Equitymaster
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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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#EMViewsOnNews: 5 Stocks to Watch From the 40-50%+ Growth Club

Across defence, engineering, auto components, and retail, these companies are entering an accelerated growth phase.

High Growth Stocks

Here’s an extract…

When a company guides for 40–50% growth, one should stop and take notice.

It usually means something structural is shifting, a new order cycle, a capacity ramp-up, a product pivot, or a market expansion kicking in.

Read on…

http://www.eqtm.in/t6S9A
#EMViewsOnNews: 4 Undervalued Capital Goods Stocks to Add to Your Watchlist

With India’s infrastructure outlay surging, here are 4 stocks from the capital good space to watch.

Capital Goods Stocks to Watch

Here’s an extract…

India has significantly increased infrastructure spending in the Union Budget, with a record Rs 12.2 trillion allocation for FY27, up 11% year-on-year (YoY) — a big tailwind for capital goods demand.

With demand expected to remain strong, here are 4 stocks to watch from the capital goods space.

Read on…

http://www.eqtm.in/Ge5x9
#EMTheFundStrategist - Thinking of Investing in the Tata Digital Fund? Read This First

Understand valuation exposure, sector concentration, and long-term suitability before investing in this fund.

Tata Digital Fund

Here’s an extract…

Over the past decade, digital-enabling industries have grown at 17.3%, materially higher than the 11.8% growth rate of the overall economy.

The Tata Digital Fund seeks to participate in this expanding opportunity.

This editorial examines the scheme investment approach, portfolio positioning, and how it aligns with India's changing digital environment.

Read on…

http://www.eqtm.in/Xz35R
#EMViewsOnNews: Why Suzlon Energy Share Price is Falling

Suzlon Energy shares have fallen a lot. Here’s why…

Suzlon Energy Stock Falls

Here’s an extract…

The shares of Suzlon Energy have been falling continuously.

What’s driving down the stock?

Get the details here.

Read on…

http://www.eqtm.in/Rp87D
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#EMViewsOnNews - Top 3 Power Stocks to Watch as Data Center Demand Fuels Power Growth

In 2026, the data center industry has shifted from a background infrastructure concern to the primary driver of global electricity growth. Here are 3 power stocks to watch amid rising demand.

Power Stocks to Watch

Here’s an extract…

Here are 3 power stocks to watch as data center demand fuels power growth.

In choosing these stocks, we have considered the largest in terms of power generation, power distribution, and the largest integrated player.

Read on…

http://www.eqtm.in/t5ZRa
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#EMViewsOnNews - Why UPL Share Price is Falling

Shares of UPL tumbled 15% today. Here’s what triggered the sharp decline.

http://www.eqtm.in/q2C6F
#EMMarkets - Sensex Today Ends 480 Points Higher | Nifty Above 25,700 | Morepen Laboratories Up 15%

The BSE Sensex ends at 480 points higher, while Nifty ended 141 points higher, up at 25,713.

http://www.eqtm.in/r8AJp
#EMViewsOnNews: Why Morepen Laboratories Share Price is Rising

Morepen Laboratories soars 19% today. Here’s what’s lifting sentiment

http://www.eqtm.in/Ka8t4
LIVE NOW: Discover Our Big Prediction

India is set to take a giant leap in terms of prosperity.

If things play out as our research suggests, then this leap could potentially generate long term wealth at a scale we've probably never seen before.

See how to ride this opportunity with 3 actionable stock recommendations

Watch Now

http://www.eqtm.in/Nb8x6

Tap here for details
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#EMMarkets - Intellect Launches Enterprise Security AI Solution | Pine Labs Secures Multi-Year OMC Deals | Top Buzzing Stocks Today

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

http://www.eqtm.in/Xg3t7
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#EMProfitHunter - Does This AI Related Stock Deserve a Low PE of 10?

Here's why I have the stock of Rashi Peripherals on my watchlist.

Under the Radar AI Stock

Here's an extract...

India's biggest business houses and global tech giants are committing billions to build massive data centers and set up AI infrastructure here.

I've been following this space closely.

Apart from the scale of investments, what is fascinating is the ripple effect.

