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Why RFID Stocks Could be Bigger than AI in India...
The ecosystem is already deeply integrated with India's established digital payment infrastructure.
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https://youtu.be/yCrCZWSvcgY
The ecosystem is already deeply integrated with India's established digital payment infrastructure.
Click for More...
https://youtu.be/yCrCZWSvcgY
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Why Tata Elxsi is Down but Not Out
Currently bearing the brunt of the auto cycle in its valuations, the stock could witness rerating.
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https://youtu.be/inPBmoFrhi4
Currently bearing the brunt of the auto cycle in its valuations, the stock could witness rerating.
Click for More...
https://youtu.be/inPBmoFrhi4
Forwarded from Equitymaster
#EMProfitHunter - Stock Selection Strategy After the US-India Trade Deal
Euphoria tends to lift all boats, including the leaky ones.
US-India Trade Deal
Here’s an extract…
By slashing reciprocal tariffs from a punitive 50% down to a more manageable 18%, the agreement removed the largest single overhang on the Indian market.
How should you invest now?
Read on…
http://www.eqtm.in/y3K7D
Euphoria tends to lift all boats, including the leaky ones.
US-India Trade Deal
Here’s an extract…
By slashing reciprocal tariffs from a punitive 50% down to a more manageable 18%, the agreement removed the largest single overhang on the Indian market.
How should you invest now?
Read on…
http://www.eqtm.in/y3K7D
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Forwarded from Equitymaster
#EMProfitHunter - Indian Stocks in the Export Powerhouse Pathway
For decades, even as India’s trade volumes surged, its shipping industry remained fragmented. But things are changing now…
Export Stocks
Here’s an extract…
India’s maritime sector possesses a vast 7,500 km coastline.
Yet, for decades it lacked the domestic container fleet and indigenous manufacturing capacity to dictate its own trade terms.
However, the Union Budget 2026-27 has signalled a decisive shift.
Read on…
http://www.eqtm.in/Nq85J
For decades, even as India’s trade volumes surged, its shipping industry remained fragmented. But things are changing now…
Export Stocks
Here’s an extract…
India’s maritime sector possesses a vast 7,500 km coastline.
Yet, for decades it lacked the domestic container fleet and indigenous manufacturing capacity to dictate its own trade terms.
However, the Union Budget 2026-27 has signalled a decisive shift.
Read on…
http://www.eqtm.in/Nq85J
Turbulent Times for Electronics Stocks?
The recent correction in EMS stocks should be seen as their shift from the perception of 'growth' to 'value'.
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https://youtu.be/o-hS9naP1b0
The recent correction in EMS stocks should be seen as their shift from the perception of 'growth' to 'value'.
Click for More...
https://youtu.be/o-hS9naP1b0
Forwarded from Equitymaster
#EMProfitHunter - Power or Rare Earths? Stocks Defining India’s Decade
NTPC and Coal India have entered 2026 with a shared realisation that their traditional identities must evolve.
Coal India vs NTPC
Here’s an extract…
As the country's largest power generator, NTPC is moving toward a hybrid model.
Its growth plan is a massive pivot toward green energy, with a target of reaching 60 GW of renewable capacity by 2032.
Coal India, by contrast, is a commodity play.
Its growth is tied strictly to the volume of coal excavated rather than the evolving sophistication of how that energy is consumed.
Read on…
http://www.eqtm.in/Em5j3
NTPC and Coal India have entered 2026 with a shared realisation that their traditional identities must evolve.
Coal India vs NTPC
Here’s an extract…
As the country's largest power generator, NTPC is moving toward a hybrid model.
Its growth plan is a massive pivot toward green energy, with a target of reaching 60 GW of renewable capacity by 2032.
Coal India, by contrast, is a commodity play.
Its growth is tied strictly to the volume of coal excavated rather than the evolving sophistication of how that energy is consumed.
Read on…
http://www.eqtm.in/Em5j3
Pharma Stocks that Could Give Startups a Run for their Money
Spotlight is not on India's drug manufacturing, but on its ability to discover new molecules.
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https://youtu.be/qxsU6SwuRug
Spotlight is not on India's drug manufacturing, but on its ability to discover new molecules.
Click for More...
https://youtu.be/qxsU6SwuRug
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World’s Richest are Investing in Data Centers. Should You?
Sector that can secure the physical backbone of the artificial intelligence revolution.
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https://youtu.be/uRRsuSXYSQI
Sector that can secure the physical backbone of the artificial intelligence revolution.
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https://youtu.be/uRRsuSXYSQI
Ignored 3D Printing Stocks Offer Value
Technology set to define the next era of global manufacturing in India.
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https://youtu.be/TvcrsqVQFuw
Technology set to define the next era of global manufacturing in India.
Click for More...
https://youtu.be/TvcrsqVQFuw
Forwarded from Equitymaster
#EMProfitHunter - This Carbon Trading Stock is a Niche but Powerful Story
Inclusion of carbon trading shifts the valuation metric from a utility exchange to an environmental financial institution.
Carbon Credit Opportunities
Here’s an extract…
Carbon credit is a mechanism designed to put a price on carbon and incentivise industries to decarbonise.
One company is leading the chatin India.
Read on…
http://www.eqtm.in/Nz4s2
Inclusion of carbon trading shifts the valuation metric from a utility exchange to an environmental financial institution.
Carbon Credit Opportunities
Here’s an extract…
Carbon credit is a mechanism designed to put a price on carbon and incentivise industries to decarbonise.
One company is leading the chatin India.
Read on…
http://www.eqtm.in/Nz4s2
Forwarded from Equitymaster
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMProfitHunter - Path to Profit for India's Hyper Growth Stocks
By stripping away creative accounting and focusing on cash generated per transaction, the sustainable winners become clear.
Platform Stocks Outlook
Here’s an extract…
Platform stocks in India, often referred to as digital, e-commerce, or consumer technology companies, have become a significant growth theme.
But their path to profitability remains a complex web and most investors fail to grasp the trajectory.
Read on…
http://www.eqtm.in/Zr45R
#EMProfitHunter - Path to Profit for India's Hyper Growth Stocks
By stripping away creative accounting and focusing on cash generated per transaction, the sustainable winners become clear.
Platform Stocks Outlook
Here’s an extract…
Platform stocks in India, often referred to as digital, e-commerce, or consumer technology companies, have become a significant growth theme.
But their path to profitability remains a complex web and most investors fail to grasp the trajectory.
Read on…
http://www.eqtm.in/Zr45R
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Quantum Information Services Private Limited (Research Analyst) | INH000021128
India's Telecom Oligopoly Set to Heat Up
Airtel represents a clean way to play the Indian consumer's digital upgrade but...
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https://youtu.be/ty54NJHxT_Q
India's Telecom Oligopoly Set to Heat Up
Airtel represents a clean way to play the Indian consumer's digital upgrade but...
Click for More...
https://youtu.be/ty54NJHxT_Q