#EMTheFundStrategist - IDFC First Bank Correction: Mutual Funds Most Exposed to the Stock

Find out which mutual funds hold highest exposure to IDFC First Bank shares

Mutual Funds Exposed to IDFC First Bank

Here’s an extract…

IDFC First Bank, one of India’s fastest growing banks, recently disclosed fraudulent transactions worth Rs 590 crore linked to Haryana government accounts.

After the fraud came to light, IDFC First Bank shares hit 20% lower circuit on exchanges.

Mutual funds carrying exposure to the bank are likely to witness near-term volatility in their NAVs.

Read on…

http://www.eqtm.in/s3DLm

Indian Stock Markets (Special Note from Richa)

What are you thinking about the markets right now?

If you've been following the daily news and stock price movements, you're probably missing the larger picture.

When markets feel uncertain, the most powerful signal is promoter behavior.

That's exactly why we urge you to pause and go through the full transcript of Richa's latest research: Promoter Wealth Signal before you act.

Promoters know their businesses better than anyone. Tracking their actions can offer critical clues...especially when fear and uncertainty clouds judgment.

This is not the time for impulsive decisions.

It is the time to observe, analyze, and follow the right signal.

Please read this latest research now, before making any investing moves.

http://www.eqtm.in/Yk8z9

Tap here for details
www.equitymaster.com

#EMViewsOnNews - Why Eternal Shares Got Crushed Today

Eternal’s Shares fell over 4% in intraday trade. Here’s why the stock is falling

http://www.eqtm.in/q7A8T

#EMViewsOnNews: Why Dee Development Engineers’ Share Price is Rising

Dee Development Engineers rallies 6% today. Here’s what’s boosting confidence in the stock.

http://www.eqtm.in/p9X5B

#EMViewsOnNews - Top 3 Undervalued Stocks with High ROE

Here are a list of 3 undervalued stocks with high ROE.

Top 3 Undervalued Stocks with High ROE

Here’s an extract…

Combining high ROE with low valuations is a powerful value-investing strategy, especially in a market where select sectors appear stretched.

In this editorial, we highlight three stocks with ROE of around 20% or more and P/E close to 10, offering a blend of quality and value.

Read on…

http://www.eqtm.in/a3XAi

#EMMarkets - Sensex Today Tanks 1,068 Points | Nifty Below 25,450 | 5 Reason Why Indian Share Markets Are Falling

The BSE Sensex ends at 1068 points lower, while Nifty ended 288 points lower, down at 25,424.

http://www.eqtm.in/p5HFq

#EMViewsOnNews - Is Indian IT in Crisis Due to the AI Threat?

Is the Indian IT sector under threat due to AI? Find out…

Indian IT in Crisis?

Here’s an extract…

Indian IT has survived visa restrictions currency swings, and global recessions before and came back stronger each time.

But those were external problems. What is happening now is different because the disruption is sitting inside the delivery model itself, inside how the actual work gets done every single day.

Is this a big challenge for Indian IT?

Read on…

http://www.eqtm.in/Sb65D

#EMViewsOnNews - Why HCL Tech Shares Got Hammered Today

After dropping over 20% in one month, HCL Tech was down 5% today. What’s driving the fall?

HCL Technologies Stock

Here’s an extract…

Amid a weak market opening, HCL Technologies has come under pressure, with its stock tumbling over 5% in trade.

In the past month, the stock has declined nearly 22%, now trading at Rs 1,343, which is 25% below its 52-week high.

In this editorial, we explore the key reasons behind this sharp decline

Read on…

http://www.eqtm.in/Hm6q9

#EMViewsOnNews - Why Bharti Airtel Share Price is Falling

Bharti Airtel shares are down 2.6% today. Let’s look at what caused the fall.

http://www.eqtm.in/Yj2z5

#EMMarkets - Hindustan Zinc Partners to Expand Manufacturing | BCSSL Expands Clean Energy via Acquisition | Top Buzzing Stocks Today

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

http://www.eqtm.in/c2HKx

#EMMarkets - Sensex Today Trades Higher | Nifty Above 25,550 | Schaeffler India Jumps 6%

Indian share markets are trading higher with Sensex trading 494 points higher, and Nifty is trading 148 points higher.

http://www.eqtm.in/Rc9t2

#EMTheLongView - Tariff Turbulence Ends: Should You Add More Equity Now?

