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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 Tyre Stocks are Rising

Indian tyre stocks outperform, making fresh 52-week highs. Here’s what is brewing.

Tyre Stocks Rise

Here’s an extract…

While the Indian stock market faced a setback last week for two consecutive sessions one sector defied the bearish sentiment: the tyre sector.

Shares of Ceat, Apollo Tyres, Balkrishna Tyres, JK Tyre, and MRF tore through their 52-week highs, leaving the struggling Nifty index in the dust.

So let’s find out why tyre stocks are rising

Read on for more…

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Best Specialty Chemical Stock: Alkyl Amines vs Balaji Amines

The China plus one strategy and ‘Make in India’ initiatives are pushing the growth of the specialty chemicals industry. Which company stands to benefit the most?

Alkyl Amines Versus Balaji Amines

Here’s an extract…

Within the chemicals industry, the speciality chemicals segment is witnessing exponential growth.

Speciality chemicals are a new area of chemicals distinguished by their specialised attributes. They are used across various industries and hence have an immense opportunity for growth.

In this article, we compare these two companies to see who has a better chance of capturing this growth.

http://www.eqtm.in/n2XFr
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3 Kinds of Stocks that Will Benefit from Upcoming 2024 Elections

Interested in stocks that could do well in the run up to the 2024 general elections? Read this…

2024 Election Stocks

Here’s an extract…

The general elections in India have always played a big role in deciding sentiment in the market. This may be for right or wrong reasons but the fact can’t be denied.

Most people who have put their hard-earned money in stocks either as investment or speculation, will be interested in knowing how the elections will impact the market.

Which stocks or sectors will rise in anticipation of the results? Which ones will be on the back foot?

In this editorial, we examine the stocks likely to benefit from the 2024 general elections.

Read on for more…

http://www.eqtm.in/Tr2z4
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Stock Market Update - Gift Nifty Up 80 Points | Reliance's Energy Giga Complex | Sony-Zee $10B Deal Terminated | Top Buzzing Stocks Today

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

http://www.eqtm.in/Ky89C
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Stock Market Update - Sensex Today Zooms 500 Points | Bharti Airtel, Sun Pharma, ICICI Bank Gain 3% | Zee Cracks 10% Post Merger Termination

Indian stock market overtook Hong Kong’s for the first time in another feat as Sensex climbed over 500 points while Nifty rose above 21,700.

http://www.eqtm.in/Pe6y4
BSE, MCX or IEX: The Future Multibagger?

Can MCX or IEX repeat the stock market performance of peer BSE?

http://www.eqtm.in/g9R6L
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These Smallcaps Deserve a Place on Your Watchlist

Insider buying in these smallcaps warrant further research.

Insider Buying in Smallcaps

Here’s an extract…

Of all the stakeholders, it is the insiders who know the most about their businesses, and future potential.

If the insiders are willing to part with their personal money to buy stocks from open market, especially in markets like this, there is good possibility they believe the stock is undervalued and has good upside potential.

So, here is a list of stocks where insiders have shown buying interest, and that you keep on your watchlist.

Read on for more…

http://www.eqtm.in/Rr47W
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Stock Market Update - Sensex Today Plunges 1,053 Points | Zee Entertainment Tumbles 31% | 5 Reasons Why Indian Share Market is Falling

The BSE Sensex ended 1,053 points lower while the Nifty ended 333 points down.

http://www.eqtm.in/m2P5E
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6 Upcoming Global Elections that Could Rock the Indian Stock Market

Here’s your guide to the political events that could influence the performance of the Indian stock market in the coming months.

Global Elections and Indian Markets

Here’s an extract…

2024 is the ultimate election year.

More than 64 countries, representing 4 billion (bn) people will elect their leaders.

That is nearly half of the planet, making it the biggest election year in the history.

While these elections are going to create giant ripples across the strategic and geo-political fabric, let us try to understand the impact on the Dalal street.

Read on for more…

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5 Stocks to Watch Out for Upcoming Dividends in February 2024

Seeking passive income in February? Here are five dividend stocks to watch out.

Dividend Stocks for February

Here’s an extract…

It’s impossible to predict with certainty what the market will do this year.

In any case, there’s a type of stock that could offer great rewards no matter what the market is doing.

We are talking about dividend stocks, which pay you passive income each year just for owning them.

Here are the top 5 stocks to watch out for upcoming dividends in February 2024.

http://www.eqtm.in/y4QCi
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From Wasteland to Water Wonderland: EMS to Reshape India's Recycling Landscape

Vikas Nagar to Dehradun, here’s how EMS Connect the Dots for India's Sustainable Water Future.

Indian Recycling Stocks

Here’s an extract…

The recycling sector in India is experiencing a vital shift, aligning with the nation’s steadfast commitment to sustainability and renewable practices to curtail its carbon footprint.

