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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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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: 4 Defence Stocks to Watch as Govt Clears Rs 2.38 Trillion Defence Procurement

With the recent procurement push, here are four defence stocks to watch amid rising spending.

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Better IT Stock: HCL Tech vs Wipro

Which IT stock is better among HCL and Wipro? We compared revenue growth, EBIT margins, AI strategy, deal wins, valuation, and more. Read on…

Infosys vs HCL Technologies

Here’s an extract…

At this juncture, India’s IT sector is navigating one of its most transformative phases yet.

For investors, the sector offers companies that are pushing into high-growth, AI-led terrain, and those that are carefully rebuilding execution while protecting margins.

And two names that define this dichotomy are HCL Technologies and Wipro.

Read on…

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMTheFundStrategist - Should You Invest in Dividend Yield Funds?

Historical data offers clues as to why this could be the optimal time to add dividend-yield funds to your portfolio.

Dividend Yield Funds

Here’s an extract…

Over the past 3-year and 5-year horizons, the category average returns of dividend yield have surged.

So, what exactly are dividend yield funds and how do they work?

Should they have a place in your portfolio?

Read on…

http://www.eqtm.in/q3H9W
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMProfitHunter - What Are Promoters Doing in the Stock Market Now?

Here's how you can track promoter activity effectively in India.

Tracking Promoter Activity

Here's an extract...

In the frenetic world of stock markets, there is a quiet signal that often goes unnoticed by the masses.

It's the silent activity of the creators and managers of the businesses: the founders and top management.

Read on...

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Pros and Cons of Investing During a War

How should you invest during a war. Find out…

Investing During Wars

Here’s an extract…

Financial markets like stability, certainty, and economic growth.

War disrupts all three.

It creates uncertainty, instability and reduces economic growth.

So, what does an investor do in these situations?

In this editorial, we will look at the pros and cons of investing during war.

Read on…

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The Next Big Leap:

Potentially Bigger than the First Two in Scale

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - India to Ban Chinese Non-certified Internet-connected CCTV Cameras: Will This Company Emerge as the Biggest Winner?

India is set to ban Chinese Non-certified Internet-connected CCTV Cameras. Here is one stock that could gain from such a move.

Aditya Infotech in Focus

Here’s an extract…

The Indian government will enforce a total ban on the sale of non-certified internet-connected CCTV cameras from Chinese manufacturers starting 1 April the Economic Times has reported.

Among the listed companies, one stock that could now garner attention is Aditya Infotech.

Read on…

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - Crash Proof? 5 Stocks Showing Surprising Strength in this Market Fall

While the broader market struggles with volatility and corrections, these 5 stocks show surprising strength and a promising future.

Crash Proof Stocks

Here’s an extract…

Even as the broader market struggles, not all stocks are falling in line.

A handful of names are quietly defying the trend, holding their ground, absorbing selling pressure, and in some cases, even inching higher.

Read on…

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - GFCL EV Strengthens EV Materials Ecosystem | TBWES Secures Major Thermal Power Project | Top Buzzing Stocks Today

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

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sensex Today Rallies 1,644 Points | Nifty Above 22,800 | Trent & Bharat Elec Top Gainers

Indian share markets are trading higher with Sensex trading 1,644 points higher, and Nifty is trading 495 points higher.

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMTheLongView - Why Gold Isn't Rising Despite Global Tensions: What Investors Should do Now

Gold is struggling despite war and high oil prices due to rising interest rates, a strong US dollar, and shifting safe-haven preferences. Discover how investors can use this phase for better long-term outcomes.

Why Gold is Not Rising

Gold’s muted performance despite war and rising oil prices highlights a shift in global markets.

Rising interest rates and a strong US dollar are reducing gold’s appeal, while equities, especially domestic-focused sectors, are attracting steady capital.

For investors, this is not a time to chase gold rallies but to use the current phase to build balanced portfolios.

A disciplined allocation between equities and gold, combined with a long-term view, can turn this period of confusion into a strategic opportunity.

Read on…

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMProfitHunter - Shankar Sharma's Warning to SIP Investors: Is the "Wealth Machine" Broken?

Is your SIP a lie? Shankar Sharma has strong reasons for believing so.

SIP Warning

Here’s an extract…

Shankar Sharma has a very simple message for the regular investor: Stay away from stocks.

He provides some very strong logic.

Read on…

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Energy Crisis Alert: 4 Stocks to Watch if Energy Lockdown is Imposed

Here we look at four energy companies that could come into focus during a lockdown-like situation and understand their business model, revenue drivers, and how they may react to supply and demand disruptions.

Energy Crisis: 4 Stocks to Watch

Here’s an extract...

When uncertainty rises and lockdown risks return, energy becomes one of the most critical sectors.

These companies play a key role in keeping the economy running.

Here we look at these four stocks and understand how their businesses work, where they make money from, and why they could stay relevant during an energy crisis.

Read on…

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Is This Stock About to Crash?

This fundamentally strong stock has nearly halved in the past year. Is it too cheap to ignore now, or can it fall further?

What’s Wrong With This Company?

Here’s an extract…

It makes sense to look at fundamentally strong companies which have temporarily fallen out of favor but have the potential to bounce back.

One such quality company is Syngene International.

Read on…

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMTheFundStrategist - 4 Mid Cap Mutual Funds with Over 25% Returns in 5 Years

Mid Cap Funds have high upside potential as they carry significant exposure to stocks in emerging and niche segments.

Midcap Mutual Funds

Here’s an extract…

The mid cap fund category outperformed large cap funds and small cap funds in FY26, highlighting its sweet spot of carrying high returns potential compared to large cap funds at a relatively lower risk compared to small cap funds.

In this editorial, we look at the 4 top performing mid cap funds based on 5-year rolling returns.

Read on…

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - FIIs are Selling Indian Stocks: What it Means for You

Should you be concerned about FIIs selling Indian stocks. Read on...

FII Selling in the Indian Market

Here’s an extract…

When FIIs head for the exit, it does not matter how good your company's fundamentals are or how strong last quarter's numbers were.
Your midcap and smallcap holdings will bleed and you will be left wondering what happened.

Over the last 15 months, flows have remained consistently on the selling side, with the intensity increasing in recent months.

Read on…

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Why GRSE Share Price is Rising?

GRSE jumps 17% in a single session. Here’s the story behind this rally.

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Why Ola Electric Mobility Share Price is Rising?

Ola Electric Mobility rallies 12% in one day. Here’s why?

http://www.eqtm.in/t4F3X
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sensex Today Rallies 1,186 Points | Nifty Above 22,650 | GRSE Up 17%

The BSE Sensex ends at 1,186 points higher, while Nifty ended 348 points higher, down at 22,331

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - 3 Fastest Growing Semiconductor Stocks

Here is a list of 3 fastest growing semiconductor stocks that can be added to your watchlist.

High growth Semiconductor Stocks

Here’s an extract…

India’s semiconductor sector offers strong long-term potential driven by government incentives, rising electronics demand, and global supply chain diversification.

Here are a few fastest growing semiconductor stocks.

Read on…

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