#EMViewsOnNews: 3 EMS Stocks to Watch Amid the Budget's Rs 400 Billion Push

With Budget 2026 boosting EMS and electronics manufacturing. Here are 3 stocks for your watchlist.

EMS Stocks

Here’s an extract…

The government has announced a sharp jump in allocation for the Electronics Component Manufacturing Scheme (ECMS) to Rs 400 billion.

This reinforced its push to build a stronger domestic electronics manufacturing ecosystem.

Read on…

http://www.eqtm.in/o6RGg

#EMViewsOnNews: Why Gokaldas Exports Share price is Rising

Gokaldas Exports’ shares rallies 20% in the trade today. Here’s why.

http://www.eqtm.in/Dd54W

#EMProfitHunter - Stock Selection Strategy After the US-India Trade Deal

Euphoria tends to lift all boats, including the leaky ones.

US-India Trade Deal

Here’s an extract…

By slashing reciprocal tariffs from a punitive 50% down to a more manageable 18%, the agreement removed the largest single overhang on the Indian market.

How should you invest now?

Read on…

http://www.eqtm.in/y3K7D

#EMViewsOnNews - 3 Indian Stocks to Watch as India-US Trade Agreement Announced

A major trade agreement between India and the United States has been announced, ending a period of high tariffs and trade tensions and resetting economic relations between the two countries.

Trade Deal: Stocks in Focus

Here’s an extract…

A major trade agreement between India and the US has been announced, ending a period of high tariffs and trade tensions and resetting economic relations between the two countries.

Here are a few Indian stocks to watch following the India-US Trade deal.

Read on…

http://www.eqtm.in/Za73G

#EMTheFundStrategist - Union Budget 2026: Decoding Budget Effects on Mutual Funds

Understand the impact of Union Budget 2026 on mutual funds and what it means for long-term investors.

Budget Impact on Mutual Funds

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Unlike earlier Budgets that focused on headline-grabbing reforms, Budget 2026 followed a more calibrated and duty-oriented approach.

Its impact on mutual funds, is not immediately visible through sharp market rallies or sell-offs.

Instead, its real influence is in how the Budget reshapes long-term macro variables such as capital expenditure trends, sectoral growth drivers, taxation efficiency, and investor confidence.

Read on…

http://www.eqtm.in/e9RDy

#EMViewsOnNews: Why PB Fintech Share Price is Falling

PB Fintech shares plunge up to 6% in a single session. Here’s what happened.

http://www.eqtm.in/Eo82T

#EMMarkets - Sensex Today Rallies 2,072 Points | Nifty Above 25,700 | 5 Reasons Why Indian Share Markets Are Rising

The BSE Sensex ends 2,072 points higher, while Nifty ended 639 points up at 25,727.

http://www.eqtm.in/Sk84D

#EMViewsOnNews: Why Varun Beverages Share Price is Falling

Varun Beverage shares are down 3% in today’s session. Here’s what triggered the decline.

http://www.eqtm.in/i9GAm

#EMViewsOnNews - Where Will CDSL Share Price be in the Next 3 Years?

CDSL recently reported numbers for Q3 FY26. We look at the growth prospects of the company.

CDSL Outlook

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Let’s take a look at the prospects of CDSL going ahead and if the growth of the past can be sustained.

Read on…

http://www.eqtm.in/So49Z

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#EMViewsOnNews - 5 Stocks to Watch Out for Upcoming Dividends in February 2026

These five companies are gearing up to pay dividends in February. Keep them on your radar.

February Dividend Stocks

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Picking the right dividend stock can be tricky.

If you’re looking for payouts this month, here are five names to keep an eye on.

Read on…

http://www.eqtm.in/Sg94G

Why Tata Elxsi is Down but Not Out

Currently bearing the brunt of the auto cycle in its valuations, the stock could witness rerating.

Click for More...

https://youtu.be/inPBmoFrhi4

#EMMarkets - Tata Chemicals Q3 FY26 Results | RailTel Corporation of India Q3 FY26 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/i9XEt

#EMMarkets - Sensex Today Trades Marginally Higher | Nifty Above 25,750 | Tata Steel & ICICI Bank Top Gainers

Indian share markets are trading marginally higher with Sensex trading 90 points higher, and Nifty is trading 52 points higher.

http://www.eqtm.in/k5Y9B

3 Peak India Stocks for Early Movers

All of them are riding at least one of the top investment themes of Peak India.

• One innovative biotech company

• One well-known consumer electronics brand

• One leader in enterprise AI transformation

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#EMTheLongView - India-US Trade Deal: The One Agreement That Rewired Post-Budget Market Sentiment

The India–US trade deal triggered a sharp shift in market sentiment after the Budget-led sell-off. Lower tariffs and improved trade visibility are reshaping sectoral prospects and investor expectations in Indian equities.

Trade Deal Impact on the Market

Here’s an extract…

Just days after the Union Budget unsettled markets, the India–US trade deal restored confidence.

With tariffs on Indian goods cut to 18% and a long-term trade roadmap in place, investor focus has shifted from policy friction to earnings opportunity.

For portfolios, this moment calls for selective positioning rather than knee-jerk reactions.

Read on…

http://www.eqtm.in/Ee2g4

#EMViewsOnNews: 5 High ROE Smallcap Stocks in India with Strong Growth Potential

These companies combine high returns on equity with capital-efficient business models and clear growth visibility. Their ability to reinvest profits without stretching balance sheets makes them suitable for investors looking for long-term compounding.

http://www.eqtm.in/q3XHo

#EMViewsOnNews: 6 Stocks Across 6 Sectors to Watch Amid the India–US Trade Deal

With India-US trade deal in place, here are 6 stocks to add to your watchlist.

Trade Deal Stocks

Here’s an extract…

With tariffs now eased, companies with strong US exposure are likely to see better order visibility, margin expansion, and improved pricing power.

Against this backdrop, here are six stocks from six sectors to watch amid the India–US trade agreement.

Read on…

http://www.eqtm.in/x7XSm

#EMTheFundStrategist - 5 Mutual Funds Invested in Textile Stocks

These mutual funds hold textile stocks, reflecting their view on the sector’s recovery and long-term growth.

http://www.eqtm.in/Zc94Q

#EMViewsOnNews: AI Jolts IT Stocks: Why Indian IT Shares Are Falling Today After Anthropic’s Move

Infosys, TCS, Wipro, HCLTech and Persistent Systems stocks have fallen as much as 6–7% reacting to Anthropic’s newest AI tools.

IT Stocks Fall

Here’s an extract…

Today, 4 February 2026, Indian IT stocks have faced a sharp sell-off, with the Nifty IT index dragging significantly.

While the sector saw a brief Budget rally earlier this week due to tax incentives for data centers, that sentiment has quickly soured due to headwinds.

Read on…

http://www.eqtm.in/Wa8o9

#EMViewsOnNews: Why Lloyds Metals and Energy Share Price is Rising

Lloyds Metals and Energy Ltd shares jumped today.

Lloyds Metals and Energy Stock Rises

Here’s an extract…

The stock price of Lloyds Metals and Energy Ltd captured investors’ attention today.

The stock was up over 13% intraday on the back of intense buying activity.

Read on to know why…

http://www.eqtm.in/Eb25M