Branded Now, Generics Next? Mapping the U.S. Pharma Tariff Overhang
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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.
GST Bonanza, Big Discounts: India’s Festive Season Gets a Glow-up Like Never Before
India's festive e-commerce sales are projected to hit a staggering ₹1.20 lakh crore, representing a robust 20-25% year-over-year growth
Factor Investing in India: What is it and Why Should You Care?
Rather than relying on hunches or market chatter, factor investing follows a data-driven, rule-based approach. Read more.
The Consumption Catalyst: Reading GST 2.0 Through Investors’ Lens
GST 2.0: a move to simplify the tax structure, ease doing business, and remove friction in the system, but this comes with a cost.
How Indian Credit Rating Agencies Make Money and Why It Matters
India’s top credit rating agencies don’t lend a rupee; yet they decide borrowing costs. So how do they earn?