thematic smallcases Archives - Page 3 of 14 - smallcase

PSU Bank Stocks on a Record-Breaking Rally

Reading Time: 2 minutes

Over the past year, 8 government-owned banks have seen their stock prices more than double, generating substantial returns for investors.

The Rise of Private Capex in India

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In a remarkable turn of events, India's Q1 FY24 GDP growth has surged to an impressive 7.8%. A beacon of hope in a challenging economic landscape, this growth is attributed to the promising signs of revival in private sector investments. In this blog, we'll explore what private capex is, why it matters, and the factors that have influenced its resurgence.

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.

Decoding the effect of subsidy cuts on the EV market

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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.

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.

New EV launches spark enthusiasm in the auto industry

Reading Time: 4 minutes

The electric vehicle (EV) industry in India is buzzing with excitement as major players enter the market. Tesla, led by Elon Musk, is gearing up to set up manufacturing facilities for cars and batteries in the country. However, the domestic players in India are not backing down.

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