Gravitywell.Research
Coverage

Capital Markets

Equity and debt market structure, capital flows, issuance pipelines, and where institutional money is moving next.

3reports
published

Reports

Capital MarketsJul 2026GWR-2026-IN-001

India's Financial Operating System

India built the world's most complete digital public infrastructure and priced the rails at zero, so the economic rent migrated to a handful of regulated, listed toll-booths (CDSL, CAMS, BSE, MCX) at 41–84% EBITDA. This report sizes the market, maps where the rent accrues, weighs the citizen, and lays out the trade.

757M/d
UPI transactions per day (Jun 2026)
41–84%
EBITDA at the listed infra toll-booths
$2.1T
Fintech TAM by 2030
High confidenceRead →
Capital MarketsJun 2026GWR-2026-BF-001

The $7 Trillion Paradox

Blended finance that genuinely mobilizes private capital runs at ~$18bn a year against a ~$4tn SDG gap: a 1–2% answer. Where the leverage works, where it doesn't, and the securitization architecture being built in real time.

$18B
Private capital genuinely mobilized per year
7.6×
Leverage on $1bn+ blended deals
$4T
Annual SDG financing gap
High confidenceRead →
Capital MarketsMay 2026GWR-2026-04

The Sovereign AI Race

Who controls the compute, the models, and the energy behind national AI ambition, and where the capital is moving next.

$1.4T
Projected sovereign AI capex through 2030
47
National AI strategies tracked
92GW
New data center power demand
High confidenceRead →

More formats coming

Capital AxisSoon

Our monthly magazine, the month in capital: the number, the chart, the calls, and the cover thesis.

Sector AnalysisSoon

Decision-grade sector dossiers, refreshed each cycle: data centers, space tech, quantum computing & semiconductors.

IndicesSoon

Eleven proprietary indices: a Form/Work/Return lifecycle, plus concentration, cost, confidence, stress, external, domestic, conditions & access reads.

IndicatorsSoon

India's key macro & market indicators: growth, inflation, rates, external, markets, fiscal, sourced and dated each cycle.

IPO PipelineSoon

India's private-to-public queue: every tracked listing candidate, its holders, and what each print re-marks. The DPI calendar.

VC FirmsSoon

India's venture franchises tracked position-by-position: the book, the realisation record, sector crowding, and a GW GP Score per firm.

RatingsSoon

Forward-looking research ratings: the sovereign, our covered sectors, and tactical capital stances, on one transparent ladder.

Other coverage
Credit ResearchIndustry & Sector ResearchEconomy & PolicyRisk & Analytics