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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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#EMViewsOnNews: 4 AI Stocks in India with Aggressive Expansion Plans
 
With AI adoption accelerating across enterprises, these 4 Indian AI-focused stocks are scaling aggressively.
 
AI Stocks with Aggressive Expansion Plans
 
Here’s an extract…
 
Every investing cycle has a moment when markets realise the rules are changing, and for the current era, that force is artificial intelligence.
 
From automation to cost efficiency and decision-making, AI is rapidly reshaping how businesses operate, making it one of the most influential themes in global markets.
 
In India too, AI-focused companies are witnessing strong investor interest as they scale up capabilities and expand aggressively across new use cases.
 
Against this backdrop, we look at four AI stocks in India that are riding the global AI wave with bold expansion plans.
 
Read on…
 
http://www.eqtm.in/g7NAi
Quantum Information Services Private Limited (Research Analyst) | INH000021128

3 Schemes from SBI Mutual Fund on Our Watchlist

In this video know about the 3 top performing schemes of SBI Mutual Fund.

https://youtu.be/_5W_VNeDJJg
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Aurionpro Solutions Wins Major Contract in US | Metro Brands Q4 FY26 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/Tk4e5
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#EMTheLongView – Crude at US$ 100, Rupee Near 97: Is It Time to Add Offshore Funds in Your Portfolio?

Rising crude oil prices, a weakening rupee, and the US-Iran geopolitical crisis are increasing pressure on Indian equities. Here is how a smarter portfolio diversification can help investors navigate uncertainty.

Time for Offshore Funds

Here’s an extract…

Rising crude oil prices and a weakening rupee are creating fresh pressure on Indian markets amid escalating geopolitical tensions involving the US and Iran.

While sectors dependent on imports and global trade may face challenges, investors can strengthen portfolios through diversification, selective offshore exposure, and gold allocation.

A disciplined strategy focused on resilience rather than reaction can help investors navigate uncertainty more effectively.

Read on…

http://www.eqtm.in/j6R8T
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#EMViewsOnNews: 4 Undervalued PSU Banks Stocks in India to watch Out For
 

These PSU banking stocks are showing consistent operational improvement while still trading at relatively attractive valuations.
 
Undervalued PSU Bank Stocks
 
Here’s an extract…
 
India’s PSU banking sector has witnessed a strong turnaround in recent years, supported by improving asset quality, lower NPAs, stronger profitability, and healthy credit growth.
 
Despite the improvement in fundamentals, several PSU bank stocks continue to trade at attractive valuations.
 
Interestingly, some fundamentally strong PSU banks are still trading below their book value, indicating potential valuation comfort for investors.
 
Against this backdrop, we examine four undervalued PSU bank stocks with ROE above 12% and Price-to-Book Value (P/BV) below 1.5.
 
Read on…
 
http://www.eqtm.in/Td3m8
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#EMMarkets - Sensex Today Trades Higher | Nifty Above 23,750 | ICICI Bank & HDFC Bank Top Gainers

Indian share markets are trading higher with Sensex trading 395 points higher, and Nifty is trading 104 points higher.

http://www.eqtm.in/Bb3w4
#EMViewsOnNews: Is It Too Late to Add Lenskart Solutionss to Your Watchlist?

After a strong move in recent sessions, investors are closely tracking whether Lenskart Solutions can sustain its share price momentum further.

Is Lenskart Worth Adding to Your Watchlist?

Here’s an extract…

Lenskart Solutions has been trending higher over the past week, rising around 5% in the last five days, outperforming the broader Nifty index, which declined 0.3% during the same period.

Despite macro headwinds such as elevated inflation and a weak rupee, the stock has shown relative strength and continues to trade above its IPO issue price of Rs 402.

Against this backdrop, we take a closer look at the company’s fundamentals to assess whether it still deserves a place on your watchlist.

Read on…

http://www.eqtm.in/f2SLs
#EMProfitHunter - AI is Destroying IT Jobs. So Why Are HCLTech's Promoters Buying Big?

What if the market is completely wrong about Indian IT companies?

HCL Tech Stock Outlook

Here’s an extract…

AI is wiping out large parts of the traditional IT services industry. The BSE IT Index has already entered a bear market.

Yet one thing doesn’t add up.

Read on…

http://www.eqtm.in/Hq67Z
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#EMViewsOnNews - 3 Energy Stocks with Strong Growth Plans

Here are 3 energy stocks that have strong growth plans for the next few years.

