
thematic smallcases Archives - Page 3 of 14 - smallcase

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.

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.

Reading Time: 5 minutes
Government reforms, increased consumer demand, improved asset quality, and technological advancements have been key drivers of this transformation. In this blog, we will explore the journey of the Indian banking sector and highlight the growth drivers and trends in the sector.

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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.

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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.

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Wondering what the markets are upto this New Year? We sat down with fund manager Gaurav Sharma who offered to help us. Read More.