Windmill Capital Investor Letter – April 2026 Edition
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)
Windmill Capital Investor Letter – April 2026 Edition
We're launching Mutual Fund smallcases this month. And in markets: crude at $120, the UAE out of OPEC, and a wage squeeze spreading across sectors. Read the full update.
Mutual Fund smallcases by Windmill Capital: Better Portfolios, Less Clutter
Your five funds, four apps, and idle cash deserve better. Windmill's Mutual Fund smallcases bring structure to the chaos.
Understanding Oil Cartels and the UAE’s 2026 Exit
UAE exits OPEC in 2026, exposing cracks in cartel power as nations prioritise profits over collective control.
Every Car Has More Uno Minda Than You Think
Uno Minda’s edge lies in rising content per vehicle, diversified segments, and EV-ready products driving growth.
Aditya Birla Capital: A Financial Conglomerate Finding Its Stride
Strong Q4 with 41% profit growth; MUFG’s ₹39,618 crore investment boosts capital and strengthens growth outlook.
Introducing Cash Management smallcases by Windmill Capital
Windmill Capital launches Cash Management smallcases; five low-risk options for your short-term savings to earn more.