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: 5 Indian Stocks Riding the Global Aerospace Supply Chain Boom

These 5 Indian companies are expanding their aerospace capabilities and strengthening their presence in the global supply chain.

http://www.eqtm.in/Ex8p6
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#EMViewsOnNews: Where Could SBI Share Price Potentially be in the Next 5 Years?

In this editorial, we examine the bank’s long term prospects.

SBI Long Term Outlook

Here’s an extract…

In this editorial, we look at banking major SBI Ltd and where the stock price could potentially be in the next 3 years.

Read on…

http://www.eqtm.in/Bq62F
#EMMarkets - Sensex Today Trades Flat | Nifty Above 23,200 | Bajaj Finance & Bharat Elec Top Gainers

Indian share markets are trading flat with Sensex trading 54 points higher, and Nifty is trading 32 points higher.

http://www.eqtm.in/Ge87S
#EMProfitHunter - Highest SIP Returns: 4 Value Funds with over 15% XIRR in 10 Years

Value Funds focus on identifying fundamentally strong stocks trading at a discount to their intrinsic value.

Value Funds with Highest Returns

Here’s an extract...

For investors aiming to use the recent correction to gradually increase equity exposure for long-term wealth creation, value investing can be an effective route.

In this editorial, we look at four value funds that delivered over 15% XIRR on SIP investments in 10 years.

Read on...

http://www.eqtm.in/m7WJp
#EMViewsOnNews: Why IFCI Share Price is Rising

IFCI surged up to 8% intraday today. Here’s what’s driving the buzz around the stock and why the NSE IPO is back in focus

http://www.eqtm.in/b7CAx
#EMViewsOnNews: Why Bharat Electronics Share Price is Rising

Bharat Electronics shares are in focus today as they are up by 3%. Here’s what’s driving the momentum.

http://www.eqtm.in/Dt46R
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#EMViewsOnNews - NSE IPO PE Ratio: How is NSE Valued?

With the NSE IPO now launched, we examine the company's PE ratio and how it's valued.

NSE IPO Valuation

Here’s an extract…

The National Stock Exchange (NSE) IPO has opened today, 17 September, and will remain open until 21 September.

In this editorial, we look at the NSE IPO PE ratio and how it compares with the BSE.

Read on…

http://www.eqtm.in/r9H2K
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#EMMarkets - Sensex Today Ends Flat | Nifty Above 23,250 | Syrma SGS Technology Up 7%

The BSE Sensex ends 22 points lower, while Nifty ended 53 points higher, up at 23,270.

http://www.eqtm.in/So2r3
This "Boring" Crane Company Could Be India's Next Big Infra Play

Wheeled construction equipment sales in India just posted their fastest growth of any vehicle category in August - up 31.45% YoY. That single data point from FADA's latest retail numbers bring in focus one smallcap company.

Click for More...
https://youtu.be/s83yry2-QF4
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#EMViewsOnNews - 7 Semiconductor Stocks to Watch as SEMICON India 2026 Begins

Explore 7 semiconductor stocks to watch as SEMICON India 2026 brings the sector into focus.

http://www.eqtm.in/c7X6F
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#EMViewsOnNews - 5 Best Smallcap Stocks to Watch for Long-Term Investing

These five stocks clear eight separate quality tests, from a universe of over 1,200 companies. Here is what sets them apart.

Long Term Smallcaps

Here’s an extract…

In this editorial, we will look at 5 smallcap companies from the vast 1,200+ smallcap names that cleared some rigorous filters.

We have then sorted the companies from highest to lowest based on their market capitalisation.

Read on…

http://www.eqtm.in/j4JHx
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#EMMarkets - Suratwwala Natural Energy Secures Major Solar Contract | CTL Enters Defence Textile Supply Chain | Top Buzzing Stocks Today

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

http://www.eqtm.in/p5P9B
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#EMTheLongView – Are Your Mutual Funds Doing Justice to Your Portfolio?

Owning several mutual funds does not necessarily mean you have a well-diversified portfolio. Here’s how to identify overlap, laggards, poor asset allocation, and other portfolio gaps.

Here’s an extract…

A portfolio can have several good mutual funds and still be poorly constructed.

Too much overlap, excessive diversification, weak asset allocation, or funds that no longer serve a purpose can quietly drag down returns.

A periodic portfolio review can help identify what's working, what's not, and whether every fund deserves its place.

Read on…

http://www.eqtm.in/k5WCw
#EMViewsOnNews: Where Are Paytm Shares Headed in 2027?

India's digital economy offers fintech companies significant growth opportunities. We examine Paytm's evolving business model, growth prospects, and challenges.

Paytm Outlook

Here’s an extract…

Digital and fintech companies are growing due to the continued shift towards digital payments, online banking, financial inclusion, and technology-led financial services

Here, we cover the prospects of One 97 Communications (Paytm), a prominent fintech company.

Read on…

http://www.eqtm.in/Dd3j7
#EMViewsOnNews: 5 Smallcap Stocks to Watch This Festive Season

Five smallcap stocks to watch as festive demand drives jewellery, electronics, fashion, and travel spending.

Smallcaps to Watch

Here’s an extract…

Here are 5 smallcap stocks to watch as India heads into its busiest shopping season of the year.

Read on…

http://www.eqtm.in/s2P3X
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#EMMarkets - Sensex Today Trades Higher | Nifty Above 23,300 | Bharti Airtel & HDFC Bank Top Gainers

Indian share markets are trading higher with Sensex trading 176 points higher, and Nifty is trading 59 points higher.

http://www.eqtm.in/o6AHj
#EMProfitHunter - QSRs, Quick Commerce, Premium Food: One Company is Riding Multiple Trends

India’s food habits are changing rapidly. Here’s how one company is quietly gaining exposure to quick commerce, QSRs, premiumisation, and organised food consumption.

Proxy Stock to Watch

Here’s an extract…

India's food consumption pattern is changing.

Consumers are willing to pay for convenience, better quality, branded products and premium offerings.

Quick commerce is changing how frequently we shop.

QSR (quick service restaurants) chains are moving beyond big cities.

Organised retail is gaining ground.

Premium products are finding their way into everyday consumption.

For investors, there is an interesting question hidden underneath all of this.

Read on…

http://www.eqtm.in/o7H2T
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#EMViewsOnNews: Why Tata Chemicals Share Price is Falling

Tata Chemicals shares are down 8% today. Here’s what’s driving the pressure.

http://www.eqtm.in/m2QTi
#EMMarkets - Sensex Today Ends Flat | Nifty Above 23,300 | Skyways Air Services Up 6%

The BSE Sensex ends 20 points lower, while Nifty ended 75 points higher, up at 23,346.

http://www.eqtm.in/o8YPz
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