India Revival with Tanushree Banerjee

#EMProfitHunter - Why Smart Money is Moving from AI Stocks to Water Stocks While AI tech commands the headlines, water infrastructure and scarcity has a more durable, defensive investment role. Water Stocks Outlook Here’s an extract… India is not emerging as the primary global hub for training AI models. India is positioning itself to become the world’s dominant hub for data center infrastructure and cloud compute hosting. Read on… http://www.eqtm.in/i8D5K

Secret of Shadow Stocks Why an engineering outfit born out of an IIT incubator transformed into a shadow stock. Click for More... https://youtu.be/b8M0kfrkZCM

Tech Evolution of a 100 Bagger Stock How Pidilite expanded its competitive advantage from white wood glue to industrial hot-melts. Click for More... https://youtu.be/jvkPFjnPB8o

#EMProfitHunter - Every Investor Should Know About the Tech Evolution of Pidilite How Pidilite expanded and secured its competitive advantage. Pidilite’s Moat Here’s an extract… Pidilite built an enduring economic moat not merely by selling tubs of white wood glue, but by constructing an adaptable ecosystem of craftsman trust, retailer reach, and customised chemistry. Read on… http://www.eqtm.in/z2FAx

Proxy Stocks Could Lead India's Market Rebound Bypass the consumer-facing volatility completely no matter which brand wins. Click for More... https://youtu.be/10mLNsZvADM

#EMProfitHunter - Why India Supplies 50% of Global Medicines and Gets 6% of Revenue China's R&D engine has transformed the global medical landscape. Indian Pharma 5.0 Here’s an extract… The shift from manufacturing to invention defines the challenge for Indian pharma. The historical reliance on generics has left a gap in original drug discovery. If India is to capture a larger share of global revenue, it must evolve beyond the factory floor of the world. Read on… http://www.eqtm.in/g6RZk

#EMProfitHunter - The World is Riding on Indian 2-Wheelers: Growth Plans Ahead How India's two-wheeler majors evolved from scarcity-era licenses to global manufacturing and electric mobility powerhouses. 2-Wheeler Stocks to Watch Here’s an extract… The Indian 2-wheeler industry has transitioned from an era of 10-year waiting lists for a single foreign-derived scooter to a multi-billion-dollar global export engine. It is now actively leading the transition to electric mobility. Read on… http://www.eqtm.in/Ay8q4

Defence, Aviation and Maritime MRO: India's Latest Smallcap Goldrush Shifting tides of global geopolitics has birthed one of the most lucrative and technologically intense industrial themes. Click for More... https://youtu.be/ORb4tAzRurs

4 Distinct Paths to Wealth in Indian Healthcare Ecosystem Businesses that possess sticky consumer relationships, structural demand insensitivity to economic recessions and excellent cash generation profiles. Click for More... https://youtu.be/RUfgyiQ98tc

#EMProfitHunter - PSUs vs MNCs: Anomaly in India's Power Stocks Unlock the true structural drivers behind India's power sector. Anomaly in Power Stocks Here’s an extract… It’s a golden era for the power sector, yet the stock market is rewarding participants with radically unequal financial metrics. While few MNC entities trade at premium multiples, dominant domestic utilities sit at comparatively deep discounts. Read on… http://www.eqtm.in/Zp52B

#EMProfitHunter - Proxy Stocks Could Lead India’s Market Rebound Bypass the consumer-facing volatility completely no matter which brand wins. Proxy Investing Stocks Here’s an extract… The engine of wealth generation in stock markets is shifting away from traditional brand owners. It’s the interconnected layer of specialised suppliers that seem to hold the compounding power. This strategy is commonly known as proxy investing. Read on… http://www.eqtm.in/m2REd

Little Known Fintech's Price Value Disconnect Whether a focused fintech entity can achieve long-term compounding. Click for More... https://youtu.be/o2gurL_Vzu4

Shipbuilding Stocks With Record Order Books Volume of order books keep ship building valuations afloat even when the broader market gets choppy. Click for More... https://youtu.be/TnfAVIBmz9w

#EMProfitHunter - Investors in Infosys, TCS and HCL Tech 'Sleepwalking into Value Traps'? Can investors assume the IT giants become value traps with loss of billable hours? Infosys, TCS, HCL Tech Are Value Traps? Here’s an extract… The Editor’s Cut segment on NDTV Profit recently had a fund manager refer to those buying technology stocks in India as people ‘sleepwalking into value traps’. It’s natural for investors to wonder if the rise of artificial intelligence (AI) marks the end of an era for Indian technology leaders like Infosys, TCS, and HCL Technologies. But is this the correct assessment? Read on… http://www.eqtm.in/a5R9Q

#EMProfitHunter - How the Tata Ecosystem Insulates TCS from the AI Storm How Tata Consultancy Services leverages the group’s tech ecosystem to counter AI risks. TCS Outlook Here’s an extract… Stock of TCS is almost down to its Covid-lows. It has halved since September 2024. But looking at a company in isolation is a classic beginner mistake. Read on… http://www.eqtm.in/n6W4P

Shocking Truth about India’s Tollbooth Businesses Proactive oversight of regulatory bodies are challenging the valuation premiums of dominant platform monopolies. Click for More... https://youtu.be/f0NjVJVI0ck

Quantum Information Services Private Limited (Research Analyst) | INH000021128 #EMTheFundStrategist - Should You Consider the Bandhan Small Cap Fund in 2026? In this editorial, we analyse Bandhan Mutual Fund’s Bandhan Small Cap Fund, understand its small-cap investment strategy, portfolio composition, sector allocation, benchmark performance, and evaluate how the fund has positioned itself within India’s high-growth small-cap segment. Bandhan Small Cap Fund Here’s an extract... Bandhan Small Cap Fund focuses on identifying emerging businesses within India’s small-cap segment with the objective of long-term capital appreciation. The fund has gained attention after outperforming its benchmark across multiple time periods, supported by diversified sector exposure and a growth-oriented investment strategy focused on high-potential companies. Read on… http://www.eqtm.in/Xx6t7

Quantum Information Services Private Limited (Research Analyst) | INH000021128 #EMProfitHunter - True Test of Platform Monopoly Stocks Proactive oversight of regulatory bodies are challenging the valuation premiums of dominant platform monopolies. Monopoly Stocks Under Threat? Here’s an extract… The fundamental risk for a platform-based monopoly does not usually begin with a decline in business activity but rather with a shift in the regulatory philosophy governing the toll. Read on… http://www.eqtm.in/Bt38Z

Quantum Information Services Private Limited (Research Analyst) | INH000021128 Recycling Stocks to Win Amidst Supply Chain Crisis Policy reforms and industrial scale-up are turning supply chain vulnerabilities into a long-term investment opportunity. Click for More... https://youtu.be/oP6oUPpwaHw

Quantum Information Services Private Limited (Research Analyst) | INH000021128 Path to Profit of India's Hyper Growth Stocks By stripping away creative accounting and focusing on cash generated per transaction, the sustainable winners become clear. Click for More... https://youtu.be/7zwP2GQK1V8