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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#EMTheLongView - PPFAS Launches New S&P 500 & Nasdaq 100 FoFs: Where do They Fit in Your Portfolio?

PPFAS has received approval to launch two GIFT City-based passive FoFs offering exposure to the S&P 500 and Nasdaq 100. Here’s how these funds fit into asset allocation.

New US Funds from PPFAS

Here’s an extract…

PPFAS’ two new passive FoFs, tracking the S&P 500 and Nasdaq 100, are stirring investor curiosity.

They offer clean access to US markets through GIFT City, remove estate tax worries, and simplify global diversification.

But they also come with risks: currency volatility, valuation concerns, and the danger of overcrowding a portfolio with too many moving parts.

Read on…

http://www.eqtm.in/t2MRs
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#EMMarkets - Sensex Today Trades higher | Nifty Above 26,000 | Nelco Up 6%

Indian share markets are trading flat today with the Sensex trading 411 points higher, and Nifty is trading 134 points higher.

http://www.eqtm.in/Am58H
#EMProfitHunter - The Anti-Hype Strategy: Your #1 Tool for Financial Success in 2026

Is social media secretly creating your next big investment opportunity?

Anti-Hype Investing

Here’s an extract…

In the stock market, mob psychology causes stock prices to detach violently from their underlying business reality.

Prices swing wildly based on sentiment rather than value, creating bubbles and crashes that seem to defy logic.

This is how you can beat it.

Read on…

http://www.eqtm.in/n7KMg
#EMTheFundStrategist - Should You Invest in PPFAS's Upcoming 2026 Large Cap Fund?

Parag Parikh Large Cap Fund: All You Need to Know. Read on...

PPFAS MF to Launch a Large Cap Fund

Here’s an extract…

PPFAS Mutual Fund, in its recently held unitholder meeting on 22 November 2025, outlined a detailed plan to launch a large cap fund in January 2026.

In this editorial, we explain why the fund house has decided to launch a large cap fund now and its investment strategy.

Read on…

http://www.eqtm.in/e7ACy
#EMViewsOnNews - Where Will GRSE Share Price be in 2026-27?

GRSE is surging with strong order visibility, but can this defence PSU keep the momentum through 2026–27 amid rising competition?

GRSE Stock Outlook

Here’s an extract…

From building advanced warships to entering green and autonomous vessels, GRSE is tapping into India’s defence growth story.

But as execution scales up and risks increase, how could the stock perform through 2026–27?

Read on…

http://www.eqtm.in/q5DCn
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Every SINGLE STOCK Pick (Next 12 Months)

We have big news for you.

Equitymaster's leading research minds – Rahul Shah, Tanushree Banerjee, and Richa Agarwal - unanimously, believe that this is the beginning of a great new chapter in India's growth story.

The next 12 months, especially, could open up great entry points for long-term investors.

And to help you take advantage of this rare moment, they’ve joined hands to build...

Equitymaster's Investor Vault (by invitation only)

http://www.eqtm.in/Ly84W

Tap here for details
www.equitymaster.com
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#EMViewsOnNews - Best IT Stock: Excelsoft Technologies vs Sasken Technologies

Here is a business between Excelsoft Technologies and Sasken Technologies.

Excelsoft Technologies vs Sasken Technologies

Here’s an extract…

In this editorial, we provide a brief comparison between Excelsoft Technologies and Sasken Technologies.

Which is the better business?

Read on…

http://www.eqtm.in/c4PWx
#EMViewsOnNews - Why Magellanic Cloud Share Price is Falling

Magellanic Cloud's share price has fallen 45% in just five trading sessions. What's causing the drop? Find out below...

http://www.eqtm.in/d5KMg
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#EMMarkets - Sensex Today Rallies 1,022 Points | Nifty Above 26,200 | 3 Reasons Why Indian Share Markets Are Rising

The BSE Sensex ends higher at 1,022 points, while Nifty ended 320 points higher at 26,205.

http://www.eqtm.in/Bw49Q
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The Anti AI Stock Watchlist

Why burry is betting against AI.

