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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: Nuclear Power Stocks with Strong Expansion Plans

India’s nuclear ambitions are rising. Here are 4 stocks to watch.

Nuclear Power Stocks

Here’s an extract…

Under the Nuclear Energy Mission, India has set a target of achieving 100 GW of nuclear power capacity by 2047.

In this editorial, we look at four nuclear power stocks with strong expansion plans.

Read on…

http://www.eqtm.in/p9L6J
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#EMViewsOnNews: Looking for India's Nvidia? These 4 Stocks Dominate Their Deeptech Niches

With deep roots in India's innovation ecosystem, these companies lead niche technologies and AI-driven solutions.

India’s Nvidia

Here’s an extract…

In India, there are companies that have decades-long presence in the country’s deeptech ecosystem.

These companies are well placed to develop and assist in gen AI technologies..

And as investors, you should keep them on your watchlist for the promise of long-term upside due to global technology trends.

Read on…

http://www.eqtm.in/k2LHn
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#EMMarkets - Sensex Today Marginally Lower | Nifty Below 23,400 | Infosys & HDFC Bank Top Losers

Indian share markets are trading lower with Sensex trading 85 points lower, and Nifty is trading 22 points lower.

http://www.eqtm.in/r5M4F
#EMViewsOnNews: Not All Growth Stocks Are Worth Your Time. This is How I Find the Good Ones

This is how I filter high growth stocks. Read on...

High Growth Stocks

Here's an extract...

Unless the projected growth in the pipeline boils down to actual profits and realized cash flows within a reasonable timeframe, the lofty valuations assigned today will eventually collapse.

Read on...

http://www.eqtm.in/n6LXa
#EMViewsOnNews: Why is Everyone on Dalal Street Talking About IFCI?

The stock of IFCI has been rising over the last few days. Let’s look at some of the reasons.

IFCI Stock Outlook

Here’s an extract…

The stock of IFCI has been rallying in the last one week, even as the markets have exhibited a very subdued trend.

Read on…

http://www.eqtm.in/w9J4R
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#EMViewsOnNews - Why Zen Technologies Share Price is Rising

Zen Technologies rallies 11% today. Here’s what’s driving the rally.

http://www.eqtm.in/Pr79Z
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#EMViewsOnNews - 3 EV Bus and Truck Stocks to Watch After Delhi Vehicle Phase-Out Plan

Here are 3 stocks to watch following the Union Cabinet decision to phase out old buses and trucks in Delhi.

EV Bus and Truck Stocks to Watch

Here’s an extract…

The Union Cabinet has approved a Rs 50.41 bn scheme for replacement of old commercial vehicles in Delhi-NCR.

Here are three stocks to watch following the move.

Read on…

http://www.eqtm.in/Zy3p2
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#EMViewsOnNews: Why Jain Irrigation Systems Share Price is Rising

Jain Irrigation Systems rallies 10% today. Here’s why the stock is in focus.

http://www.eqtm.in/Yz65D
#EMMarkets - Sensex Today Ends Flat | Nifty Above 23,400 | Jain Irrigation Systems Up 8%

The BSE Sensex ends 14 points higher, while Nifty ended 11 points higher, up at 23,416.

http://www.eqtm.in/b6F7H
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#EMViewsOnNews - 5 Military Drone Stocks to Watch as India Eyes Its Biggest-Ever US$2 Billion Drone Deal

As India prepares for its largest-ever military drone procurement programme, here are 5 military drone stocks to watch.

http://www.eqtm.in/q6PGe
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#EMTheFundStrategist - 3 Most Popular Small Cap Mutual Funds in India

Here are 3 popular small-cap mutual funds that have stood out through their performance, portfolio strategy, and risk-adjusted returns.

Popular Smallcap Mutual Funds

Here’s an extract…

Fund managers across the small-cap category have increasingly focused on balance-sheet quality, earnings visibility, cash-flow generation, and management execution rather than simply chasing momentum-driven opportunities.

