Blog
What the filings say when you read all of them.
Long-form research on Indian companies, markets and the economy, written with Sapiex. Published on Substack.
India Imports Almost Nine of Every Ten Barrels It Uses. Are We Asking the Right Questions About It?
What does the data say on India’s crude dependence, and the uncomfortable questions the usual debates skip.
Macro analysisAGS Health IPO: Crafty Financial Engineering
We are being sold tickets to the toll booth bought barely a year ago, and the booth is being painted as the castle it is not.
Forensic analysis
More at rohithsapiex.substack.com.