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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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#EMViewsOnNews - 3 Defence Stocks to Watch as India Pushes Next-Gen Military Technologies

Here are 3 defence stocks to watch as the government pushes ahead with sophisticated defence technologies.

Defence Stocks to Watch

Here’s an extract…

Prime Minister Narendra Modi’s Independence Day address has put next-generation defence technology firmly at the centre of India’s strategic ambitions.

Here are three stocks that you can now watch from the defence space.

Read on…

http://www.eqtm.in/Pz9s3
#EMMarkets - Sensex Today Ends 281 Points Lower | Nifty Below 24,300 | NMDC Steel Down 6%

The BSE Sensex ends 281 points higher, while Nifty ended 78 points lower, down at 24,287.

http://www.eqtm.in/Nn75Y
#EMViewsOnNews: PM Modi’s Big Semiconductor Push: 4 Stocks to Watch

Semiconductor stocks to watch after PM Modi’s Independence Day speech as India expands chip ecosystem.

4 Semiconductor Stocks

Here’s an extract…

PM Modi used his Independence Day speech from the Red Fort to push India's self-reliance agenda, urging the country's youth to embrace new technologies like AI to be part of what's coming next.

As part of the government's broader self-reliance push, Modi said India could see another 5-8 semiconductor plants become operational over the next 7-8 years.

Read on…

http://www.eqtm.in/Bw37M
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#EMViewsOnNews - Top 5 Nuclear Power Stocks in India to Add to Your Watchlist

New rules issued last week finally spell out how private companies can build nuclear plants in India. Here are the top five names that sit closest to the opportunity.

Nuclear Power Stocks

Here’s an extract…

On Friday, 14 August 2026, the Department of Atomic Energy published a set of draft rules around nuclear energy.

The rules set out how a private company can go about building a nuclear power plant in India.

Keeping that in mind, let’s look at the top 5 nuclear power companies in India that are sitting closest to this opportunity.

Read on…

http://www.eqtm.in/t8MZp
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How Tata Motors, Eicher & Trent Became Multibaggers

What makes Tata Motors, Eicher Motors and Trent look completely different at different points in their journeys? And what can their journeys teach you about valuation?

Click for More...

https://youtu.be/s9m_kcJhV4U
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#EMMarkets - Cochin Shipyard Q1 Results | Sun TV Q1 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/e7BWi
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#EMMarkets - Sensex Today Trades Lower | Nifty Below 24,250 | Infosys & Bharti Airtel Top Losers

Indian share markets are trading lower with Sensex trading 226 points lower, and Nifty is trading 43 points lower.

http://www.eqtm.in/Zg39M
#EMViewsOnNews: Pros and Cons of Investing in HAL

Should you be interested in the stock of HAL? Read on…

HAL Stock: What Next?


Here’s an extract…

HAL has been in the news in the Indian stock market due to the stock’s rise over the last few months.

In this editorial, we will consider the pros and cons of HAL as a potential investment.

Read on…

http://www.eqtm.in/Xc37M
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#EMViewsOnNews: TD Power Stock Split: A Sweet Deal or Stock Market Trap?

The board of TD Power Systems has declared a stock split of shares. Are the shares attractive for investors now?

TD Power Stock Split

Here’s an extract…

A company that has announced a stock split is TD Power Systems.

Here's all you need to know about the stock split.

Read on…

http://www.eqtm.in/Wk6a5
Last Day: Independence Day Offer

For People who Invest a Lot of Money in Stocks

Get instant access to stock recommendations from our 4 premium research services.

Get full details

http://www.eqtm.in/Mp4f8

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#EMProfitHunter - 3 Best Midcap Mutual Funds with Long Term Growth Potential

These three midcap schemes have beaten the Nifty Midcap 150 TRI on every rolling period measured. Take a look.

Midcap Fund Comparison

Here’s an extract…

Midcap funds are where a lot of Indian portfolios have made their money over the past five years.

But the segment has more than 20+ funds and picking the right one matters more than ever.

Read on…

http://www.eqtm.in/e9ZMo
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#EMMarkets - Sensex Today Ends 493 Points Lower | Nifty Below 24,200 | Nelco Down 13%

The BSE Sensex ends 493 points lower, while Nifty ended 132 points lower, down at 24,154.

http://www.eqtm.in/Jk26Y
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#EMViewsOnNews: Milky Mist Dairy Food vs Parag Milk: Which Dairy Stock is Better?

Here is a comparison between Milky Mist Dairy Food and Parag Milk.

Milky Mist Food vs Parag Milk Foods

Here’s an extract…

India’s dairy business is poised for strong growth, supported by rising incomes, urbanisation, increasing protein consumption, and a shift towards branded, packaged dairy products.

Two companies well positioned to capture market share are Milky Mist Dairy Food and Parag Milk.

Read on…

http://www.eqtm.in/Nx45L
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#EMViewsOnNews: Why Groww Share Price is Falling

Groww shares slipped 2% today. Here's what is putting pressure on the stock.

http://www.eqtm.in/Ln57K
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#EMViewsOnNews: 3 Fundamentally Strong Copper Stocks in India

Here is a list of fundamentally strong copper stocks in India that you can watch.

Copper Stocks to Watch

Here’s an extract…

India’s copper outlook is strong over the next decade, supported by rapid electrification, renewable-energy expansion, EV adoption, power-grid modernisation, and rising infrastructure spending.

Domestic supply remains constrained, creating opportunities for companies expanding mining, refining and downstream capacity.

Here are 3 fundamentally strong copper stocks to watch.

Read on…

http://www.eqtm.in/Ww6a3
#EMViewsOnNews: Why Tube Investments of India Share Price is Rising

Tube Investments of India shares are in focus today as they are up 8%. Here’s what’s driving the momentum.

http://www.eqtm.in/n2X5K
#EMViewsOnNews: 5 Precision Engineering Stocks with Strong Order Books as of June 2026

From aerospace and defence to nuclear and advanced manufacturing, these 5 precision engineering stocks have built order books that could fuel growth for years to come.

Precision Engineering Stocks to Watch

Here’s an extract…

India’s precision engineering opportunity is increasingly being supported by strong structural demand from aerospace, defence, nuclear, and advanced manufacturing.

The five companies discussed here have built large order books that provide meaningful revenue visibility, with some carrying orders multiple times their annual sales.

Read on…

http://www.eqtm.in/Kf49Z
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#EMMarkets - Greaves Cotton Acquires Remaining Stake in Excel Controlinkage | Lenskart Incorporates New Step-Down Subsidiary in China | Top Buzzing Stocks Today

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

http://www.eqtm.in/Bj87S
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#EMTheLongView – Gold is Rising. Oil is Surging. One of Them Could Hurt Your Portfolio

Gold is rising as investors seek safety, while higher oil prices could fuel inflation and hurt Indian equities. Here’s how investors can respond with smarter asset allocation.

Gold, Oil and Your Portfolio

Here’s an extract…

Gold and oil are both rising, but they carry very different implications for investors.
Gold can act as a portfolio diversifier during periods of uncertainty, while sustained higher crude prices can fuel inflation, pressure the rupee and hurt corporate earnings.

For Indian investors, the answer is not to chase gold or exit equities, but to build a well-diversified portfolio that can withstand different market outcomes.

Read on…

http://www.eqtm.in/Ti95W
#EMViewsOnNews: 5 Largecap Companies That Reported Over 100% Growth in Profit

These 5 largecap companies reported over 100% growth in net profit in the June 2026 quarter.

http://www.eqtm.in/g8CLs
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