Click for More...

https://youtu.be/v0orQ0fY4dI
#EMViewsOnNews - 3 Defensive Stocks to Add to Your 2026 Watchlist

Looking for defensive stocks? Here are three you should track...

Defensive Stocks

Here’s an extract…

As the market rises higher, stocks will get steadily overpriced.

Soon enough, entire sectors will become overpriced.

This will increase the overall risk of investing, even if investors do their due diligence.

What is the solution to this?

Read on…

http://www.eqtm.in/o9RJx
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#EMMarkets - Patel Engineering Updates on Right Issues | Unimech Aerospace Plans Stake in Dheya | Top Buzzing Stocks Today

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

http://www.eqtm.in/Jr6z4
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#EMMarkets - Sensex Today Trades higher | Nifty Above 26,20 | Brigade Enterprises Up 5%

Indian share markets are trading flat today with the Sensex trading 155 points higher, and Nifty is trading 30 points higher.

http://www.eqtm.in/Mg52P
#EMViewsOnNews: 4 Defence Stocks to Watch as India Nears US$450 Million BrahMos Export Deals

Looking for growth in defence? India nears US$ 450 million BrahMos exports—here are 4 stocks to watch.

http://www.eqtm.in/Ym37T
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#EMViewsOnNews: Where Will SBI Share Price be in the Next 3 Years?

SBI has been performing well over the last few years, notably on maintaining control over NPAs. Here we discuss the future prospects of the bank.

SBI Outlook

Here’s an extract…

The State Bank of India (SBI) share price has delivered impressive returns to investors over the past five years.

In this editorial, we will consider the prospects for the stock of SBI in the next three years.

Read on…

http://www.eqtm.in/b8AWs
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#EMProfitHunter - Thinking of Investing in IPOs? Read This First...

IPO investors should be aware of this important point before committing their money.

Consider IPOs Carefully

Here's an extract...

When markets are euphoric, any decision can look like genius.

But when the tide goes out, only quality remains.

Right now, markets are firmly in the greed zone.

It's time to be careful about IPOs.

Read on...

http://www.eqtm.in/Qs7z3
#EMTheFundStrategist - NRI Investment in Indian Mutual Funds: Rules, Process & Taxation

Find out how NRIs can invest in Indian mutual funds as well as the tax implications.

NRI Investing in Indian Mutual Funds

Here’s an extract...

Mutual Funds have emerged among the most popular choices for NRIs looking to benefit from India’s growth story.

Here’s how NRIs can invest in Indian mutual funds.

Read on...

http://www.eqtm.in/Yd3k4
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#EMViewsOnNews: 3 Rare Earth Magnet Stocks to Watch as Government Allocates Rs 7,280 Crore for Magnet Manufacturing

Here are three stocks you can watch as the government allocates Rs 7,280 crores for rare earth magnet manufacturing.

Rare Earth Stocks

Here’s an extract…

India has approved a Rs 72.80 billion (bn) scheme to promote the manufacturing of sintered Rare Earth Permanent Magnets (REPM) domestically.

While it is hard to say which companies will bid and finally be chosen, here are a few companies who have plans to enter the space.

Read on…

http://www.eqtm.in/o6B5J
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#EMViewsOnNews - Why GMDC Share Price is Rising

Shares of GMDC are on a winning streak, surging 7.6% today. What’s driving this surge? Read the full story.

http://www.eqtm.in/Cs43T
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#EMViewsOnNews - Why Patel Engineering Share Price is Rising

The momentum in Patel Engineering shares remains strong, with a 16% spike today. What's behind this upswing? Discover more

http://www.eqtm.in/Yj53K
The #1 "Contrarian" Investment Tip for 2026

How can doing the opposite of the online herd make you a better investor?

Click for More...

https://youtu.be/CPVhJE9yrLQ