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Tejas Dessai

Tejas Dessai leads Global X’s Thematic Research efforts as Director of Research. Tejas joined Global X in 2022 as a Research Analyst, covering technology themes and products, with a focus on disruptive technologies including artificial intelligence, robotics, cybersecurity, social media, gaming, and digital advertising. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, The Washington Post, Business Insider, and Reuters. Prior to joining Global X, Tejas worked as an Associate for SSR LLC, an independent research provider, covering mega and large cap TMT equities, specifically focusing on disruptive technology and emerging trends. Tejas holds a BTech in Electronics and Communications Engineering from the National Institute of Technology Goa and earned his MEng in Industrial Engineering from North Carolina State University at Raleigh.

Mar 10, 2026By
The conflict in Iran is adding pressure to already tight defense stockpiles, which could accelerate procurement cycles and boost fundamentals.
Feb 20, 2026By
Software is caught in a broad sell-off as the market prices in AI disruption risk. While some risk may exist, we see opportunity.
Jan 08, 2026By
AI is driving a stack of interlinked technologies, from semiconductors to data centers to energy, shaping the next era of growth and innovation.
Jan 05, 2026By
The Defense Tech theme enters 2026 on solid footing as rising military spending flows through to company fundamentals.
Nov 10, 2025By
Rare earth elements are in focus as geopolitics and innovation create dual pressures on global supply chains.