Gravitywell.Research
Coverage

Industry & Sector Research

Sector deep-dives: demand, capacity, margins, and competitive structure across the industries that drive output.

3reports
published

Reports

Industry & Sector ResearchJul 2026GWR-2026-IN-002

India's Global Capability Centres

India's 2,117 offshore centres run $98.4bn of the world's corporate work, and revenue now compounds twice as fast as the centre count because the work carries a mandate rather than a queue of tickets. But the wage gap that funds it is the one input artificial intelligence compresses fastest. This report sizes the machine, prices the arbitrage, and names where the exposure is actually tradable.

2,117
GCCs in India, across 3,728 units (FY26)
2.36m
People employed (FY26)
$98.4B
Annual GCC revenue (FY26)
High confidenceRead →
Industry & Sector ResearchApr 2026GWR-2026-IND-DC-001

India Data Center Intelligence

A 23-page deep dive into India's data center buildout: capacity, power, land, and the investment pipeline reshaping the subcontinent.

1.8GW
Operational capacity 2026
$28B
Committed pipeline
5
Hyperscale clusters
High confidenceRead →
Industry & Sector ResearchFeb 2026GWR-2026-MII

Make in India vs China+1

The comparative manufacturing thesis: where India wins, where it lags, and what the China+1 reallocation really looks like on the ground.

3×
FDI gap vs Vietnam in electronics
9
Sectors benchmarked
Medium 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 ResearchCapital MarketsEconomy & PolicyRisk & Analytics