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: Why Dixon Technologies Share Price is Rising

The EMS stock gained over 3%. Here's what's driving the share price higher.

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#EMViewsOnNews: Where Will Kalyan Jewellers Share Price be in the Next 3 Years?

The Kalyan Jewellers stock has been grabbing attention over the last three days. We outline the company's prospects over the next three years.

Kalyan Jewellers Outlook

Here’s an extract…

In this editorial, we tell you about the reasons for the spectacular rally in the stock.

We look into the factors influencing where the stock could be in the next three years.

Read on…

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#EMViewsOnNews - Why Zensar Technologies Share Price is Rising

Zensar Technologies shares rallied up 13% today. Here's what's behind the buzz.

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#EMViewsOnNews: 4 Copper Stocks in India to Add to Your Watchlist

Here are the copper stocks to watch out for as the Indian government takes a bold move to ramp-up capacity.

Copper Stocks in India

Here’s an extract…

While India is behind on copper production, a select few companies aim to change that and if successful, the potential rewards can be huge.

Keeping that in mind, here are four copper stocks worth putting on your watchlist.

Read on…

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#EMViewsOnNews - 4 Smallcaps Where FIIs Have Increased Stake Stake in June Quarter

Four smallcaps that attracted higher FII ownership during the quarter.

FIIs’ Rising Stake

Here’s an extract…

Even during this challenging period, FIIs increased their stake in a select group of small-cap companies.

We highlight 4 smallcaps in this editorial where FIIs increased their stake during the latest quarter.

Read on…

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#EMViewsOnNews - 5 Infrastructure Stocks with Strong Revenue Guidance

Infrastructure companies with strong revenue guidance are often better positioned to deliver sustained earnings growth. Here are 5 infrastructure stocks with strong revenue guidance.

Infra Stocks to Watch

Here’s an extract…

Infrastructure companies with strong revenue guidance are often better positioned to deliver sustained earnings growth, as their projections are backed by robust order books and strong execution capabilities.

Strong revenue guidance also enhances investor confidence, improves earnings visibility, and can support higher valuations over the long term.

Read on…

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#EMViewsOnNews - 3 Semiconductor Stocks to Watch in the Second Half of 2026

These semiconductor companies could surprise investors in the second half of this year. Here's why...

Semiconductor Stocks to Watch

Here’s an extract…

While most sectors spent the first half of 2026 hedging against tariffs and trade shocks, semiconductors quietly delivered US$ 298.5 billion (bn) in global sales in Q1 2026 alone, a 25% jump over the previous quarter.

This is the strongest quarterly growth the industry has ever recorded.

Keeping that in mind, here are three semiconductor stocks in India that you need to have on your radar in the second half of 2026.

Read on…

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#EMViewsOnNews - 3 Hidden Gems in India's Data Centre Supply Chain

These lesser-known companies are crucial for the success of India's data revolution.

Data Center Supply Chain Stocks

Here’s an extract...

Data Center investment commitments have already crossed US$ 126 billion (bn). Industry estimates suggest that figure could top US$ 180 bn by the end of this year.

But none of that capacity gets built without a supply chain behind it.

Here, we look at three such companies with growing order books, alongside India’s data center build-out.

Read on…

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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

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#EMViewsOnNews - Penny Stocks Bought by FIIs: 5 That Caught Foreign Investors' Attention

Here are 5 penny stocks where FIIs have hiked their stake in the latest quarter for which data is available.

FIIs Buying Penny Stocks

Here’s an extract…

Rising FII ownership often reflects positive views on a firm’s earnings potential, governance, and long-term growth prospects, as foreign investors typically conduct extensive research before investing.

Here are 5 penny stocks where FIIs have hiked their stake.

Read on…

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#EMViewsOnNews - Smallcap Index Close to 52-Week High: Should You Consider Smallcaps?

Are smallcaps attractive to investors now? Read on...

Investing in Smallcaps

Here’s an extract…

The smallcap index is very close to its 52-week high.

This signifies strong bullish sentiment among Indian investors for smallcaps.

So, should you bite the bullet and consider smallcaps now?

Read on…

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#EMViewsOnNews - 3 Reasons to Add Titan to Your Watchlist

Gold is at record highs, and import duties are up. Yet Titan keeps taking market share. Here are three reasons this branded jewellery leader belongs on your watchlist.

Titan Company Outlook

Here are three reasons to add Titan to your watchlist.

Read on...

http://www.eqtm.in/d2S9J
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#EMViewsOnNews - 3 Defence Sector Stocks with Strong Revenue Guidance

Explore defence sector stocks with strong revenue guidance, healthy order books, and robust growth visibility that could support earnings in the coming quarters.

Defence Stocks to Watch

Here’s an extract…

Indigenous defence production has surged from Rs 464.3 bn to Rs 1,780 bn during the period, reflecting the growth of domestic defence manufacturing companies.

In this editorial, we will look into three defence sector stocks with strong revenue guidance for FY27.

Read on…

http://www.eqtm.in/Ba48P
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#EMMarkets - Anand Rathi Wealth Q1 Business Update | JSW Steel Reports Higher Quarterly Production | Top Buzzing Stocks Today

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

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#EMViewsOnNews: 3 Under the Radar EV Stocks Nobody's Talking About (Yet)

We found some lesser-known EV stocks hiding in plain sight. Here’s what’s special about them.

Under the Radar EV Stocks


Here’s an extract…

Here, we look at three EV-linked stocks that aren't getting the attention they probably deserve.

Read on…

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Why Eicher, Titan, Trent Suddenly Rallied

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

And it has very little to do with traditional valuation metrics... or even with the world of finance.

Before you invest more money in stocks, see this

See Full Details

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#EMViewsOnNews: 5 Stocks with High Book Value

These stocks trade below book value, offering investors exposure to companies with substantial assets.

High Book Value Stocks

Here’s an extract…

Book value represents the net worth of a company after deducting total liabilities from total assets, reflecting the value attributable to shareholders.

Comparing a company’s share price to its book value helps assess whether the market is valuing the business at a premium or a discount to its net assets.

Read on…

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#EMMarkets - Sensex Today Trades Lower | Nifty Below 24,100 | Metal Stocks Bleed

Indian share markets are trading on negative note with Sensex trading 648 points lower, and Nifty is trading 186 points lower.

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