
thematic smallcases Archives - smallcase

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

Inclusive growth. Fiscal prudence. Consumption push. These themes stood out…

DeepSeek's surge isn’t just a Silicon Valley problem. It’s got the world thinking—from Wall Street to our Dalal Street.

India's AI growth is redefining industries and attracting massive global investments—but what’s next for its growth?

October 2024 saw passenger EV sales crossing record 10,000 mark monthly. What's driving this EV penetration in India? Let's take a look

The blog post walks you through the process of portfolio construction, starting from the ideation process to the execution. Dive in!