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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 Stocks with Exposure to Both Nuclear Power and BESS to Watch as Centre Fast-Tracks Energy Projects

As the Centre urges states to fast-track clearances for nuclear power plants and large-scale battery storage projects, here are four stocks with exposure to both nuclear and BESS segments.

4 Stocks with Exposure to Both Nuclear Power and BESS to Watch

Here’s an extract…

The Centre is fast-tracking nuclear power and large-scale Battery Energy Storage System (BESS) projects to meet the rising electricity demand from AI and data centres.

As India strengthens its next-generation energy infrastructure, companies with exposure to both nuclear and BESS segments are set to remain in focus.

Read on…

http://www.eqtm.in/Gd73W
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#EMViewsOnNews - Why NALCO Share Price is Falling

NALCO shares saw a sharp drop of 6% today. Here's a closer look at the reasons behind the decline.

http://www.eqtm.in/x5T4Q
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#EMViewsOnNews - Why HCL Tech Share Price is Rising

HCL Tech rallies up 3% today. Here's what's behind the buzz.

http://www.eqtm.in/Zt9y4
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#EMViewsOnNews - Where Will HDFC AMC Share Price be in the Next 3 Years?

The stock of HDFC AMC has given returns of nearly 7% to investors in the last one year. We examine the prospects of the stock in the next three years.

Here’s an extract…

HDFC AMC has delivered around 7% returns over the last one year, outperforming the Sensex, which declined nearly 6% during the same period.

With India’s mutual fund industry witnessing rising retail participation and increasing financialisation of savings, what could lie ahead for HDFC AMC over the next three years?

Read on…

http://www.eqtm.in/n9WMa
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#EMMarkets - Bandhan Bank Approves NPA Portfolio Sale | RailTel Secures Major Munitions Order | Top Buzzing Stocks Today

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

http://www.eqtm.in/Dt76W
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#EMMarkets - Sensex Today Trades Flat | Nifty Above 24,100 | Sun Pharma & Trent Top Gainers

Indian share markets are trading Flat with Sensex trading 26 points higher, and Nifty is trading 12 points higher.

http://www.eqtm.in/a7D9A
#EMViewsOnNews: 5 Capital Market Stocks with Growth Plans

More than 230 million demat accounts are now active in India, compared to about 41 million five years ago. Here are five capital market stocks with visible growth plans that could benefit from India's changing investment landscape.

http://www.eqtm.in/g2Y4H
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#EMViewsOnNews: Is GRSE Undervalued? The Stock's Valuation Tells an Interesting Story

Should investors consider the stock of GRSE? Find out...

GRSE Stock Outlook

Here’s an extract…

GRSE is one of the biggest wealth creating stocks in India. From its IPO back in 2018, the share price is up about 28 times.
So, what’s the outlook for the stock now?

And what message does the valuation convey to investors?

Read on…

http://www.eqtm.in/o5K8N
#EMProfitHunter - Proxy Stocks Could Lead India’s Market Rebound

Bypass the consumer-facing volatility completely no matter which brand wins.

Proxy Investing Stocks

Here’s an extract…

The engine of wealth generation in stock markets is shifting away from traditional brand owners.

It’s the interconnected layer of specialised suppliers that seem to hold the compounding power.

This strategy is commonly known as proxy investing.

Read on…

http://www.eqtm.in/m2REd
#EMViewsOnNews - Top 3 Kirloskar Group Stocks to Add to Your Watchlist

Here are a few top Kirloskar Group stocks that you can add to your watchlist based on strong ROE and three-year CAGR of net profits.

Top 3 Kirloskar Group Stocks

Here’s an extract…

From pioneering India's first iron plough to building a diversified engineering conglomerate, the Kirloskar Group has played a key role in the country's industrial growth for over 135 years.

With several group companies benefiting from strong demand across engineering, manufacturing and infrastructure sectors, investors are increasingly tracking Kirloskar stocks.

Here we look at the top 3 Kirloskar Group stocks, selected based on a 3-year CAGR in net profit of over 20% and a return on equity (ROE) above 15%.

