Sector Studies
Sector-by-sector coverage of how India moves money — multi-part deep dives built from primary data, regulatory filings and company disclosures. Read them here or on Substack, whichever you prefer.
Gold
India's ₹168 lakh crore gold story — the rush, the warning signs, and what the RBI does next.
Sector StudyDefence
Read the Defence — a multi-part series on India's defence decade, the value chain, and the companies building it.
Sector StudyMicrofinance
Stress, structure and the crisis India didn’t see coming.
Sector StudyMutual Funds
SIP behaviour, momentum and concentration risk — what the flows data says about how India actually invests.
Sector StudyCapital Markets
The plumbing of Indian markets — depositories, RTAs, and how India’s market infrastructure stacks up globally.
More sectors — payments, banking & credit — are on their way. Meanwhile, explore the live dashboards or subscribe to get each new study by email.