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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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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - PM Modi’s Appeal to the Nation: How it Impacts Your Stock Portfolio

How does the PM’s austerity and self-reliance appeal affect the stock market? Read on…

PM Modi’s Appeal: Impact on Stocks

Here’s an extract…

In this editorial, we will look at the current thinking on Dalal Street in the context of PM Modi’s speech and how can position your portfolio better.

Read on…

http://www.eqtm.in/Fo7i5
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sasken Technologies Q4 FY26 Results | HG Infra Secures Large Infrastructure Contract | Top Buzzing Stocks Today

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

http://www.eqtm.in/Qd4b8
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sensex Today Trades Lower | Nifty Below 23,400 | Kalyan Jewellers Down 6%

Indian share markets are trading lower with Sensex trading 111 points lower, and Nifty is trading 18 points lower.

http://www.eqtm.in/r8XNa
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMTheLongView - Why Every Equity Portfolio Needs a Gold Cushion Right Now

Rising geopolitical tensions, oil price shocks, and inflation fears are reshaping global markets. Discover how the right allocation to gold alongside equities can help Indian investors build a more resilient portfolio.

How Much Gold Should You Own?

Here’s an extract…

As global uncertainty rises due to geopolitical tensions, oil price spikes, and inflation fears, investors are once again turning towards gold.

But gold today is no longer just a crisis asset, it has become an important portfolio stabiliser alongside equities.

For Indian investors, the key lies not in choosing between gold and equity, but in finding the right balance between growth and protection.

Read on…

http://www.eqtm.in/Ta7z4
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMProfitHunter - The Compelling Case for India's Circular Economy Stocks

The shift from make-dispose model to a vibrant circular economy is not just an environmental choice but a strategic necessity.

Circular Economy Stocks

Here’s an extract…

If the country is to secure its industrial future while maintaining its commitment to climate goals and carbon credits, the shift from make-dispose model to a vibrant circular economy is not just an environmental choice but a strategic necessity.

Read on…

http://www.eqtm.in/o6H4N
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Top Performing Smallcap Stocks of FY27 So Far

These high-growth smallcap companies are emerging as strong market performers in FY27.

Top Performing Smallcaps

Here’s an extract…

Some of the biggest wealth creators in the Indian stock market have emerged from the smallcap space, especially during the early phase of a new financial cycle

Here are some of the top-performing smallcap stocks of FY27.

Read on…

http://www.eqtm.in/Sy8b2
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: 4 Copper Stocks with Strong Growth Plans

As nations race to modernise ageing power infrastructure, copper demand is projected to nearly double by 2035 and these companies are right in the middle of it.

Copper Stocks to Watch

Here’s an extract…

From an investment perspective, it makes sense to look at the copper firms that have strong growth plans lined up.

However, not all copper stocks will create equal wealth.

The select few, that are expanding reserves, locking in long-term contracts, scaling production, and positioning themselves at the heart of the green energy transition, are the ones to watch.

Read on…

http://www.eqtm.in/w6S9Y
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: 3 AI Stocks Bought by FIIs in the March 2026 Quarter

Here is a list of 3 AI stocks where FIIs have added to their holdings in the March 2026 quarter.

FIIs Buying Indian AI Stocks

Here’s an extract…

AI stocks have become important to investors.

They’re attracted to AI stocks because of the strong long-term growth potential and the ability of these firms to improve productivity and profitability.

Here are 3 AI stocks where FIIs added to their holdings in the March 2026 quarter.

Read on…

http://www.eqtm.in/Yy72N
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Why Hindustan Zinc Share Price is Rising

This metal stock surged over 5% intraday. Here’s what boosted investor sentiment.

http://www.eqtm.in/z6R3K
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: 3 Jewellery Stocks Likely to be Affected by Higher Gold Customs Duty

Here are 3 stocks that are likely to be impacted as government hikes customs duty on gold.

Jewellery Stocks Fall

Here’s an extract…

The Indian government has increased customs duties on gold and silver to 15% from 6%, and platinum imports to 15.4% from 6.4%.

Here are 3 jewellery stocks to watch amid the duty hike.

Read on…

http://www.eqtm.in/Pk7d5
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - Why Berger Paints India Share Price is Rising

Berger Paints India rallies 6% today. What's next for the company.

http://www.eqtm.in/y8CMo
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sensex Today Ends Flat | Nifty Above 23,400 | Texmaco Rail & Engineering Up 15%

The BSE Sensex ends 50 points higher, while Nifty ended 33 points higher, up at 23,412.

http://www.eqtm.in/Qi39P
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - Why Texmaco Rail & Engineering Share Price is Rising

Texmaco Rail & Engineering surges 15% in a day. Here's why the stock is in focus.

http://www.eqtm.in/i9FLd
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews - 5 Aerospace Stocks with Strong Order Book

These aerospace stocks are backed by strong defence orders, improving execution visibility, and long-term growth pipelines.

Aerospace Stocks to Watch

Here’s an extract…

Aerospace is increasingly emerging as a key growth driver within the broader defence push.

Here we examine 5 aerospace stocks with strong order books and long-term growth visibility.

Read on…

http://www.eqtm.in/Hw36D
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMTheFundStrategist - DSP Global Equity Fund: Everything You Need to Know Before Investing

In this editorial, we analyse DSP Mutual Fund’s DSP Global Equity Fund, understand its global investment strategy, portfolio composition, geographic diversification, market positioning, and evaluate whether it stands out as a compelling international mutual fund option for Indian investors seeking global exposure.

DSP Global Equity Fund

Here’s an extract...

DSP Global Equity Fund offers Indian investors access to international markets through a geographically diversified portfolio focused on global growth opportunities.

Launched in 2025, the fund aims for long-term capital appreciation by investing across multiple economies, sectors, and leading global businesses beyond domestic market exposure.

Read on…

http://www.eqtm.in/Db26Z
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Cohance Lifesciences Q4 FY26 Results | Kalpataru Q4 FY26 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/t6F3H
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMMarkets - Sensex Today Trades Higher | Nifty Above 23,450 | Bharti Airtel & Tata Steel Top Gainers

Indian share markets are trading higher with Sensex trading 199 points higher, and Nifty is trading 87 points higher.

http://www.eqtm.in/y5XYd
Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: Why Gold Prices Are Rising Amid PM Modi's Call to Avoid Gold Buying for 1 Year

Gold prices are going up. Here’s why…

Gold Prices Rise

Here’s an extract…

Gold prices are rising amid PM Modi’s call to avoid gold buying for a year.

Read on…

http://www.eqtm.in/Hf26N
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Quantum Information Services Private Limited (Research Analyst) | INH000021128

#EMViewsOnNews: 4 Auto Ancillary Stocks with Strong Order Book

These auto ancillary companies are backed by strong order books, rising exports, and growing EV opportunities.

Auto Ancillary Stocks to Watch

Here’s an extract…

Indian auto ancillary companies are no longer content to stay in their lane.

Many are actively broadening their horizons, diversifying across multiple automakers and geographies, and in some cases, venturing into entirely new sectors like defence and healthcare.

Here are 5 auto ancillary stocks with strong order books that are worth keeping an eye on.

Read on…

http://www.eqtm.in/r3R7B
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