Insights
Writing and conversations.
- The firm's writing on Substack, and the podcast conversations Debashish Bose has taken part in.
- Macro and sector commentary; not investment advice.
Latest
Recent writing and conversations
Writing
GENIUS & CLARITY: a potential rewiring of the financial system and what it means for the world
And why India's response must be industrial
Writing
Indian government removes taxation and restrictions on foreign investments in G-Secs
And why that's an interesting move at multiple levels
Podcast
Indian Markets Are Stuck. Here's What Nobody Is Telling You.
1 h 07 min · Hindi and English
Archive
All insights
Writing
GENIUS & CLARITY: a potential rewiring of the financial system and what it means for the world
And why India's response must be industrial
Writing
Indian government removes taxation and restrictions on foreign investments in G-Secs
And why that's an interesting move at multiple levels
Writing
Threadneedle's India stance in the new EM regime ignores its own macro framework
And the kind of news flow one looks for if investing in India
Writing
Connecting the dots: physical AI, wars and supply chains
And the opportunities from those themes
Writing
Indian markets to recover when the AI trade ends
Or so the story goes
Writing
The coming global re-ordering by adopting a tariff driven policy
From the April 2025 conversation with Markets by Zerodha
Writing
De-dollarization. Eventually. Maybe. But not today.
Navigating from the USD narrative to a potential road-map
Writing
India may have crossed a Rubicon
What the India-Pakistan conflict has demonstrated
Writing
Coming competition for global capital
If American exceptionalism were to end
Writing
Why we avoided export oriented sectors
And continue to do so
Writing
Indian Budget 2025
Pushing demand side policies. Light on the supply side outlook.
Writing
What India needs is more of supply side economics
And less of demand side economics
Writing
Indian equities: outlook 2025
For the time when times get tougher
Writing
Long term investment case for India
Why global investors should keep the faith and make India a core equity allocation
Podcast
Indian Markets Are Stuck. Here's What Nobody Is Telling You.
1 h 07 min · Hindi and English
Podcast
Please help me understand the new world order in the age of Trump
1 h 32 min
Podcast
Please help understand what's happening to the global financial markets
1 h 15 min
Podcast
Money, war and a changing world order
1 h 12 min
Podcast
Making sense of global macros
1 h 19 min
Podcast
Global macro: the past, present and future, part 2
38 min
Podcast
Global macro: the past, present and future, part 1
44 min
Episodes are listed at their release dates. Those before 2025 were recorded in previous roles. The views expressed are those held at the time of recording and are macro commentary, not investment advice.
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