About
Independent research and private client advisory, written against consensus.
The Platform
Infy Macro is an independent research and advisory platform focused on global macroeconomics, markets, commodities, geopolitics and structural investment themes.
The work here starts from a simple observation: the most dangerous place in markets is the middle of the crowd. When positioning, narrative and valuation all point the same way, the asymmetry has usually moved to the other side.
Research is organized around a small set of persistent themes — macro, energy, geopolitics, Japan, AI & technology, and commodities — and revisited as the evidence changes. No hot takes, no daily noise. Fewer notes, higher conviction.
Alongside published research, we advise a small number of private clients on portfolio strategy and capital allocation. Advisory work is an extension of the research, not a separate product.
— Archit Nigam
Investment Philosophy
Contrarian by design, value by discipline. The approach looks for structural shifts the market hasn't priced, overlooked risks hiding in consensus assumptions, and situations where the gap between price and value is widest precisely because the story is unpopular.
Independence matters. There are no banking relationships to protect and no house view to defend. The research comes first. Advisory work is reserved for a small number of private clients who want the same framework applied to their own capital.
Advisory
Alongside the published research, Infy Macro works with a small number of private clients on portfolio strategy, asset allocation and thematic positioning. The same contrarian, macro-first framework is applied to client capital with discretion and long-term alignment.
For advice on portfolio strategy, contact us at info@infymacro.com.
This website is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any security or investment product. Past performance is not indicative of future results.