Rebalancing a Windmill Capital smallcase: Everything You Need to Know
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Rebalancing a Windmill Capital smallcase: Everything You Need to Know
This article explains what a rebalance is, what we do when we run one, and answers the questions we hear most often.
The 45% Approval Bank: Why KVB Is Saying No More Often
A 110-year-old bank is saying “no” more than ever, yet growing faster. What changed inside KVB’s playbook?
Credit Limit Overutilised
Many investors don’t realize they can unlock liquidity without selling their assets. Loan Against Stocks (LAS) offers just that flexibility and access to funds yet common misconceptions often hold people back from using it.
Windmill Capital Investor Letter – March 2026 Edition
From a $119/bbl oil shock and a record-low rupee to governance tremors at HDFC Bank and India's first green hydrogen export contracts, we break down March's five defining stories. Read the full update.
Strait to the Point: What the Hormuz Crisis Means for Your Money
War, oil, and your portfolio: what the Hormuz crisis means for Indian investors and how to stay the course.
Full Throttle: Mahindra’s Most Consequential Chapter Yet
Mahindra sold out a Batman electric SUV in 135 seconds. That's just one headline from its most record-breaking year ever.