#EMTheLongView – The Easy Money is Over. What Does That Mean for Indian Investors?

Indian equities face pressure from high crude oil prices, a weaker rupee, rising bond yields, and tighter monetary policy. Here’s how investors can navigate the changing market with better stock selection and asset allocation.

Here’s an extract…

Indian equities are entering a more demanding phase as high crude prices, rupee weakness, elevated global yields and tighter monetary policy put pressure on markets.

But this is not necessarily the end of the equity opportunity.

As valuations reset, investors can focus on quality businesses, earnings visibility and sensible valuations, while using gold, debt and cash to build a more resilient asset allocation.

Read on…

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#EMViewsOnNews: Where Could Titan Share Price Potentially Be in the Next 5 Years?

Titan shares have delivered decent returns in the last one year. We examine the stock's prospects over the next five years.

Titan Stock Outlook

Here’s an extract…

Titan’s story differs markedly from the indices and broader markets.

Year-to-date, the stock has generated 10% returns, while over the last one year it has delivered 23% returns.

Read on…

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#EMProfitHunter - A 47% Discount to Listed Holdings, Zero Debt and Fresh Promoter Buying

A debt free company, fresh promoter buying, and a 47% discount to its listed holdings. Is the market missing something?

Insider Buying and a Huge Discount?

Here’s an extract…

I came across a company backed by an established promoter group with interests across pharmaceuticals, real estate, specialty chemicals, education, and healthcare.

What caught my attention was the combination of a profitable, debt free business, a sizeable land bank, stakes in two listed companies, and fresh promoter buying.

The stock is trading at a discount of around 47% to the market value of just its stakes in two listed companies.

Read on…

http://www.eqtm.in/n2F3D

#EMViewsOnNews: Ace Investor Dolly Khanna Adds Stake in This Smallcap Stock

Dolly Khanna has increased her stake in this smallcap stock. Read on to know her new position.

Dolly Khanna Adds Stake

Here’s an extract…

Dolly Khanna is a Chennai-based investor who is known for picking lesser-known midcaps and smallcaps. She has been investing in stocks since 1996.

Dolly Khanna's portfolio, which is managed by her husband, Rajiv Khanna, is usually inclined towards more conventional stocks in manufacturing, textile, chemical, and sugar stocks.

In this editorial, we’ll discuss a stock in which she has recently hiked her stake.

Read on…

http://www.eqtm.in/Jk5z8

#EMMarkets - Sensex Today Rallies 879 Points | Nifty Above 22,500 | 6 Reasons Why Indian Share Markets Are Rising

The BSE Sensex ends 879 points higher, while Nifty ended 288 points higher, up at 22,520.

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High Dividend PSU or GARP Stock?

How a legacy energy giant is laying the foundation of India's long-term energy independence.

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JUST OUT:

Richa's 3 Young Titans

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#EMViewsOnNews - 5 IT Stocks to Watch for Long-Term Growth

These 5 IT stocks are expanding their AI capabilities, strengthening digital services, and exploring new growth opportunities.

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#EMViewsOnNews - Black Box vs Netweb Technologies: Which is the Better Data Center Stock?

Black Box builds data centers for global hyperscalers. Netweb sells the AI servers that go inside them. Which one should you track?

Black Box vs Netweb Technologies

Here’s an extract…

Data centers are being built at a pace the market has not seen before, and two Indian-listed companies sit in different parts of that spend: Black Box and Netweb Technologies.

Let’s take a close look at several metrics of both these companies to understand which one is better.

Read on…

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#EMViewsOnNews - 5 Water Stocks to Watch as Low Rainfall Raises Water Concerns

Low rainfall is raising water concerns, putting water management, treatment, and infrastructure stocks firmly on the market radar.

Water Stocks to Watch

Here’s an extract…

With low rainfall raising concerns over water availability, the need for efficient water management is becoming more pressing.

Here are five water stocks to watch as water scarcity concerns grow.

Read on…

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#EMViewsOnNews - Elon Musk Wants to Enter India. Here Are the 4 Sectors Starlink Would Hit First

Musk's Starlink puts satellite internet in focus. Here's the data on four exposed sectors.

Sectors Exposed to Starlink’s Potential India Entry

Here’s an extract…

Elon Musk wants to enter India.

The real story is the businesses that already sell internet in India, from space and on the ground... and what happens to them when Starlink switches on.

It won't hit them all the same way. Four sectors sit closest to it.

Here is how each one works, and where Starlink fits in.

Read on…

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#EMViewsOnNews - 3 Jewellery Stocks With Strong Future Roadmaps

Explore 3 jewellery stocks with strong growth plans, comparing FY26 revenue growth, profit growth, and return on equity.

Jewellery Stocks

Here’s an extract…

Titan Company, Kalyan Jewellers, and Senco Gold have each achieved strong growth, although there are differences between their financial performance and expansion strategies.

Here are three jewellery stocks worth tracking for their growth plans.

Read on…

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DISCOVER:

Richa's 3 Young Titans to Buy Now

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#EMViewsOnNews - Which Banking Stock is Better: Axis Bank vs Kotak Mahindra Bank?

Should you have both these banks on your watchlist? Read on...

Axis Bank vs Kotak Mahindra Bank

Here’s an extract…

India’s banking sector is set to benefit from rising credit demand and economic growth.

Find out how Axis Bank and Kotak Mahindra Bank could benefit from these trends.

Read on…

http://www.eqtm.in/y5HPq

#EMViewsOnNews - 3 Ways to Beat the Stock Market

Can a seemingly trivial observation about a product reveal the hidden competitive advantage that creates a multibagger?

3 Ways to Beat the Market

Here’s an extract…

There are three broad ways to beat the market.

Which one is the best for you?

Read on…

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#EMViewsOnNews - 5 Midcap Stocks to Watch for Future Multibagger Potential

Here are five midcaps with fast-growing earnings and what has to go right for each to double from here.

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#EMMarkets - Waaree Renewable Technologies Secures PSU Solar Project | Pace Digitek Bags Major Delhi Energy Storage Project | Top Buzzing Stocks Today

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

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#EMMarkets - Sensex Today Trades Lower | Nifty Above 22,500 | IT Stocks edge Lower

Indian share markets are trading higher with Sensex trading 81 points higher, and Nifty is trading 7 points higher.

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#EMViewsOnNews: Cupid Ltd Hits a New All-Time High: Is the Stock Worth Watching?

The stock of Cupid has hit a new 52-week high. Should you add this stock to your watchlist?

Cupid Stock Outlook

Here’s an extract…

As benchmark indices languish after sharp falls over the last few weeks, Cupid Ltd's stock is hitting an all-time high.

In this editorial, we'll share a few factors to help you decide whether the stock is worth watching.

Read on…

http://www.eqtm.in/t3F6X

#EMViewsOnNews: 5 Hospital Stocks to Watch as Anti-Cancer Drug Margin Caps Boost Sentiment

Hospital stocks fell 10-13% on fears of a harsh cap on cancer-drug mark-ups, but soon rebounded after a settlement. Here are 5 stocks to watch as this unfolds.

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