Factor Investing in Action: How the Value & Momentum Strategy Responds to Market Shifts
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Factor Investing in Action: How the Value & Momentum Strategy Responds to Market Shifts
How value & momentum factors shaped returns during the recent market dip, and what it means for your portfolio.
India-UK Trade Deal: How Significant is it Really?
With the FTA, overall trade volume will rise; ideally, India wants its exports to keep outpacing imports. Read more here.
Windmill Capital Investor Letter – April 2025 Edition
Markets, gold, and quant shifts—catch key global trade moves & our latest portfolio updates in April's letter.
Tariff Turmoil & India’s Tightrope: Navigating a New Global Trade Order
As tariff walls rise, India finds itself better placed than most—but risks for exports and growth are far from over.
The World Dances to the Tune of US Bonds: What Recent Yield Moves Mean for India
US bond yield swings are shaking global markets; here’s what they mean for India, your portfolio, and smart investing now.
FPI Inflow Return: Indian Markets Catch the Signal
After months of heavy outflows, FPIs are returning to Indian equities. The trend marks a potential turning point for Indian market momentum.