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
#EMViewsOnNews - TCS Vs HCL Tech: Which Stock Will Dominate the Next Decade?

Here's a deep dive into which IT major is better positioned to lead the next decade.

http://www.eqtm.in/Jq2p9
1
#EMTheFundStrategist - SEBI's New Gold & Silver Valuation Framework: What it Really Means

Discover how the shift from LBMA benchmark pricing to Indian exchange-based spot prices will impact Gold and Silver ETF valuation, tracking and transparency for mutual fund investors.

Gold and Silver Valuation

Here’s an extract...

SEBI issued a regulatory circular changing the way physical gold and silver held by mutual fund schemes will be valued.

While at first glance this appears to be a technical accounting modification, the shift is actually structural in nature.

Read on...

http://www.eqtm.in/b9Q7Y
1
#EMViewsOnNews - Is Polycab Stock Overvalued or Dirt Cheap? The Answer Might Blow Your Mind

The stock of Polycab has been rising sharply over the last few months. We look at whether the stock is overvalued.

Polycab India Outlook

Here’s an extract…

The stock of Polycab India has delivered impressive returns over the past year.

From trading at Rs 4,557.45 on 28 February 2025, it has now climbed to Rs 8,610 as of 27 February 2026, a robust 88% gain.

Read on…

http://www.eqtm.in/o7K2R
1
#EMViewsOnNews - Is it Too Late to Add Hindustan Copper to Your Watchlist?

Should Hindustan Copper be on your watchlist and can you add it now? Read on…

Hindustan Copper Stock Price

Here’s an extract…

Over the last five months, Hindustan Copper has captured investors’ attention on Dalal Street.

From levels of Rs 230 in September 2025, the stock price soared to an all-time high of Rs 760 in late January 2026.

Since then, the stock has fallen sharply to Rs 550. Correction of around 27% in a little over 2 weeks.

Read on…

http://www.eqtm.in/g3X6T
3
#EMMarkets - NBCC India Bags Large Redevelopment Order | Brigade Unveils Stellaris Project in Chennai | Top Buzzing Stocks Today

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

http://www.eqtm.in/c6K3S
1
#EMMarkets - Sensex Today Trades Lower | Nifty Below 25,000 | Maruti Suzuki & Adani Ports Top Losers

Indian share markets are trading lower with Sensex trading 790 points lower, and Nifty is trading 224 points lower.

http://www.eqtm.in/Yn57T
#EMTheFundStrategist - Top Smallcap Funds Down up to 20%

Top small-cap mutual funds have declined up to 20% amid the recent market correction. Read on…

Smallcap Mutual Fund Correction

Here’s an extract…

Nifty Small-cap 100 delivered a negative return of 11.9% in the last one year.

Five small-cap mutual funds have also declined by up to 20%.

Read on…

http://www.eqtm.in/n5W9K
#EMViewsOnNews: National Monetisation Pipeline 2.0: 5 Stocks from 5 Sectors to Watch Till FY30

As India advances its National Monetisation Pipeline 2.0 plan through FY30, we examine five key sectors and the stocks linked to the asset monetisation strategy.

National Monetisation Pipeline 2.0

Here’s an extract...

With a Rs 16,720 billion asset monetisation target through FY30, NMP 2.0 aims to recycle capital from operational infrastructure into new projects.

In this editorial, we examine five key sectors under the plan and outline companies operating in areas linked to India’s infrastructure expansion strategy.

Read on…

http://www.eqtm.in/Qk62H
1
#EMViewsOnNews - US-Israel-Iran War: 5 Stocks Across Sectors to Watch as Geopolitical Risks Rise

From defence to gold, stocks watch amid global tensions.

http://www.eqtm.in/Xa32W
2
#EMProfitHunter - The UPL Demerger: Value Unlocking or Just Value Dilution?

Will the demerger and eventual listing be the magic pill that finally fixes the group's balance sheet?

UPL Demerger

Here’s an extract…

Late last month, UPL dropped a heavy report on its website outlining an ambitious restructuring plan.

Here’s our view.

Read on…

http://www.eqtm.in/Pt9s6
1
#EMViewsOnNews: Why L&T Share Price is Falling

L&T shares have seen a 6% slide in today’s trading session. Let’s explore what’s behind it.

http://www.eqtm.in/b3T7Y
1
#EMViewsOnNews: Brent Crude Price Jumps: 3 Stocks to Watch

Brent crude prices have surged recently, especially after military strikes and retaliation around Iran. Here are 3 stocks to watch as brent crude price jumps.

