Arsh Chhabra

About

I am an MS in Accounting and Fundamental Analysis student at Columbia Business School, graduating in December 2027, focused on private equity, growth equity, credit, and fundamental research. Before Columbia, I was a Private Equity Summer Analyst at 360 ONE Asset Management in Mumbai, working on growth-stage and late-stage investments.

My training is in mathematics. I studied Mathematics and Computer Science at Pomona College, published three peer-reviewed papers in algebra, and began a PhD in Operations Research and Financial Engineering at Princeton on a full fellowship before leaving to build a career in investing. I passed CFA Level I in August 2026.

Writing on Markets

Independent research based only on public information.

• Deferred Distress: Apparent Stability in the US Residential Real Estate Market

  Policy, accounting rules, and aligned incentives delay the recognition of housing distress, so leverage and risk are understated in the headline data.

  September 2026 · Read (PDF)

• Adaptive Corporate Governance and the Cost of Capital: Market Structure of India's Renewable IPP Sector

  Why India's listed renewable power producers trade in two valuation tiers, and how an adaptive view of governance explains competition across short, medium, and long horizons.

  June 2026 · Read (PDF)

• Hot Potato Investing, the Shareholders of Last Resort, and Structural Distortions in the Markets

  How the growth of passive flows strains the assumptions behind CAPM and index investing, and the price distortions that follow.

  May 2026 · Read (PDF)