Sun Pharma’s Affordable Ozempic Moment And Four Other Big Bets Running Simultaneously
Recent Stories
Next →
Sun Pharma’s Affordable Ozempic Moment And Four Other Big Bets Running Simultaneously
India's largest drugmaker is making its biggest bets yet; affordable Ozempic, a $10B acquisition, and a skin cancer breakthrough.
Old Guard, New Playbook: How ITC Is Quietly Betting on India’s Next Consumer
Legacy FMCG giants are no longer content building brands from scratch. ITC, Marico, and HUL are snapping up digital-first startups but each is doing it very differently.
Energy Security is Emerging as India’s Biggest Macro Story
From oil shocks to clean power, India is reshaping its energy strategy for the next growth cycle. Read more
Windmill Capital Investor Letter – February 2026 Edition
From an AI-driven "SaaSpocalypse" and a $22B IPO fever to conflict in Iran and a GDP overhaul, we break down February's five defining stories. Read the full update.
The IPO Alpha Illusion: Is India’s $22 Billion Surge Worth the Drawdown?
India’s $22B IPO gold rush offers a 17.4% CAGR, but is the "alpha" real? We break down why new listings are the market’s high-stakes roller coaster.
AI Panic vs Enterprise Reality: What’s Really Happening in Indian IT?
Is the "AI panic" in Indian IT justified? We explore why experts see evolution, not extinction for TCS, Infosys, and Wipro.