Masterclass
Masterclass: Building an Independent Macro Research Practice
A practitioner's blueprint for turning macro insight into an independent research business. Covers positioning and edge, building an Indian and global macro data stack from RBI, MOSPI, NSE, FRED and IMF sources, a repeatable regime-based research process, designing research products that fund managers actually pay for, SEBI Research Analyst compliance, pricing, distribution, track-record discipline, and scaling from a solo newsletter to a research house. Built for senior macro investors, fund managers and top-down strategists who want to publish under their own name.
Macro ResearchResearch BusinessData StackSEBI RA ComplianceRegime FrameworksResearch WritingDistribution
MODULES
6
DURATION
~5 hrs
TRACK
Macro & Markets
What You'll Master
Define a coverage universe and analytical identity that gives an independent macro shop a real edge over sell-side research
Assemble a working Indian and global macro database from RBI DBIE, MOSPI, CMIE, NSE, FRED, IMF and BIS sources
Run a repeatable regime-based research process that turns a macro view into expressible calls in Nifty, G-Secs, INR and sectors
Design, write and chart research products, from the weekly note to the monthly regime report, that institutional readers finish
Navigate SEBI Research Analyst Regulations, price and package subscriptions, and win the first institutional clients
Keep an honest, auditable track record and scale the practice from a solo operation to a small research team
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates
Curriculum Breakdown
Chapter 1: The Independent Macro Researcher
4 Lessons▶
Why Independent Macro Research Exists: The Gap Sell-Side Leaves Open12 min read
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Defining Your Coverage Universe: India-Centric, Emerging Markets or Global Cross-Asset13 min read
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Choosing an Analytical Identity: Framework-Led, Data-Led or Narrative-Led12 min read
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Auditing Your Own Edge: What You Know That the Market Does Not12 min read
Chapter 2: Building the Macro Data Stack
4 Lessons▶
Indian Macro Data Sources: RBI DBIE, MOSPI, CMIE, NSE and SEBI14 min read
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Global Macro Data Sources: FRED, IMF, BIS, World Bank and Market Feeds13 min read
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From Raw Release to Clean Time Series: Building the Pipeline in Python and Sheets15 min read
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High-Frequency and Alternative Indicators: GST Collections, E-Way Bills, PMI and Power Demand13 min read
Chapter 3: The Research Process, from Regime View to Publishable Call
4 Lessons▶
The Macro Regime Framework: Growth, Inflation, Liquidity and Policy14 min read
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Expressing a Macro View: Nifty, G-Secs, INR, Sectors and Cross-Asset Trades14 min read
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The Research Calendar: RBI MPC, Union Budget, Fed, CPI, IIP and Building a Schedule12 min read
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Scenario Analysis and Probability-Weighted Forecasts13 min read
Chapter 4: Writing, Charting and Publishing the Research Product
4 Lessons▶
Designing the Product Line: Weekly Note, Monthly Regime Report and the Deep Dive13 min read
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Writing Macro That Gets Read: Structure, the One-Line Call and Cutting the Fluff13 min read
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Charts as Arguments: Building a Chart Library That Carries the Thesis12 min read
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Track Record Discipline: Logging Calls, Scoring Outcomes and Publishing Hit Rates13 min read
Chapter 5: The Business, Compliance, Pricing and Distribution in India
4 Lessons▶
SEBI Research Analyst Regulations: Registration, Qualifications, Disclosures and Conduct15 min read
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Pricing and Packaging: Retail Subscriptions, Institutional Retainers and Bespoke Work13 min read
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Distribution Channels: Newsletters, Social Platforms, Bloomberg Chats and Institutional Sales12 min read
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Winning the First Ten Institutional Subscribers12 min read
Chapter 6: Scaling and Sustaining the Practice
4 Lessons▶
Building a Small Team: Analysts, Data Engineers and Editorial12 min read
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Being Wrong in Public: Managing Reputation Risk and Revising Calls12 min read
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Case Study: How Independent Macro Shops Built Durable Franchises13 min read
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The Ten-Year Plan: From Solo Newsletter to Institutional Research House12 min read