#EMTheLongView - Equities Under Pressure, Gold Shining: Why a Portfolio Review Is Critical Now

Indian equities have delivered uneven returns over the past year, while gold and silver surged amid global uncertainty, budget shocks, and tariff tensions. A timely portfolio review can help investors realign asset allocation, manage risk, and stay relevant in changing market conditions.

Your Portfolio Review

Indian equity markets have struggled to deliver consistent returns over the past year, even as gold and silver rallied amid global uncertainty, budget-related volatility, and shifting trade dynamics.

For investors, the lesson is clear: portfolios that are not periodically reviewed tend to miss opportunities and absorb unnecessary risk.

A disciplined portfolio review, covering asset allocation, fund selection, and diversification, can help investors stay aligned with changing market realities and long-term goals.

Read on…

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#EMViewsOnNews: 5 Stocks to Watch in 2026 Before They Take Off

Investors are increasingly focusing on companies with strong fundamentals and long-term growth potential.

Long Term Stocks in 2026

Here’s an extract...

Markets in 2026 are less about short-term trends and more about long-term business strength.

This editorial looks at five Indian companies operating across different sectors, each with strong fundamentals.

Read on…

http://www.eqtm.in/x5K8G

#EMProfitHunter - The Cleanest Signal in a Noisy Market

Insider buying reveals where promoters are placing real conviction amid uncertainty.

Insider Signal

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With so much uncertainty around, it is worth tracking what managements are doing.

This is likely to have a lot less noise than what they or the so-called market experts are saying.

Tracking insider trades is one of the ways to see what promoters and managements are doing.

And one company deserves a mention in this regard.

Read on…

http://www.eqtm.in/Mb8x6

#EMViewsOnNews: Where Will Data Patterns Share Price be in the Next 3 Years?

Data Patterns shares have given good returns to shareholders in the last 1 year. We look at the prospects of the company in the next few years.

Data Patterns Outlook

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From trading at Rs 1,966 a year ago, the stock has climbed to Rs 2,594, reflecting an impressive increase of nearly 32%.

This editorial explores indicators that provide perspective on the potential direction of the stock price in the years ahead.

Read on…

http://www.eqtm.in/d3APy

#EMViewsOnNews: Why Hindustan Copper Share Price is Falling

Hindustan Copper shares are down 4% in today’s session. Here’s what triggered the decline.

http://www.eqtm.in/Tw6o4

#EMViewsOnNews: Why Infosys Share Price is Falling

Infosys shares are down today. Here’s the reason behind the decline.

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#EMViewsOnNews - Why EIH Share Price is Rising

After dropping over 7% in last one year, EIH was up 4% today. What's driving the rally?

EIH Stock Rises

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Markets have remained volatile after the Union Budget due to macroeconomic headwinds.

Selling pressure was seen in metal stocks and the information technology sector. However, a stock that has risen 13% in the last five days is EIH Ltd.

Here is what is supporting the recent uptick in the share price.

Read on…

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#EMMarkets - Sensex Today Ends 266 Points Higher | Nifty Above 25,650 | ITC Up 5%

The BSE Sensex ends at 266 points higher, while Nifty ended 50 points up at 25,693.

http://www.eqtm.in/f7ZGa

#EMViewsOnNews: 3 Rare Earth Magnet Stocks to Watch After Budget 2026 Policy Push

Here are three stocks to track as rare earth magnets come into focus after the Budget 2026 push.

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#EMTheFundStrategist - How to Choose Mutual Funds That Fit Your Investment Goals

A practical guide to selecting mutual funds that align with your goals, risk appetite, and investment horizon.

How Mutual Funds Fit in Your Portfolio

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The moment someone decides to invest in mutual funds, the confusion begins.

Not because mutual funds are bad products, but people start with the wrong question.

They usually ask, ‘Which mutual fund should I buy?’

Rather, the question should be, ‘What am I investing for, and for how long?’

