sol.mleary.idv.hk · multi-horizon macro · auditable

India through the 2027 Census vector

A penetrative, time-poor-friendly research portal anchored on India's first decadal census in over a decade — treated as a foundational valuation reset across 5, 20 and 40-year horizons. Every data point on this site carries its source, its “as-of” date, and its verification stamp.

Start with the Primer Open Macro-Pulse dashboard Research flow

New to India? read the eight-page primer. Macro-aware? the dashboard. Want depth? the research flow.

Macro-Pulse · preview

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P · Political Short / Medium · 5–10y

Delimitation Pressure Index

— awaiting data —

Census 2027 will trigger Lok Sabha seat reallocation under Article 82, shifting representation from low-fertility South to high-fertility North. We track the projected delta and the legislative window in which it lands.

Investment implication Multi-year overhang on fiscal-transfer formulae; watch state-borrowing spreads for repricing as draft maps emerge.
Global link Federal-power realignment — comparable to US post-census reapportionment cycles
E · Economic Short / Medium · 5–10y

Per-Capita GDP Recalibration

pre-census baseline USD nominal

Current per-capita figures rest on UN/MOSPI projections from the 2011 census. The 2027 release will reset both numerator (state GDP) and denominator (population), shifting state rankings and finance-commission devolution.

Investment implication State-level sovereign-spread differentials may widen post-2027; INR-denominated state bonds become a narrative trade.
Global link Emerging-market index reweighting — analogous to MSCI EM revisions after major data resets.
S · Social/Demographic Long horizon · 20y

South India Aging Index

TFR 1.6 children per woman (TN/KL avg)

Tamil Nadu and Kerala already track sub-replacement fertility. The 20-year horizon hinges on confirming the speed of southern aging vs. continued northern youth bulges — the structural axis the 2027 census will quantify state-by-state.

Investment implication Accelerated industrial-robotics adoption in TN/Karnataka manufacturing nodes; tailwind for Indian factory-automation integrators.
Global link Global automation/robotics cycle — south-India industrial capex echoes Japan/Germany aging-driven automation arc.

Why this site exists

One vector, three horizons

The 2027 census is treated as the central data drop. Every metric is filtered through 5-10y, 20y and 40y investment horizons drawn from the project blueprint.

Built for the time-poor

Bento-grid dashboard, 30-second briefs, explicit investment-implication callouts. If a chart can't be read in half a minute, it gets redesigned.

Auditable by design

Every card cites a primary or official-secondary source with an as-of date and a verifier. The full audit log lives in content/06-audit-log.md and in this repo's git history.

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