Hi, I’m Govi. Finance and strategy on the clock;
markets, books, shows, sports and travel off it.
And the things I notice in between.
Markets & Economics
Market notes, and the economy underneath them.
Sustainability
What it costs, who pays, and what actually works.
Noticed
The things I notice, in words and pictures.
About me
Finance and strategy by profession, markets by choice.
Read more →Reviews
Books and shows, and the ones that stayed with me.
Sports
F1, Tennis and Cricket.
Travel
Places I've been, and what I noticed there.
Noticed · 1 Oct 202650-50 Is Flawed. It’s 51-49 at Its Core.
Some days I’m 49-51. Some days 51-49. That little tilt, I think, is where I actually live.
Noticed · 26 Sep 2026Navigating Between Kids
The same people who taught me how to cross a road now come to me to cross a screen. Somewhere in between, we get a few years where we’re holding hands on both sides.
Markets & Economics · Market notes · 24 Sep 2026PB Fintech: When Regulation Changes the Economics of a Business
PB Fintech fell 36% in a single session after IRDAI proposed commission caps. And while the market sold, HDFC Mutual Fund bought ₹321 crore of the stock.