Equitymaster
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Equitymaster delivers independent, unbiased research on the Indian stock market. Trusted by investors since 1996, we help you build long-term wealth with honest, actionable insights — straight to your phone. https://www.equitymaster.com
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#EMProfitHunter - Bandhan Small Cap vs Nippon India Small Cap Fund: Which is Better?

We compare returns, portfolios, and risk profiles of India’s most popular smallcap funds.

Nippon India Small Cap vs Bandhan Small Cap

Here’s an extract…

The two schemes holding broadly similar stocks can differ sharply in the size they manage, how much cash they keep, which sectors they lean on, and who is running them.

Read on…

http://www.eqtm.in/q4X3G
#EMViewsOnNews - Why Kotak Mahindra Bank Share Price is Rising

Kotak Mahindra Bank shares surge over 4% today. Here's what's driving the sudden rally.

http://www.eqtm.in/o8X9D
#EMViewsOnNews: 5 Penny Stocks to Watch for Long-Term Growth

Looking beyond the share price? Here are 5 penny stocks under Rs 100 with ambitious expansion plans and multiple growth triggers.

http://www.eqtm.in/Dp6s3
#EMViewsOnNews: 3 Sugar Stocks to Watch Amid Festive Season

Here are 3 sugar stocks to add to your watchlist as we usher in the festive season.

Sugar Stocks to Watch

Here’s an extract…

The festive season is typically a key period for India’s sugar industry, supported by higher demand for sweets, beverages, and other sugar-based products.

Here are three sugar stocks that could remain in focus during the festive season.

Read on…

http://www.eqtm.in/r8YBy
#EMViewsOnNews - Why Rentomojo Share Price is Rising

Rentomojo shares surged 7% today, drawing fresh investor attention just weeks after its market debut. Here's what's driving the rally.

http://www.eqtm.in/Xa86C
#EMMarkets - Sensex Today Rallies 685 Points | Nifty Above 22,750 | 3 Reasons Why Indian Share Markets Are Rising

The BSE Sensex ends 685 points higher, while Nifty ended 220 points higher, up at 22,776.

http://www.eqtm.in/Jz36A
#EMViewsOnNews - 5 Optical Fiber Stocks in India to Watch Amid Surging Data Center Demand

AI data centers are consuming fibre at a rate the industry has not seen before, and these Indian companies are well placed to supply it.

Optical Fiber Stocks

Here’s an extract…

Today, we look at five credible names in the optical fibre space along with their capacity plans and order books.

Read on…

http://www.eqtm.in/s5S4M
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#EMMarkets - RBL Bank Q2 FY27 Results | Laser Power Wins Transmission Infrastructure Contract | Top Buzzing Stocks Today

Top cues to track in today’s stock market session.

http://www.eqtm.in/Fr6a5
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#EMMarkets - Sensex Today Trades Lower | Nifty Below 22,650 | Asian Paints & Axis Bank Top Losers

Indian share markets are trading lower with Sensex trading 424 points lower, and Nifty is trading 165 points lower.

http://www.eqtm.in/Ca5t8
#EMProfitHunter - What EMS and Precision Engineering Companies Can Learn from Divi's Laboratories

How Indian EMS and precision engineering firms facing cheap Chinese imports can apply the Divi's Laboratories strategy.

Precision Engineering Stocks

Here’s an extract…

Indian electronics manufacturing services (EMS) and precision engineering sectors stand on the edge of a critical industrial shift.

Indian contract manufacturers face intense margin compression if they compete purely on unit costs.

Read on…

http://www.eqtm.in/n6ZDr
#EMViewsOnNews - Where Could HAL Share Price Potentially be in the Next 5 Years?

HAL shares have delivered no returns in the last one year. We examine the stock's prospects over the next five years.

HAL Stock Outlook

Here’s an extract…

Indian defence stocks have faced periods of selling pressure over the past year after a strong multi-year rally.

In this editorial, we examine factors that could determine where HAL's stock could be in the next 5 years.

Read on…

http://www.eqtm.in/Fw8s3
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#EMViewsOnNews - Is It Bad for the Stock Market When the RBI Increases the Repo Rate?

How will the stock market react to an interest rate hike by the RBI? Find out…

Rate Hike by the RBI?

Here’s an extract…

Is it bad for the stock market when the RBI increases the repo rate?

Why is this issue significant for investors?

We will examine this in this editorial.

Read on…

http://www.eqtm.in/f3DMo
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#EMTheLongView - The Market Has Fallen. Don't Let Fear Make the Next Decision

Indian equities have fallen amid high oil prices, rising bond yields, rupee pressure, and global uncertainty. Here's how investors can use equities, gold, and asset allocation to navigate what comes next.

How to Invest Now?

Here’s an extract…

Indian equities are facing pressure from high oil prices, rising global bond yields, rupee weakness, and geopolitical uncertainty.

But a market correction is not necessarily a reason to exit. For long-term investors, the focus should shift towards quality equities, sensible valuations, gold as a diversifier, and the right asset allocation.

A disciplined portfolio strategy can help investors navigate volatility today while staying prepared for the opportunities that may emerge tomorrow.

Read on…

http://www.eqtm.in/Zb67M
#EMViewsOnNews - 4 Specialty Chemical Stocks to Keep on Your 2027 Watchlist

India’s chemical sector is seeing strong growth momentum. Here are four chemical stocks to watch in your 2027 watchlist.

Speciality Chemical Stocks

Here’s an extract…

Specialty Chemical stocks are worth keeping on your watchlist because they can offer strong growth opportunities in specific or emerging industries.

Here are 4 we identified based on strong growth plans and good track records.

Read on…

http://www.eqtm.in/x6NHg
#EMViewsOnNews - Why Cupid Share Price is Rising

Cupid shares surge over 6% intraday. Here's what's driving the sudden rally.

http://www.eqtm.in/t2Z3Q
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#EMViewsOnNews - Why NALCO Share Price is Falling

NALCO shares are down 4% today. Here's the key reason behind the fall.

http://www.eqtm.in/o4NDc
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#EMViewsOnNews - Mold-Tek Packaging Bonus Share: What's Behind the 1:1 Reward?

Mold-Tek Packaging has announced a 1:1 bonus issue. Here's everything you need to know about the latest corporate action.

Mold-Tek Packaging Bonus Issue

Here’s an extract…

A company doubling the number of its shares can sound like a big event.

For shareholders of Mold-Tek Packaging Ltd, that is what is happening.

So, what exactly is the company proposing, and what does it mean for shareholders?

Read on…

http://www.eqtm.in/i3F9M
#EMMarkets - Sensex Today Ends 429 Points Lower | Nifty Below 22,650 | NALCO Down 5%

The BSE Sensex ends 429 points lower, while Nifty ended 173 points lower, down at 22,603.

http://www.eqtm.in/Ga57M
#EMViewsOnNews - 4 Smallcap Semiconductor Stocks with Strong Future Roadmap

India's chip push has never had more government money behind it, yet most small-cap semiconductor stocks have fallen sharply over the past year.

Smallcap Semiconductor Stocks

Here’s an extract…

A semiconductor roadmap is only worth as much as the company's ability to fund and execute it.

While small companies are making large bets, the distance between an announcement and revenue can be several years.

We looked at the listed small-cap companies within this segment with a specific, dated semiconductor plan, and then looked at how large that plan is relative to the company.

Read on…

http://www.eqtm.in/Ji27K
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