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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!



















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Opportunities in the Stock Market Created by AI Opportunities in the Stock Market Created by AI

May 15, 2026

AI is hurting IT stocks but there are alternatives to consider.

This is How Indian Pharma Companies Can Become Global Innovation Giants This is How Indian Pharma Companies Can Become Global Innovation Giants

May 14, 2026

The path toward becoming an innovation powerhouse requires a fundamental shift in how India approaches its domestic market.

The Compelling Case for India's Circular Economy Stocks The Compelling Case for India's Circular Economy Stocks

May 13, 2026

The shift from make-dispose model to a vibrant circular economy is not just an environmental choice but a strategic necessity.

Be Aware of These Risks to Your Portfolio Be Aware of These Risks to Your Portfolio

May 12, 2026

Two sectors with a weightage of more than 30% in the index are not as healthy as they appear.

FIIs vs DIIs: The Winner is... Both. FIIs vs DIIs: The Winner is... Both.

May 11, 2026

Are you buying a mango tree or a weed when everyone else is fighting over who sold or bought?

2 Indian Companies Riding The AI Wave Smartly 2 Indian Companies Riding The AI Wave Smartly

May 8, 2026

Beyond the hype, these 2 Indian companies have the potential to win the AI war.

Track What Managements Do and Not What They Say Track What Managements Do and Not What They Say

May 7, 2026

In a market full of noise, it often pays to follow signals that are hard to fake. Read on...

Drone and Green Energy Stocks: Are They Really Creating Wealth? Drone and Green Energy Stocks: Are They Really Creating Wealth?

May 6, 2026

Many companies in the green energy and drone sectors are not telling you something very important.

India's Resurgent Shipbuilding Sector: Here's What to Look for India's Resurgent Shipbuilding Sector: Here's What to Look for

May 5, 2026

Volume of order books keep ship building valuations afloat even when the broader market gets choppy. Read on...

The Best Long-Term Investing Strategy for Indian Investors The Best Long-Term Investing Strategy for Indian Investors

May 4, 2026

We explore whether the Indian economy is currently offering the same structural uptrend that built the world's greatest fortunes in America.

I Believe in a Sustainable Recovery for the Indian Stock Market I Believe in a Sustainable Recovery for the Indian Stock Market

May 1, 2026

The ongoing negative earnings impact and the stagnation of stock valuations can be viewed as a period of necessary detoxification.

The Curious Case of a Microcap Where the Promoters Chose to Pay Up The Curious Case of a Microcap Where the Promoters Chose to Pay Up

Apr 30, 2026

Skin in the Game: A 6x revenue target and the microcap proxy for India's Rs 3 Trillion steel capex.

Find the Market Beating Stocks of Tomorrow to Create Long Term Wealth Find the Market Beating Stocks of Tomorrow to Create Long Term Wealth

Apr 29, 2026

Are you looking for companies that are laying the cables and building the towers of the next revolution?

High Valuations for Pharma Stocks: The Missing Piece High Valuations for Pharma Stocks: The Missing Piece

Apr 28, 2026

Here's why Indian pharma's PE multiples lag behind global peers.

Why the World's Fastest-Growing AI Fund is Avoiding Infosys Why the World's Fastest-Growing AI Fund is Avoiding Infosys

Apr 27, 2026

Can a legacy giant like Infosys pivot fast enough to survive?

What You Must Know About IT and Bank Stocks What You Must Know About IT and Bank Stocks

Apr 24, 2026

Evolving regulatory landscapes and technological disruptions threaten the dominance of portfolio heavyweights.

Underrated Power Grid Stocks in India's Structural Energy Shift Underrated Power Grid Stocks in India's Structural Energy Shift

Apr 23, 2026

Overlooked companies building the backbone necessary to support India's massive energy transition.

Equitymaster @ 30: What You Can Expect From Us Equitymaster @ 30: What You Can Expect From Us

Apr 22, 2026

On our 30th birthday, we reaffirm our commitment to you.

Cheap Talk vs Real Money: The Only Signal for Investors That Matters Now Cheap Talk vs Real Money: The Only Signal for Investors That Matters Now

Apr 21, 2026

Earnings season is here but management commentary can mislead. Here's how insider buying reveals what really matters.

Before You Sell Infosys or TCS in Panic, Read This About Their Real Problem Before You Sell Infosys or TCS in Panic, Read This About Their Real Problem

Apr 20, 2026

Are your favourite stocks suffering from a fundamental collapse of business, or are they simply caught in a temporary trap of slowing momentum?


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