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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#EMViewsOnNews: Top 5 Nifty India Defence Stocks to Watch

Looking to invest in India's defence sector? Here are the top five Nifty India Defence stocks to watch.

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#EMProfitHunter - Investing in Proxy Stocks Can Create Wealth for Investors

I have proxy stocks on my watchlist. Do you?

Proxy Investing

Here's an extract...

The core 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...

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#EMViewsOnNews - Why Kalyan Jewellers Share Price is Rising

Kalyan Jewellers shares hit the upper circuit for the second straight session. Here's what is driving the rally.

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#EMViewsOnNews: 5 Fastest Growing EMS Stocks

Multiple tailwinds have turned the boring, low-margin EMS firms into one of the fastest-growing stories on the Indian market, and these are the companies at the forefront.

High Growth EMS Stocks

Here’s an extract…

EMS companies are sitting on large order books, and some have even reported record high revenue.

Here, we look at five EMS stocks in India that have recorded the fastest growth in the past few years.

Read on…

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#EMViewsOnNews - SBI Funds Management IPO: Can India's Largest AMC Outshine its Listed Peers?

The SBI Funds Management IPO is set to open on 14 July 2026. Here are some details.

SBI Funds Management IPO

Here’s an extract…

Investors are increasingly moving away from traditional instruments into equities. Healthy equity inflows through SIPs have improved the prospects of asset management companies (AMCs).

As AMC that will soon join the listed names is SBI Funds Management. We take a look at some details, including a comparison with peers in this editorial.

Read on…

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#EMViewsOnNews - Why Swiggy Share Price is Rising

Swiggy shares surge 6% today. Here’s what’s driving the rally.

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#EMViewsOnNews - Why Premier Explosives Share Price is Rising

Premier Explosives rallies up to 5% today. Here's what's behind the buzz.

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#EMMarkets - Sensex Today Ends 238 Points Higher | Nifty Above 23,950 | Swiggy Up 6%

The BSE Sensex ends 238 points higher, while Nifty ended 80 points higher, up at 23,962.

http://www.eqtm.in/k4MXb
#EMTheFundStrategist - Mutual Funds Overlap: Before You Add Another Scheme... Read This

Diversification is one of the key benefits of investing in mutual funds but owning multiple schemes doesn't always reduce risk.

Mutual Fund Overlap

Here’s an extract…

In today's investment landscape, where the Indian mutual fund industry has grown rapidly and new fund launches have become increasingly frequent, understanding mutual fund overlap is no longer optional it’s essential.

Read on…

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#EMMarkets - Premier Energies Secures Major Solar Orders | RCF Plans Equity Expansion Through FPO | Top Buzzing Stocks Today

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

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#EMTheLongView – Middle East to Dalal Street: What the US-Iran Conflict Means for Your Portfolio

As the US-Iran conflict escalates, rising crude oil prices, a weaker rupee and market volatility are reshaping the investment landscape. Learn how these developments could impact your portfolio and the steps investors can take to navigate the uncertainty.

US-Iran Conflict and Your Portfolio

Here’s an extract…

The renewed US-Iran conflict has rattled global markets, sending crude oil prices higher, putting pressure on the rupee and triggering volatility in Indian equities.

While sectors dependent on energy costs face fresh challenges, investors should look beyond the headlines.

A disciplined portfolio with quality businesses, strategic gold allocation and proper diversification can help navigate geopolitical uncertainty and turn market volatility into long-term opportunity.

Read on…

http://www.eqtm.in/Zt46J
#EMViewsOnNews: Top 3 Value Stocks in India

High quality value stocks with potential in this uncertain market.

Value Stocks

Here’s an extract…

Value investing is one of the best ways to build long term wealth in the stock market.

If purchased at the right price, value stocks can deliver high returns.

So how do you find a good quality value stock?

Read on…

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#EMMarkets - Sensex Today Rallies 762 Points | Nifty Above 24,150 | TCS & Tech Mahindra Top Gainers

Indian share markets are trading higher with Sensex trading 762 points higher, and Nifty is trading 236 points higher.

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#EMProfitHunter - Small Caps, AI & the Disappearing Information Edge

Following the consensus is unlikely to create wealth in smallcaps. Do this instead.

Source of Alpha


Here’s an extract…

We are living in an age where information has never been more abundant – and never been less valuable as a source of competitive advantage.

So how do you find alpha in stocks?

Read on…

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#EMMarkets - Sensex Today Rallies 828 Points Higher | Nifty Above 24,200 | 5 Reasons Why Indian Share Markets Are Falling

The BSE Sensex ends 828 points higher, while Nifty ended 244 points higher, up at 24,206.

http://www.eqtm.in/No4y7
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#EMViewsOnNews: 3 EV Stocks to Watch as Delhi-NCR Eyes Higher Electric Two-Wheeler Adoption

Here are 3 EV stocks you can add to your watchlist as the Delhi government pushes for higher electric vehicle adoption.

EV Stocks to Watch


Here’s an extract…

The Delhi government has been working to promote electric two-wheelers in the state. It has also recently announced a new policy.

Here are 3 EV stocks to watch as demand could rise, following the EV push.

Read on…

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#EMViewsOnNews: Why Infosys Share Price is Rising

Infosys shares are rallying in trade today. Here’s what’s behind the buzz.

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#EMViewsOnNews - 5 IT Sector Stocks with Strong Export Exposure

These five Indian IT companies generate substantial overseas revenue, positioning them to benefit from rising global technology spending.

IT Stocks to Watch

Here’s an extract…

India's IT industry remains one of the country's largest export-driven sectors, generating export revenue of US$ 224.4 billion (bn) in FY25.

Exports accounted for nearly 79% of the industry's total revenue, according to NASSCOM. Exports are expected to touch US$ 246 bn in FY26.

Here are 5 Indian IT stocks with strong export exposure and diversified global client bases.

Read on…

http://www.eqtm.in/d8T7Z
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