Equitymaster
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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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#EMMarkets - Sensex Today Ends 261 Points Higher | Nifty Above 24,250 | Bharti Airtel & Sun Pharma Top Gainers

The BSE Sensex ends 261 points higher, while Nifty ended 95 points higher, up at 24,270.

http://www.eqtm.in/f5BZj
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#EMViewsOnNews - 5 Defence Stocks to Watch as India Gears Up for Big-Ticket Military Deals

India is set to strengthen its military capabilities with major defence procurement proposals. Here are five defence stocks to watch as big-ticket military deals gather pace.

Tata Technologies Outlook

Here’s an extract…

Global automakers are investing in electric vehicles (EV), hybrid technologies, battery management systems, and power electronics despite short-term EV demand fluctuations.

This is creating a structural increase in engineering spending. Tata Technologies is looking to capture a growing share of this spending.

Read on…

http://www.eqtm.in/w7WCb
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#EMViewsOnNews - Why CG Power Share Price is Falling

Here’s why CG Power and Industrial Solutions shares are under pressure, down 6% today.

http://www.eqtm.in/Ss3m2
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#EMViewsOnNews: 4 Green Energy Stocks with Aggressive Expansion Plans to Watch

India's green energy transition is gathering pace. Here are four green energy stocks expanding aggressively across the ecosystem.

Green Energy Stocks

Here’s an extract…

One of the most visible megatrends today is the global move away from fossil fuels like coal, oil, and gas and towards cleaner, greener sources of energy like solar, wind, and hydropower.

Here are 5 green energy stocks in India with aggressive expansion plans.

Read on…

http://www.eqtm.in/Xb6x7
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#EMViewsOnNews: 4 Critical Mineral Stocks with Strong Growth Plans

The race for critical minerals has quietly become one of the biggest investment themes and these Indian companies are at the centerstage.

Critical Mineral Stocks

Here’s an extract…

The race for critical minerals has become one of the biggest investment themes of this decade.

Here, we look at four critical mineral stocks that are not only participating in this structural trend but also have ambitious expansion plans that investors should keep an eye on.

Read on…

http://www.eqtm.in/Mn8k9
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Which stocks are capable of delivering exceptional long term returns?

As per our research the current environment is setting the stage for India’s next wave of bluechips.

Get full details

http://www.eqtm.in/Jb5o8

Tap here for details
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#EMViewsOnNews: 4 Undervalued Water Infra Stocks to Add to Your Watchlist

Explore four undervalued water infrastructure stocks to watch out for.

Undervalued Water Infra Stocks

Here’s an extract…

India’s water infrastructure is now entering its next phase of growth where the government is now focusing more on sustainable water infrastructure for long-term goals rather than just new water connections.

In this editorial, we will explore four undervalued water infrastructure stocks.

Read on…

http://www.eqtm.in/m3B2W
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#EMViewsOnNews: 5 Midcap Semiconductor Stocks with Strong Expansion Plan

Explore five midcap semiconductor stocks expanding manufacturing capacity to capitalise on India's fast-growing semiconductor ecosystem.

Midcap Semiconductor Stocks

Here’s an extract…

The government will launch India Semiconductor Mission (ISM) 2.0, with a proposed outlay of Rs 1.25 trillion, up from Rs 760 billion (bn) under the first phase.

We examine five midcap semiconductor-related stocks (with market caps above Rs 200 bn) that have strong expansion plans.

Read on…

http://www.eqtm.in/j9NAi
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#EMViewsOnNews: Top 4 Silver ETFs to Add to Your Watchlist in 2026

Here, we examine four silver ETFs, comparing their investment strategy, portfolio allocation, tracking error, expense ratio and historical performance.

4 Silver ETFs to Watch in 2026

Here's an extract...

Silver has attracted growing investor interest due to its role as both a precious metal and an industrial commodity used in sectors such as solar energy and electric vehicles.

Silver ETFs provide an easy way to participate in silver price movements without owning physical bullion.

In this editorial, we compare four silver investment funds based on their investment strategy, portfolio allocation, tracking efficiency and historical performance.

