Windmill Capital Investor Letter – January 2026 Edition
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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.
India-EU Free Trade Deal: What It Means for You
Breaking down the India-EU trade deal: what lower tariffs mean for businesses, workers, and consumers on both sides
India’s Capital Market Infrastructure: A Deep Dive into Growth, Diversification, and Risk
India’s capital market infrastructure shows a trade-off: high-growth brokers/exchanges face regulation, while RTAs offer stability.
India’s $4 Trillion Horizon: Top Impactful Takeaways from the 2026 Pre-Budget Outlook
How India's 2026 budget transforms digital infrastructure into public capital with ITA 2025, AI missions & MSME reforms