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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#EMProfitHunter - Mutual Funds vs SIFs: Which Investment Fits Your Portfolio?

Compare Mutual Funds vs Specialized Investment Funds (SIFs). Learn the key differences, eligibility, risks, strategies, and which investment suits you best.

Mutual Funds vs Specialized Investment Funds

Here’s an extract…

Just like mutual funds, SIFs are offered by Asset Management Companies (AMCs) and are regulated by SEBI. This is why investors often assume SIFs and mutual funds to be identical.

Yet, beneath the surface, they differ meaningfully in structure, risk profile, accessibility, and investment strategy.

Read on…

http://www.eqtm.in/Bi57W
#EMViewsOnNews - 3 Smallcap Defence Stocks with Strong Order Book

Here are a few defence stocks which have a strong order book, giving revenue visibility into the future.

Defence Stocks to Watch

Here’s an extract…

Defence companies with strong order books offer better revenue visibility and earnings growth, as confirmed contracts provide a steady pipeline of future business.

Here are 3 defence stocks with a strong order book.

Read on…

http://www.eqtm.in/y5D3S
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#EMViewsOnNews - 6 Metal Stocks Bought by DIIs and FIIs

Foreign and domestic institutions rarely agree. In the June 2026 quarter, both raised their stake in these six metal stocks. Read on...

DIIs and FIIs Buying Metal Stocks

Here’s an extract…

Foreign and domestic institutions look at the Indian market through different lenses.

So, when both raise their stake in the same company in the same quarter, it’s worth a look.

In the June 2026 quarter, that happened across six metal stocks.

Read on…

http://www.eqtm.in/Bq98H
#EMViewsOnNews - Why Power Grid Corporation of India Share Price Is Falling

Power Grid shares slipped 3% after the company reported muted Q1 FY26 earnings. Here’s what next company plans next.

http://www.eqtm.in/t6D9T
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#EMViewsOnNews: 3 Transformer Oil Stocks in India to Add to Your Watchlist

Here is a list of 3 transformer oil stocks in India which you can add to your watchlist.

Transformer Oil Stocks

Here’s an extract…

Every oil-filled transformer requires transformer oil for insulation and cooling. As transformer installations and replacements increase, oil transformer firms are likely to see sustained demand.

Here are a few companies that you can watch that are in the transformer oil business, apart from other lubricants and oil businesses.

Read on…

http://www.eqtm.in/Zw7m9
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#EMMarkets - Sensex Today Ends 374 Points Higher | Nifty Above 24,600 | Navin Fluorine Up 13%

The BSE Sensex ends 374 points higher, while Nifty ended 11 points higher, up at 24,636.

http://www.eqtm.in/k2CAg
#EMViewsOnNews - Why the Gold Price is Rising

Gold prices are going up. Here's why...

Gold Price Rises

Here’s an extract…

The recent price action in gold has been in the upward direction.

So, why is the gold price rising?

Read on…

http://www.eqtm.in/a7RGm
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#EMViewsOnNews - Where Will NMDC Share Price be in the Next 3 Years?

Record output, price hikes, and a Rs 400 bn expansion plan. Here's what could drive NMDC next…

http://www.eqtm.in/Rs7g5
Cricket Selectors Follow One Principle that Most Retail Investors Don’t

No cricket team has ever won a World Cup with just one star player — so why do so many portfolios try to win the market with just one or two stocks?

Click for More...

https://youtu.be/_tgmnCJTGb8
#EMViewsOnNews: Why Hindustan Aeronautics (HAL) Share Price Jumped Over 5% Today?

Hindustan Aeronautics shares surged over 5% in intraday trade. Here's why the defence PSU stock is rising.

http://www.eqtm.in/o7A6X
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#EMMarkets - RMC Secures Large Power Distribution Orders | Bayer CropScience Q1 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/m4QEn
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#EMMarkets - Sensex Today Trades Lower | Nifty Below 24,650 | Bajaj Finance Share Price Drops 5%

Indian share markets are trading negative with Sensex trading 282 points lower, and Nifty is trading 31 points lower.

http://www.eqtm.in/o8B9E
#EMTheLongView – The Mutual Fund Trap: Why Today's Best Mutual Fund May Be Tomorrow's Worst

Many investors chase top-performing mutual funds only to discover that market leadership keeps changing. Learn why regular portfolio reviews matter more than chasing performance.

MF Performance Trap for Investors

Here’s an extract…

The mutual funds leading the performance charts today may not remain leaders tomorrow.

Market cycles, changing investment styles, and investor behaviour often turn yesterday's winners into tomorrow's laggards.

Instead of chasing top-performing funds, investors should focus on timely portfolio reviews, disciplined asset allocation, and eliminating unnecessary fund overlap.

A well-reviewed portfolio has a far better chance of delivering consistent long-term wealth than one built on past performance alone.

Read on…

http://www.eqtm.in/o5X2A
#EMViewsOnNews: Dhoot Transmission IPO: Can it be the Next Motherson Sumi Wiring?

India's EV wiring harness market leader is hitting the primary market. Should you consider the Dhoot Transmission IPO?

Dhoot Transmission IPO

Here’s an extract…

In August 2026, seven companies are preparing to tap the primary market in the first 2-3 weeks.

Among them is Dhoot Transmission IPO.

Here's all you need to know about this IPO.

Read on…

http://www.eqtm.in/Qq85E
#EMProfitHunter - V2V: This Massive Opportunity Should be on Your Radar

The hidden investing opportunity inside India's new vehicle safety rule.

V2V Investing Opportunity

Here’s an extract…

As reported in the media, all new vehicles – 2 wheeler, passenger, and commercial – would have to be equipped with Vehicle-to-Vehicle (V2V) communication systems from 1 October 2028.

I believe this will be an exciting opportunity worth tracking.

Read on…

http://www.eqtm.in/Mr7d2
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#EMViewsOnNews: Where Will LIC Share Price be in the Next 3 Years?

LIC recently declared its Q1 numbers and also successfully completed its Offer for Sale. We tell your prospects about the company in the next three years.

LIC Share Price Outlook

Here’s an extract…

We give some pointers to help readers determine where the stock could be in the next three years.

Read on…

http://www.eqtm.in/w7NGx
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#EMViewsOnNews: Top 5 Silver ETFs in India

Silver ETFs have compounded at over 44% for three years. But the gap between the best and worst is smaller than you think.

Silver ETFs

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India has 18 listed silver ETFs, but only 9 have a 3-year track record.

Here, we look at the top 5 silver ETFs in India.

These five are ranked by their 3-year returns, as of 5 August 2026.

Read on…

http://www.eqtm.in/Tc84L
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#EMViewsOnNews - 2 Undervalued Battery Stocks in India to Add to Your Watchlist

Here is a list of two undervalued battery stocks which you can add to your watchlist.

Undervalued Battery Stocks

Here’s an extract…

Here are 2 undervalued battery stocks associated with the battery ecosystem that cater to different segments.

In determining undervalued, we have taken companies with a PE ratio of under 20 and price to book around 2 or less.

Read on…

http://www.eqtm.in/m3HWj
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#EMViewsOnNews - Why Bajaj Finance Share Price Is Falling

Bajaj Finance shares declined around 5% in intraday trade, making the stock one of the biggest laggards on the Sensex. Here's why this heavyweight is falling.

http://www.eqtm.in/Cz3g4
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