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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: Defence Stocks on a Losing Streak: 5 Stocks Down Up to 43% from Their 52-Week Highs

Defence stocks have fallen for four straight sessions. Here are 5 defence stocks down up to 43% from their 52-week highs.

http://www.eqtm.in/e9Y2H
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The Law That TAMED India’s Market

Free India didn’t just regulate its market - it distrusted it, hard.

Click for More...

https://youtu.be/WopLYvKIAjg
#EMViewsOnNews: 4 AI Stocks to Watch Amid the Latest AI Concern

One essay knocked 610 points off the Sensex. These four Indian stocks sit at the center of it.

AI Stocks in Focus

Here’s an extract…

Dario Amodei, who runs the artificial intelligence (AI) company Anthropic wrote an essay on AI.

On Monday, Nasdaq futures fell 1.8% in response.

Then Indian markets opened on Tuesday and something odd happened.

Read on...

http://www.eqtm.in/Ts24W
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#EMMarkets - Hero Motors IPO Opens Today | Rupee Sees Sharpest Single-Day Drop| Top Buzzing Stocks Today

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

http://www.eqtm.in/g6M7R
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#EMMarkets - Sensex Today Trades 195 Points Higher | Nifty Above 23,150 | HCL Tech & Bharat Elec Top Gainers

Indian share markets are trading higher with Sensex trading 195 points higher, and Nifty is trading 71 points higher.

http://www.eqtm.in/j2TWs
#EMProfitHunter - India’s Finest Bluechip Stocks: Profit Machines or Market Traps?

Why Indian compounders delivered flat stock returns over 5 years despite double-digit earnings growth.

Strong Bluechips but Negligible Returns?

Here’s an extract…

In the past 5 years, bluechips have delivered consistent revenue and net profit growth.

Yet their stock prices produced negligible returns.

Why?

Read on…

http://www.eqtm.in/e3ZLn
#EMTheLongView – How I Help Clients Uncover the Mistakes Hiding in Their Portfolio

A portfolio review is about more than checking returns. Here's how I identify hidden portfolio mistakes, concentration risks, overlapping investments, and gaps in asset allocation.

Uncovering Investing Mistakes

Here’s an extract…

A portfolio can hold good stocks and mutual funds and still have hidden problems.

Here’s how I review a client’s portfolio to uncover overlapping investments, excessive concentration, outdated holdings, and asset allocation gaps.

It helps ensure every investment has a clear purpose.

Read on…

http://www.eqtm.in/t3ELi
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#EMViewsOnNews: 4 Power Stocks to Watch Amid the Data Center Boom

Here are 4 power stocks that you can watch as demand from the emerging data center industry surges.

Power Stocks to Track

Here’s an extract…

As per Central Electricity Authority (CEA), Ministry of Power (MoP), the power demand of data centers is estimated to be about 17 GW up to 2031-32.

This creates a potential multi-year opportunity for power generation, transmission, distribution, and renewable-energy companies.

Read on…

http://www.eqtm.in/Et56Q
#EMViewsOnNews: 4 Aerospace Stocks Positioned for India's MRO Push

India cut GST on aircraft maintenance from 18% to 5% and is now building the hangars to go with it. Here are four listed companies that stand to benefit.

http://www.eqtm.in/Bt9j3
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September 22 - Last Day to Claim All Reserve Elitee Benefits

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#EMViewsOnNews: Why Yes Bank Share Price is Rising

Yes Bank shares jumped in Wednesday's trade. Here's what is keeping the stock in focus.

Yes Bank Stock Rises

Here’s an extract…

On Wednesday, banking and financial stocks came back into focus as the broader market attempted to recover from the recent sell-off.

Shares of Yes Bank rose sharply in early trade.

Read on…

http://www.eqtm.in/Qm3y2
#EMViewsOnNews: 3 UPI-Related Stocks in Focus as MDR on UPI Notified

Here are 3 UPI-related stocks in focus as MDR on UPI is notified.

UPI Stocks to Watch

Here’s an extract…

Read on…

http://www.eqtm.in/w9HWa
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#EMViewsOnNews: Where Could Vedanta Share Price Potentially be in the Next 3 Years?

Vedanta Ltd recently underwent a demerger of some of its businesses. We examine the company's prospects going forward.

Vedanta Outlook

Here’s an extract…

In this editorial, we look at mining major Vedanta Ltd and where the stock price could potentially be in the next 3 years.

Read on…

http://www.eqtm.in/Hf63L
#EMViewsOnNews: 5 Best Performing Penny Stocks of 2026

These 5 low priced stocks have rallied the most in 2026 so far. Take a look.

Penny Stocks on Fire

Here’s an extract…

In this editorial, we look at the top performing penny stocks of 2026 so far, between 1 January and 15 September 2026.

We have also applied a minimum marketcap criteria of Rs 50 bn, so avoid illiquid names.

Here are the names that came out on top in terms of share price performance.

Read on…

http://www.eqtm.in/s2NBz
#EMMarkets - Sensex Today Ends 333 Points Higher | Nifty Above 23,200 | Paytm Up 3%

The BSE Sensex ends 333 points higher, while Nifty ended 99 points higher, up at 23,217.

http://www.eqtm.in/Gs72R
#EMViewsOnNews - 4 Undervalued FMCG Stocks to Watch as Consumer Demand Picks Up

Consumer demand is expected to pick up during the festive season. Here are 4 undervalued FMCG stocks to watch.

http://www.eqtm.in/Xq5e8
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23x Growth Since 2002... What's Next

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#EMMarkets - Bharat Forge Boosts Aerospace Manufacturing Collaboration | GMR Airports Reports August Traffic Growth | Top Buzzing Stocks Today

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

http://www.eqtm.in/q4DPc
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