
Sector Deep Dives Archives - smallcase

Let’s break down how PSU refiners managed to thrive in global turbulent times, and what it means for investors.

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.

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

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

Over the past decade, India's data center industry has attracted investments at ~$6.5 billion, with $1.2 billion in revenue in 2024 alone.

Global trade just got a lot more heated with the US imposing extra 25% tariff, citing India’s surging imports of discounted Russian crude oil.
