
thematic smallcases Archives - Page 5 of 12 - smallcase

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.

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 Great Indian Middle Class smallcase is designed to include companies that…

Where it all began Fine Organic Industries (NSE: FINEORG) manufactures and sells…