Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMTheLongView - 5 Energy Mutual Funds for Your 2026 Watchlist
Energy funds are gaining traction as demand rises, offering investors exposure to evolving sector opportunities.
Energy Mutual Funds
Here’s an extract…
A set of thematic mutual funds continued to hold energy stocks even when crude prices were low and the sector was out of favour.
This was not a tactical call but a function of their investment mandate, which requires them to allocate at least 80% of their assets to the theme.
If the cycle sustains, that exposure is now translating into more visible portfolio outcomes.
We examine five energy mutual funds with exposure to oil and related sectors.
Read on…
http://www.eqtm.in/Lq6f8
#EMTheLongView - 5 Energy Mutual Funds for Your 2026 Watchlist
Energy funds are gaining traction as demand rises, offering investors exposure to evolving sector opportunities.
Energy Mutual Funds
Here’s an extract…
A set of thematic mutual funds continued to hold energy stocks even when crude prices were low and the sector was out of favour.
This was not a tactical call but a function of their investment mandate, which requires them to allocate at least 80% of their assets to the theme.
If the cycle sustains, that exposure is now translating into more visible portfolio outcomes.
We examine five energy mutual funds with exposure to oil and related sectors.
Read on…
http://www.eqtm.in/Lq6f8
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMViewsOnNews: 4 Semiconductor Companies in India with Strong Order Books
India’s semiconductor boom gains momentum. Here are four companies with strong order books.
4 Semiconductor Companies in India with Strong Order Books
Here’s an extract…
India is steadily strengthening its position in the global semiconductor ecosystem, supported by policy initiatives and rising investments in manufacturing and packaging.
With the government pushing domestic chip production and supply chain localisation, companies linked to the semiconductor ecosystem are gaining momentum.
Amid this backdrop, here are 4 semiconductor-linked companies with strong order books to watch.
Read on…
http://www.eqtm.in/a8NJq
#EMViewsOnNews: 4 Semiconductor Companies in India with Strong Order Books
India’s semiconductor boom gains momentum. Here are four companies with strong order books.
4 Semiconductor Companies in India with Strong Order Books
Here’s an extract…
India is steadily strengthening its position in the global semiconductor ecosystem, supported by policy initiatives and rising investments in manufacturing and packaging.
With the government pushing domestic chip production and supply chain localisation, companies linked to the semiconductor ecosystem are gaining momentum.
Amid this backdrop, here are 4 semiconductor-linked companies with strong order books to watch.
Read on…
http://www.eqtm.in/a8NJq
👏1
Forwarded from India Revival with Tanushree Banerjee
Quantum Information Services Private Limited (Research Analyst) | INH000021128
Are Defensive Stocks Your Best Bet in Great Stock Market Reset?
Quietest but most potent threats to portfolios for the rest of the year.
Click for More...
https://youtu.be/yjAM5S5IY9Y
Are Defensive Stocks Your Best Bet in Great Stock Market Reset?
Quietest but most potent threats to portfolios for the rest of the year.
Click for More...
https://youtu.be/yjAM5S5IY9Y
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMMarkets - GAIL to Invest in Solar Projects | H.G. Infra Secures Mirzapur Thermal Project | Top Buzzing Stocks Today
Top cues to track in today’s stock market session.
http://www.eqtm.in/s4BLa
#EMMarkets - GAIL to Invest in Solar Projects | H.G. Infra Secures Mirzapur Thermal Project | Top Buzzing Stocks Today
Top cues to track in today’s stock market session.
http://www.eqtm.in/s4BLa
👏1
Last Day: Exclusive Access to Our Premium Stock Recommendations
For a limited time you can access our 4 premium stock recommendation services for the price 1.
Get Full Details
http://www.eqtm.in/w4D5K
Tap here for details
www.equitymaster.com
For a limited time you can access our 4 premium stock recommendation services for the price 1.
Get Full Details
http://www.eqtm.in/w4D5K
Tap here for details
www.equitymaster.com
❤1
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMMarkets - Sensex Today Trades Higher | Nifty Above 24,250 | HDB Financial Services Up 7%
Indian share markets are trading higher with Sensex trading 151 points higher, and Nifty is trading 40 points higher.
http://www.eqtm.in/Si73K
#EMMarkets - Sensex Today Trades Higher | Nifty Above 24,250 | HDB Financial Services Up 7%
Indian share markets are trading higher with Sensex trading 151 points higher, and Nifty is trading 40 points higher.
http://www.eqtm.in/Si73K
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMViewsOnNews: 4 Fundamentally Strong Penny Stocks Up 300%. What Next?
These stocks trading below Rs 100 have shown strong stock price movement in the past year and in 2026 so far. Can they sustain this momentum?
