Gravitywell.Research
Ratings · Reviewed 22 June 2026

Conviction, graded.

Forward-looking research opinions across the sovereign, states, sectors, instruments and tactical capital stances — on one transparent ladder, factor-scored, governed, and screenable. Research opinions, not regulated credit ratings.

19
Ratings live
5
Rating classes
4
On watch
G2 Strong
Sovereign
G1 Prime 85-100G2 Strong 70-84G3 Sound 55-69G4 Adequate 45-54G5 Speculative 35-44G6 Watch <35
Sovereign spotlight · India

The agencies' public ratings, our forward view, and the factor build-up behind the grade.

Gravitywell research view
G2StrongOutlook Positive · ★ Watch +
Growth & dynamism88
Monetary credibility76
Fiscal & debt60
External position55
Institutions & depth72
Full rating
Agency ratings · public, for reference
S&PBBBStable
Moody'sBaa3Stable
FitchBBB-Stable
EM peers · S&P-scale
ChinaA+IG · upper-medium
PhilippinesBBB+IG · low-medium
IndiaBBBIG · low (improving)
IndonesiaBBBIG · low
VietnamBB+Sub-IG
BrazilBBSub-IG
The ratings screener

Filter the full book by class and by stakeholder lens, sort, search, and isolate on-watch names. Click any row for the full rating, factors and history.

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19 of 19 ratings
Governance & criteria
Rating committee

Each rating is set by a Gravitywell research review, chaired by the head of research, with at least two analysts and a methodology owner — not by a single author.

Review cadence

Ratings are reviewed every cycle (monthly for stances, quarterly for sectors/instruments, semi-annually for sovereign/sub-sovereign) and on any material event.

Conflicts of interest

Gravitywell does not solicit or accept payment from rated entities for a rating. Ratings are issuer-unpaid research opinions; any holdings or advisory relationships are disclosed.

Independence

Analysts are walled from any commercial relationship; the methodology owner can veto a grade that departs from criteria without a documented rationale.

What a grade means

A grade is a relative, forward-looking opinion on risk-adjusted attractiveness (sectors/instruments/stances) or creditworthiness (sovereign/sub-sovereign) — NOT a probability of default and NOT a price target.

Appeals & new information

A rated entity or a subscriber may submit new information; the committee re-reviews and publishes any change as a dated rating action.

Criteria by class
Sovereign / sub-sovereignGrowth & dynamism, monetary credibility, fiscal & debt, external position, institutions/own-revenue — weighted to a 0-100 score, then the G-ladder.
SectorMapped from the dossier scorecard (demand, competition, capital intensity, risk-adjusted return) to a 0-100 score, with a forward outlook from the cycle trend.
Instrument (baskets)Exposure purity, profitability/quality, liquidity and hindsight/selection risk — graded on quality and risk, not on past return.
Capital stanceTactical asset-allocation view (Overweight → Underweight) derived from the macro indicators and the Capital Cycle Clock.
Track record

This is the inaugural rating cycle (June 2026) — there is no live track record yet, and we will not pretend otherwise. From here, every grade carries a history, every change is published as a dated rating action, and from the second cycle we will report a transition matrix and measure predictive performance (do higher grades earn better risk-adjusted outcomes?). Track record is earned, not asserted.

Methodology

Method — Sector grades map our 0-100 favourability onto the G1-G6 ladder, with a forward outlook from the cycle trend. Sovereign and sub-sovereign grades weight growth, fiscal, external and institutional factors. Instrument grades score exposure quality and risk (not past return). Capital stances are tactical views from the macro indicators and the Cycle Clock. Grades are point-in-time and reviewed each cycle — we do not silently restate.

Sources: Moody's affirms India Baa3 (Moody's Ratings)P · State finances (RBI Study of State Budgets)P · India sovereign — S&P BBB / Moody's Baa3 / Fitch BBB- (TheGlobalEconomy / Trading Economics)S · S&P upgrade to BBB, 2025 (CNBC-TV18)S · EM peer sovereign ratings (Wikipedia / Trading Economics)S · All sector grades, stances, purity weights & scores — Gravitywell opinionE

Data & sourcing policy

Sourcing. Every figure is sourced and dated. We tier provenance — Primary (official, regulatory, exchange or company filings), Secondary (tier-1 industry research and reputable media), and GW estimate (our own reconstruction or opinion, labelled, never presented as external fact). We prefer primary where it exists, reconcile divergent prints to cited ranges, and hold every number point-in-time — dated, and never silently restated; revisions publish as dated changes.

Fact vs opinion. Facts vs opinion — market sizes, official prints, prices, named deals and agency ratings are sourced facts (Primary/Secondary). Scores, grades, purity weights, scenario paths and indicative sparkline points are Gravitywell's analytical opinion (GW estimate) — labelled, not presented as external data.

PPrimaryOfficial / regulatory / exchange / company filingSSecondaryTier-1 industry research or reputable mediaEGW estimateGravitywell reconstruction or opinion — our analysis, not an external fact
⚠ Important · what these ratings are (and are not)

IMPORTANT — Gravitywell Research Ratings are independent, forward-looking RESEARCH OPINIONS / analytical assessments. They are NOT credit ratings issued by a SEBI-registered Credit Rating Agency, NOT a SEBI Research-Analyst recommendation, and NOT investment advice. Sovereign ratings shown for S&P, Moody's and Fitch are those agencies' own public ratings, cited for reference only. Sub-sovereign (state) and instrument grades are research opinions, not solicited ratings. Our opinions may change without notice and do not guarantee any outcome. Do your own research / consult a SEBI-registered adviser.

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