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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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Top China Plus One Manufacturing Companies in India

With global manufacturing shifting beyond China, these five stocks are poised to benefit.

China Plus One Stocks

Here’s an extract…

To reduce their reliance on China, many companies have adopted a ‘China plus one’ (C+1) strategy.

As a result, within just a few years, many Indian companies have not only risen to compete with Chinese firms on a global scale but have also become symbols of indigenous manufacturing excellence.

In this article, we will explore the top China plus one manufacturing companies in India.

Read on…

http://www.eqtm.in/q8SKm
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Get Instant Access: Premium Guide on Picking Value for Money Stocks

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Top 10 Infra Stocks in India Ranked by Order Book Value

As India races towards becoming the world’s third largest economy, these infra companies are expected to play a pivotal role.

Top Infra Stocks by Order Book Value

Here’s an extract…

India, with its rapidly growing economy and urban expansion, is undergoing an infrastructure boom like never before.

With strong order books, strategic project wins, and a clear growth trajectory, infrastructure companies are well-positioned to capitalize on this opportunity.

In this article, we have highlighted India’s top infra companies by their order book value.

Continue reading to find out more.

http://www.eqtm.in/Sg92G
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Top 4 Beneficiaries of SECI's Electrolyser Auction

With electrolysers at the core of the green hydrogen value chain, let's look at the top 4 beneficiaries of SECI’s electrolyser auction.

Top 4 Electrolyser Stocks

Here’s an extract…

The Solar Energy Corporation of India (SECI), in March 2024, issued a tender for the development of 1.5 GW electrolyser production capacity as part of the strategic interventions for the green hydrogen transition scheme, Tranche II.

In this article, we discuss the 4 beneficiaries of the SECI’s electrolyser auction.

Read on…

http://www.eqtm.in/Ky9j8
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Top 5 Auto Ancillary Stocks Witnessing Massive Growth

These five automotive component stocks offer promising growth opportunities, driven by the robust Indian automotive market and the global trend towards electric vehicles.

Top 5 Auto Ancillary Stocks

Here’s an extract…

The automotive industry is poised for sustained growth, fuelled by advancements in technology, changing consumer preferences and expanding global markets.

Companies within this sector are well-positioned to succeed by embracing innovation, capitalising on emerging trends and adapting to the evolving demands of the automotive landscape.

Here are 5 standout stocks to watch.

Read on…

http://www.eqtm.in/c7H2E
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Stock Market Update - Gift Nifty Trades Positive | ONGC Nears US Approval for Venezuela Oil Fields | BPCL to Expand Refining Capacity | Top Buzzing Stocks Today

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

http://www.eqtm.in/Jo3z6
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Download Guide: Discover Four Proven Strategies for Picking Winning Stocks

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Stock Market Update - Sensex Today Hits Record High | Nifty Nears 25,300 | IT & Energy Stocks Shine

Indian share markets are trading negative with the Sensex trading 154 points up and Nifty is trading 48 points higher.

http://www.eqtm.in/w7FSo
Profit Hunter - Already a 10-Bagger in 2 Years, can This Jewellery Maker Topple Titan?

Is the leadership position of Titan in danger?

Is Kalyan Jewellers the Next Titan?

Here’s an extract…

To be a wealth creator like Titan, you need to be able to charge a hefty premium from customers in exchange for trust and reliability of the highest order.

Is Kalyan Jewellers upto this task?

Can Kalyan Jewellers do a Titan and emerge as a big wealth creator over the next few years?

Read on…

http://www.eqtm.in/q9L8K
Which Companies Make Roads and Highways in India?

As India gears up for a major highway revolution as new expressways transform how we travel, these companies are leading from the front.

Which Companies Make Roads and Highways in India?

Here’s an extract…

India is on a massive road building spree.

From ambitious government projects like Bharatmala Pariyojana to private companies driving innovation, the roads and highways sector is undergoing a revolution.

Major construction sites are alive with activity post elections, as new highways and expressways spring up, connecting regions and fueling economic growth.

In this article, we talk about the companies that are leading from the front and building roads and highways at a pace never seen before

Read on…

http://www.eqtm.in/Er54L
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Best Metal Stock: Hindalco vs Vedanta

All major government policies, including Make in India, smart cities, and rural electrification, are driving the demand for metals in India, and this company could be a primary beneficiary.