Here, we look at 3 of the most popular small-cap mutual funds that have consistently remained on investors' radar due to their portfolio strategies, investment processes, and long-term track records.

Read on…

http://www.eqtm.in/z3RCw
#EMViewsOnNews - CG Power Rallies 47% in 2026. More Steam Left or Time to Book Profit?

CG Power's rally shows no signs of slowing, with the stock hitting a fresh 52-week high and rising 47% in 2026. Is there more steam left in the stock? Read on...

CG Power and Industrial Solutions Outlook

Here’s an extract…

For most investors, 2026 has felt like damage control.

But a small group of stocks has been quietly doing something remarkable.

While the broader market bled, these names ran up.

One of them is CG Power and Industrial Solutions.

Read on…

http://www.eqtm.in/b4J5L
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Shocking Truth about India’s Tollbooth Businesses

Proactive oversight of regulatory bodies are challenging the valuation premiums of dominant platform monopolies.

Click for More...

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#EMViewsOnNews - Where Will HFCL be in Next 3 Years?

An assessment of opportunities and challenges that could shape the next phase of the company’s growth.

HFCL Stock Outlook

Here’s an extract…

HFCL has built capabilities across optical fiber, optical fiber cables, telecom networking products, data centre connectivity solutions, defence electronics, and system integration services.

In recent times, its stock price performance has been phenomenal with last one month return of over 58% and the last 5-day return of 15%.

Read on…

http://www.eqtm.in/Ng9e4
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#EMMarkets - Sensex Today Trades Higher | Nifty Above 23,450 | Bajaj Finance & Tech Mahindra Top Gainers

Indian share markets are trading higher with Sensex trading 175 points higher, and Nifty is trading 49 points higher.

http://www.eqtm.in/Gx93F
#EMTheLongView – RBI MPC June 2026: How the Policy Decision Could Impact the Stock Market

The latest decision is being called a coin-flip. Here’s how equity investors should read the outcome.

RBI MPC Impact on the Market

Here’s an extract…

The repo rate, the rate at which the RBI lends to banks, and the anchor for everything from your home-loan EMI to corporate borrowing costs, currently sits at 5.25%.

Will this change?

Read on…

http://www.eqtm.in/z2L6N
#EMViewsOnNews: 4 Water Infra Stocks with Strong Growth Plans

These water infrastructure stocks are scaling operations and pursuing growth through expansion and projects.

Water Infrastructure Stocks

Here’s an extract…

According to NITI Aayog, India's water demand could exceed supply by 50% by 2030.

Less than 30% of urban wastewater is currently treated, according to the Central Pollution Control Board.

Bridging this gap will require investments in water treatment, recycling, desalination, and distribution infrastructure over the coming years.

Here are four water infrastructure stocks with strong growth plans.

Read on…

http://www.eqtm.in/m7Y2Q
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#EMProfitHunter - How the Tata Ecosystem Insulates TCS from the AI Storm

How Tata Consultancy Services leverages the group’s tech ecosystem to counter AI risks.

TCS Outlook

Here’s an extract…

Stock of TCS is almost down to its Covid-lows.

It has halved since September 2024.

But looking at a company in isolation is a classic beginner mistake.

Read on…

http://www.eqtm.in/n6W4P
#EMViewsOnNews: 4 BESS Stocks with Strong Expansion Plans to Watch in 2026

Here, we examine four companies that are expanding their presence in the Battery Energy Storage System (BESS) space. We compare their business models, energy storage capacity additions, expansion strategies, and recent financial performance.

4 BESS Stocks

Here’s an extract...

India's renewable energy capacity is growing rapidly, increasing the need for efficient power storage solutions. Battery Energy Storage Systems (BESS) are emerging as a key part of this transition.

In this editorial, we examine four companies expanding their presence in the BESS space, focusing on their business operations, growth plans, and financial performance.

Read on…

http://www.eqtm.in/Gf4j3
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