Read on…

http://www.eqtm.in/Fb38T
#EMViewsOnNews: 4 Stocks Involved in Brahmos Manufacturing Ecosystem

With India targeting defence exports worth Rs 500 bn by 2030, BrahMos is going to play a key role, and these are the companies involved in the ecosystem.

4 Stocks Involved in BrahMos Manufacturing Ecosystem

Here’s an extract…

BrahMos missile exports are gaining momentum, with new deals and advanced discussions with multiple countries strengthening India's position in the global defence market.

While BrahMos Aerospace itself is unlisted, several listed companies are part of the broader manufacturing and supply ecosystem supporting the missile programme.

Here we look at four stocks linked to the BrahMos ecosystem that could come in focus from the growing focus on indigenous defence manufacturing and rising defence exports.

Read on…

http://www.eqtm.in/Df32G
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#EMViewsOnNews: Kirloskar Oil Engines Rallies 30% in 2 Days. Is This the Start of a New Growth Phase?

Shares of the engineering company surged 30% in two sessions. What could drive its next phase of growth?

http://www.eqtm.in/Pg73B
#EMViewsOnNews: Why Vedanta Share Price is Falling

Vedanta shares are down 8% today. Here’s the reason behind this pressure.

http://www.eqtm.in/Fw28X
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#EMMarkets - Sensex Today Tanks 893 Points | Nifty Below 23,850 | 6 Reasons Why Indian Share Markets Are Falling

The BSE Sensex ends 893 points lower, while Nifty ended 279 points lower, down at 23,824.

http://www.eqtm.in/a7WEn
#EMViewsOnNews - 3 Cancer Drug Manufacturing Stocks to Watch After USFDA’s Appeals

Here are three cancer drug manufacturers to watch after the US FDA reached out to Indian pharma companies for a critical cancer medicine.

3 Cancer Drug Manufacturing Stocks to Watch After USFDA's Appeal

Here’s an extract…

The USFDA has reportedly approached Indian pharmaceutical manufacturers for ifosfamide, a key drug used in the treatment of several cancers, including testicular, bladder and lung cancer.

While no listed company has disclosed receiving such an approach, the development has put the spotlight on Indian drugmakers with capabilities in oncology manufacturing.

Here are three stocks that investors may watch following the latest development.

Read on…

http://www.eqtm.in/f7C9E
Little Known Fintech's Price Value Disconnect

Whether a focused fintech entity can achieve long-term compounding.

Click for More...

https://youtu.be/o2gurL_Vzu4
#EMTheFundStrategist - How Compounding Works in Mutual Funds: The Engine of Long-Term Wealth Creation

Compounding is one of the most powerful wealth-building principles in investing. Learn how mutual funds harness the power of compounding, why time and consistency matter, and how long-term investors could benefit from staying invested across market cycles.

Compounding Explained

Here’s an extract...

Most discussions around compounding focus on a simple idea: invest early, remain invested, and allow returns to generate further returns over time.

While mathematically accurate, this interpretation only captures one dimension of the compounding process.

Read on...

http://www.eqtm.in/Cr85T
5x in 4 yrs... 7x in 2 yrs... 10x in 5 yrs

These Stocks Followed the Same Hidden Pattern Before Their Breakouts

On Monday, discover this hidden pattern behind some of India's biggest wealth creators

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#EMMarkets - Sensex Today Trades Higher | Nifty Above 23,850 | Tech Mahindra & Infosys Top Gainers

Indian share markets are trading higher with Sensex trading 269 points higher, and Nifty is trading 54 points higher.

http://www.eqtm.in/Fd98X
#EMViewsOnNews: 5 Semiconductor Stocks to Watch for Long Term

Explore five companies riding India's semiconductor boom across chips, chemicals, materials, and packaging.

5 Semiconductor Stocks to Watch for the Long Term

Here’s an extract…

Semiconductors are at the heart of modern technologies, from artificial intelligence and cloud computing to electric vehicles and advanced electronics.

With India's semiconductor market projected to surpass US$100 billion by 2030 and government incentives supporting domestic manufacturing, the sector is witnessing strong momentum.

Here are five stocks across the semiconductor value chain that investors may consider tracking for the long term.

Read on…

http://www.eqtm.in/o8S4P
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