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Beyond the Platform: What India’s Defense Boom Is Actually Built On?

What will actually separate the long-term winners from the companies simply riding India’s defense boom? We take a closer look.

The Case for a Separate Global Equity Bucket

Owning 30 Indian stocks isn't diversification. Two decades of data show why international equity and gold each deserve their own bucket in your portfolio.

Why Every Tata Stock Moved Together Today

Why did TCS, Titan, Tata Steel and other Tata stocks all fall on 12 August 2026? A look at the Tata Sons leadership news, the uneven market reaction, and what to watch.

Emcure’s Bet: Skip the US, Own Europe and Canada Instead

Most Indian pharma majors chase the US market. Emcure deliberately avoided it. Here's what it built instead.

Windmill Capital Investor Letter – July 2026 Edition

July was the month earnings did the heavy lifting. Strong Q1 FY27 results and a Fed on hold pushed Indian equities higher even as crude oil climbed and geopolitical tension stayed elevated all month.

₹1 Lakh, One Crash, Three Very Different Outcomes

Three investors put money into the exact same strategy right before a market crash. One panicked and sold. One held on. One kept a monthly SIP going through it all. Same crash, same strategy; wildly different outcomes. Here's what actually separated them.

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