Read on…

http://www.eqtm.in/g7LZj
#EMViewsOnNews: Top 5 EV Stocks in India to Add to Your Watchlist

India’s EV industry is expanding rapidly. Here are the top 5 EV stocks to watch.

EV Stocks to Watch

Here’s an extract…

The electric vehicle (EV) industry in India is growing quickly as more people seek cleaner, more affordable, and fuel-efficient transportation options.

Here, we will examine 5 EV stocks in India that investors can watch.

Read on…

http://www.eqtm.in/Ay89B
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Why Boring Stocks Could Beat AI

The disruption trap - Why chasing the next big thing will cost you

Click for More...

https://youtu.be/iu0fx0MlZ_E
After Trent and Titan... a New Wave is Emerging

Some of the biggest opportunities often emerge quietly.

As per our research, a new wave of market leaders may already be forming.

The real question is: how do you position yourself to ride this wave early?

See full details

http://www.eqtm.in/Jb5o8

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Has the next major wealth-creation cycle started? See what we found

1991 created a generation of winners.

The infrastructure boom of early 2000s created another wave of new market leaders.

And post-Covid rally gave birth to yet another set of multibaggers.

Every major wealth-creation cycle begins with a shift.

The question is:

Are we entering another one right now?

Our research says we may be.

And we're correct, a new generation of market leaders could already be emerging.

See where the new opportunities are emerging

http://www.eqtm.in/Jb5o8

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#EMMarkets - IEX Reports Higher Electricity Traded Volumes in Q1 | M&M Finance Reports Strong Disbursement Growth | Top Buzzing Stocks Today

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

http://www.eqtm.in/Ws46S
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Last Day: Investors Ignored Airtel, Eicher, Titan... Don't Ignore...

People underestimated countless such future winners.

If you want to spot tomorrow's market leaders today... then you need to look for signs that others are not seeing.

Before you buy more stocks, we highly recommend you see this

Watch Now

http://www.eqtm.in/Jb5o8

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#EMMarkets - Sensex Today Trades Higher | Nifty Above 24,350 | Bharat Elec & HDFC Bank Top Gainers

Indian share markets are trading higher with Sensex trading 384 points higher, and Nifty is trading 106 points higher.

http://www.eqtm.in/Yk8w6
#EMViewsOnNews: 5 Fastest Growing Nuclear Energy Stocks in India

The country’s nuclear energy sector is entering a new growth phase backed by strong government support. Here are 5 nuclear energy stocks with strong growth prospects.

Nuclear Energy Stocks

Here’s an extract…

Here are the 5 fastest-growing stocks from the nuclear space, largely linked to the ecosystem.

We have taken these based on their 5-year sales and net profits growth.

Read on…

http://www.eqtm.in/q3BPp
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#EMViewsOnNews: 5 Solar Stocks with Expansion Plans

Discover five solar stocks expanding manufacturing capacity to capitalize on India's growing renewable energy demand and opportunities.

Solar Stocks to Watch

Here’s an extract…

India's renewable energy sector is entering a multi-year investment cycle. As of May 2026, India had over 282.7 gigawatt (GW) of installed renewable energy capacity.

Solar power continued to dominate the clean energy portfolio with an installed capacity of 157 GW.

This article examines five solar stocks with strong expansion plans.

Read on…

http://www.eqtm.in/Fc95W
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#EMProfitHunter - The Macro Trap: Why Bottom-Up Investing Still Wins in India

Here’s why Indian investors must resist the temptation of macro narratives and anchor themselves to disciplined, bottom-up stock selection.

Bottom Up Investing

Here’s an extract…

Value investing legend Seth Klarman recently gave a timely warning.

Klarman explained why focused, "bottom-up" investing - looking at one company at a time - is the safest path to long-term success.

Read on…

http://www.eqtm.in/n4NCy
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#EMMarkets - Sensex Today Ends 521 Points Higher | Nifty Above 24,400 | Shakti Pumps (India) Up 5%

The BSE Sensex ends 521 points higher, while Nifty ended 159 points higher, up at 24,430.

http://www.eqtm.in/w4X8K