Equitymaster
14.6K subscribers
16.5K photos
6 videos
8 files
19.1K links
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
Download Telegram
#EMMarkets - Sensex Today Trades Flats | Nifty Above 25,700 | Infosys & Tech Mahindra Top Losers

Indian share markets are trading flat with Sensex trading 10 points lower, and Nifty is trading 6 points higher.

http://www.eqtm.in/Hc76T
#EMViewsOnNews: 3 AI Stocks Down Up to 46% from 52-Week Highs

Stocks incorporating AI are increasingly grabbing attention. Here are a few AI stocks that have fallen significantly from 52-week highs.

3 AI Stocks

Here’s an extract…

Broad sell-offs have been linked to developments in AI tools that could automate traditional IT services, triggering volatility across IT and tech-related stocks.

Here are a few AI stocks that have fallen significantly from 52-week highs, those which have a strong association with AI.

Read on…

http://www.eqtm.in/a7P4C
#EMTheLongView - Diversified or Disorganised? The Hidden Risk in Your Portfolio

Holding too many stocks, mutual funds, gold, and alternative investments without a clear asset allocation plan can weaken your portfolio. Learn how to avoid overdiversification risk with a smarter portfolio strategy.

Diversification vs Diworsification

Here’s an extract…

In the age of financial abundance, investors often end up owning 100+ stocks, 20 to 30 mutual funds, gold, silver, PMS, AIFs, and more, without a clear strategy.

Instead of reducing risk, this clutter weakens portfolios and dilutes returns.

A disciplined approach to asset allocation, limiting equity holdings to 20 to 30 stocks and mutual funds to 6 to 8, while allocating gold and fixed income thoughtfully, can bring clarity, control, and better long-term results.

Read on…

http://www.eqtm.in/Dm84X
1
#EMProfitHunter - Indian Technology Stocks Achieving Manufacturing Milestones

Technology set to define the next era of global manufacturing in India.

3D Printing as an Investment Theme

Here’s an extract…

3D printing represents a fundamental change in the DNA of Indian manufacturing.

It is a transition from being the world’s back office to becoming its high-tech workshop.

Read on…

http://www.eqtm.in/Hp87Z
3
A Potential Mega Wealth Creation Opportunity

India has already taken its first two leaps over the last few decades. Now, India is taking its third giant leap.

And as per our research, this leap could be even bigger than the first two in terms of scale.

Discover how to ride this mega wealth creation opportunity with our 3 actionable stock recommendations.

Get full details

http://www.eqtm.in/Pp6d7

Tap here for details
www.equitymaster.com
👍1
#EMViewsOnNews: 3 Undervalued PSU Banking Stocks to Watch

Here is a list of 3 undervalued banking stocks that you can add to your 2026 watchlist.

PSU Banking Stocks

Here’s an extract…

Public Sector Undertaking (PSU) banking stocks have witnessed a dramatic turnaround over the last three years.

Here are 3 undervalued PSU banking stocks to watch.

Read on…

http://www.eqtm.in/b7MJz
1
#EMViewsOnNews: Why Aurobindo Pharma Share Price is Falling

Shares of the company declined over 4% in intraday trade. Here’s what’s dragging the stock?

http://www.eqtm.in/Bn4g3
#EMViewsOnNews: Why Godfrey Phillips India Share Price is Rising

Godfrey Phillips India soars 20% today. Here’s what’s lifting sentiment in the stock.

http://www.eqtm.in/Bn4g3
#EMViewsOnNews: Why EaseMyTrip Share Price is Rising

The stock has surged 57% in three days. Here’s what triggered the move.

EaseMyTrip Stock Rises

Indian equities are trading with a mild negative bias today. The Nifty is hovering around 25,684, down 0.14%, indicating cautious sentiment across the broader market.

Yet not all stocks are moving in line with the index.

EaseMyTrip has bucked the trend. The stock is trading at Rs 10.15, up nearly 7% intraday, drawing renewed attention from investors.

Although it remains below its 52-week high of Rs 14.02, the sharp move suggests fresh buying interest.

What is driving this rally?

