WRITING
Essays, notes, and data
Three formats: Essays — deep operator analysis, every couple of weeks. Notes — short reactions to reports, earnings, and regulation. Data — a running look at origination trends, refreshed quarterly.
Nothing published yet. The first pieces are in progress — an operator's read on Open Banking versus India's Account Aggregator framework, and a look at what four market-entry launches teach about reading RBI's Digital Lending Directions. Check back soon.