Macro
India Macro & Markets
Where the index is headed, what the FIIs are really doing, and why it matters for what you hold.
Geo-Economics · Equity Research
The world is noisy. Your portfolio needs the signal.
I'm Vinit Bolinjkar — Head of Research at Ventura Securities. For over two decades I've connected global power shifts to the Indian stocks and sectors that move. Clear, valuation-first, hype-free.
- Experience
- 20+ yrs
- On LinkedIn
- 72K+
- Firm
- Ventura Securities
Background
Two decades spent reading the market’s signal.
As Head of Research at Ventura Securities, I lead equity research and daily market calls — and I read the world through a geo-economics lens: how oil, trade, currencies, and geopolitics move Indian markets.
My approach is valuation-first and contrarian — buy the fear, sell the greed. I don’t chase headlines or hype. I look for the signal, explain the reasoning, and tell you what it means for your portfolio. And I teach what I’ve learned, so you can think like an analyst — not just follow tips.
- Role
- Head of Research, Ventura Securities
- Experience
- 20+ years in equity research
- Method
- 12 Dimensions valuation framework
- Based in
- Mumbai, India
As featured in
- Business Today
- BT TV
- Reuters
- InvestmentGuru
- Informist
Coverage
Four lenses on one question: what moves your money?
Everything I publish ladders up to these four. Together they connect the big global picture to the individual stock on your watchlist.
Geo-Economics
Global shifts → Indian stocks
Oil, trade, currencies, conflict — decoded into the sectors and names that win or lose. No politics; just consequences.
Valuation
Stock & sector deep-dives
A valuation-first read on what’s cheap, what’s a trap, and the reasoning behind both.
Mindset
Think like an analyst
The process, the discipline, and the mistakes to avoid — the craft behind the calls.
On the record
Recent reads & appearances.
Business Today Interview
“The broader outlook for India remains very bullish” — hidden-gem stock theses.
BT TV Video
2026 market strategy: be selective and valuation-driven.
Informist Market view
On Indian IT, AI disruption, and the data-centre build-out.
LinkedIn Daily notes
Market reads, geo-economics, and the occasional uncomfortable truth.
Where to find me
Follow the signal — wherever you are.
Daily market reads on LinkedIn and X. Have a quick question? Message me directly on WhatsApp.