Strategy · Research · Economics · Systems
I study the systems behind Industries, Markets and Institutions.
My work sits across strategy, economics, research and analytics. I spend my time working out how industries, markets and public systems actually function underneath, then turning that into decisions people can act on.
- Currently
- Senior AnalystRajneethi Management Consultancy
- Based In
- Bengaluru, Karnataka, India
- Working On
- Energy, Steel, Semiconductors, Trade
Worked With
What I work on
Five areas that look separate on paper. In practice they are the same question asked from different angles.
01
Industry
I look at how a sector is actually built. Not the brand names, but the suppliers, the technology, the installed capacity and the infrastructure underneath them.
02
Economics
Prices, costs, demand and incentives decide what gets built and what quietly does not. That is usually where the real answer lives.
03
Strategy
Research is only worth something once it becomes a decision. Where to enter, what to build, what to leave alone, and in what order.
04
Public Systems
Regulation, governance and infrastructure set the limits of what is possible. I work out where the binding constraint sits, and I have designed the systems that operate inside it: evaluation frameworks, payout rules, decision infrastructure.
05
Trade
Industrial capability, trade policy and market access all collide the moment a business tries to cross a border. They are one problem, not three.
Current research
Work in progress rather than finished positions. These are the sectors I am reading into right now, and the questions driving it.
Fuels & Energy
01Energy Economics · Ethanol · Refining · Distribution
India's fuel mix is shifting faster than the infrastructure that has to carry it. I am working through the economics of that gap. How blending targets turn into physical supply chains, what they cost along the way, and which part of the system quietly absorbs that cost.
Steel
02Specialty Steel · Industrial Capacity · Trade Remedies
Steel is where industrial policy, trade and very heavy capital meet. I am looking at specialty grades in particular. What downstream demand genuinely justifies domestic capacity, and what decides whether a producer is competitive once you strip the trade measures away.
Electronics & Semiconductors
03Assembly · Components · Supply Chains · Industrial Policy
India's electronics ecosystem is being built in public, which makes it unusually good to study. The question I keep coming back to is where value actually lands, as opposed to where output gets recorded.
Atomic Energy
04Civil Nuclear · Supply Chain · Liability · Financing
Nuclear gets treated as a technical subject. Most of what decides its trajectory is industrial and institutional instead. Who can build the components, who carries the liability, and who is willing to finance an asset that pays back over thirty years.
International Trade
05Trade Policy · Market Access · India Entry
Trade policy, industrial capability and business strategy usually get studied by three different sets of people. They are one problem seen from three positions, and most entry failures happen in the gaps between them.
I would rather publish the question I am stuck on than a conclusion I have not earned.
Read the full set
Global trade and market entry
Helping international businesses understand India before they commit to a position in it.
Worked sector by sector. Market, regulation, industry structure, competition, partners, distribution, policy. Not as one national market, because it never behaves like one.
Where I have worked
Rajneethi Management Consultancy
CurrentSenior Analyst
July 2026 to present
JSPT Consultants
Consultant · Campaign Lead · Analytics & Visualisation Lead
February 2025 to December 2025
Mindshare United
Insights Consultant · Data Analyst
July 2024 to February 2025
Rajneethi
Jr. Data Analyst
August 2023 to July 2024
How I work
01
Question
Work out what actually needs answering. Most research goes wrong right here, by settling for the question that was easiest to reach.
02
Research
Go under the visible layer. Suppliers, technology, regulation, trade flows, capital, institutions.
03
Data
Build the evidence. Use the data where it exists, and construct it where it does not.
04
System
Map how the parts connect, so the real constraints and the few places they can be moved become visible instead of assumed.
05
Strategy
Turn it into a decision, with the reasoning intact and the uncertainty stated rather than smoothed over.
Insights
Full write ups from the research, published here in full.
Electrical Steel
18 min
India's CRGO Problem
India imports about 90% of the grain oriented electrical steel that goes into every transformer core. The size of the gap, who makes this steel globally, and what closing it would actually take.
Electrical Steel
15 min
Inside the Electrical Steel Trade
From silicon steel slab to finished transformer core. Who controls each stage, where concentration risk builds up, and how trade flows decide what any one country can build.
Electrical Steel
14 min
The Transformer Bottleneck
The downstream view. Five supply side problems transformer manufacturers hit when sourcing CRGO, and what the grid expansion pipeline does to each of them.
About
I work on research and strategy problems where economics, data, industry and institutions run into each other.
For an industry, that means the suppliers, the technology, the infrastructure, the regulation, the trade flows and the capital it takes to enter. The company you can name is usually the least informative part of the system it sits in.
The subjects look scattered. The thread is not. All of it is the same habit: work out how a system is actually put together, then use that to make a better decision inside it.
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