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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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Stock Market Update - Sensex Today Trades Higher | Cochin Shipyard Jumps 5% | BPCL & TCS Top Gainers

Indian share markets are trading on a positive note with the Sensex up by 360 points, while the Nifty is trading higher by 102 points.

http://www.eqtm.in/Cj73E
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Are the Markets in for a Perfect Storm?

Find out how to shield your portfolio from a perfect storm.

A Perfect Storm?

Here’s an extract…

Many investors heaved a sigh of relief when the US Fed decided to pause increasing rates.

However, little did they realise that the battle was only half won.

The problem is not only rising interest rates but interest rates remaining this high for a long time.

High interest rates even if they are stagnant snowball into high cost of capital when combined with a slowdown could lead to catastrophe.

Read on for more…

http://www.eqtm.in/Hi87W
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Stock Market Update - Sensex Today Ends 413 Points Higher | Infibeam Avenues Rallies 13% | TCS, L&T Top Gainers

Indian share markets end the day on a positive note. The BSE Sensex ended 413 points lower while the Nifty ended 108 points higher.

http://www.eqtm.in/n9BRj
Vedanta Demerger: Potential for Value Creation but Uncertainty Remains

Anil Agarwal plans to split his conglomerate to unlock value for repaying debt. But will that solve his problem?

Vedanta Demerger: What Next?

Here’s an extract…

The company's board has approved a massive demerger, splitting the existing company into six separate entities.

So, Vedanta Ltd will demerge into Vedanta Aluminium, Vedanta Oil & Gas, Vedanta Power, Vedanta Steel and Ferrous Materials, and Vedanta Base Metals.

Under the demerger agreement, the existing shareholders of Vedanta will receive one share of each of the five new companies for every share of Vedanta Ltd held.

Read on for more…

http://www.eqtm.in/i7E4L
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Suzlon or Delta Corp: Which is the Right Stock for You

Is Suzlon's risk-reward ratio more favorable than Delta Corp?

Click for More...

http://www.eqtm.in/Am6b4
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Defense Stock Zooms 30% in 5 Days. What's Driving the Rally?

After rallying 114% in 2023,this multibagger small-cap stock hits upper circuit today. Here’s why.

Apollo Micro Systems Stock Rises

Here’s an extract…

Recent weakness on Dalal Street has been driven by the recent surge in US Treasury yields which reached a 16-year high. This has ignited a wave of risk aversion among investors.

However, certain stocks have defied the odds and garnered bullish interest during Wednesday's trading session. Apollo Micro Systems shares are one of them.

After three consecutive days of declines, Apollo Micro Systems' shares staged a remarkable 8% rally on Tuesday. The stock continued the upward momentum, surging to hit the upper circuit on Wednesday.

In this article, we will delve into the factors contributing to this impressive performance.

http://www.eqtm.in/t2R6M
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Stock Market Update - Sensex Today Trades Higher, RBI Keeps Repo Rate Unchanged | Kalyan Jewellers Up 4% | ITC & Titan Top Gainers

Indian share markets are trading on a positive note with the Sensex up by 210 points, while the Nifty is trading higher by 63 points.

http://www.eqtm.in/Lc29D
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Is This a Good PSU Stock to Consider Buying?

What is a good stock in a falling market? Find out...

A Good PSU Stock?

Here's an extract...

Bharat Heavy Electricals Ltd (BHEL) as it is popularly known as, is one of the hottest stocks in the market right now.

The stock has doubled in the last one year alone, with a majority of the gain coming post April 2023.

In fact, the stock is up an impressive 6x since the lows of March 2020, when it had crashed to Rs 20 per share.

A gain of more than 6x in under four years is quite impressive to say the least, especially for a large stock the size of BHEL.

Read on for more...

http://www.eqtm.in/w5M8S
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Does HDFC Bank Deserve to Trade at Historic Lows?

Selecting stocks in India's banking ecosystem warrants a close eye on quality.

Click for More...

http://www.eqtm.in/x5N4X
Stock Market Update - Sensex Today Ends 364 Points Higher | Godrej Industries Rallies 20% | Titan & IndusInd Bank Top Gainers

Indian share markets ended the day on a positive note. The BSE Sensex ended higher by 364 points while the Nifty rose 108 points.

http://www.eqtm.in/Xf34R
Top 5 Smallcap Stocks that are Market Leaders. What Sets them Apart?

These five smallcap companies have a dominant and unbreakable market share in their industries. Take a look…

Market Leading Smallcaps

Here's an extract...

Although it is difficult to find true monopolies, there are many companies that have a dominant market share in their respective industries making them a near monopoly.

Such companies have strong moats such as unique business models, low-cost production, and strong resilience to economic downturns, which allows them to increase profits over time and gives them an edge over competitors.

If the monopoly business is a small-cap company, the growth prospects are much higher.

In this article, we have shortlisted five such smallcap stocks in India that are market leaders in their segments.

