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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#EMMarkets - Hindalco Odisha Smelter Expansion Approved | Piramal Pharma Q3 FY26 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/Ha34M
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#EMMarkets - Sensex Today Traders Lower | Nifty Below 25,250 | Tata Steel & TCS Top Losers

Indian share markets are trading lower with Sensex trading 485 points lower, and Nifty is trading 167 points lower.

http://www.eqtm.in/k8D3N
#EMTheLongView - Union Budget 2026: What it Really Means for Your Investments & Portfolio

As the Union Budget 2026 approaches, understand key expectations from the Budget and how to position your portfolio amid muted equities and a strong gold rally.

The Budget and Your Portfolio

Here’s an extract…

With Union Budget 2026 around the corner, investors are bracing for policy signals rather than fireworks.

Equities have been range-bound, gold has delivered strong returns, and fixed income is quietly stabilising portfolios.

The real opportunity lies not in Budget-driven trades, but in smart asset allocation, disciplined rebalancing, and long-term portfolio positioning.

http://www.eqtm.in/Yo9e6
#EMViewsOnNews - 3 PSU Stocks to Watch Before Union Budget 2026

Here is a list of 3 PSU stocks that can be added to your watchlist ahead of the Union Budget 2026.

PSU Stocks to Track

Here’s an extract…

The Budget often includes policies or reforms such as disinvestment plans, recapitalisation strategies, and regulatory changes, that can change how investors value PSU stocks.

Here are three PSU stocks you can add to your watchlist ahead of Union Budget 2026.

Read on…

http://www.eqtm.in/Ht9r8
#EMViewsOnNews - How Long-Term Investors Should Think About Gold

How should long term investors think about gold in their portfolios? Read on…

Long Term Investors and Gold

Here’s an extract…

The question of how to treat gold within a long-term investment strategy is one that often splits the financial community into two passionate camps.

Yet the most prudent path lies in a nuanced middle ground.

In this editorial, we will explain gold’s role in your portfolio.

Read on…

http://www.eqtm.in/z4XFp
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#EMProfitHunter - 7 Reasons Your Portfolio Must Pivot to Peak India

The 7 structural factors driving India’s long term US$ 30 trillion economic potential and why now is the ultimate window for investors.

Peak India Portfolio

Here’s an extract…

Over the next two decades, India is poised to transition from a developing market to a global economic anchor, potentially reaching a GDP of US$ 30 trillion by 2047.

For long-term investors, this represents a unique window to participate in a compounding story that occurs only once in a nation's history.

Read on…

http://www.eqtm.in/Dk9t6
#EMProfitHunter - Don't Ignore This Point When Investing in Stocks

You cash allocation matters as much as your stock allocation.

Cash as a Part of Your Investing Strategy

Here's an extract...

How much minimum cash do you have in your portfolio at all times?

This should be an important part of your investing strategy.

Read more about it here...

http://www.eqtm.in/De2d3
#EMViewsOnNews: Why Metal Stocks are Falling Today

Metal stocks have been under pressure recently. Here’s why…

http://www.eqtm.in/d8Z3R
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#EMViewsOnNews: Where Will PG Electroplast Share Price be in the Next 3 Years?

PG Electroplast share has fallen substantially over the past six months. We look at the prospects of the company in the next few years.

PG Electroplast Stock Outlook

Here’s an extract…

The stock of PG Electroplast has experienced a significant decline over the past six months.

From Rs 804 on 30 July 2025, it has fallen to Rs 557 as of 30 January 2026, a drop of more than 30%.

Read on…

http://www.eqtm.in/t5PKs
#EMViewsOnNews: 6 Stocks From 2 Sectors to Watch as the Union Budget 2026 Approaches

As the Union Budget 2026 approaches, here are 2 sectors to watch.

Union Budget 2026: 2 Sectors 6 Stocks

Here’s an extract...

As the Union Budget 2026 approaches, market attention is shifting toward sectors that could see policy-led momentum and sustained demand growth.

This editorial looks at six stocks from two sectors, focusing on their business profiles and recent financial performance.

