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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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#EMTheLongView – Markets Bounce Back on the US-Iran Peace Deal. Now Comes the Hardest Part

The US-Iran peace deal has lifted market sentiment, pushed crude oil prices lower, strengthened the rupee, and brought foreign investors back into Indian equities. But does this rally have legs? Here's how investors should position their portfolios amid improving sentiment and lingering risks.

Market Reaction to the US-Iran Deal

Here’s an extract…

The market's first reaction to the US-Iran peace deal has been overwhelmingly positive.

Oil prices have cooled, the rupee has strengthened, foreign investors have started returning, and Indian equities have rallied.

But the bigger question is whether this optimism can sustain itself.

Read on…

http://www.eqtm.in/a6D5N
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#EMProfitHunter - The Strategy I Use to Beat the Nifty

Investing in real bluechips can unlock market-beating returns.

Market-Beating Returns

Here's an extract...

By focusing on a few high-conviction names, an investor can build a portfolio that is significantly more potent than a diversified index.

Read on...

http://www.eqtm.in/g6Z8P
#EMViewsOnNews: Why Are Gold and Silver Prices Falling

Here are 3 reasons why gold and silver prices have fallen.

Gold and Silver Price Outlook

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At the start of 2026, almost everyone in the market thought that gold and silver could only go up.

But then just as the bullish sentiment peaked, so did the prices. The correction that followed has caught many traders off guard.

So what happened here?

Read on…

http://www.eqtm.in/Mt39L
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#EMViewsOnNews: Why Pine Labs Share Price is Rising

Shares of the fintech company surged over 5% intraday today. Here's what's driving the rally.

Pine Labs Stock Price Rises

Here’s an extract…

Amid the broader market rally, shares of Pine Labs emerged as one of the notable gainers, surging over 5.2% during the trading session.

Here are the key reasons why Pine Labs shares are rising today.

Read on…

http://www.eqtm.in/a4N3B
#EMMarkets - Sensex Today Rallies 791 Points | Nifty Above 24,000 | 6 Reasons Why Indian Share Markets Are Rising

The BSE Sensex ends 791 points higher, while Nifty ended 197 points higher, up at 24,021.

http://www.eqtm.in/Ho3b5
#EMViewsOnNews - Why IRFC Share Price is Falling

IRFC shares dropped 6% today. Here's the reason behind the fall.

http://www.eqtm.in/At4n5
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#EMViewsOnNews - Why Rashi Peripherals Share Price is Rising

Rashi Peripherals shares gained today. Here's what's driving the rally.

http://www.eqtm.in/Hz39S
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#EMTheFundStrategist - JM Financial Mutual Fund: How a 30-Year-Old Fund House Rewrote the Rules and Grew 6x in 2 Years

One of India's oldest fund houses spent decades as a minnow, then quietly transformed. Here’s a scheme-by-scheme look at its strengths and risks.

JM Financial Mutual Fund

Here’s an extract…

If you had glanced at JM Financial Mutual Fund’s factsheet sometime in early 2023, you’d have found a fund house managing barely over Rs 30 billion (bn).

By late 2025, the fund house was managing somewhere close to Rs 200 bn. It’s a roughly six-fold jump in about two and a half years.

So, what on earth happened in between?

Read on…

http://www.eqtm.in/Xn8b4
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#EMViewsOnNews - 4 Pump Manufacturer Stocks to Watch as India's Water and Infra Demand Surges

India's focus on water security, irrigation, infrastructure development, industrial expansion, and renewable energy is creating new opportunities for pump manufacturers. Here are 4 stocks you can watch.

Pump Manufacturer Stocks

Here’s an extract…

India’s growing focus on water security, irrigation, infrastructure development, industrial expansion and renewable energy is creating new opportunities for pump manufacturers.

Here are 4 pump manufacturer stocks that you can watch.

Read on…

http://www.eqtm.in/z9S3J
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#EMViewsOnNews:5 Top Performing Smallcaps of 2026

Explore five top-performing small-cap stocks of 2026 and the key drivers behind their remarkable gains.

Top Smallcaps in 2026

Here’s an extract…

Small-cap stocks have always been home to some of the market’s biggest wealth creation stories.

2026 has once again highlighted the strength of this segment.

In this editorial, we explore 5 top performing small-cap stocks of 2026.

Read on…

http://www.eqtm.in/m6G3S
#EMViewsOnNews - 5 Power Stocks in India with Strong Order Books

These five power sector companies have robust order books, providing strong revenue visibility.

Power Stocks to Watch

Here’s an extract…

With the power sector firmly in the limelight, here are a few power stocks with strong order books worth watching.

Read on…

http://www.eqtm.in/y6DXe
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#EMMarkets - Tata Power Mundra Operations Extension Approved | Ola Electric Achieves Major Battery Milestone | Top Buzzing Stocks Today

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

http://www.eqtm.in/Ak28T
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#EMMarkets - Sensex Today Trades Higher | Nifty Above 24,100 | Bajaj Finance & HDFC Bank Top Gainers

Indian share markets are trading higher with Sensex trading 405 points higher, and Nifty is trading 123 points higher.

http://www.eqtm.in/c7F5Z
#EMViewsOnNews: 5 Transformer Stocks with Strong Expansion Plans

Rising power demand, renewable energy additions and grid modernisation are driving transformer demand. Here are five companies expanding capacity to capitalise on the opportunity.

http://www.eqtm.in/Pf2q5
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#EMViewsOnNews: 5 Fundamentally Strong Stocks to Watch for the Next 3 Years

Here are 5 stocks to watch for the next three years. Reasons include strong expansion plans, demerger or bright industry prospects.

Stocks to Watch

Here’s an extract…

Identifying companies with strong fundamentals and promising future prospects can help investors build a focused watchlist for the coming years.

Here are 5 stocks you can add to your watchlist.

Read on…

http://www.eqtm.in/a8L2W
Titan. Eicher Motors. Bharat Electronics

* All case studies discussed here are for information purpose only, and not stock recommendations.

These Stocks Followed the Same Hidden Pattern Before Their Breakouts

On Monday, discover this hidden pattern behind some of India’s biggest wealth creators

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#EMProfitHunter - If You Can't Pass this Simple 30-Trade Test, You're Just a Gambler

Your ego could be lying to you. Here is how to fact-check it.

Luck or Skill?

Here's an extract...

Skill is repeatable. Luck is not.

If you cannot replicate your success over thirty similar trades, then luck was not secondary. Luck was primary.

Read on...

http://www.eqtm.in/Qq59G
#EMViewsOnNews - Why Hindustan Zinc Share Price is Falling

The shares of the metal company declined over 3% in intraday trade. Here’s what is dragging the stock lower.

http://www.eqtm.in/Md24J
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#EMViewsOnNews: Where Will HCL Tech Share Price be in the Next 3 Years?

The stock of HCL Tech has plunged nearly 34% in the last one year. We tell you the prospects of the company in the next three years.

HCL Technologies Outlook

Here’s an extract…

The stock of HCL Tech has slumped almost 34% in the last one year, diving from levels of Rs 1,717.1 on 25 June 2025 to Rs 1,119 on 25 June 2026.

Read on…

http://www.eqtm.in/s9LKg
#EMViewsOnNews: Why TCI Express Share Price is Falling

TCI Express shares are down 12% today. Here's the reason behind this pressure.

http://www.eqtm.in/Ky9g6