Binky Chadha
The Strategist
The long view, patient, analytical, playing several moves ahead.
Binky Chadha earns The Strategist designation by refusing the comforts of ambiguity. His forecasting method strips out political distraction and valuation noise until earnings stand alone as the load-bearing variable in market direction. At Deutsche Bank he commits to calculated positions ahead of consensus, treating precision as a professional obligation rather than a liability. Where peers shelter behind narrative hedges, Chadha names a number and defends it with data.
“If you could get earnings right, and you need to do that well in advance of the actual delivery, you will know what the markets are going to do.”
“To ignore everything except the economy. It's about the economy stupid — it's still accurate, and the S&P 500 is about earnings period. Positioning, valuation — it all fits in, but the underlying trend is all basically coming from earnings.”
“Right now I'm much more concerned about upside risks than downside. We stop worrying about going into a recession, stop worrying about the politics, and stop worrying about the tariffs because companies are dealing with it.”
Masters in Business: “Getting Earnings Right with Deutsche Bank's Binky Chadha”
LISTEN AT THE SOURCE ↗THE RECORD IS CHECKABLE