Fundamentally Strong Penny Stocks
Here’s an extract…
If you are able to separate good names from the list, the potential for returns in penny stocks is huge.
While they also carry downside risk, carefully selected, fundamentally strong names from the penny stocks universe can be a good fit for your portfolio.
Read on…
http://www.eqtm.in/Db3r8
#EMViewsOnNews: 4 Fundamentally Strong Penny Stocks Up 300%. What Next?
These stocks trading below Rs 100 have shown strong stock price movement in the past year and in 2026 so far. Can they sustain this momentum?
Fundamentally Strong Penny Stocks
Here’s an extract…
If you are able to separate good names from the list, the potential for returns in penny stocks is huge.
While they also carry downside risk, carefully selected, fundamentally strong names from the penny stocks universe can be a good fit for your portfolio.
Read on…
http://www.eqtm.in/Db3r8
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMViewsOnNews: 4 Stocks Promotors Are Buying Aggressively
Here we look at four companies where promoters have recently increased their holdings. Understand the business, financial performance, and what these moves could indicate.
Promoters Increasing Stake
Here’s an extract...
Promoter activity in India has largely been on the selling side over the past year. In fact, promoter selling crossed Rs 1.5 lakh crore in 2025, marking the highest level on record.
But in a few companies, promoters have been increasing their stake, especially in recent quarters. This stands out because it goes against the prevailing trend of selling.
We look at four such stocks, understand their business and financial performance, and see what might be driving these moves.
Read on…
http://www.eqtm.in/Tt4y6
#EMViewsOnNews: 4 Stocks Promotors Are Buying Aggressively
Here we look at four companies where promoters have recently increased their holdings. Understand the business, financial performance, and what these moves could indicate.
Promoters Increasing Stake
Here’s an extract...
Promoter activity in India has largely been on the selling side over the past year. In fact, promoter selling crossed Rs 1.5 lakh crore in 2025, marking the highest level on record.
But in a few companies, promoters have been increasing their stake, especially in recent quarters. This stands out because it goes against the prevailing trend of selling.
We look at four such stocks, understand their business and financial performance, and see what might be driving these moves.
Read on…
http://www.eqtm.in/Tt4y6
❤2
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMProfitHunter - The Invisible Wall: What Nobody is Telling You About the Nuclear Stock Boom
Could India’s next big energy push lead to wealth destruction similar to the airline industry?
Nuclear Mirage in the Stock Market
Here’s an extract…
Everyone is talking about nuclear power in India especially after the recent success.
It sounds like a big win. If the country needs more power, the companies making that power must be great investments, right?
Not so fast.
Read on…
http://www.eqtm.in/i9REc
#EMProfitHunter - The Invisible Wall: What Nobody is Telling You About the Nuclear Stock Boom
Could India’s next big energy push lead to wealth destruction similar to the airline industry?
Nuclear Mirage in the Stock Market
Here’s an extract…
Everyone is talking about nuclear power in India especially after the recent success.
It sounds like a big win. If the country needs more power, the companies making that power must be great investments, right?
Not so fast.
Read on…
http://www.eqtm.in/i9REc
❤1👍1
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMViewsOnNews: 3 Stocks Where DIIs Bought Stake in Q4 FY26
Here are a list of 3 stocks where DIIs increased their stake in these companies.
DIIs Buying Stake
Here’s an extract…
Institutions like mutual funds and insurance companies typically invest with longer horizons, better access to management, and strong risk frameworks.
Rising DII stake can signal confidence in a company’s fundamentals, earnings visibility, or sector outlook.
Read on…
http://www.eqtm.in/Qt4a9
#EMViewsOnNews: 3 Stocks Where DIIs Bought Stake in Q4 FY26
Here are a list of 3 stocks where DIIs increased their stake in these companies.
DIIs Buying Stake
Here’s an extract…
Institutions like mutual funds and insurance companies typically invest with longer horizons, better access to management, and strong risk frameworks.
Rising DII stake can signal confidence in a company’s fundamentals, earnings visibility, or sector outlook.
Read on…
http://www.eqtm.in/Qt4a9
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMMarkets - Sensex Today Ends 123 Points Lower | Nifty Below 24,200 | Tejas Networks Down 4%
The BSE Sensex ends at 123 points lower, while Nifty ended 34 points lower, down at 24,197.
http://www.eqtm.in/Gy23M
#EMMarkets - Sensex Today Ends 123 Points Lower | Nifty Below 24,200 | Tejas Networks Down 4%
The BSE Sensex ends at 123 points lower, while Nifty ended 34 points lower, down at 24,197.
http://www.eqtm.in/Gy23M
Forwarded from Small Cap Fortunes with Richa Agarwal
Quantum Information Services Private Limited (Research Analyst) | INH000021128
India's Nuclear Breakthrough: Stocks to Watch Now
A scientific breakthrough and policy shift could open up a multi-decade nuclear opportunity and a whole ecosystem of companies could ride this wave.
