Ideas, reports and opinion.
Equity research, macro notes and op-eds. Bold perspectives backed by primary work.
Pidilite Industries — An F&IC Hindu Equity Report
Pidilite leads India's adhesives and sealants industry with a ~48% market share. We unpack peer comps, segment economics, and the moat behind the brand.
When Oil Went Below Zero: The Day Sellers Paid Buyers
On 20 April 2020, WTI crude futures traded below zero for the first time in history. We trace the demand collapse, storage crunch and futures mechanics that flipped the world's most valuable commodity into a burden nobody wanted.
Shifting Global Dynamics in Russian Oil Trade
Post-sanctions, Russian crude has reoriented east — India and China now anchor the flow. An examination of the new oil order, price caps, and the geopolitics running through every barrel.
GST 2.0: Effects on Weddings, Consumer Goods & Premium Brands
India's September 2025 tax overhaul rewrites the economics of the big fat Indian wedding, everyday consumption and the premium segment. Who wins, who pays more, and what it signals about the social contract.
The South Sea Bubble (1720): When Greed Met Empire
A narrative of Britain's most infamous speculative mania — public debt engineered into share issuance, a state-backed illusion of trade riches, and the crash that reshaped financial regulation.
Barrels, Tariffs, and Tensions: The New Oil Cold War
An examination of the realigning oil order — Russia, China and India — and what it means for global energy markets.
Costs, Controls and Concerns: The Future of the H-1B
Visa policy is industrial policy. We trace the second-order effects of restrictions on global tech talent flows.
Done Deal! The Rising Prices of the Football Transfer Market
Inside the economics of the world's most expensive labour market — from Bellingham to Brazilian academies.