Dear Equitymaster Reader,

Get ready to explore a lucrative investing style that could uncover the hidden opportunities in some of India's most exciting trends.

Whether it's AI, Electric Vehicles, Indigenous Defense, Construction, or the Make in India Boom...

Our authority on small cap investing, Richa Agarwal will give you deep insight on how to navigate a space that the wider market often misses.

Right now, some of the most lucrative investment opportunities are hidden in companies you've probably never heard of.

Full details here: http://www.eqtm.in/p9E4X

- Team Equitymaster

Tap here for details
www.equitymaster.com

#EMMarkets - Sensex Today Trades Lower | Nifty Below 23,950 | HDFC Bank & Infosys Top Losers

Indian share markets are trading lower with Sensex trading 273 points lower, and Nifty is trading 77 points lower.

http://www.eqtm.in/Co7f8

#EMProfitHunter - Holding Too Many Mutual Funds? It May Not Enable Optimal Diversification

More mutual funds does not always mean better diversification and returns. Here’s why...

Mutual Fund Overlap

Here’s an extract...

Owning a large number of mutual fund schemes, especially those with similar portfolios, can result in portfolio overlap.

While the intention is usually to spread risk, the outcome is usually a cluttered portfolio that is harder to monitor and less effective in generating meaningful alpha.

Read on...

http://www.eqtm.in/r4ZAb

#EMViewsOnNews - 3 Undervalued Paper Stocks for Your Watchlist

Here are 3 undervalued paper stocks to add to your 2026 watchlist.

Undervalued Paper Stocks

Here’s an extract…

India's paper industry is one of the world's fastest-growing in the world, driven by rising literacy, e-commerce, packaging demand, and consumption of tissue and specialty paper.

Here are three undervalued paper stocks to watch.

These have been chosen based on PE and PB ratios.

Read on…

http://www.eqtm.in/Kt64A

#EMViewsOnNews: Why NTPC Green Energy Share Price is Rising

NTPC Green Energy shares are buzzing in the market today as they are up 7%. Here’s what’s behind the latest rally.

http://www.eqtm.in/Mf62B

#EMMarkets - Sensex Today Ends 364 Points Lower | Nifty Below 23,900 | SRF Down 9%

The BSE Sensex ends 364 points lower, while Nifty ended 127 points lower, down at 23,870.

http://www.eqtm.in/Gg27D

#EMViewsOnNews - Why Dr Reddy's Share Price is Falling

Dr Reddy's Laboratories shares fell nearly 9% in Thursday's trade. Here's what happened...

Dr Reddy’s Stock Falls

Here’s an extract…

Shares of Dr Reddy's Laboratories saw considerable selling pressure.

The stock declined sharply by close to 9% and hit a new 52-week low.

So, why did this sharp fall happen?

Read on…

http://www.eqtm.in/n2SKq

#EMViewsOnNews: Why HEG Share Price is Rising

HEG rallied up 6% today. Here’s what’s behind the buzz.

http://www.eqtm.in/k4MAr

#EMViewsOnNews: Pros and Cons of Investing in NTPC Green Energy

Should investors consider the stock of NTPC Green Energy? Find out…

NTPC Green Energy Stock Outlook

Here’s an extract…

The stock of NTPC Green Energy is in the news.

Investors turned bullish on the stock after the latest quarterly results.

In this editorial, we will assess the pros and cons of investing in the stock of NTPC Green Energy.

Read on…

http://www.eqtm.in/e3R5F

#EMViewsOnNews: 5 Midcap Stocks for Long-Term Watchlist with Multiyear Growth Potential

Looking for long-term opportunities? Here are 5 midcap stocks with ambitious expansion plans and multiyear growth potential.

http://www.eqtm.in/Ee3z2

#EMMarkets - Eternal Q1 FY27 Results | Oracle Financial Services FY27 Results | Top Buzzing Stocks Today

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

http://www.eqtm.in/Nq6d3

#EMViewsOnNews: 5 Midcap Stocks Sold by FIIs in the June 2026 Quarter

Foreign investors trimmed their stakes in these five Indian midcaps last quarter.

FIIs Selling Midcaps

Here’s an extract…

Foreign institutional investors (FIIs) pulled out a net Rs 493.4 billion (bn) in June 2026.

In this editorial, we look at five midcap companies where FIIs cut stake in June 2026 quarter.

Read on…

http://www.eqtm.in/s6MTd

#EMProfitHunter - Beyond Nvidia: The Tiny Indian SME Securing the US$ 3 Trillion AI Infrastructure Boom

This microcap cybersecurity stock is down 50%. So why are promoters buying?

Cybersecurity Stock to Watch

Here’s an extract…

Everyone is busy debating which AI software company will dominate the future.

Meanwhile, an entirely different ecosystem is beginning to attract serious capital.

Read on…

http://www.eqtm.in/s5R2K

#EMMarkets - Sensex Today Tanks 751 Points | Nifty Below 23,700 | Eternal & Bharti Airtel Top Losers

Indian share markets are trading lower with Sensex trading 751 points lower, and Nifty is trading 212 points lower.

http://www.eqtm.in/Cs59A

Dear Equitymaster Reader,

While everyone's chasing big name companies at the centre of trends like AI, EVs, renewable energy and more...

There are quiet, small-caps behind the scenes are powering these trends...

They're the silent workers who aren't tied to the success of any one company...

But benefit from supplying critical parts, technology, and support to almost every single big player participating in a trend.

In other words:

The success of these major trends is indirectly dependent on these small but powerful players.

We have some insightful research on this space.

Go here to register for our online briefing where we reveal all: http://www.eqtm.in/p9E4X

- Team Equitymaster

Tap here for details
www.equitymaster.com

#EMViewsOnNews: Why IndiGo Share Price Is Falling

Here are 2 reasons why shares of IndiGo came under pressure today.

http://www.eqtm.in/j4EPx

#EMViewsOnNews: 4 Metal Mutual Funds Quietly Betting Big on Steel and Aluminium

None of these four funds is a metal fund. Yet all of them have piled into metals. Here's what that tells you.

Mutual Funds Investing in Metal Stocks

Here’s an extract…

Since April, the metal index climbed 25% against 7.2% for the benchmark, hitting record highs along the way.

Some of the biggest bets on Indian metals right now are not sitting inside sector funds at all. They are sitting inside ordinary, diversified equity schemes.

Read on…

http://www.eqtm.in/i5ZYp

#EMViewsOnNews - Where Are HCC Shares Headed in 2027?

Let's take a look at a reputed company in the Infra space, Hindustan Construction Company (HCC), and where the stock will be in 2027.

HCC Stock Outlook

Here’s an extract…

The infrastructure sector has delivered mixed performance over the past year despite continued government spending on roads, railways, metros, and other projects.

Let’s take a look at a reputed company in the space, Hindustan Construction Company, and where the stock could be in 2027.

Read on…

http://www.eqtm.in/k2NZy

#EMViewsOnNews - 5 Smallcap Stocks Seeing Fresh FII Buying in June 2026 Quarter

Foreign investors opened first-time positions in these five Indian companies in the June 2026 quarter. Read on...

FIIs’ First Time Buys

Here’s an extract…

Foreign portfolio investors (FPIs) who held precisely nothing in these companies three months earlier now appear on the shareholding register.

Read on…

http://www.eqtm.in/Fn73K

#EMViewsOnNews - Why Cipla Share Price is Rising

Cipla shares are in focus today. Here’s what’s driving the momentum.

http://www.eqtm.in/Mb53P