Anurag has been associated with 13D for nearly 10 years. Anurag’s broad work experiences for over 15-years in research, operations, sales, finance and team management sets the foundation for his distinct and unique contribution to the company. Anurag oversees macro research and idea generation for one of the firm’s top investment themes: Why India could be the best-performing stock market over the next ten years. A key focal point of his research and writing is about how technology is helping India leapfrog developed countries.
Anurag is also instrumental in content creation across many of 13D’s other key investment themes including climate change, emerging technologies and food and water shortages. Additionally, Anurag plays an important role in 13D’s internal corporate deployment of new technologies.
Anurag also directs the firm’s Center of Excellence in Delhi, which provides market research and sales support along with data analytics and industry research support.
Prior to 13D, while working at one of India’s top research outsourcing firms, Anurag built an extensive background in macroeconomic research and commentary for Emerging markets and earned outstanding performance accolade for his research. Anurag also worked with India Infoline for two years as a capital markets and derivatives dealer—delivering outstanding returns while managing a portfolio of high net-worth clients.
Anurag earned a bachelor’s degree in Mathematics followed by Masters in Business Administration.
WATMTU - January 17, 2021
1. The price-action in the global equity markets indicates a momentous shift in capital reallocation could be just getting started.
2. Gold’s consolidation is again testing the March uptrend-line.
1. The price-action in the global e... more
WILTW - January 14, 2021
In WILTW November 26, 2020, we argued that the real challenge of vaccinating virtually the entire global-population has just begun and is one of the biggest logistical challenges in history.
Vaccination progress remains sluggish, due to inefficien... more
WATMTU - January 10, 2021
1. The markets are not prepared for a significant further rise in long-term Treasury yields.
2. Yet another peculiar selloff in gold and silver.
1. The markets are not prepared for a significant further rise in long-term Treasury yi... more
WILTW - January 7, 2021
We have made the case for nearly two decades that alternative energy will be the foremost source of electricity. We have argued for many years (see reports) that technological advances to cut costs and increase the efficiency of solar, wind, and bat... more
WILTW - January 7, 2021
In prior issues, we have warned that virus mutations could hobble vaccine development, while manufacturing and distribution of first-generation vaccines remains one of the biggest logistical challenges in history (see related WILTW reports).