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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 - The Next Leg of the Bull Run: How Smart Portfolios Should Evolve Now

With markets at record highs and valuations running ahead of fundamentals, India has entered a selective phase of the bull market.

Investing in the Next Leg of the Bull Market

Here’s an extract…

With valuations stretched and retail flows crowding into mid and smallcaps, India has entered a selective phase of the bull market.

The key for investors now lies in smarter portfolio construction, anchoring with quality largecaps, choosing midcaps on merit, sizing smallcaps carefully, adding gold for stability, and keeping rebalancing non-negotiable.

With the right framework, this new phase can become a powerful compounding opportunity.

Read on…

http://www.eqtm.in/w2AMo
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#EMTheFundStrategist - HDFC Flexi Cap Fund: Among the Top Quartile Performers in its category

Should you consider HDFC Flexi Cap Fund for your 2026 watchlist? Read on...

HDFC Flexi Cap Fund

Here’s an extract…

HDFC Flexi Cap Fund is the largest fund in its category with an established track record.

In this editorial, we will review this fund in detail.

Read on…

http://www.eqtm.in/i6Y3C
3 ELSS Mutual Funds for Your 2026 Watchlist

A quick guide to three promising ELSS mutual funds that investors can consider for 2026 tax planning.

3 ELSS Funds

Here’s an extract…

The combination of equity exposure, tax benefits, and lock-in period has made ELSS funds a steady part of many portfolios.

In this editorial, we look at three ELSS mutual funds that stand out for 2026…

Read on…

http://www.eqtm.in/f4T6N
#EMViewsOnNews - Why Shakti Pumps India Share Price is Falling

Shares of Shakti Pumps have fallen sharply over the last few days. What’s leading to this fall?

Shakti Pumps Stock Falls

Here’s an extract…

Shakti Pumps has seen a consistent downward trajectory in recent days.

The stock has declined by just over 7% in the past five trading sessions.

Here are reasons for this slump.

Read on…

http://www.eqtm.in/Mo73Q
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#EMViewsOnNews - 3 BESS Stocks to Add to Your Watchlist as Demand Surges

Here are a list of 3 BESS stocks that you can add to your watchlist as demand grows.

3 BESS Stocks

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India's demand for Battery Energy Storage Systems (BESS) is surging due to the need for grid stability amid rapid renewable energy expansion toward 500 GW non-fossil capacity by 2030.

Here are 3 BESS stocks that you can watch against the backdrop of surging demand.

Read on…

http://www.eqtm.in/g5CHz
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#EMViewsOnNews - Why Sun Pharma Advanced Share Price is Rising

Sun Pharma Advanced Research extends gains for the second straight day. Is the rally here to stay?

http://www.eqtm.in/e9YLj
#EMMarkets - Sensex Today Ends 31 Points Lower | Nifty Below 26,000 | Bharat Electronics & Adani Enterprises Top Losers

The BSE Sensex ended 31 points lower while the Nifty ended 46 points lower at 25,986.

http://www.eqtm.in/Wr8q4
#EMViewsOnNews - Why Canara Bank Share Price is Falling

Canara Bank's shares Fall 4% today. Is there more pressure ahead?

http://www.eqtm.in/Pr28E
#EMMarkets - NBCC Bags 5 Orders | Rupee Breaches 90 Mark | Top Buzzing Stocks Today

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

http://www.eqtm.in/Rp3b6
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#EMMarkets - Sensex Today Trades higher | Nifty Above 26,000 | Mukka Proteins Up 13%

Indian share markets are trading flat today with the Sensex trading 132 points higher, and Nifty is trading 33 points higher.

http://www.eqtm.in/n8PTk
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#EMViewsOnNews - Indian Shipping MRO Boom: 4 Stocks Poised for Strong Growth

These companies are poised to benefit as India takes a big leap in shipping MRO.

Shipping MRO Stocks

Here’s an extract…

Just as dedicated MRO hubs are being set up near major airports to serve aircraft maintenance needs, India could soon adopt a similar model for maritime infrastructure as well.

If that happens, here are a few stocks from the shipping/shipbuilding sector that you should have on your watchlist.

Read on…

http://www.eqtm.in/Sx52Y
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#EMViewsOnNews - 5 Fundamentally Strong Nifty 500 Stocks Near 52-week Lows

Five fundamentally strong Nifty 500 stocks are trading near 52-week lows.

