Investing Insights Archives - Page 2 of 32 - smallcase

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India’s Dairy Sector: From Margin Squeeze to Recovery in 2025

After months of thin margins, India’s dairy story is turning creamier. Growth in value-added products is driving this change. Read the full article to learn more.

Macro Matters: How India’s Economy Shapes its Sectoral Trends

Economic forces like growth, inflation, and policy decisions ripple through every stock portfolio. Let's break it down in this article.

Google’s $15-bn AI Bet: A New Era for India’s Digital Economy?

Over the past decade, India's data centre market has attracted investments around $6.5 billion with $1.2 billion in revenue in 2024.

Not All That Glitters: What Gold & Silver’s Rally Reveals About the Economy

Gold and silver's record surge have prompted many investors to fear missing out on what appears to be an unstoppable rally.

Branded Now, Generics Next? Mapping the U.S. Pharma Tariff Overhang

Branded drugs face tariffs now, generics could be next. Read Windmill Capital's take on the U.S. pharma tariff overhang.

What Does AI in Investing Really Mean?

Everyone’s hyping AI in investing, but what’s real and what’s smoke? Windmill Capital breaks it down in this article.

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Investing Insights Archives - Page 2 of 32 - smallcase

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