Every new data center is like an ecosystem in itself.

Read on...

http://www.eqtm.in/j8K3Z
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#EMMarkets - Sensex Today Trades Lower | Nifty Below 25,550 | Infosys & TCS Top Losers

Indian share markets are trading lower with Sensex trading 695 points lower, and Nifty is trading 199 points lower.

http://www.eqtm.in/Zc4w5
#EMViewsOnNews: 5 Stocks Declaring Bonus Shares and Stock Splits in March 2026

With March around the corner, these stocks are going ex-split or ex-bonus. Do you own any?

http://www.eqtm.in/t6G2Y
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#EMTheFundStrategist - IDFC First Bank Correction: Mutual Funds Most Exposed to the Stock

Find out which mutual funds hold highest exposure to IDFC First Bank shares

Mutual Funds Exposed to IDFC First Bank

Here’s an extract…

IDFC First Bank, one of India’s fastest growing banks, recently disclosed fraudulent transactions worth Rs 590 crore linked to Haryana government accounts.

After the fraud came to light, IDFC First Bank shares hit 20% lower circuit on exchanges.

Mutual funds carrying exposure to the bank are likely to witness near-term volatility in their NAVs.

Read on…

http://www.eqtm.in/s3DLm
Indian Stock Markets (Special Note from Richa)

What are you thinking about the markets right now?

If you've been following the daily news and stock price movements, you're probably missing the larger picture.

When markets feel uncertain, the most powerful signal is promoter behavior.

That's exactly why we urge you to pause and go through the full transcript of Richa's latest research: Promoter Wealth Signal before you act.

Promoters know their businesses better than anyone. Tracking their actions can offer critical clues...especially when fear and uncertainty clouds judgment.

This is not the time for impulsive decisions.

It is the time to observe, analyze, and follow the right signal.

Please read this latest research now, before making any investing moves.

http://www.eqtm.in/Yk8z9

Tap here for details
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#EMViewsOnNews - Why Eternal Shares Got Crushed Today

Eternal’s Shares fell over 4% in intraday trade. Here’s why the stock is falling

http://www.eqtm.in/q7A8T
#EMViewsOnNews: Why Dee Development Engineers’ Share Price is Rising

Dee Development Engineers rallies 6% today. Here’s what’s boosting confidence in the stock.

http://www.eqtm.in/p9X5B
#EMViewsOnNews - Top 3 Undervalued Stocks with High ROE

Here are a list of 3 undervalued stocks with high ROE.

Top 3 Undervalued Stocks with High ROE

Here’s an extract…

Combining high ROE with low valuations is a powerful value-investing strategy, especially in a market where select sectors appear stretched.

In this editorial, we highlight three stocks with ROE of around 20% or more and P/E close to 10, offering a blend of quality and value.

Read on…

http://www.eqtm.in/a3XAi
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#EMMarkets - Sensex Today Tanks 1,068 Points | Nifty Below 25,450 | 5 Reason Why Indian Share Markets Are Falling

The BSE Sensex ends at 1068 points lower, while Nifty ended 288 points lower, down at 25,424.

http://www.eqtm.in/p5HFq
#EMViewsOnNews - Is Indian IT in Crisis Due to the AI Threat?

Is the Indian IT sector under threat due to AI? Find out…

Indian IT in Crisis?

Here’s an extract…

Indian IT has survived visa restrictions currency swings, and global recessions before and came back stronger each time.

But those were external problems. What is happening now is different because the disruption is sitting inside the delivery model itself, inside how the actual work gets done every single day.

Is this a big challenge for Indian IT?

Read on…

http://www.eqtm.in/Sb65D
#EMViewsOnNews - Why HCL Tech Shares Got Hammered Today

After dropping over 20% in one month, HCL Tech was down 5% today. What’s driving the fall?

HCL Technologies Stock

Here’s an extract…

Amid a weak market opening, HCL Technologies has come under pressure, with its stock tumbling over 5% in trade.

In the past month, the stock has declined nearly 22%, now trading at Rs 1,343, which is 25% below its 52-week high.

In this editorial, we explore the key reasons behind this sharp decline

Read on…

http://www.eqtm.in/Hm6q9
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