smallcase Managers Archives - Page 25 of 50 - smallcase

image Decoding the effect of subsidy cuts on the EV market
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? 
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.