Featured Publications

Now With Goyal, Goyal, Gone…

Published in The Economic Times – March 25, 2019
An analysis of Naresh Goyal’s resignation from Jet Airways’ board and its impact on the Indian airline industry. This article draws parallels to the U.S. airline industry’s challenges, offering perspectives on the potential evolution of India’s aviation sector.
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Analysis of 30-Year US Equity Market Returns

Published on LinkedIn
A deep dive into the performance of the U.S. equity market over the past 30 years. This article examines historical trends, valuation shifts, and major market events, providing a framework for understanding long-term investment strategies.
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Systematic Investing: An Earnings-Based Approach Series

A comprehensive series exploring earnings-based systematic investing, designed to guide readers through foundational and advanced investing strategies.

  • Systematic Investing: An Earnings-Based Approach I
    Published on LinkedIn
    An introduction to systematic investing through an earnings-based approach, highlighting the importance of consistent earnings as a reliable investment metric.
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  • Systematic Investing: An Earnings-Based Approach II
    Published on LinkedIn
    A deeper exploration into earnings-based investment strategies, providing actionable techniques for evaluating company earnings within a structured framework.
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  • Systematic Investing: An Earnings-Based Approach III
    Published on LinkedIn
    The final part of the series offers real-world case studies and examples to illustrate the application of systematic earnings-based investing, emphasizing consistency and discipline.
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What Do Best-Case Nominal Equity Returns in India Look Like?

Published on LinkedIn
An examination of India’s equity market potential, considering historical trends and economic indicators to project future nominal equity returns. This article offers a data-driven outlook on opportunities in India’s growing equity market.
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