Profit Hunter - The Best Long Term Tech Stock

If data is the new oil, stocks of this critical resource are a must have.

http://www.eqtm.in/Yz5e4

With this agreement Google cements its Make in India plans. Such megatrends offer long term visibility to investors looking for sustainable ideas in Indian tech innovation space. https://economictimes.indiatimes.com/industry/cons-products/electronics/dixon-tech-signs-agreement-with-google-to-sub-license-rights-relating-to-android/articleshow/93996707.cms

Revealing Today at 5pm

A Potential 33x Opportunity in Defence

Today, at 5pm sharp, I will go LIVE with our special event – War Profits.

At the event, I am going to reveal a mega opportunity in defence.

It’s a potential 33x opportunity by 2030.

I’ve already identified 3 next-generation defence stocks to ride this mega opportunity.

Join me today at 5pm to get all the details.

Click here for full details

http://www.eqtm.in/y5B6C

Google-backed technology company 'Nothing' will manufacture all smartphones that it will sell in India locally https://www.outlookindia.com/business/nothing-to-manufacture-smartphone-in-india-to-meet-domestic-demand-news-202059

Profit Hunter - Indian iPhone Holds a Clue for Your Next Multibagger Stock

The China-Plus-One shift in Apple's manufacturing is a big positive for India.

http://www.eqtm.in/Yw8r5

Little Known Defence Tech Stocks

Several little known defence companies are doing pathbreaking work in providing defence technologies.

http://www.eqtm.in/Bx79W

Here's a super interesting weekend watching video for you...

The latest edition of the Investor Hour. Our guest this week is Samit Vartak.

Here's more on this episode...

Samit Vartak’s journey to becoming one of the top money managers in India is fascinating.

A chance encounter with a friend, the stock market bubble of the late 90s and a consulting job converted him from a small town person who could not even speak English, into what he has become today.

A very successful erudite fund manager. Samit and I talk about the importance of picking the right “businesses” to invest in, about India’s strengths and also his thoughts on dealing with wealth he has generated.

Watch here - https://youtu.be/yQp7dT6pKyw

Happy Learning!

They say...Old is Gold. I came across these century old (and older!) collection of stock market wisdom https://investoramnesia.com/library/

Profit Hunter - Buy Now Pay Later Stocks: A Pin for the Next Bubble

The trend of BNPL is so lucrative and fast growing that even large entities, remotely connected to offering credit, are taking to it.

http://www.eqtm.in/s2AWx

One Equitymaster Venture stock is up 80% since we recommended it in June 2022. Find an update on the stock, some 'optionality' plays and a peek into our Venture Watchlist...in today's issue of Equitymaster Venture...that will reach your mailboxes this evening.

In 1981 interest rates in the US (Treasury yield) peaked at 14.8%.

India's interest rates (GSec yields) peaked at around 15% in 1996

India's rates are currently close to historical average. But the US interest rates could move much higher even before settling near historical average.

China + 1 in Indian Pharma ....Indian generics are now finding takers in markets that were earlier restricted buyers. If this trend continues, not only will Indian pharma be able to diversify...but also reduce the risk of USFDA embargoes. https://www.livemint.com/industry/manufacturing/vietnam-dials-india-for-drug-supplies-11664124050781.html

HAL-L&T consortium bagged the Rs 860 crore contract for end-to-end realisation of five PSLVs over a period of four years from the NewsSpace India Limited (NSIL), the commercial arm of the Department of Space.