sol·india macro

Macro-Pulse dashboard

Each card is one auditable unit. Source, source-type, “as-of” date and verifier are visible on every tile. Filter by PESTLE pillar or investment horizon. The registry lives in data.php — git-blame on that file is the audit trail.

Pillar
Horizon
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.
T · Technological Short / Medium · 5–10y

UPI Rural Adoption

~18.4B transactions / month (national, all-tier)

Digital Public Infrastructure (UPI, Aadhaar, Ayushman Bharat) is the spine of the consumption re-rating thesis. The census will reveal the actual rural-tier penetration rate vs. the headline national figures.

Investment implication Under-penetrated rural consumer-finance and micro-credit fintech still mispriced relative to coastal-urban saturation.
Global link Global digital-payments rails (PIX, FedNow) — UPI sets the open-rail benchmark exporters of DPI consultancy ride.
S · Social/Demographic Short / Medium · 5–10y

Industrial Corridor Migration Rate

— awaiting data —

Domestic migration to tier-2/3 manufacturing hubs (Sanand, Sri City, Sanand-Dholera, Hosur) is currently inferred from mobile-roaming and EPFO data. Census 2027 D-tables will replace those proxies with ground truth.

Investment implication Industrial real estate, worker-housing REITs, and localised grid-capex bonds all repriced as census flow data lands.
Global link China+1 supply-chain de-risking — corridor labour absorption is the rate-limiter on Apple/Foxconn ramp.
V · Environmental Ultra-long · 40y

Coastal Heat-Stress Density

WBT > 32°C projected days/yr by 2060 (Mumbai/Chennai)

Cross-referencing IPCC AR6 wet-bulb projections with census population density gives the 40-year spatial-resilience map. The 2027 release sharpens the denominator across coastal districts and migration corridors.

Investment implication Long-duration coastal real-asset valuations require explicit heat-adaptation capex hurdles; insurance-linked-securities flow follows.
Global link Global climate-vulnerability adaptation premia — comparable framing to US Gulf-coast and Gulf-Arab heat exposure indices.

6 cards · add new entries by editing data.php and committing — visible diff = audit record. · See the methodology for how each metric is computed.