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image What’s behind Nifty Pharma’s recent rally
Reading Time: 3 minutes
Last week, the Nifty Pharma index reached an all-time high on 7 August, driven by investor interest in defensive investment themes. Market analysts noted that the recent surge in pharmaceutical shares is a result of a comeback rally because these stocks hadn't been doing as well as the overall market for a while.
image Decoding the effect of subsidy cuts on the EV market
Reading Time: 3 minutes
The Indian government has recently announced a major cut to subsidies for electric vehicles from 40% to 15%. This is a significant change, and it will have a major impact on the EV market in India. Here's what you need to know about the subsidy cut and its implications.
image Why does Windmill Capital hold high P/E stocks? 
Reading Time: 5 minutes
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. 
image The Rise of India’s Rural Markets
Reading Time: 4 minutes
Thanks to government initiatives, increased disposable income, and infrastructural development, the rural landscape is transforming. Previously, a significant portion of rural expenditure was allocated to food, but now, more and more people are diversifying their spending on various goods.