
thematic smallcases Archives - Page 2 of 12 - smallcase

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!

The magic of cinema in India is at a crossroads, with OTT platforms challenging theaters like PVR. A research article by Windmill Capital.