Crude Oil Rise Impact

Here’s an extract…

Brent Crude jumped almost 8% from the previous session to around US$ 79 a barrel, reflecting investor fear of supply disruption.

Here are three stocks to watch following a surge in brent crude.

Read on…

http://www.eqtm.in/b2JKi
2
#EMViewsOnNews: 4 Export-Oriented Stocks with Middle East Exposure to Watch Amid US-Iran Conflict

With rising tensions in the Middle East, investors are tracking Indian companies that have business exposure to the region. We review four such stocks and their financial position.

4 Indian Stocks with Middle East Exposure

Here’s an extract...

When geopolitical tensions rise, some sectors and stocks feel the impact faster than others.

In this editorial, we cover four Indian companies with exposure to Middle Eastern markets and examine their business fundamentals.

Read on…

http://www.eqtm.in/Kt5r3
#EMViewsOnNews: InterGlobe Aviation Ltd Share Price is Falling

Rising crude prices and flight disruptions drag the airline stock lower.

Indigo Stock Falls

Here’s an extract…

Indigo, saw a steep decline in stock prices after rising oil prices and flight operations were disrupted by West Asian tensions.

Here are the key reasons behind the recent decline.

Read on…

http://www.eqtm.in/z2RYg
#EMViewsOnNews: Why Paras Defence and Space Technologies’ Share Price is Rising?

Paras Defence and Space Technologies jumps 6% in a day. Here’s the story behind the rally.

http://www.eqtm.in/Wg2w9
1
#EMMarkets - Sensex Today Tanks 1,048 Points | Nifty Below 24,900 | 5 Reasons Why Indian Share Markets Are Falling

The BSE Sensex ends at 1,048 points lower, while Nifty ended 312 points lower, up at 24,865.

http://www.eqtm.in/j5H3P
Metals Are Back? 3 Funds You Should Know

In this video, we explain why industrial metals like copper, aluminium, zinc and iron ore are returning to investment discussions.

Click for More...

https://youtu.be/sXtopE43WUI
#EMViewsOnNews - War Tensions Lift Gold and Silver: How Far Can Prices Climb in 2026?

What is the outlook for the price of gold in times of war? Find out…

Gold Price Outlook Amid a War

Here’s an extract…

Could the gold price momentum sustain in 2026 and beyond?

Or will the price fall?

Find out is this editorial.

Read on…

http://www.eqtm.in/Di5n8
#EMViewsOnNews - Is TD Power the Next Millionaire-Making Stock?

TD Power targets rising data center demand, supporting order growth and earnings visibility ahead.

TD Power Outlook

Here’s an extract…

In 2026, global hyperscalers have accelerated AI infrastructure spending to levels rarely seen before.

It is expected to drive demand across allied sectors, including power backup systems, gas and diesel generator sets, data center cooling solutions, and UPS systems.

This is where generator manufacturers such as TD Power Systems enter the picture.

Read on…

http://www.eqtm.in/a3Y5R
#EMTheFundStrategist - Mutual Funds vs SIFs: Which Suits Your Portfolio?

While Mutual Funds and SIFs may seem identical, they differ meaningfully in structure, risk profile, accessibility and strategy.

MF vs SIF

Here’s an extract…

Over the past decade, mutual funds have cemented their strong grip among retail investors. It has now emerged as a first choice for investors aiming to create long-term wealth.

But in recent months a new development has caught the fancy of investors – Specialised Investment Funds (SIFs).

Read on…

http://www.eqtm.in/w7L5E
#EMProfitHunter - This is Why You Should Have 3D Printing Stocks on Your Watchlist

Indian tech companies are achieving milestones. Some can become wealth creators.

3D Printing Companies in India

Here's an extract...

India's 3D printing market is currently on an explosive trajectory. It is estimated to be worth approximately US$ 850 m in 2026 and projected to reach a US$ 4.3 bn by 2033.

A recent policy initiative, National Strategy for Additive Manufacturing, which aims to position India as a global hub for the technology, is the catalyst.

Read on...

http://www.eqtm.in/Si5b9
3👍1