After the US Supreme Court struck down key Trump-era tariffs, global trade uncertainty has eased. Here's how the ruling could impact Indian equities, gold allocation, and your overall portfolio strategy.

Time to Increase Equity Allocation?

The US Supreme Court’s decision to block Trump-era tariffs reduces global trade uncertainty and may support export-oriented sectors and overall risk sentiment.

For investors, the opportunity lies not in aggressive bets but in disciplined portfolio positioning, maintaining strong equity exposure while retaining gold as insurance against future shocks.

Read on…

http://www.eqtm.in/k7BDa

#EMViewsOnNews - Top 4 Stocks with Order Book Surpassing Their Market Caps

Looking for companies with strong order books? Here are 4 stocks with order books bigger than market caps.

Top 4 Stocks with Order Books Surpassing Market Caps

Here’s an extract…

A company’s order book often reveals future revenue visibility better than short-term price moves. When confirmed orders exceed a company’s market capitalisation, it signals strong demand and execution capability.

In this editorial, we spotlight four companies with ROE and ROCE above 12% and debt-to-equity below 1x, reflecting both scale and financial strength.

Read on…

http://www.eqtm.in/s6EXb

#EMProfitHunter - Power or Rare Earths? Stocks Defining India’s Decade

NTPC and Coal India have entered 2026 with a shared realisation that their traditional identities must evolve.

Coal India vs NTPC

Here’s an extract…

As the country's largest power generator, NTPC is moving toward a hybrid model.

Its growth plan is a massive pivot toward green energy, with a target of reaching 60 GW of renewable capacity by 2032.

Coal India, by contrast, is a commodity play.

Its growth is tied strictly to the volume of coal excavated rather than the evolving sophistication of how that energy is consumed.

Read on…

http://www.eqtm.in/Em5j3

#EMViewsOnNews - Why Solar Panel Stocks Crashed Today

Shares of solar panel companies dropped as much as 10% during today’s session. What’s dragging them?

http://www.eqtm.in/Tw9n6

#EMViewsOnNews - 3 Largecap Stocks with Strong EBITDA Growth

Here is a list of stocks that demonstrated significant EBITDA growth in Q3 FY26.

Fast Growing Largecaps

Here’s an extract…

Here are a few stocks from the largecap space which reported strong Earnings Before Interest, Taxes, Depreciation and Amortisation (EBITDA) growth in Q3 FY26.

Read on…

http://www.eqtm.in/z6C4P

#EMMarkets - Sensex Today Ends Flat | Nifty Above 25,450 | Aditya Infotech Up 7%

The BSE Sensex ends at 50 points higher, while Nifty ended 57 points higher, up at 25,482.

http://www.eqtm.in/Rk6n5

#EMViewsOnNews: Why Vedanta Share Price is Rising

The Vedanta stock has jumped 4% in trade today. Here’s a big reason for the rally.

http://www.eqtm.in/k9D2M

#EMTheFundStrategist - ETF vs Mutual Fund: Which is better?

Understand cost, liquidity, taxation, and suitability before choosing between ETFs and mutual funds.

ETFs vs Mutual Funds

Here’s an extract…

This editorial compares ETFs and mutual funds to help determine which investment vehicle may be more suitable under different circumstances.

Read on…

http://www.eqtm.in/c2CDw

#EMViewsOnNews - Why Aditya Infotech Shares Are Gaining Ground

Aditya Infotech shares rally 7% today. Here’s what’s boosting investor confidence.

http://www.eqtm.in/Bn4k9

#EMViewsOnNews - Why IRFC Shares Got Hammered Today

IRFC's share price has declined. Here's why...

IRFC Stock Falls

Here’s an extract…

The shares of IRFC have declined today.

What’s driving down the stock?

Get the details here.

Read on…

http://www.eqtm.in/r6STm