
thematic smallcases Archives - smallcase

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.

Billion-dollar bets on data centres, AI, and also layoffs from a legacy IT firm, tell us that it’s no longer just about scaling.

China’s tightened export curbs on 17 elements, sparking global alarm, with Indian auto suppliers warning of imminent disruptions.

India’s aviation sector feels like it’s “cleared for takeoff” on a new growth trajectory. Read more on this booming industry.

With the FTA, overall trade volume will rise; ideally, India wants its exports to keep outpacing imports. Read more here.

A game-changer not just for Starlink but for India’s entire satellite internet industry, which is projected to reach $1.9 billion by 2030