and transition finance for India's hard-to-abate sectors.
- ₹65,100Cr
- green bond issuance mapped
Dashboard
Reports and decks
5 items
Longer-form strategy and policy work delivered as a document. Each one opens as a PDF.
India's Critical Minerals & Green Steel Transition
A strategic roadmap for securing the energy-transition value chain
- 300 MT
- 2030 steel capacity target
Report
Bridging India's MSME Credit Gap
Account Aggregator rails, the analytical last mile, and a DPI-native RegTech execution layer
- ₹20–25L Cr
- MSME credit gap
The ESG Advantage
Forging resilience and value at RPG Life Sciences
- +707%
- share performance against peers
Report
River-as-a-Service: Intelligence & Enforcement
From service vendor to strategic river manager, on a software-driven ecosystem
- 15%
- targeted Water Quality Index gain
Report
EUR/USD: Reading the Majors
Currency movements, trading patterns, and signals in the euro/dollar pair
Report
Working papers
2 items
Research on SSRN, each with an abstract, a stated design, and results reported whether or not they flatter the hypothesis.
SSRN working paper · 34 pp
Evidence from India's 2024–25 equity index derivatives reforms
Regulating the Retail Options Boom
Evidence from India's 2024–25 equity index derivatives reforms
- 37–43%
- index-options notional below counterfactual
Working paper
SSRN working paper · 19 pp
Administrative burden and delivery architecture across four co-located social protection schemes in rural India
Awareness Without Uptake
Administrative burden and delivery architecture across four co-located social protection schemes in rural India
- 0.42
- AB-PM-JAY conversion, against 0.79 to 0.98 in-village
Working paper
| Cover | Open | |||
|---|---|---|---|---|
| India's Wide-Body WindowWhere should Indian carriers deploy their next 100 long-haul aircraft, and can the India-Gulf corridor absorb them? | Dashboard | 78.0MIndia international sector passengers, 2025 | Case study Live |
| India FS PulseWho captures the value in India's UPI, when the busiest half of the network is priced at zero? | Dashboard | 63.9% / 23.0%merchant share of UPI transactions against value | Case study Live |
| 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 |
| ENSO Macro Risk DeskWhen the ENSO cycle shifts, which commodity exposures are causally real, and which are spurious? | Dashboard | 6headline links causal-tested | 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 |
| Signals Before StormsAn HMM regime overlay, graded honestly: the model worked, the strategy did not. | Dashboard | 1,814out-of-sample days graded | Case study Live |
| IndusInd Protect: Bancassurance Product Case StudyTurning insurance inside a bank's app from a one-time transaction into an ongoing protection service. | Report | 5competitors benchmarked | Case study Deck |
| Ground TruthIndia announces data centres in gigawatts and delivers them in megawatts. How much of the announced capacity is actually switched on? | Dashboard | 10.6 GW / 619 MWannounced against live capacity, 8 operators | Case study Live |
| 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 | |
| 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 |