smallcase Features Introducing Direct Mutual Fund Investing on smallcase With this launch, smallcase has become one of the very few players in the industry to operationalise Execution-only Platforms for MF investments.
Investing Insights India’s $4 Trillion Horizon: Top Impactful Takeaways from the 2026 Pre-Budget Outlook
Windmill Capital Investor Letter – February 2026 Edition From an AI-driven "SaaSpocalypse" and a $22B IPO fever to conflict in Iran and a GDP overhaul, we break down February's five defining stories. Read the full update.
The IPO Alpha Illusion: Is India’s $22 Billion Surge Worth the Drawdown? India’s $22B IPO gold rush offers a 17.4% CAGR, but is the "alpha" real? We break down why new listings are the market’s high-stakes roller coaster.
AI Panic vs Enterprise Reality: What’s Really Happening in Indian IT? Is the "AI panic" in Indian IT justified? We explore why experts see evolution, not extinction for TCS, Infosys, and Wipro.
Expert View: Global Tensions, Oil, and the Markets Sectoral moves illustrate how geopolitical shocks can quickly travel through energy markets, currencies, and equities.
AI, Exports, Microcaps: Newly Launched Portfolios on smallcase Curated by SEBI-registered investment experts, these newly-launched portfolios span from quant strategies to AI & other structural themes.
$285B Global Wipeout: Why IT, Tech Stocks Got Hit by Claude AI’s New Tool This sudden fall in IT stocks highlighted a stark new reality for investors: AI advances are coming faster than expected.