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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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Why Polycab India Share Price is Rising

Shares of Polycab India have surged 9% in the past five days. The stock is up over 50% in 2023 so far. What next?

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Forwarded from Fast Profits Daily
The Bank and IT sectors emerged as the frontrunners in both the US and Indian markets yesterday, Dow Jones gains 0.24% while the Sensex recorded a substantial gain of 0.8%.

The base for the Nifty July series has been established at 19,345, and there is a possibility that the index could reach the 20,000 mark.

BankNifty has successfully rebounded from the suggested support zone and is now heading towards a new all-time high (ATH), with bullish investors setting their sights on levels above 46,000.

Metals stocks are displaying a strong comeback, as emphasized in my video from last week. Are you capitalizing on the momentum in the Metals sector? Video here

Git Nifty indicates a positive opening of over 60points.

#GiftNifty
#PreMarket
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Stock Market Update - Gift Nifty Trades Flat | Ashok Leyland Bags Defense Order | Central Bank Q1 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/b8K9M
Stock Market Update - Sensex Today Hits Record High, Nity Crosses 19,800 Mark | Mahindra Logistics Rises 7% | Infosys & ICICI Bank Top Gainers

Indian share markets are trading on a positive note with the Sensex up by 220 points, while the Nifty is trading up by 60 points.

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India's Electronics Revolution Will Take These Under the Radar Stocks Higher

How India's electronics stocks are riding a huge megatrend.

India’s Electronics Boom

Here’s an extract…

If you think that India’s electronics and defence manufacturing is limited to small orders of obscure firms…think again.

The preparation for electronics and defence foray started a decade back. And now India is a hotbed of such technologies.

One of the most significant benefits that India provides to the rest of the world is the availability of qualified engineers at relatively lower costs.

A lot of stocks participating in India’s electronics revolution are under the radar.

Read on to know more…

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Stock Market Update - Sensex Today Ends 205 Points Higher | Polycab India Jumps 5% | Infosys & Asian Paints Among Top Gainers

Indian share markets ends on the positive note. The BSE Sensex ended higher by 205 points while the Nifty ended higher by 38 points.

http://www.eqtm.in/k6Z2E
India's Semiconductor Dream: Is It Becoming a Reality?

The Indian semiconductor industry stands at the cusp of transformation, poised for significant growth and influence on the global stage.

India’s Semiconductor Boom

Here’s an extract…

The Indian semiconductor market is expected to reach around US$ 55 bn by 2026 and US$ 85 bn by 2030, a big jump from the current US$ 27 bn.

These investments along with the China +1 policy, where global companies are finding alternate manufacturing locations to reduce their dependence on China, will help drive this growth and ultimately position India as a semiconductor hub.

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How India is Ushering in a New Era of Space Exploration

Chandrayaan-3 launch can mark the beginning of India becoming a serious contender in space.

India’s Space Frontier

Here’s an extract…

In 2020, the Indian space sector was at US$ 9.6 bn, accounting for just 2% of the global space economy valued at US$ 470 bn. But by 2030, it aims to capture a total of 10% of the global space economy, implying a remarkable growth potential of 4-5 times over the next few years.

Until now, Indian Space Research Organisation (ISRO) had been the primary aerospace service provider since its inception, in 1969. However, with the changing ecosystem, there has been an upsurge in the number of start-ups in the Indian space sector.

Read on for more…

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Why RBL Bank Share Price is Rising

RBL Bank shares surge 7% in a day, hit 52-week high. What's next?

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Forwarded from Fast Profits Daily
Dow Jones surged for the seventh consecutive trading day, reaching a remarkable 52-week high, while the Dow Jones Bank Index soared over 2% due to better-than-expected earnings from banking stocks.

Nifty chart exhibits a cup and handle breakout pattern, indicating a potential target of 20,300, as the bulls continue to gain significant momentum.