Read on…

http://www.eqtm.in/z3FYb
#EMTheFundStrategist - Low Risk Mutual Funds: A Conservative Investor's Guide for 2026

Explore low risk mutual funds and understand how conservative investors could manage volatility, preserve capital, and earn stable returns in 2026.

Low Risk Mutual Funds

Here’s an extract...

Low risk mutual funds are not designed to outperform equity markets during bull phases.

Instead, their role is to provide stability, liquidity, and smoother return profiles, making them a crucial component of asset allocation in 2026.

Read on...

http://www.eqtm.in/g9X3F
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#EMMarkets - Sensex Today Ends 297 Points Lower | Nifty Below 25,400 | South Indian Bank Down 15%

The BSE Sensex ends 297 points lower, while Nifty ended 98 points down at 25,320.

http://www.eqtm.in/p3G6A
#EMViewsOnNews 4 Mining Stocks in to Watch Amid the Commodities Rally

With commodities on the rise, here are 4 mining stocks to add to your watchlist.

http://www.eqtm.in/Ws82R
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#EMViewsOnNews: Why Nestle India Share Price is Rising

Shares of India’s second-largest FMCG company surged 3% today. Here’s what lies ahead.

http://www.eqtm.in/Xd25M
#EMViewsOnNews: 5 Under the Radar Copper Stocks that Could Benefit from the Red Gold Rush in 2026

With copper prices hitting record highs in early 2026, we present these lesser known Indian companies in the copper ecosystem.

Copper Stocks

Here’s an extract…

Many Indian companies operating are across the copper ecosystem, from wires, rods, and conductors to finished products.

Most of these are still under the radar in this red gold rush.

Read on…

http://www.eqtm.in/q4ERg
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#EMViewsOnNews: 3 Stocks to Watch as Crude Oil Price Increases

Here are a list of 3 stocks to watch after a sharp rally in crude oil prices.

Crude Oil Related Stocks

Here’s an extract…

Markets are pricing in the risk that oil supply could be disrupted if Iran blocks the Strait of Hormuz, through which nearly 20% of global crude exports flow.

Here are a few stocks to watch as crude oil prices soar.

Read on…

http://www.eqtm.in/j5J8G
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Singapore Buys This Super Sector Stock[D7.1]

The government of Singapore recently purchased a stake worth over Rs 3,000 crore [D8.1] in one of Tanushree’s favourite defence stocks.[D9.1]

To her, this came as no surprise.

But the defence industry is not the only ‘Super Sector’ in India.

Discover how to spot and ride the biggest waves in the Indian stock market in 2026 and beyond.

Tanushree’s Full Research on Super Sector Stocks

http://www.eqtm.in/j4JYe

Tap here for details
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#EMTheFundStrategist - 5 Leading Commodities Mutual Funds in India

A curated look at India’s leading commodities mutual funds and how they fit into long-term portfolio diversification.

Commodity Mutual Funds

Here’s an extract…

Here are five leading commodity mutual funds that investors could keep on their watchlist.

Read on…

http://www.eqtm.in/Ar56Y
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#EMViewsOnNews: Gold at Record Highs but This Stock is Near its 52-Week Low

Find out why the stock of Kalyan Jewellers is near its 52-week low.

Kalyan Jewellers Stock Near 52-Week Low

Here’s an extract…

Since February 2024, gold has delivered a compounded annualised growth rate (CAGR) of 62%.

But one stock has been a disappointment for investors over the last few years: Kalyan Jewellers.

After a stellar run up in the 2022-2024 period, the stock has languished.

Read on…

http://www.eqtm.in/q2MZo
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#EMMarkets - Acme Solar Holdings Q3 FY26 Results | MTAR Technologies Q3 FY26 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/Rr3f6
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Tap into this Opportunity Before it Catches More Momentum

Right now, India is tracking the same trajectory as every major economy during its peak phase.

If you’re serious about investing, this is your moment to act.

Grab this Opportunity Before it Catches More Momentum.

http://www.eqtm.in/c4AHg

Tap here for details
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