Investing Insights PLI Powerplay: Why India is Betting Big on Passive Electronics If India starts churning out more resistors, capacitors, or display modules at home, who gains? The short answer: Almost every sector.
Revised Transaction Charges for smallcases on Upstox Transaction prices for smallcases on Upstox will be updated starting 21st November, 2022. Read more details inside.
Factor Investing in Action: How the Value & Momentum Strategy Responds to Market Shifts How value & momentum factors shaped returns during the recent market dip, and what it means for your portfolio.
India-UK Trade Deal: How Significant is it Really? With the FTA, overall trade volume will rise; ideally, India wants its exports to keep outpacing imports. Read more here.
Windmill Capital Investor Letter – April 2025 Edition Markets, gold, and quant shifts—catch key global trade moves & our latest portfolio updates in April's letter.
Logic Behind the Latest Rebalance of Our Quant smallcases Every rebalance cycle, we apply our quantamental models to assess which stocks…
Tariff Turmoil & India’s Tightrope: Navigating a New Global Trade Order As tariff walls rise, India finds itself better placed than most—but risks for exports and growth are far from over.