Windmill Capital Investor Letter – April 2025 Edition
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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.
How to Create Your Own smallcase & Share it
Understand how you can create & share your own smallcase in 3 simple steps.
PLI Powerplay: Why India is Betting Big on Passive Electronics
If India starts churning out more resistors, capacitors, or display modules at home, who gains? The short answer: Almost every sector.