3 Energy Stocks

Here’s an extract…

Energy stocks with strong growth plans can offer long-term wealth creation opportunities as the electricity demand continues to rise.

Here are 3 energy stocks with strong growth plans.

Read on…

http://www.eqtm.in/p2K6B
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#EMViewsOnNews - Why Honasa Consumer Ltd Share Price is Rising?

Honasa Consumer shares surged after strong Q4 FY26 results as the company reported improving growth, expanding margins and stronger execution across brands like Mamaearth and The Derma Co.

Honsa Consumer Outlook

Honasa Consumer shares jumped nearly 8% after Q4 FY26 results.

But this rally was not just about one good quarter.

The market may finally be starting to believe that Mamaearth’s slowdown phase is over.

Read on…

http://www.eqtm.in/c9ZWf
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#EMViewsOnNews: Where is Kaynes Technology India Headed in the Next 3 Years?

As the company transitions from a traditional EMS provider to a comprehensive ESDM entity, here’s where its share price could reach by the end of this decade.

Kaynes Tech Outlook

Here’s an extract…

Since listing, the stock has gained tremendously, but it’s currently trading near its 2024 lows.

This raises an important question about Kaynes’ future prospects and where its share price could be in the coming few years.

Read on…

http://www.eqtm.in/e3THm
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#EMViewsOnNews: Why LIC Share Price is Rising

LIC of India shares rally 3% today. Here’s why the stock is in focus.

http://www.eqtm.in/Cx9j8
#EMMarkets - Sensex Today Ends 232 Points Higher | Nifty Above 23,700 | Ramco Systems Ltd Up 20%

The BSE Sensex ends 232 points higher, while Nifty ended 64 points higher, up at 23,719.

http://www.eqtm.in/Bj39T
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Why a Star Fund Manager Held 410 Losers on Purpose

Are you investing like an eagle or a squirrel? The answer might surprise you.

Click for More...

https://youtu.be/oAJ0rnwcUJs
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#EMViewsOnNews: 4 Smallcap Dividend Growth Stocks to Add to Your 2026 Watchlist

These smallcap companies have consistently rewarded investors with growing dividend payouts. Take a look.

Smallcap Dividend Growth Stocks

Astute investors focus on smallcap companies that also have a history of paying dividends

Let’s look at 5 such companies.

Read on…

http://www.eqtm.in/Bi3z2
#EMTheFundStrategist - Salary SIPs: Could SEBI’s New Proposal Change How India Invests?

SEBI’s new proposal may allow salaried employees to invest in mutual funds directly through payroll-linked SIP deductions.

Payroll Linked SIP?

Here’s an extract…

If implemented thoughtfully, salary-linked SIPs may quietly become one of the most meaningful shifts in India’s retail investing journey—not because it promises extraordinary returns, but because it encourages ordinary people to invest consistently.

Read on…

http://www.eqtm.in/y7WDw
#EMViewsOnNews - 5 Semiconductor Stocks to Watch Amid ISM 2.0 Extension Plans

As ISM 2.0 shifts focus toward semiconductor-grade chemicals, gases, and raw materials, these 5 Indian stocks are emerging as key players to watch.

http://www.eqtm.in/Ex62A
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#EMViewsOnNews - 4 Metal Recycling Stocks with Strong Growth Plans

These metal recycling stocks are expanding capacity and targeting the growing scrap opportunity.

Metal Recycling Stocks

Here’s an extract…

Currently, the government mandates that all new products made from non-ferrous metals must contain a minimum baseline of 5% recycled content.

This is expected to tighten gradually over the coming years.

The recently introduced Extended Producer Responsibility (EPR) framework for non-ferrous metals will further strengthen the ecosystem.

Against this backdrop, here are four metal recycling stocks with strong growth plans.

Read on…

http://www.eqtm.in/i5L3H
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#EMViewsOnNews - 5 Renewable Energy Stocks with Aggressive Expansion Plans

India's renewable energy sector is going through its biggest shift in decades, and these 5 companies are at the forefront.

Renewable Energy Stocks

Here’s an extract…

India’s renewable energy sector is going through its biggest shift in decades.

What we're seeing now is a more aggressive wave - companies that have already proven their models and are now going all-in on scale.

Let’s look at five renewable energy stocks in India that have aggressive expansion plans.

Read on…

http://www.eqtm.in/Ls6r3
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Market Volatility Is Rising... But So Are Midcap Opportunities

Grab India’s Emerging Midcaps

Before They Go Mainstream

Get exclusive monthly reports with handpicked midcap stock recommendations

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