Read on...

http://www.eqtm.in/j4XAy
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India’s Space Stocks Ready for Launch With FDI Booster

With FDI norms soon to be liberalised in India’s space sector, which space stocks in India could benefit? Find out…

New FDI Policy to Benefit India’s Space Stocks

Here’s an extract…

There are more than a hundred startups working in India’s space sector but these companies are small and may not hit the stock market any time soon.
There are a few bigger firms that might but they won’t increase the number of listed space stocks by much.

What Indian investors want is the small spacetech firms to grow fast… very fast… so that they get to a size large enough to list on the stock market. Ideally this should happen within a few years.

For this to be possible, these forms will need access to lots of capital which can enable their rapid growth. Otherwise they might not scale up quickly.

Read on for more...

http://www.eqtm.in/s3ZBe
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Mukul Agrawal Trims Stake in Smallcap Steel Stock

Here's why the seasoned investor sold some of his holding in this steel stock for the second consecutive quarter.

Mukul Agrawal Sell Stake

Here’s an extract…

Mukul Agrawal is a prominent investor in India known for his microcap stocks and smallcap stock picks.

His style of investment involves a mix of offence and defence, with the majority of the time an offensive strategy after proper analysis and keeping two separate portfolios for investing and trading.

With over 55 stocks in the kitty, his portfolio is worth over Rs 30 billion (bn).

Read on to know more…

http://www.eqtm.in/w3A6K
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Top 5 Stocks to Watch Out for Bonus Shares and Stock Splits in October 2023

These companies are set to issue bonus shares and are undergoing stock splits in October 2023.

Bonus and Stock Splits in October 2023

Here’s an extract…

If you have been in the stock markets for some time, you would have heard the famous story of how Wipro could have made you a millionaire many times over in the last three decades with its 11 bonuses and 2 stop splits.

While bonuses and splits are value-neutral, it was primarily the financial performance that helped create wealth.

What bonuses and splits have done is kept the stock price of Wipro within an acceptable range to elicit investor interest.

For investors in the hunt for such corporations, here are 5 stocks to watch out for bonus shares and stock splits in October 2023.

http://www.eqtm.in/f5XEp
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Mohnish Pabrai Trims Stake in Underperforming Chemical Stock

It's that time of the year again where superstar investors share their portfolio moves as part of shareholding filings.

Mohnish Pabrai Cuts Stake

Here’s an extract…

While mirroring top investing gurus and ‘following the smart money’ might sound strategic, sometimes even financial gurus’ falter.

That is why we believe the key to savvy investing is self-awareness and forming your own opinion. Because at the end of the day, your goals, time horizon, and risk appetite are unique.

With all this said, let’s take a look at a recent shareholding change in Mohnish Pabrai’s portfolio.

http://www.eqtm.in/z9L6B
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Jio Financial Services vs Bajaj Finance: Which NBFC Stock is Better?

Find out how these two behemoths stack up against each other.

http://www.eqtm.in/i9JNr
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QIPs Surge in India as Businesses Gear up for Economic Expansion

Indian companies raised Rs 224 bn through equity issuance in the first half of the year, which is a 69% increase compared to the same period last year.

Surge in QIPs in Corporate India

Here’s an extract…

The financial landscape in India has witnessed a surge in the rush for raising funds by companies through Qualified Institutional Placements (QIPs).

An array of listed companies are back in the market to raise fresh capital. This trend signals a revival in the private capital expenditure (capex) cycle.

It usually indicates that companies across various sectors are seizing the opportunity to strengthen their financial positions, with a keen eye on potential economic expansion.

Read on for more…

http://www.eqtm.in/f8R4Q
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Top Performing Banking & PSU Debt Funds to Add to Your Watchlist

Find out the best Banking & PSU Debt Funds that have consistently provided investors in debt mutual funds with superior risk-adjusted returns.

http://www.eqtm.in/p3K7M
Stock Market Update - Gift Nifty Down 122 Points | JSW- MG Motor Deal | Kalyan Jewellers & Dabur Q2 Update | Top Buzzing Stocks Today

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

http://www.eqtm.in/e7R5Z
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Stock Market Update - Sensex Today Trades Lower | IRFC Tanks 5% | Asian Paints and Titan Top Losers

Indian share markets are trading on a negative note with the Sensex down by 284 points, while the Nifty is trading lower by 90 points.

http://www.eqtm.in/Ww26A
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Why a Suzlon Energy Investor May Not Like Delta Corp and Vice Versa

Are you the Delta Corp type investor or the Suzlon Energy type?

Delta Corp or Suzlon?

Here’s an extract…

A Virender Sehwag kind of investor will find Suzlon Energy attractive even if it is loss making and will ignore Delta Corp even though it is profit making.

The Rahul Dravid kind of investor on the other hand, will most likely ignore a loss-making company like Suzlon and will invest in Delta Corp if it falls to valuations where the risk-reward becomes attractive.

Read on for more…

http://www.eqtm.in/Lt3r5
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