Read on…

http://www.eqtm.in/Er4f3
#EMMarkets - Sensex Today Ends 283 Points Higher | Nifty Above 25,800 | Godfrey Phillips India Up 20%

The BSE Sensex ends at 283 points higher, while Nifty ended 94 points higher, up at 25,725.

http://www.eqtm.in/i5T2G
#EMViewsOnNews - Why Netweb Technologies India Share Price is Rising

Netweb Technologies India shares surge 11% today. Here’s what is driving the rally.

http://www.eqtm.in/z8GQq
1
#EMTheFundStrategist - SEBI Approves ASK Asset & Wealth Management’s Entry: A Turning Point for MF Industry?

SEBI has approved ASK Asset & Wealth Management’s entry into the mutual fund business. Here’s why this matters, how it changes competition, and what investors should watch.

ASK Mutual Fund to Launch

Here’s an extract…

The Securities and Exchange Board of India (SEBI) has given its approval to ASK Asset & Wealth Management to start its mutual fund operations.

This approval will give ASK the ability to create and manage mutual fund schemes for retail investors.

Read on…

http://www.eqtm.in/x6LKy
2
#EMViewsOnNews - 4 Aerospace and Defence Stocks to Watch Amid India-France Strategic Push

As the India-France strategic cooperation gains momentum, here are four aerospace and defence stocks to watch.

Aerospace and Defence Stocks

Here’s an extract…

India and France are set to further elevate their strategic partnership during French President Emmanuel Macron’s visit to India.

With several agreements expected to be signed during the visit, here are aerospace and defence stocks in India to add to your watchlist.

Read on…

http://www.eqtm.in/Af29K
1
#EMMarkets - Infosys Drives Growth Through AI Strategy | Power Mech Receives Major Adani Order | Top Buzzing Stocks Today

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

http://www.eqtm.in/e2LWn
1
#EMMarkets - Sensex Today Trades Higher | Nifty Above 25,850 | Infosys & TCS Top Gainers

Indian share markets are trading higher with Sensex trading 149 points higher, and Nifty is trading 52 points higher.

http://www.eqtm.in/Jq7s9
#EMViewsOnNews: Is the Nifty Facing a Crash Risk Amid the Iran-US Tensions?

Should you be worried of a crash in the stock market? Find out…

How to Invest Now

Here’s an extract…

Investors and traders are worried about the possibility of a war breaking out between the US and Iran.

Due to the large US military buildup in the region, the market has to factor in the possibility of war…and its consequences.

Read on…

http://www.eqtm.in/Er4f3
1
#EMViewsOnNews: Is TCS Stock Headed Towards Rs 2,000?

The stock of TCS recently hit a 52-week low. Investors at the moment are confused where the stock is headed. The editorial gives you some pointers.

TCS Outlook

Here’s an extract…

Following a steep decline in the stock price, the question arises: Is there further downside potential for TCS?

Here are some factors to consider in evaluating whether the stock might recover or continue to drop.

Read on…

http://www.eqtm.in/Rr26G
#EMProfitHunter - 3 Container Stocks for Your Long Term Watchlist

India's container economy is set for a long-term boom. There are the stocks to watch...

Indian Container Stocks

Here's an extract...

For decades, East Asian neighbours like China and South Korea aggressively integrated robotic automation and technology-driven logistics into their ports.

But Indian terminals remained stagnant. Manual labour dependencies and shallow drafts kept away world's largest ultra-large container vessels.

However, the Union Budget 2026-27 has signalled a decisive shift.

The latest Budget classified the container economy not just as a support function, but as the primary engine for the India's 2047 vision.

Read on...

http://www.eqtm.in/w9G6Q
1
#EMMarkets - Sensex Today Tanks 1,236 Points Lower | Nifty Below 25,500 | 5 Reasons Why Indian Share Markets Are Falling

The BSE Sensex ends at 1,236 points higher, while Nifty ended 365 points higher, up at 25,454.

http://www.eqtm.in/e2LWn
#EMViewsOnNews: Why Brainbees Solutions' Share Price is Falling

Brainbees Solutions shares are down 21% in the past five trading sessions. Let’s look at what caused the fall.

http://www.eqtm.in/Rr26G
#EMViewsOnNews - Is the Trent Stock Headed Towards Rs 3,000?

The stock of Trent has been declining rapidly over the last few months. This editorial gives you some pointers on where the stock could be headed.

Trent Outlook

Here’s an extract…

Since mid-August 2025, the stock of Trent has experienced a significant fall from its 52-week highs.

The stock has lost nearly 26% in the last six months.

After a significant decline, the question becomes whether the stock has more room to fall.

Read on…

http://www.eqtm.in/g6CRk