Research
The quantitative read. Models run on the data: what the numbers say is happening, and what they say comes next.
Before the Headline is the qualitative read: one industry or sector at a time, how the pieces connect and how the story could play out. Research is the numbers: the model, the data and every source, published so you can check them.
Latest · Markets · 22 October 2026 · About ten minutes Why are foreign investors selling India? Mostly not the tax. A safe 5% in the US raised the return foreign investors need from India to about 14.5% a year, while Indian profits grew under 5% and the rupee fell. They have come back before once the dollar turned; it hasn’t turned yet. 11 exhibits · Excel model you can download · Teaching deck · 62 Business Standard articles · 238 months of NSDL data Read the research →More studies will follow, each starting with a question and a model. Subscribe free →