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My first experience of markets wasn’t from a Bloomberg terminal, it was wandering Mumbai’s Dalal Street with friends, watching Wall Street and Scam 1992, and trading options with my stipend on Zerodha. That early curiosity in markets has since grown into a career working in emerging economies on debt conversions, where political will, credit ratings, and investor appetite meet. Here, I track the economies that catch my eye and the opportunities and risks I see, from shifts in credit spreads to sector trends that affect industries and livelihoods.

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Framework for EM Investors

Emerging Markets Investing

Sovereign Ratings - 101

Deep Dive on Sovereign Ratings

Sovereign Spotlight

India