Hindalco Versus Vedanta

Here’s an extract…

With significant growth in demand for metals on account of high manufacturing activity across the world, India is in a sweet spot as it is among the top metal producers in the world.

In this promising industry, two of the most prominent firm are Hindalco and Vedanta, and we are comparing them across various parameters to see who is a better metal firm.

Read on…

http://www.eqtm.in/Zx73E
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Are Shipping Stocks Facing Rough Waters?

Stocks of India’s main shipping companies are under pressure. Find out why…

Shipping Stocks: What Next?

Here’s an extract…

The stock of Great Eastern Shipping has corrected nearly 14% from it’s 52-week high.

Similarly, the stock of Shipping Corporation of India has corrected nearly 30% from its 52-week high of Rs 384.8.

Why are these stocks facing difficult times?

Read on…

http://www.eqtm.in/Ez29Q
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Hi there,

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Stock Market Update - Sensex Today Ends At Record High | Nifty Nears 25,300 | Gujarat Gas Rallies 11%

The BSE Sensex ended 194 points higher while the Nifty ended up by 43 points to close at 25,278.

http://www.eqtm.in/s4QGx
Ace Investor Ashish Kacholia Continues to Trim Stake in Smallcap Stock

Here's why the seasoned investor continues to trim his holding in this print and publishing stock.

Ashish Kacholia Cuts Stake

Here’s an extract…

Kacholia is known for identifying the best multibagger stocks. He is known as the ‘Big Whale’ of the Indian stock market.

Over the years, he has picked the best multibagger stocks by looking at the fastest-growing companies from the midcap and smallcap space.

In this article, we delve into a recent market move by Ashish Kacholia.

He has recently trimmed down his stake in this smallcap company.

Read on…

http://www.eqtm.in/Gy9x2
Why Paytm Share Price is Rising

Paytm had a dull run in 2024 however the winds have changed. Find out why Paytm share price is on the rise.

Paytm Stock Rises

Here’s an extract…

Paytm’s shares faced a turbulent period following its initial public offering (IPO), with the stock price struggling to gain traction.

This underperformance was exacerbated by concerns over the company’s profitability and regulatory hurdles.

However, the winds have finally changed for the company.

This turnaround has been reflected in the stock price, which has surged by 9.2% in the past five days, signaling renewed investor confidence.

Read on…

http://www.eqtm.in/m9BKb
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Why Bajaj Finserv Share Price is Rising

Here’s why Bajaj twins are on an upward trajectory after an important update from a subsidiary.

Bajaj Finserv Stock Rises

Here’s an extract…

The Bajaj Group was in the news recently, with the upcoming listing of a group company.

This positive development has likely boosted investor sentiment towards the entire Bajaj Group, including Bajaj Finserv.

Let's delve deeper into the upcoming IPO to understand why Bajaj Finserv share price is rising.

Read on…

http://www.eqtm.in/Rg4k9
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Stock Market Update - Gift Nifty Trades Flat | Hindustan Composite to Acquire Stake in Swiggy | Brains Studios Files DRHP | Top Buzzing Stocks Today

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

http://www.eqtm.in/i8R9Q
Stock Market Update - Sensex Today Trades Marginally Lower | Nifty Below 25,300 | HAL Rallies 3%

Indian share markets are trading negative with the Sensex trading 45 points down and Nifty is trading 9 points lower.

http://www.eqtm.in/Lo3e7
Top 5 Smallcap Stocks With Outstanding Results in Q1

Discover the top five small-cap stocks that have delivered exceptional financial results in Q1 FY25.

5 High Growth Smallcap Stocks

Here’s an extract…

Amid a sluggish performance in the earnings of top flagship companies in the market, smaller market capitalisation companies have performed well in the quarter.

In this editorial, we will explore some of the top-performing companies that have exceeded analyst expectations and have seen significant growth.

Read on…

http://www.eqtm.in/Mj8y7
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Pros and Cons of Investing in IREDA Right Now

Should investors consider the stock of IREDA? Find out…

IREDA Share Price: What Next?

Here’s an extract…

Renewable energy has been one of the favourite themes of Indian investors over the last few years.

Many Indian companies have established themselves as leaders in this field.

In this editorial, we will examine one such company: Indian Renewable Energy Development Agency (IREDA). The stock has certainly caught the attention of Dalal Street.

Read on…

http://www.eqtm.in/p7RLq
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