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 - 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
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#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.

http://www.eqtm.in/Ze64H
#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

Here’s an extract…

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
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#EMViewsOnNews - Why Kaynes Technology Share Price is Falling

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

Kaynes Tech Stock Falls

Here’s an extract…

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
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#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

Here’s an extract…

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

Here’s an extract…

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
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#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

Here’s an extract…

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
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#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

Here’s an extract…

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
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#EMViewsOnNews: 5 Beaten Down Defence Stocks to Watch

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

Fallen Defence Stocks

Here’s an extract…

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
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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
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#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

Here’s an extract…

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
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#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
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#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
#EMViewsOnNews - 4 EV Stocks Down Up to 58% from 52-Week Highs

Here are 4 EV stocks you can track as the stocks are down significantly from 52-week highs.

Fallen EV Stocks

Here’s an extract…

Rising EV demand in India has translated to higher profits and rising stock prices.

Despite huge potential, some stocks from the space have fallen from their 52-week highs.

Let’s take a look…

Read on…

http://www.eqtm.in/n8G9C
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#EMViewsOnNews - Why SBI Share price is Rising

SBI shares surge to fresh highs. What’s fuelling the sharp rally?

SBI Stock Rises

Here’s an extract…

SBI shares jumped nearly 7% to a fresh record high.

Here’s why SBI shares are rising.

Read on…

http://www.eqtm.in/Lc8y6
#EMViewsOnNews - Where Will Kalyan Jewellers' Share Price be in the Next 3 Years?

Kalyan Jewellers shares have dropped nearly 20% in the last one year. We look at the future prospects of the company.

Kalyan Jewellers Outlook

Here’s an extract…

Shares of Kalyan Jewellers have declined almost 20% over the past year, with the stock seeing a sharp drop from its 52-week highs.

Here, we explore the company’s future potential.

Read on…

http://www.eqtm.in/Jo2k8
#EMMarkets - Sensex Today Ends 485 Points Higher | Nifty Above 25,850 | Shipping Corporation of India Up 19%

The BSE Sensex ends at 485 points higher, while Nifty ended 174 points up at 25,867.

http://www.eqtm.in/p5DJk
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#EMViewsOnNews - 3 Jewellery Stocks to Watch Amid Sharp Rally in the Sector

Here are a list of 3 stocks to watch as jewellery stocks continue to garner attention.

Jewellery Stocks in Focus

Here’s an extract…

Jewellery stocks experienced a significant surge on 9 February following the release of a joint statement by India and the US, detailing a framework for an Interim Trade Agreement (ITA).

Here are 3 jewellery stocks to watch amid a sharp rally in prices.

Read on…

http://www.eqtm.in/r7KXd
#EMViewsOnNews - Is Vodafone Idea a Turnaround Stock?

What does Dalal Street think about the prospects of Vodafone Idea? Find out...

Vodafone Idea Outlook

Here’s an extract…

Recently, the stock of Vodafone Idea has risen on the back of the company’s turnaround plan.

Dalal Street has gained confidence in the stock because of significant relief provided by the government to the company.

But does that make the stock a turnaround candidate?

This editorial aims to enable readers to come their own conclusions.

Read on….

http://www.eqtm.in/o9BWd
#EMTheFundStrategist - MFCentral: A Key Tool for Mutual Fund Investors This Tax Season

Understand how MF Central, a SEBI-mandated platform, helps mutual fund investors consolidate portfolios, track capital gains, and manage ELSS for FY26 tax season.

MFCentral Tool for Investors

Here’s an extract…

In February every year, the focus of most Indian investors shifts from chasing returns to getting their tax filings right.

Equities have witnessed increasing participation, deeper SIP penetration, and mutual fund portfolios are much more fragmented today than they were a decade ago.

In such an environment, tax reporting is no longer a simple year-end formality, but a very data-intensive exercise.

Read on…

http://www.eqtm.in/Nn87F