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Mumbai: In a recent study on precious metals by Windmill Capital, a wholly owned subsidiary of smallcase Technologies Pvt Ltd, highlights that Gold has been in focus during FY23 due to the uncertainty in the global financial markets. The equity markets are expected to remain volatile due to inflation and slowdown concerns, gold will continue to remain in focus as investors look to move towards safety. Usually, gold acts as a hedge against inflation and protects capital when the equity ma...
Gold is expected to give 12% returns in FY24: Windmill Capital
In a recent study on Specialty Chemicals by Windmill Capital, a wholly- owned subsidiary of smallcase, it is expected that Indian Specialty Chemicals companies have CapEx plans in excess of Rs 16,100 crores over the next 3 years. Asian Paints, Tatva Chintan Pharma, and PI Industries are some companies within the Specialty Chemical sector witnessing margin pressure on the bottom line. The segment is expected to grow 19% in FY24 and 17.6% in FY25. The Specialty Chemic...
Planned CapEx of INR 16,100+ crores from Indian Specialty Chemicals over the next 3 years: Windmill Capital
Indian stock markets will continue to exhibit resilience in 2023 continuing the trend from 2022, with manufacturing, electric mobility, infrastructure and defence as themes doing well, said Windmill Capital, a research analyst company. This despite concerns around global slowdown and a possible recession in the West due to unwinding of monetary policy by major global central banks, Windmill Capital added. As to the challenges in the current year to global economic and equity growt...
Indian equity markets to be resilient in 2023
Bengaluru: According to Windmill Capital, a Research Analyst and subsidiary of smallcase Technologies, the Indian market will continue to exhibit resilience in 2023 continuing the trend from 2022, with manufacturing, electric mobility, infra, and as themes doing well. This despite concerns around global slowdown and a possible recession in the West due to unwinding of monetary policy by major global central banks. Escalation of geo-political tensions between Russia-Ukraine, China-Taiwan, a...
Indian equities likely to exhibit resilience in 2023: Windmill Capital
* Bengaluru registers maximum total leased REIT area of 27.8 mn sq ft * Noida records highest percentage growth of 60.81% YoY * Brookfield REIT showcased the strongest performance with 17.58% of returns since inception till 31st October 2022 In a recent study on REITs by Windmill Capital, a wholly-owned subsidiary of smallcase Technologies Pvt Ltd, it was found that India recorded 6.85% YoY growth in total leasable area of listed Real Estate Investment Trust (REITs) from 87.6 mn sq f...
India registers 93.5 mn sq ft of total leasable area under listed REITs assets; recording 6.85% YoY growth
Perspective Wipro Q2 results By Abishek Jadon, smallcase manager and VP - Windmill Capital “The IT sector has been out of favor of market participants for the last few quarters due to global uncertainty around sustenance of revenue growth. With TCS result announcement, we observe a quarter result better than street expectations in terms of revenue growth. For Wipro, though the topline met street expectations but bottomline was sharply below expectations. Worsening attritio...
Perspective on Wipro Q2 results By Abishek Jadon,Windmill Capital
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