As India sets its sights on becoming the world’s third-largest economy by 2030, the recycling economy emerges as a crucial pathway for achieving balanced growth while delivering substantial environmental benefits.

Amid this resurgence of interest in recycling, one company has emerged as a frontrunner in this transformative landscape, of EMS.

Read on for more…

http://www.eqtm.in/Rm2y9
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Stock Market Update - Gift Nifty Up 64 Points | Axis Bank & Rallis India Q3 Results | Why Sugar Stocks are Falling | Top Buzzing Stocks Today

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

http://www.eqtm.in/k6S7Y
Stock Market Update - Sensex Today Trades Higher | REC & Zee Entertainment Jump 6% | SBI, Hindalco Top Gainers

Indian share markets are trading on a positive note with the Sensex up 200 points and Nifty trading 66 points higher.

http://www.eqtm.in/Zc7f9
Is the Crash in Railway Stocks Here to Stay?

Risk to companies enjoying monopoly in India’s railway capex megatrend.

Railway Stocks: What Next?

Here’s an extract…

There are sectors and companies today which are brewing excesses that could eventually lead to a crash. Both in the business and stock price performance.

Could railway stocks be among them?

The railway stocks euphoria is largely backed by the Rs 2.4 trillion capex outlay by 2030. There are several parts to this mega capex trend.

Is this sustainable or will it lead to a crash?

Read on for more…

http://www.eqtm.in/Nj74T
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Stock Market Update - Sensex Today Rallies 690 Points | HFCL Surges 12% | 3 Reasons Why Indian Share Market is Rising

The BSE Sensex zoomed 690 points while the Nifty ended up by 215 points to close at 21,460.

http://www.eqtm.in/a2QNe
Why 2024 is a Good Time to Invest in the Best Indian Solar Stocks

There are less than 1 million households with rooftop solar installations at present and Modi wants to take this up to 10 million… clearly, the opportunity is massive.

Top Indian Solar Stocks

Here’s an extract…

By the end of the decade, the target for India’s installed renewable energy capacity is expected to reach over 450 GW vs 166 GW in October 2022. Of this, over 60% is expected from solar.

It certainly seems like India's solar boom is at an inflection point.

Once the country’s solar ecosystem becomes self-sustaining, the sky will be the limit for the listed companies.

In this article, we’ll look at all the major solar players and their growth prospects.

Read on for more…

http://www.eqtm.in/q6ZGa
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Ambuja Cement vs Ultratech Cement

In this article, we compare two of the top Indian cement players. Should you prefer one over the other?There are less than 1 million households with rooftop solar installations at present and Modi wants to take this up to 10 million… clearly, the opportunity is massive.

Ambuja Cement Versus Ultratech Cement

Here’s an extract…

India is the second-largest manufacturer of cement in the world, accounting for over 7% of the global installed capacity of cement.

This dominance is fuelled by rich natural resources like limestone and coal, making India a prime location for cement manufacturing.

According to the Cement Manufacturers Association, the country boasts a total installed capacity of more than 540 million tonnes (MT).

In this piece, we take a deep dive into the workings of the country’s cement giants, Ultratech Cement and Ambuja.

Read on for more…

http://www.eqtm.in/Yx3w6
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Why IDFC First Bank Share Price is Falling

Here’s why shares of the bank fell 5% in day, after the company reported robust quarterly numbers for the December 2023 quarter.

IDFC First Bank Stock Falls

Here’s an extract…

IDFC First Bank (formerly IDFC Bank) is an Indian private sector bank formed by the merger of the banking arm of Infrastructure Development Finance Company and Capital First, an Indian non-bank financial institution.

The bank reported its quarterly earnings.

Let’s take a look…

http://www.eqtm.in/k2Y4D
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Stock Market Update - Gift Nifty Down 25 Points | Bajaj Auto Q3 Results | Why Steel Stocks are Rising | Top Buzzing Stocks Today

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

http://www.eqtm.in/Ci4r9
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Stock Market Update - Sensex Today Tanks 700 Points | IT Stocks Drag | Tech Mahindra & TCS Top Losers

Indian share markets are trading on a negative note with the Sensex down700 points and Nifty trading 187 points lower.

http://www.eqtm.in/x8BAd
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Will the Smallcap Rally Continue?

Find out the deciding factor when it comes to the smallcap bull market.

What Next for Smallcaps?

Here’s an extract…

The long-term median for Smallcap to Sensex is at 0.44 times. The index is way past that average.

At 0.6 times, the Smallcap to Sensex ratio has already breached the previous peak of 0.58 in 2018.

From that peak in 2018, the smallcap index had crashed by more than 50%. It took three years for smallcaps to rebound to the same level.

So, what would make the smallcaps correct this time?

Read on for more...

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