The IPO Alpha Illusion: Is India’s $22 Billion Surge Worth the Drawdown?
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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.
Windmill Capital Investor Letter – January 2026 Edition
Windmill Capital covers 5 major stories from January 2026 along with other updates like rebalance, geopolitical affects on gold & silver among others.