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 - Maruti Suzuki Posts Strong Sales Growth | Tata Motors Records Strong Commercial Vehicle Growth | Top Buzzing Stocks Today

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

http://www.eqtm.in/Wq92L
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#EMMarkets - Sensex Today Trades Lower | Nifty Below 24,350 | Tata Steel & Adani Ports Top Losers

Indian share markets are trading lower with Sensex trading 1,720 points lower, and Nifty is trading 532 points lower.

http://www.eqtm.in/Dq6y4
#EMViewsOnNews: Is BEL Stock Headed Towards Rs 850?

The stock of BEL has been rising sharply over the last few days. Let’s look at some factors that could determine the stock price in the near term.

BEL Stock Outlook

Here’s an extract…

The stock of BEL has shown remarkable growth, even in a declining market.

Here’s an insight into the company’s future prospects and the potential direction of its stock price.

Read on…

http://www.eqtm.in/Sy3o9
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#EMTheLongView - How Much Money Should You Allocate to Small-cap and Mid-cap Funds in Your Portfolio

Right allocation to mid-cap and small-cap funds: What should investors consider?

Midcaps and Smallcaps in your Portfolio

Here’s an extract…

There were stretches when mid and small-cap indices delivered returns far ahead of large caps, creating enormous wealth for those who stayed invested.

There were also periods, such as 2018 and 2022, when corrections were sharp, liquidity dried up, and smaller companies corrected far more than headline indices suggested.

This editorial discusses the allocation of funds to smallcaps and midcaps in an investment portfolio.

Read on…

http://www.eqtm.in/Sp57Y
#EMProfitHunter - Beyond the AI Scare: The Contrarian Case for India

Deep value opportunities often emerge when the market fails to distinguish between vulnerable legacy and innovative firms.

Beyond the AI Scare: The Contrarian Case for India

Here’s an extract…

By focusing on businesses with robust cash flows and low debt, investors can capitalize on the irrational ‘Sell India’ sentiment.

Ultimately, the short-term volatility serves as a clearing mechanism, allowing patient investors to build positions in resilient companies.

Read on…

http://www.eqtm.in/x7QYq
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Small Cap Stocks With The Potential To Become Future Giants

Our small cap analyst has identified three companies that every serious small cap investor following our research should know about.

Get this report before stocks run up (time sensitive opportunity)

Top 3 Small Caps for 2026

Click here for details

http://www.eqtm.in/Yy84K

Tap here for details
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Defence Stocks: India's Super Sector #1

Tanushree believes that some big masterstrokes from the Modi government completely revolutionised India's defence capabilities.

And it also created one of the biggest investing opportunities for investors in India.

But the defence industry is not the only 'Super Sector' in India.

And this is why she wants to share her full research on Super Sector Stocks...

Discover how to spot and ride the biggest waves in the Indian stock market now.

Read Full Research on Super Sector Stocks

http://www.eqtm.in/Tx6s5

Tap here for details
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#EMViewsOnNews - Why Zen Technologies Share Price is Rising

Zen Technologies surges 5% intraday. Here’s why…

Zen Technologies Stock Rises


Here’s an extract…

In contrast to the falling market, Zen Technologies is outperforming.

At the time of writing, stock hit an intraday high of Rs 1,420 which is 5.55% up from its previous close of Rs 1,345.4.

Read on…

http://www.eqtm.in/Ex8b4
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#EMViewsOnNews - Missiles, Jets, and Now Drones: 3 Stocks Riding the Defence Shift

Defence stocks are in the limelight once again, due to geo-political tensions. Here are a few missiles, jets, and drone stocks to watch.

Defence Stocks to Watch

Here’s an extract…

The conflict in the Middle East involving US Israeli and Iran, have spooked market sentiment and driven investors into perceived safe-haven and strategic sectors.

Stocks of defence companies involved in fighter jet, missile, and drone production are in the limelight. Here are three such defence stocks you can add to your watchlist.

Read on…

http://www.eqtm.in/Lx43N
#EMMarkets - Sensex Today Tanks 1,122 Points | Nifty Below 24,500 | 6 Reasons Why Indian Share Markets Are Falling

The BSE Sensex ends at 1,122 points lower, while Nifty ended 385 points lower, down at 24,480.

http://www.eqtm.in/Dd7y4
#EMTheFundStrategist - Using a Mutual Fund Screener? Don't Miss These 7 Important Filters

Learn how to use a mutual fund screener effectively in 2026. Discover 7 important filters that can help investors identify quality mutual funds during volatile market conditions.

