
thematic smallcases Archives - Page 4 of 11 - smallcase

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.

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.

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.

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.

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.

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.