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 - Sensex Today Rallies 633 Points | Nifty Above 23,750 | 3 Reasons Why Indian Share Market Is Rising

The BSE Sensex ended 633 points higher while the Nifty ended 196 points lower at 23,777.

http://www.eqtm.in/x2T9Q
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#EMViewsOnNews: Why Angel One Stock Rallied 9% Today?

Here’s why this broking stock jumped over 9% in trade today.

http://www.eqtm.in/x7JKm
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#EMViewsOnNews: Which Indian Companies Manufacture Military Drones?

Drones have redefined modern warfare, with the Iran–Israel conflict as a recent example. Here are Indian companies manufacturing military drones.

Indian Drone Stocks

Here’s an extract…

Government of India is planning a Rs 16-18 billion (bn) scheme to develop a full-stack drone ecosystem.

Several Indian companies are positioning themselves at the forefront of military drone manufacturing.

Read on…

http://www.eqtm.in/c3YPg
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#EMViewsOnNews: Data Center the Next Big Theme: Top 4 Stocks to Watch

These companies have the potential to ride India’s data center wave, not by merely building infra, but also by supplying the backbone that keeps it running.

Data Center Stocks

Here’s an extract…

Global investors like Blackstone, Indian giants like Adani, Reliance, and several hyperscale operators have announced billions of dollars in data center investments across India.

Here are four companies in the industry that you should watch out for.

Read on…

http://www.eqtm.in/c6R5P
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#EMViewsOnNews - Which Indian Companies Manufacture Military Drones?

Drones have redefined modern warfare, with the Iran–Israel conflict as a recent example. Here are Indian companies manufacturing military drones.

Indian Drone Stocks

Here’s an extract…

Government of India is planning a Rs 16-18 billion (bn) scheme to develop a full-stack drone ecosystem.

Several Indian companies are positioning themselves at the forefront of military drone manufacturing.

Read on…

http://www.eqtm.in/g8HKx
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#EMTheFundStrategist - 3 Healthcare Mutual Funds for Your Watchlist

Healthcare sector is showing signs of recovery in 2026, driven by improving pharma exports and rising domestic demand. Here are 3 healthcare mutual funds to track.

Healthcare Mutual Funds

Here’s an extract…

Healthcare is increasingly being viewed as a defensive growth sector, offering stability amid global volatility while still benefiting from structural tailwinds.

With valuations remaining relatively reasonable and investor interest gradually picking up, healthcare mutual funds are regaining relevance.

In this editorial, we analyse three healthcare mutual funds that stand out in 2026 and assess their potential within a diversified portfolio.

Read on…

http://www.eqtm.in/e2PRt
#EMViewsOnNews - SBI's Big Bet: Is the Market Ignoring Urban Company's Fundamentals?

An analysis of why SBI Mutual Fund's 4% stake in Urban Company might be a speculative bet rather than a grounded investment.

Urban Company: Investment or Speculation

Here’s an extract…

The stock market recently buzzed with news that SBI Mutual Fund, one of India’s largest and most respected fund houses, acquired a 4% stake in Urban Company.

To be blunt, calling this move by SBI a traditional "investment" might be a stretch. Given the current numbers, it feels more like a speculative bet.

Read on…

http://www.eqtm.in/i8MPm
#EMMarkets - Rupee Hits Record Low | Nifty Capital Market Index Jumps 2% | Top Buzzing Stocks Today

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

http://www.eqtm.in/j4CSy
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#EMViewsOnNews - While Everyone Sells, Value Investors are Buying. You Should Too

Should you try value investing today? Find out...

Value Investing in India

Here’s an extract…

Value investing is a popular investing strategy.

But what are this investing strategy all about?

And is it useful in the current context of the Indian stock market?

Read on…

http://www.eqtm.in/t7YLi
#EMViewsOnNews - 3 Beaten Down Semiconductor Stocks

Here are 3 beaten down semiconductor stocks that can be added to your watchlist.

Semiconductor Stocks to Track

Here’s an extract…

Here are three semiconductor stocks that have been beaten down from their 52-week highs.

Read on…

http://www.eqtm.in/Ht9k5
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#EMMarkets - Sensex Today Tanks 1,770 Points | Nifty Below 23,250 | HDFC Bank Down 8%

Indian share markets are trading lower with Sensex trading 1,770 points lower, and Nifty is trading 533 points lower.

http://www.eqtm.in/Ys6c2
#EMViewsOnNews - Why HDFC Bank’s Shares Tumbled 5% Today?

HDFC Bank turns top Nifty 50 loser amid sharp fall. Here’s what led the drop.

http://www.eqtm.in/Pp4n8
Market Crash or Opportunity? Insider Buying Signals Big Moves

What history tells us about investing during crises.

Click for More...

https://youtu.be/WxzNYE92S04
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMProfitHunter - Stocks vs Cash vs Gold: What is the Best Asset for Your Money?

In a market crash is it best to buy stocks or invest in gold or hold cash? Read on...

Gold vs Cash in the Stock Market Crash

Here's an extract...

If you want to beat the market, you can't just follow the herd. You must be willing to act differently.

But in a market crash, when there is fear on Dalal Street, what do you consider? Gold, stocks, or cash?

Read on...

http://www.eqtm.in/Lr93P
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sensex Today Tanks 2,496 Points | Nifty Below 23,050 | 4 Reasons Why Indian Share Markets Are Falling

The BSE Sensex ends at 2,496 points lower, while Nifty ended 775 points lower, down at 23,002.

http://www.eqtm.in/Zw83F
Channel name was changed to «Quantum Information Services Private Limited / Research Analyst / INH000021128»
Channel name was changed to «Equitymaster»
If you've been watching trends like EVs, defence manufacturing, space tech, infrastructure or India's broader development push...

• Have I already missed the meaningful move?

• Are there still explosive investment opportunities in the market?

• And how do I approach small caps thoughtfully, without stepping into unnecessary risk?

To get the answers, join us for our upcoming Small Cap Proxy Players Briefing.

Register here: http://www.eqtm.in/m4B5Q

- Team Equitymaster

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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Belrise Expands Globally with Aerospace Acquisition | Alkem Labs Expands Manufacturing with Ujjain Project | Top Buzzing Stocks Today

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

http://www.eqtm.in/z5L6T
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