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Our Process

Null Hypothesis Test

Conduct research only after disproving its null hypothesis

Awe-inspiring Dataset

A dataset comprising economic parameters, company financials, and proprietary indicators going back up to 2 centuries.

Impeccable research

Easy to understand, first principle research to support your investment decisions

Our Research Coverage

Airtham’s multifaceted research approach emphasizes a top-down perspective, always beginning with analysis of macro before going deeper into individual financial assets.

US Macro

Insights and the analysis of US macroeconomic forces and their implications for various assets

India Macro

Unique analysis of Indian macroeconomic data and its implications for capital markets

Global Macro

Macroeconomic research covering major world economies such as China , Japan, EU etc and their impact on global capital markets

Equity Markets

Automated AI-driven top-down research of individual US & Indian equities. Publication of "Do-Not-Buy" Lists & Buy recommendations

Asset Allocation

Macro-led asset allocation research encompassing equities, debt, currencies & commodities

Commodities

Macro-driven research of commodities with an objective to determine medium to long-term price forecasts

Our Latest Insights

temp employment sep 2023 10-5x6-5 airtham

Can US Skip the Recession?

The most recent labor market data paints a concerning picture of overall weakness. Typically, the effects of changes
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shiller pe and inflation aug 2023 10-5x6-5 usa airtham macro sp500 usa

SP500 & Inflation Update: Aug 2023

Airtham Macro Research: The July headline CPI release followed predictions of a slight increase, yet the actual magnitude
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federal tax receipts jul 2023 10-5x6-5 airtham macro

What’s Happening to US Tax Receipts?

One of the most crucial indicators for gauging the health of a country lies in its government tax
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sp500 shiller pe inflation july 2023 10-5x6-5 airtham macro usa

S&P500 Shiller PE Vs Inflation: July 2023 Update

The latest inflation data for June indicates a significant decrease in inflation across various components, which has led
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fii sectorial flows june 2023 july 2023 airtham 10-5x6-5

FII Sectorial Flows India: June 2023 Update

India has experienced a consistent influx of positive FII flows over the past four months, and it appears
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copper to gold ratio 10 year yield july 2023 10-5x6-5 airtham

Predicting Bond Yields with Copper-to-Gold Ratio

The relationship between the copper-to-gold ratio and the 10-year US Treasury yield has been extensively studied due to
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