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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: Why Genus Power Share Price is Falling

Genus Power Infrastructures shares tumble 7% today. Here’s why the stock is falling.

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#EMMarkets - Sensex Today Ends 250 Points Lower | Nifty Below 23,900 | Genus Power Down 7%

The BSE Sensex ends 250 points lower, while Nifty ended 80 points lower, down at 23,865.

http://www.eqtm.in/Ew27P
#EMViewsOnNews: 3 Pharma Sector Penny Stocks to Add to Your Watchlist

These pharma penny stocks combine niche product portfolios, expanding manufacturing capabilities and improving financial performance, making them worth watching for long-term investors.

Pharmaceutical Penny Stocks

Here’s an extract…

Drugs worth around US$ 142 billion (bn) are expected to lose patent protection between 2026 and 2030, opening a sizeable opportunity for generic manufacturers.

While large pharmaceutical companies are likely to capture a meaningful share of this opportunity, some of the biggest percentage gains often come from smaller businesses.

Here are four pharma penny stocks that deserve a place on your watchlist.

Read on…

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#EMViewsOnNews: 4 Stocks to Watch as Delhi Bans New Petrol Two-Wheelers from April 2028

As the capital moves toward cleaner transport, these 4 companies may stand to gain from the next leg of India’s EV adoption story.

EV Stocks to Watch

Here’s an extract…

With EV Policy 2.0 approved, Delhi is moving toward a phased exit from ICE 2-wheelers.

For India’s 2-wheeler manufacturers, this is more than a policy headline; it’s a demand signal that could accelerate the shift from petrol to electric in the next two years.

In this editorial, we’ll walk through four such stocks that can benefit from this huge shift.

Read on…

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#EMMarkets - BPCL Boosts Petrochemical Business Footprint | Shilpa Medicare Partners Orion for Nivolumab | Top Buzzing Stocks Today

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

http://www.eqtm.in/y8AKz
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#EMViewsOnNews: Why is Gold Falling? What Investors Should do After Gold's Biggest Monthly Drop Since 2008

Gold prices have witnessed their sharpest monthly decline in years as the US-Iran crisis eased and expectations of higher US interest rates strengthened the dollar. Here's what it means for your portfolio…

What to do With Gold?

Here’s an extract…

Gold has slipped sharply after the US-Iran peace deal eased geopolitical fears and markets shifted their focus to higher US interest rates and a stronger dollar.

While gold has lost its near-term momentum, falling crude oil prices have improved the outlook for Indian equities.

For investors, this isn't about choosing gold over stocks, it is about maintaining the right asset allocation, avoiding emotional decisions and staying invested for the long term.

Read on…

http://www.eqtm.in/Gf6a9
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#EMViewsOnNews: 5 Electronics Manufacturing Services (EMS) Stocks with Aggressive Expansion Plans

Capacity in the EMS industry has become the constraint which makes the expansion plans of these companies a key area to look for.

EMS Stocks

Here’s an extract…

Order books at several EMS firms stretch well beyond what their current factories can deliver, and that gap is exactly why expansion plans deserve a closer look.

In today’s editorial, we will look at five EMS stocks that have aggressive expansion plans lined up for the coming few years.

Read on…

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Before you invest more money in stocks, see this

Ever noticed how certain stocks like Eicher, Titan, Trent do nothing for years...

And then suddenly explode higher?

After studying hundreds of companies, our co-head of research believes he found the answer.

Get the full story today at 5pm.

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#EMMarkets - Sensex Today Trades Higher | Nifty Above 23,950 | HUL & Titan Company Top Gainers

Indian share markets are trading higher with Sensex trading 279 points higher, and Nifty is trading 90 points higher.

http://www.eqtm.in/t3M4C
#EMViewsOnNews: 5 Indian Pharma Stocks to Watch on Rising China+1 Opportunities

As global drugmakers diversify supply chains beyond China, here are five Indian pharma stocks in focus from the accelerating China+1 strategy.

http://www.eqtm.in/Fj72M
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#EMViewsOnNews: Electronics Are Getting Costlier. Is this Company a Silent Winner?

Prices for electronics are rising across multiple categories, driven by higher component costs, supply chain disruptions, tariffs, and currency swings. Is this company a winner? Read on…

GNG Electronics Outlook

Here’s an extract…

Prices for electronics are rising across multiple categories, driven by higher component costs, supply chain disruptions, tariffs, and currency swings.

When prices of electronics rise the stock of GNG Electronics comes into the spotlight.

Read on…

http://www.eqtm.in/c7M9T
#EMTheFundStrategist - 5 Mutual Funds Most Exposed to IT Stocks

Here are the top mutual funds with the highest exposure to IT stocks.

IT Mutual Funds

Here’s an extract…

The Nifty IT index has fallen almost 40% from the all-time high of 46,089 it touched in December 2024. By late June 2026 it was trading near a 3-year low, briefly testing levels last seen in April 2023.

It's against this backdrop that we looked at the five mutual funds in India carrying the most direct, undiluted exposure to the IT sector.

Read on…

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#EMMarkets - Sensex Today Ends 444 Points Higher | Nifty Above 24,000 | HUL & Eternal Top Gainers

The BSE Sensex ends 444 points higher, while Nifty ended 140 points higher, up at 24,005.

http://www.eqtm.in/q6D4N
#EMViewsOnNews - Why Transformers and Rectifiers India Share Price is Rising

Transformers and Rectifiers India gains momentum today. Here's the reason behind the move.

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#EMViewsOnNews - Why KPIT Technologies Share Price is Falling

Here's why KPIT Technologies shares are under pressure, down 16% today.

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Forget AI Stocks. Watch THESE Companies Instead

Is digital resilience the most undervalued tech sector right now?

Click for More...

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Some of the Biggest Opportunities Often Emerge Quietly

After Trent and Titan... a New Wave of Next-Gen Bluechips is Emerging

An investment veteran with two decades of experience reveals how to position yourself to ride this wave early

LIVE Now. Click Here to Watch

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#EMViewsOnNews: 5 Semiconductor Stocks to Watch as India Semiconductor Mission 2.0 Gets Rs 1.25 Lakh Crore Nod

Discover five semiconductor stocks in light of India’s Semiconductor Mission 2.0's massive expansion.
GNG Electronics Outlook

Semiconductor Stocks to Watch

Here’s an extract….

As per media reports, the government has cleared a Rs 1.25 trillion (lakh crore) outlay for India Semiconductor Mission 2.0.
In this editorial, we explore 5 semiconductor stocks to watch.

Read on…

http://www.eqtm.in/Yp9a7
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#EMViewsOnNews - This Telecom Player is Betting Big on a FY29 Comeback

Vodafone Idea has unveiled its FY29 turnaround roadmap. Here's what it means for the telecom operator.

Vodafone Idea’s Comeback Plan

Here’s an extract…

Once India's largest telecom operator, the company has gone from being an industry leader to a highly leveraged turnaround story.

In its latest investor presentation, the telecom operator unveiled an ambitious FY29 roadmap aimed at rebuilding its network, improving financial performance, and returning to sustainable growth.

Read on…

http://www.eqtm.in/Yp9a7
#EMMarkets - Newgen Wins Kuwait Insurance Technology Contract | NTPC Green Arm Secures Wind Project | Top Buzzing Stocks Today

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

http://www.eqtm.in/Ng4k2
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