SvarQ Research

SvarQ Research is an independent research lab. We publish long-form theses on Indian market regime change and the global flows that drive it, written for portfolio managers, analysts, and allocators who think in years, not quarters.

What we publish

Two formats. Research notes are deep theses shipped as PDF, each with a stated position, an entry, an invalidation condition, and a horizon. We track every one in the open at the track record page. Essays are shorter framework pieces on regime, flow, and inflation mechanics. Every piece, in both formats, has a thesis-at-a-glance summary at the top, named authorship, dated forecasts, and a citation block.

What we don’t publish

Daily commentary. Stock tips. Sentiment pieces. Consensus repackaged with adjectives. We’re slow on purpose.

Cadence

One full publication or essay every other week. Subscribers get it the morning it ships.

Editorial standard

• Every call is dated and tracked, including the wrong ones.
• Every position has an explicit invalidation condition.
• Every claim is sourced. Original data is named. Borrowed frameworks are credited.
• We update prior theses when the world changes. We don’t quietly delete them.

Who reads us

Indian and India-adjacent buy-side desks, emerging market specialists at global funds, family offices, and a growing number of allocators and policy researchers. If you’re one of them and would like to collaborate, see Contribute.