In an impressive display, the IT index rallied for the fourth consecutive trading session, reclaiming the significant 31,000 mark, as the previously dormant giants have awakened to propel the Nifty to higher levels. For more insights, check out the Technical View on Nasdaq and Nifty IT Index. Click here

Gift Nifty is signaling a positive opening above the 19,800 mark.

#PreMarket
#GiftNifty
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Stock Market Update - Gift Nifty Trades Flat | Why Auto Stocks Are Rising | Polycab India Q1 Results | Top Buzzing Stocks Today

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

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Stock Market Update - Sensex Today Trades Higher | NTPC & Karnataka Bank Up 4% | Infosys, IndusInd Bank Top Gainers

Indian share markets are trading on a positive note with the Sensex up by 247 points, while the Nifty is trading up by 72 points.

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Why India’s Nvidia Need Not be a Tech Stock

Look beyond the tech ecosystem to find margin of safety in AI stocks.

India’s Nvidia Stock

Here’s an extract…

When American AI company Nvidia crossed a trillion dollars in marketcap earlier this year, everyone sat up and took notice.

Since then, every management peppers their replies to queries conference calls with the term AI.

When I say India’s Nvidia, I do not mean a trillion-dollar stock. Rather I mean stock of a cutting-edge homegrown AI company that helps millions of Indian business ride the AI wave.

Read on for more…

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Top 5 Indian Stocks with Consistently Rising Operating Margins

Looking for companies that have consistently expanded their margins? Here are 5 Indian companies that must be on your radar.

These Companies’ Margins Are Rising

Here’s an extract…

Investors highly value stocks with consistently rising operating margins. These stocks have the ability to generate consistent profits thereby creating value for shareholders.

Additionally, stocks with consistently rising operating margins tend to be more resilient during economic downturns. Their ability to manoeuvre choppy markets often demonstrates effective cost controls, efficient operations, and strong leadership.

Considering these factors, we highlight five Indian stocks with consistently rising operating margins.

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Dolly Khanna's Big Bet on These 2 Stocks: What Investors Should Know

Look beyond the tech ecosystem to find margin of safety in AI stocks.

Dolly Khanna’s Big Investments

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 the most recent June 2023 quarter, she bought a stake in these two companies.

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Fast Profits Daily - Is the Sensex Repeating Harshad Mehta Rally?

Are we seeing a repeat of 1991? Find out...

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Infosys: Rising from the Ashes?

In this editorial, we look at the pattern on the weekly chart of Infosys. We also talk about key resistance levels and potential for future trends.

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Stock Market Update - Sensex Today Ends 360 Points Higher, Crosses 67,000 Mark | Tejas Networks Surges 7% | NTPC & Bajaj Finance Among Top Gainers

Indian share markets ends on the positive note. The BSE Sensex ended higher by 360 points while the Nifty ended higher by 97 points.

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HCL Technologies US$ 300 Million Bet on India’s Semiconductor Industry

Another player enters India's thriving silicon scene: HCL Group's US$ 300 million chip assembly venture. More details inside.

HCL Tech’s Semiconductor Foray

Here’s an extract…

The group is expected to submit a proposal to the Indian government to establish an assembly, testing, marking, and packaging (ATMP) facility for semiconductors, with an estimated project value of US$ 200-300 million (approx. Rs 15-22.5 bn).

HCL Group will be leading this project. The group's IT exports division is valued at US$ 12.6 bn (approx. Rs 940 bn).

The HCL Group plans to apply for standard operating procedures (SOPs) under the US$ 10 bn semiconductor incentive program.

Read on for more…

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Stock Market Update - Gift Nifty Trades Flat | Tata Groups EV Battery Push | Lemon Tree's New Hotel Deal | Top Buzzing Stocks Today

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

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Stock Market Update - Sensex Today Trades Lower | Infosys & HCL Tech Among Top Losers | Hatsun Agro Surges 8%

Indian share markets are trading on a negative note, with the Sensex down by 182 points, while the Nifty is trading lower by 54 points.

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