Read on…

http://www.eqtm.in/g8JFk

#EMViewsOnNews - Why Kaynes Technology Share Price is Falling

Kaynes Technology fell 6% in the trade, before rebounding. Here’s why…

Kaynes Tech Stock Falls

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Amid the broader market strength, shares of Kaynes Technology moved sharply lower, falling over 6% intraday, as investors reacted to company-specific developments.

Here’s what weighed on the stock.

Read on…

http://www.eqtm.in/Aj6k7

#EMTheFundStrategist - How to Evaluate a Mutual Fund NFO Before Investing

Learn how to evaluate a mutual fund NFO in the 2026 market environment by analysing fund objectives, market cycles, valuation risks, and long-term suitability for investors.

Evaluating Mutual Fund NFOs

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A well-chosen NFO may complement long-term wealth creation, but a poorly evaluated one could increase risk without improving outcomes.

Read on…

http://www.eqtm.in/Bp4g7

#EMViewsOnNews: 3 Value Stocks with High Dividend Yield to Watch Now

Here is a list of value stocks with low valuations and good dividends to add to your watchlist.

2026 Value Stocks

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Here are three value stocks you can add to your watchlist. These have been taken from the Equitymaster screener.

Also considered are a price to earnings ratio of under 10, a price to book value of around 1, and a good dividend yield.

Read on…

http://www.eqtm.in/e8RZf

#EMViewsOnNews: 4 Data Center Stocks to Watch Amid India's 2047 Tax Break for Global Cloud Giants

As India rolls out 2047 tax incentives for global giants, here are four data center–linked stocks to watch.

Data Center Stocks

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Finance Minister Nirmala Sitharaman, on 1 February, proposed a tax holiday
until 2047 for foreign companies providing cloud services using data center infrastructure located in India.

Here are four data center stocks to watch.

Read on…

http://www.eqtm.in/z9YSa

#EMViewsOnNews: 5 Bluechip Auto Stocks to Add to Your watchlist

Market leaders, scale advantages, steady cash flows, these auto bluechips quietly compound as the cycle unfolds.

Bluechip Auto Stocks

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Bluechip auto stocks are conglomerates have strong market presence, brand loyalty, diverse revenue streams in the domestic and export markets, and strong balance sheets.
This editorial focuses on five such blue-chip auto stocks.
Read on…

http://www.eqtm.in/d8A5K

#EMViewsOnNews: 5 Beaten Down Defence Stocks to Watch

What’s the outlook for defence stocks? Find out…

Fallen Defence Stocks

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If you pull out a list of defence stocks and look at their performance, it’s a sea of red.

So which companies should you track?

Read on…

http://www.eqtm.in/Xg69W

Last Day: 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

We’ve compiled every single detail on these 3 stocks in our latest research report.

Get full details of this opportunity

http://www.eqtm.in/Px39C

Tap here for details
www.equitymaster.com

#EMViewsOnNews: 5 CDMO Stocks to Add to Your Watchlist

Here are a list of 5 CDMO stocks that you can add to your watchlist as the industry continues to see good growth.

CDMO Stocks

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As the industry thrives, here are 5 CDMO stocks that you can add to your watchlist.

Read on…

http://www.eqtm.in/Jx23C

#EMViewsOnNews: Where Could ITC's Share Price be in the Next One Year?

What is the outlook on ITC’s share price? Find out…

ITC Stock Price Outlook

Here’s an extract…

ITC ltd is a dominant player in the Indian tobacco industry.

Established in 1910, it has moved into various sectors like FMCG, hotels, paperboards and packaging, agribusiness, and information technology.

It’s one of India's most valued companies.

But what about the stock price?

Read on…

http://www.eqtm.in/Jr96B

#EMMarkets - Piramal Pharma Unit Signs Blue-Zone Deal | Tata Steel Q3 FY26 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/o4Z3A

#EMMarkets - Sensex Today Trades Higher | Nifty Above 25,750 | SBI Up 6% & Kalyan Jewellers 11%

Indian share markets are trading higher with Sensex trading 310 points higher, and Nifty is trading 96 points higher.

http://www.eqtm.in/i2EKn