Anita Desai

Anita Desai focuses on a resource often overlooked by investors—water—bringing civil engineering expertise and emerging market perspective to analyzing water infrastructure. Born in Mumbai and educated at IIT Bombay before earning her master's from Stanford, Anita worked on water projects across India before joining the Asian Development Bank financing water infrastructure in developing countries. She pursued her MBA from Wharton and transitioned to analyzing water utilities, treatment companies, and infrastructure providers. Anita understands water scarcity challenges, treatment technologies, distribution networks, and the massive investment required to modernize aging infrastructure and expand access in developing regions. She excels at analyzing regulated water utilities, industrial water treatment providers, desalination companies, and the specialized equipment serving water infrastructure. Anita was early to recognize water scarcity's investment implications and identified companies positioned to benefit from infrastructure spending. Her analysis examines rate regulation, capital intensity, operational efficiency, and how climate change impacts water availability. She also tracks innovations in treatment technologies and water reuse. Based in Singapore, Anita brings global perspective to analyzing this essential resource that will only grow more valuable as populations expand and climate patterns shift.