India’s Next Investment Cycle
Private capital expenditure is stirring after a decade of balance-sheet repair. What the early evidence says about the durability of the upturn.
Read More →Independent Macroeconomic & Strategic Research
Understanding the forces shaping markets, economies and decisions.
Kakde Research provides independent macroeconomic research, strategic analysis and bespoke consulting — with deep expertise in India and emerging markets — for investors, allocators and institutions navigating an increasingly complex global economy.
Clarity in a world of complexity.
Markets rarely move in isolation. Economic policy, capital flows, geopolitics, demographics and structural change increasingly intersect to shape the environment in which businesses and investors operate.
Kakde Research brings these forces together through rigorous research and independent analysis—turning complex economic developments into insights that can inform better decisions.
What We Do
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01
Macroeconomic Research
Independent analysis of economic growth, inflation, monetary policy, fiscal policy, interest rates, currencies and global macro trends.
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Strategic Research
Research focused on structural changes affecting industries, capital allocation, trade, investment and long-term business strategy.
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Bespoke Consulting
Custom research and analysis designed around specific questions, markets, industries or investment decisions.
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Emerging Markets Intelligence
Deep research into emerging-market economies, structural opportunities, risks and the forces reshaping global capital flows.
Research built for decisions.
Our research is designed to go beyond describing what happened. We focus on understanding why it happened, what it means, and what could happen next.
- 01 Independent Thinking
- We do not build our conclusions around consensus.
- 02 Evidence First
- Our analysis is grounded in data, economic fundamentals and primary research.
- 03 Decision Relevant
- Research should ultimately help someone make a better decision.
Our Services
Six ways to work with us — from a single question answered properly to a standing India desk. Every engagement is fixed-fee, fixed-scope and delivered in writing.
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The India Question
One India question, answered properly, in a week.
For when a specific India question is blocking a decision and no one internally can answer it. A focused engagement that produces analysis you can circulate — not an hour-long call that leaves no record.
A 6–8 page written memo with charts · data appendix with sources · 45-minute delivery call · one round of written follow-up.
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02
IC Briefing
An independent India voice in the room before you commit.
For India decisions heading to investment committee. Choose a case review — an independent assessment of the thesis on the table — or a pre-mortem, in which we deliberately argue the other side of the allocation you are about to make.
A 10–12 slide committee pack · 60–90 minute live session with Q&A · written follow-up capturing questions raised and our answers.
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03
Market Access & Structure Map
India’s market plumbing, mapped for your structure.
For funds, family offices and firms moving from passive exposure toward direct or active India positions. Orientation on access routes, foreign ownership limits, index mechanics, repatriation and flows, custody and settlement, derivatives access and GIFT City — so your counsel and operations teams ask better questions.
A 20–25 page client-specific reference document with terminology annex · delivery call · one revision round. Market-structure education, not legal, tax or regulatory advice.
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04
India Positioning Diagnostic
What your India exposure is actually a bet on.
An independent examination of existing India exposure: what it consists of by sector, size and factor tilt; how it differs from the standard indices and the domestic market’s actual composition; and what it implicitly assumes about Indian growth, policy, currency and governance — stated plainly.
A 15–20 page assessment · data appendix · delivery call. Analysis of an exposure’s characteristics — not buy, sell or weighting recommendations.
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05
Comparative Benchmarking Study
India versus the peer set you actually choose between.
One dimension examined rigorously against a fixed, named peer set: policy credibility and transmission, banking system resilience, currency and external balance, corporate structure and governance, or market access architecture. Where India ranks badly, we say so first — that is what makes the favourable findings believable.
20–25 pages on one dimension · methodology stated openly enough to be challenged · complete, reproducible data appendix · delivery call and one revision.
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06
India Desk Retainer
The India analyst you can’t justify hiring.
Standing monthly research capacity for funds and family offices whose India questions arrive faster than a report cycle. Capacity, structured and tracked — not a subscription, and not unlimited access.
A monthly 6–10 page note on a topic you nominate · written Q&A answered within 48 hours · a monthly call · quarterly updates to maintained datasets · priority terms on project work.
Enquire →
How engagements work.
Every engagement begins with a scoping call and a written brief back to you before work starts — proof we understood the question. You receive fixed fees and fixed scope: what will be delivered, in physical terms, by when.
Every engagement includes
A scoping call and written brief before work starts. One revision round. A delivery call. A data appendix with sources. PDF plus editable charts.
Every engagement excludes
Legal, tax and regulatory advice. Security-specific recommendations. Portfolio construction. Work is for your internal use.
Latest Thinking
The New Geography of Global Capital
Cross-border investment is being redrawn by industrial policy, security considerations and demographics. A map of where capital is going next.
Read More →Why Emerging Markets Matter Again
After a lost decade for the asset class, the structural case for emerging economies is quietly being rebuilt.
Read More →Beyond the Interest Rate Cycle
Monetary policy is only one of the forces acting on the cost of capital. The slower-moving drivers investors should be watching.
Read More →Research when the question matters.
Not every strategic question can be answered with a standard report. We work with clients on bespoke research and analytical projects where the depth of the question demands depth of analysis.
Discuss a Project →Independent by design.
Kakde Research is an independent research and consulting firm focused on macroeconomics, financial markets and strategic questions.
Independence is not a marketing position; it is a working method. We are not tied to a product, a house view or an institution whose interests shape the conclusion. Our analysis is built on data, economic fundamentals and long-term thinking—and communicated plainly, so that it can actually be used.
25+
Markets & Economies Covered
50+
Research Themes
100%
Independent Analysis
Have a question worth researching?
Tell us what you are trying to understand. We can help turn a complex economic or strategic question into structured, decision-ready research.