Mutual Fund Screener: Important Filters

Here’s an extract…

At a time when market narratives change quickly, relying on headlines or short-term returns could lead to poor investment decisions.

This is where a mutual fund screener becomes a powerful tool.

If you are using a mutual fund screener to shortlist funds, here are seven important filters every investor should consider in 2026.

Read on…

http://www.eqtm.in/Wo9s5
#EMViewsOnNews - Why Tata Steel Stock Crashed Today

The risk-off environment hit metal stocks hard, pushing Tata Steel among the biggest losers of the day.

Tata Steel Stock Falls

Here’s an extract…

Amid the broad sell-off, Tata Steel emerged as one of the top losers, with the stock falling nearly 6% during trade.

So, what is driving the decline in Tata Steel shares?

Read on…

http://www.eqtm.in/Hy6k2
#EMViewsOnNews - 12 Indian Defence Stocks to Watch Amid the War in the Middle East

Which defence stocks should you be tracking? Read on…

Track These Defence Stocks

Here’s an extract…

India's defence allocation has risen consistently. The FY27 budget of Rs 7.85 trillion (lakh crore) is a 15.19% increase over FY26 and follows a 9.5% annual increase in the prior year.

The significance is not in the headline number but in the policy architecture around it. 75% percent of capital procurement in FY27 is reserved exclusively for Indian manufacturers.

This creates a multi-year revenue visibility for qualified domestic suppliers across electronics, missiles, aerospace, naval shipbuilding, and precision manufacturing.

Read on…

http://www.eqtm.in/n5D2T
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#EMViewsOnNews: 3 Drone Exporting Stocks for 2026 and Beyond

The best opportunities exist in uncertain times, and these 3 companies make a compelling story in the drone exporting ecosystem.

Drone Exporting Stocks

Here’s an extract…

In the recent few years, our country’s defense capabilities have been touted as the best in class, and we have built a notable presence in the drone market.

Countries are actively looking for sourcing drone and counter-drones from India and build a sustainable long-term partnership.

Read on…

http://www.eqtm.in/Dk57Y
#EMViewsOnNews - Why Did Gold and Silver Fall Suddenly?

Here’s why gold and silver prices fell before recovering.

Gold and Silver Price Fell. Here’s Why…

Here’s an extract…

After a huge rally due to the war in the Middle East, the prices of gold and silver fell unexpectedly at the start of the week before recovering a little.

So what happened here?

Is there nervousness among the precious metal bulls?

Read on…

http://www.eqtm.in/i6D7X
#EMMarkets - Paras Defence Announces Green Optics MoU | Defence Ministry Approves Major Procurement Contracts | Top Buzzing Stocks Today

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

http://www.eqtm.in/t9F7G
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#EMMarkets - Sensex Today Trades Higher | Nifty Above 24,550 | Bajaj Finance & Adani Ports Top Gainer

Indian share markets are trading higher with Sensex trading 313 points higher, and Nifty is trading 87 points higher.

http://www.eqtm.in/Ke84W
#EMViewsOnNews: 4 Penny Stocks that Crashed up to 55% in 2026

Steep declines highlight the risks of chasing momentum in highly volatile penny stocks.

Falling Penny Stocks

Here’s an extract…

Penny stocks rarely move quietly. They surge on hope and fall just as quickly on doubt.

In 2026, several counters priced below Rs 50 witnessed sharp drawdowns of up to 55%, erasing months of gains in a matter of weeks.

In this editorial, we examine four penny stocks that have corrected sharply by up to 55% in 2026.

Read on…

http://www.eqtm.in/Jw2z3
#EMViewsOnNews: 5 Growth Stocks with High Dividend Yield to Add to Your Watchlist

These companies combine steady earnings growth with attractive dividend yields, offering investors the rare balance of income and long-term capital appreciation potential.

http://www.eqtm.in/w7MHi
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#EMViewsOnNews: Why NALCO Share Price is Rising

NALCO jumps over 6% in trade today. Here’s what’s fuelling the rally.

http://www.eqtm.in/o7DLa
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#EMViewsOnNews: 3 Undervalued Sugar Stocks to Watch

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

Undervalued Sugar Stocks

Here’s an extract…

Several sugar stocks have fallen recently in line with the broader markets.

Here are 3 sugar stocks that are undervalued.

Read on…

http://www.eqtm.in/o6FCd