Understanding India’s infrastructure sector
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Understanding India’s infrastructure sector
In this blog, we will decode the key drivers pushing the infrastructural development in India. We will also discover key components of the infrastructure sector.
Expert Analysis of the Global Macro Events & News affecting the Indian Markets
WEEKLY MARKET SYNOPSIS Index1 week1 month1 year5 yearsNifty 500.04%4.50%21.06%76.42%BSE Midcap0.48%5.36%28.52%88.9%S&P 500-1.04%1.63%14.4%57.41%Nasdaq-1.14%-3.73%-6.55%58.18%Before we get…
Alpha Prime: Unveiling our New Concentrated Momentum, High-Risk Investment Portfolio
We are thrilled to introduce our latest portfolio – …
smallcase in Focus: June 2023
A few companies that are present in multiple Windmill Capital smallcases command high valuations relative to their industry peers – Asian Paints, Pidilite Industries, PI Industries, and Titan Company. There must be a few good reasons behind those high valuations and that is the sole focus of this blog post.
Musings with Analyst: June 2023
In this blog post, we'll explain CAGR and XIRR and explore why it makes more sense for investors to track their portfolio XIRR rather than CAGR. We'll also shed light on the limitations of CAGR.
Gulaq Gear 6: A Consistent Performer!
Make it 3 in a row! We are delighted to share that…