Bastion Research
Bastion Research, Navid ViraniHelping investors make informed investment decisions
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 79 | Subscribers | Read | bastionresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Mapping Indian Players Building the AI Brain
Welcome to the FIFTH edition of our newsletter series on AI. One purpose, as always: to decode the economic architecture of AI from the ground up, through an investor’s lens. Not the hype, not the headlines, the actual structure underneath....
The AI Brain Race: America Leads, China Chases, India Watches
Welcome to the FOURTH edition of our newsletter series on AI. A quick note before we begin, as we do every edition. This series has one purpose: to decode the economic architecture of AI from the ground up, through an investor’s lens. Not t...
Inside India's LPG Crisis: The Import Dependency We Built Ourselves
Ever since the US and Israel attacked Iran and the Strait of Hormuz came under disruption, the fragility of the global economy has started to unfold. The disruption is not limited to crude alone, but extends to several critical chemicals as...
The Companies Powering India's AI Story
Welcome to the THIRD edition of our newsletter series on AI. As always, a quick reminder of what this series is about. We are not here to talk about the hype, the chatbot headlines, or the latest funding round that broke the internet for 24...
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Authors
The writers behind this newsletter.
We are an India-focused boutique equity entity providing independent research services. Our research empowers DIY individual investors, institutions, family offices and fund managers to make informed investment decisions.
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