smallcase Managers Archives - Page 23 of 48 - smallcase

image Decoding the effect of subsidy cuts on the EV market
Reading Time: 3 minutes
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.
image Why does Windmill Capital hold high P/E stocks? 
Reading Time: 5 minutes
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. 
image New EV launches spark enthusiasm in the auto industry
Reading Time: 4 minutes
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.