Ideas for better research.
Clear explanations of the work behind equity research, from the first question to the next decision.
Latest articles
What It Takes to Build AI You Can Trust for Financial Research
Trustworthy financial AI methodology treats reliability as a systems problem, not a model choice. This note compresses an eight-layer stack, RAG limits, attribution discipline, hallucination taxonomy, agents, and evaluation into a practical trust framework.
India's Data-Centre Buildout: Where Is the Economic Value Accumulating?
India data centre investment has crossed a scale threshold, rising from 375 MW in 2020 to about 1.6 GW in mid-2026, with a pipeline toward 6 GW by 2029. This note maps where economic value accumulates as AI workloads raise power, cooling, and connectivity intensity.
The Modern Equity Research Analyst
The modern equity research analyst is not disappearing as information becomes abundant. The role is changing because finding, extracting and synthesising information is getting cheaper faster than deciding what it means.
The Investment Signal Index 2026: An Investment Signal Framework That Precedes Fundamental Change
This investment signal framework organises scattered evidence that fundamentals are shifting — hiring, capex, filing language, insider behaviour, competition, industry data and regulation — months before earnings confirm it.
The AI Equity Research Playbook
The AI equity research workflow is strongest at retrieval, summarization, and first-pass synthesis, and weakest at materiality, causality, and conviction. This playbook maps each stage, compresses the evidence, and sets controls desks can apply now.
Can AI Actually Do Equity Research?
Can AI do equity research today, and how would we know? This edition surveys FinanceBench, Deep FinResearch Bench and forecasting studies, defines research as twelve tasks, and sets Brane's repeatable methodology.
Brane AI Equity Research Benchmark 2026
The AI equity research benchmark proposed here tests what analysts actually do: read filings, extract numbers, research businesses, screen peers, and defend a thesis with evidence. Existing results show strong retrieval but weak reasoning.
State of AI in Institutional Equity Research 2026
AI in institutional equity research has moved from pilot to front-office infrastructure in under two years. This note maps adoption, workflow maturity, documented accuracy limits, and the governance shift from AI tool to AI associate.
What Is Equity Research? A Guide to the Full Research Lifecycle
From understanding a business to monitoring an investment thesis, here is how equity research turns information into a decision.