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Naveen K R, Author at smallcase - Page 10 of 51

Senior Director, Windmill Capital | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. Windmill Capital Private Limited does not uphold nor promote any of the views / opinions. | Windmill Capital Private Limited is a SEBI registered research analyst (Regn. No. INH200007645)

India Auto: Premiumization, Export Surge, And Festive Demand Drive Q2FY26

The September quarter reaffirmed India’s auto resilience; driven by premiumization, exports, and festive demand. Both Hyundai Motor India (HMIL) and TVS Motor Company (TVSL) posted strong profit growth despite input and volume headwinds.

India’s Economic Outlook: A Deepavali Message of Optimism

India's economy shows resilience: upgraded credit rating, easing inflation, GST reforms & 6.5% growth. Read our analysis.

Branded Now, Generics Next? Mapping the U.S. Pharma Tariff Overhang

Branded drugs face tariffs now, generics could be next. Read Windmill Capital's take on the U.S. pharma tariff overhang.

What Does AI in Investing Really Mean?

Everyone’s hyping AI in investing, but what’s real and what’s smoke? Windmill Capital breaks it down in this article.

How Indian Credit Rating Agencies Make Money and Why It Matters

India’s top credit rating agencies don’t lend a rupee; yet they decide borrowing costs. So how do they earn?

How Asset Allocation smallcases Delivered Stability Amid Market Volatility

How did asset allocation smallcases perform in a year when markets barely moved?

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Naveen K R, Author at smallcase - Page 10 of 51

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