Gravitywell.Research
Updates · Point-in-time

What changed, dated.

Every dated change on the platform: rating actions, index vintages, new reports, magazine issues and dataset expansions, in one feed. Point-in-time: entries are never silently restated.

2026-07-15G-secs / duration: Reviewed→Affirmed Overweight: the post-war oil collapse strengthens the disinflation-and-duration case.
2026-07-15Corporate / private credit: Reviewed→Affirmed Constructive: spreads held through the shock; watch FY27 credit-growth moderation.
2026-07-15Indian equities: Reviewed→Affirmed Neutral: post-war relief rally, but the yield gap and FPI stance still cap it.
2026-07-15Gold: Reviewed→Affirmed Neutral: the post-truce risk-on trims the safe-haven bid; structural demand intact.
2026-07-15Indian rupee: Reviewed→Affirmed Underweight, but the acute-stress case eased: recovery from the record low on the 19-June truce.
2026-07-04Coverage expanded to 46 capital providers across four desks→Growth & buyout (Kedaara, ChrysCapital, True North, Multiples), sovereign (Temasek, GIC, ADIA) and private credit desks join the equity league; company pages, capital graph and data exports shipped.
2026-07-03VC Firms coverage expanded to 16 franchises→Nine dossiers added (WestBridge, Bessemer, Z47, Kalaari, Chiratae, A91, Stellaris, Fireside, General Catalyst India) plus contested positions, IPO pipeline and per-firm watch lists.
2026-07-03Site-wide search, persona guides and this updates feed shipped→⌘K search across firms, companies, indices and ratings; /for guides for LPs, GPs, hedge funds and governments.
2026-07-03Ratings vintage refreshed→Capital stances and sub-sovereign outlooks reviewed against July 2026 conditions; Philippines peer outlook corrected to Positive.
2026-07-01All 11 indices + Cycle Clock actualised to the June 2026 vintage→Market-tail actualisation across the index family (v3.2); ISM 2.0 funding and CG Semi commercial shipments reflected in sector scorecards.
2026-07-01India'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
2026-07-01Capital Axis: June 2026→In one June week, four central banks turned hawkish even as oil collapsed. That was the month the disinflation era ended, and India, hit har
2026-06-19The $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 wo
2026-06-15India · Sovereign: Initiated→Inaugural G2 (Strong), outlook Positive: ahead of agencies' Stable on the growth-and-consolidation trajectory.
2026-06-15Gujarat · State: Initiated→Inaugural G2 (Strong), outlook Positive.
2026-06-15Maharashtra · State: Initiated→Inaugural G2 (Strong), outlook Stable.
2026-06-15Karnataka · State: Initiated→Inaugural G3 (Sound), outlook Stable.
2026-06-15Tamil Nadu · State: Initiated→Inaugural G3 (Sound), outlook Stable.
2026-06-15Uttar Pradesh · State: Initiated→Inaugural G4 (Adequate), outlook Positive.
2026-06-15Defence & Aerospace · Sector: Initiated→Inaugural G3 (Sound), outlook Positive.
2026-06-15Healthcare Services & Medtech · Sector: Initiated→Inaugural G3 (Sound), outlook Positive.
2026-06-15Data Centers · Sector: Initiated→Inaugural G3 (Sound), outlook Positive.
2026-06-15Fintech & Financial Infrastructure · Sector: Initiated→Inaugural G3 (Sound), outlook Stable.
2026-06-15Space Tech · Sector: Initiated→Inaugural G3 (Sound), outlook Positive.
2026-06-15AI: The India Stack · Sector: Initiated→Inaugural G3 (Sound), outlook Positive.
2026-06-15EV & Battery Ecosystem · Sector: Initiated→Inaugural G4 (Adequate), outlook Developing.
2026-06-15Semiconductors · Sector: Initiated→Inaugural G4 (Adequate), outlook Stable.
2026-06-15Quick Commerce · Sector: Initiated→Inaugural G4 (Adequate), outlook Developing.
2026-06-15Quantum Computing · Sector: Initiated→Inaugural G4 (Adequate), outlook Developing.
2026-06-15Data-Centre Exposure Basket: Initiated→Inaugural G3 (Sound), outlook Stable.
2026-06-15Semiconductor Exposure Basket: Initiated→Inaugural G4 (Adequate), outlook Stable.
2026-06-15Space-Tech Exposure Basket: Initiated→Inaugural G4 (Adequate), outlook Stable.
2026-06-15Quantum Exposure Basket: Initiated→Inaugural G5 (Speculative), outlook Negative.
2026-06-15G-secs / duration: Initiated→Inaugural stance: Overweight (High conviction).
2026-06-15Corporate / private credit: Initiated→Inaugural stance: Constructive (Moderate conviction).
2026-06-15Indian equities: Initiated→Inaugural stance: Neutral (Moderate conviction).
2026-06-15Gold: Initiated→Inaugural stance: Neutral (Low conviction).
2026-06-15Indian rupee: Initiated→Inaugural stance: Underweight (Moderate conviction).
2026-06-03Capital Axis: May 2026→A ₹2.25 lakh crore foreign exodus meets a $210bn sovereign-compute pledge: the bifurcation that defines India's 2026.
2026-05-01The Sovereign AI Race→Who controls the compute, the models, and the energy behind national AI ambition, and where the capital is moving next.
2026-04-12India Data Center Intelligence→A 23-page deep dive into India's data center buildout: capacity, power, land, and the investment pipeline reshaping the subcontinent.
2026-03-20India PLI Analysis→Production Linked Incentives, promise versus delivery: sector scorecards, FDI flows, and where the scheme actually moved the needle.
2026-02-28Make 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.
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