52-Week Low Stocks

Here’s an extract…

The Nifty 500 is up barely 3% in the past year and the pressure on individual stocks is deep.

A handful of companies with steady balance sheets, resilient cash flows, and strong operating discipline have slipped to their 52-week lows.

Read on…

http://www.eqtm.in/Zf9t4
#EMProfitHunter - Are You Using AI to Pick Stocks? Read This...

Should you use AI to pick stocks? Find out...

Picking Stocks With AI?

Here's an extract...

There was a time when a certain smart investors and analysts had a huge lead over a common investor. That edge is shrinking.

With a few prompts, it's possible to get information in a much shorter period than what you would have needed a few years ago.

The same might be true to some extent of for the analytical edge as well. With the LLM (large language models) taking over, you could use prompts to get AI platforms to do analysis for you.

So should you use AI to pick stocks?

Read on...

http://www.eqtm.in/Ka7p3
#EMTheFundStrategist - Top 10 ETFs in India for Your 2026 Watchlist

Explore the top-performing ETFs in India across gold, silver, international, and index categories.

Top Indian ETFs

Here’s an extract…

In this editorial, we have presented a list of ETFs that are some of the strongest performers in the Indian market.

These are identified by a combination of strong historical returns, a strong 3-year rolling CAGR, low tracking error, and healthy risk-adjusted performance.

Read on…

http://www.eqtm.in/Xy75Y
#EMViewsOnNews - 3 Stocks to Watch as Andhra Pradesh Gives a Big Boost to the Aerospace and Defence Sector

Here are a list of 3 stocks that you can add to your watchlist as Andhra Pradesh sees fresh boost from companies in the defence sector.

Aerospace and Defence Stocks

Here’s an extract…

With an investment of almost Rs 37.3 billion (bn), Bharat Dynamics Limited (BDL), HFCL Ltd., and Kalyani Strategic Systems will establish four major defence production units, in Andhra Pradesh.

Read on…

http://www.eqtm.in/w9CNg
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#EMViewsOnNews - Why TCS Share Price is Rising

TCS shares advance for the second consecutive session. Here's what's fuelling the rally.

http://www.eqtm.in/Zs6n9
#EMViewsOnNews - Why Ola Electric Share Price is Falling

Ola Electric Mobility's share price has fallen 12% in just five trading sessions. What's causing the drop? Find out below...

http://www.eqtm.in/a9H6F
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#EMViewsOnNews - Why Eternal's Share Price is Falling

Eternal is in a downtrend. Here's why this stock is falling.

Eternal Stock Falls

Here’s an extract…

The shares of Eternal have been falling since mid-October 2025.

What’s driving the stock down?

Read on…

http://www.eqtm.in/Zs78M
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#EMViewsOnNews - 3 Stocks to Watch for Higher Dividend Payouts in 2026

Here are a list of 3 stocks that you can add to your watchlist for the possibility of higher dividend payouts.

2026 Dividend Stocks

Here’s an extract…

Investors seek dividend-paying stocks for their reliable income stream, financial stability, and potential for long-term growth through compounding.

Here are 3 stocks that have the potential for higher dividend payouts in 2026.

These companies have a good track record of dividend payments, good cashflows and stable business operations.

Read on…

http://www.eqtm.in/a8Q3P
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#EMTheFundStrategist - Abakkus Flexi Cap NFO: Will it be a Star Performer

Abakkus Flexi Cap Fund: Is it a worthwhile proposition? Read on...

Abakkus Flexi Cap Fund NFO Review

Here’s an extract…

Abakkus Mutual Fund has made its foray with a new fund offer – Abakkus Flexi Cap Fund.

It’s an open-ended scheme with the mandate to flexibly invest across largecaps, midcaps, and smallcaps.

In this editorial, we will review this New Fund Offer (NFO).

Read on…

http://www.eqtm.in/f3BXt
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#EMMarkets - Sensex Today Ended 158 Points Higher | Nifty Above 26,000 | Best Agrolife Up 7%

The BSE Sensex ends higher at 158 points higher, while Nifty ended 47 points higher at 26,033.

http://www.eqtm.in/m7L6J
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