Expert View: Global Tensions, Oil, and the Markets
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Expert View: Global Tensions, Oil, and the Markets
Sectoral moves illustrate how geopolitical shocks can quickly travel through energy markets, currencies, and equities.
AI, Exports, Microcaps: Newly Launched Portfolios on smallcase
Curated by SEBI-registered investment experts, these newly-launched portfolios span from quant strategies to AI & other structural themes.
$285B Global Wipeout: Why IT, Tech Stocks Got Hit by Claude AI’s New Tool
This sudden fall in IT stocks highlighted a stark new reality for investors: AI advances are coming faster than expected.
Windmill Capital Investor Letter – January 2026 Edition
Windmill Capital covers 5 major stories from January 2026 along with other updates like rebalance, geopolitical affects on gold & silver among others.
Budget 2026 Decoded: Where the Money Goes
The Union Budget tells us what the govt wants to build, where it wants to spend, and how it’s thinking about India’s next phase of growth.
Union Budget 2026: Sector-Wise Highlights & Key Announcements
Get the latest Union Budget 2026 updates with key sector-wise highlights, policy announcements, and market-relevant measures announced by FM Nirmala Sitharaman.