Click for More...
https://youtu.be/9N-cah4sSm0
India's Nuclear Breakthrough: Stocks to Watch Now
A scientific breakthrough and policy shift could open up a multi-decade nuclear opportunity and a whole ecosystem of companies could ride this wave.
Click for More...
https://youtu.be/9N-cah4sSm0
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMViewsOnNews - Why HAL Share Price is Rising
HAL shares are gaining positive momentum. Here's what's driving the move.
http://www.eqtm.in/Cz93Y
#EMViewsOnNews - Why HAL Share Price is Rising
HAL shares are gaining positive momentum. Here's what's driving the move.
http://www.eqtm.in/Cz93Y
❤1
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMViewsOnNews - Pros and Cons of Investing in Tata Power
Should investors consider the stock of Tata Power? Find out...
Tata Power Stock Outlook
Here’s an extract…
In this editorial, we will assess the pros and cons of investing in the stock of Tata Power.
Read on…
http://www.eqtm.in/Fx27R
#EMViewsOnNews - Pros and Cons of Investing in Tata Power
Should investors consider the stock of Tata Power? Find out...
Tata Power Stock Outlook
Here’s an extract…
In this editorial, we will assess the pros and cons of investing in the stock of Tata Power.
Read on…
http://www.eqtm.in/Fx27R
❤1
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMViewsOnNews: Why HDB Financial Services Share Price is Rising?
HDB Financial Services climbs 8% in a single session. Here’s what caused the spike.
http://www.eqtm.in/At7r8
#EMViewsOnNews: Why HDB Financial Services Share Price is Rising?
HDB Financial Services climbs 8% in a single session. Here’s what caused the spike.
http://www.eqtm.in/At7r8
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMViewsOnNews: Defence Manufacturing Boost? 4 Stocks to Watch After DRDO's Latest Move
Under the new approach, the ministry will provide core technology while the partner takes charge of scaled manufacturing and everything else.
Defence Stocks to Watch
Here’s an extract…
The Defence Research and Development Organisation (DRDO) has introduced something new and unique. It’s called the Development-cum-Production Partner (DcPP) model.
Here are four defence stocks you should have on your watchlist.
Read on…
http://www.eqtm.in/f8TNx
#EMViewsOnNews: Defence Manufacturing Boost? 4 Stocks to Watch After DRDO's Latest Move
Under the new approach, the ministry will provide core technology while the partner takes charge of scaled manufacturing and everything else.
Defence Stocks to Watch
Here’s an extract…
The Defence Research and Development Organisation (DRDO) has introduced something new and unique. It’s called the Development-cum-Production Partner (DcPP) model.
Here are four defence stocks you should have on your watchlist.
Read on…
http://www.eqtm.in/f8TNx
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMTheFundStrategist - Bandhan Small Cap Fund: Navigating a Changing Small-Cap Cycle in 2026
Bandhan Small Cap Fund has sustained through recent market cycles, but how is it positioned in 2026? A detailed review of its portfolio, strategy, and risk profile.
Bandhan Small Cap Fund
Here’s an extract…
The small-cap segment in India is no longer in the phase it was a year ago.
What was once a broad-based rally driven by liquidity and expanding valuations has transitioned into a far more selective and uneven market.
In this environment, the way a small-cap mutual fund is constructed becomes as important as the returns it has delivered.
In this editorial, we will cover Bandhan Small Cap Fund.
Read on…
http://www.eqtm.in/Bt2z6
#EMTheFundStrategist - Bandhan Small Cap Fund: Navigating a Changing Small-Cap Cycle in 2026
Bandhan Small Cap Fund has sustained through recent market cycles, but how is it positioned in 2026? A detailed review of its portfolio, strategy, and risk profile.
Bandhan Small Cap Fund
Here’s an extract…
The small-cap segment in India is no longer in the phase it was a year ago.
What was once a broad-based rally driven by liquidity and expanding valuations has transitioned into a far more selective and uneven market.
In this environment, the way a small-cap mutual fund is constructed becomes as important as the returns it has delivered.
In this editorial, we will cover Bandhan Small Cap Fund.
Read on…
http://www.eqtm.in/Bt2z6
❤1
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMMarkets - Infosys Blends AI With Tennis Excellence | John Cockerill India Wins JSW Project | Top Buzzing Stocks Today
Top cues to track in today's stock market session.
http://www.eqtm.in/Ba73S
#EMMarkets - Infosys Blends AI With Tennis Excellence | John Cockerill India Wins JSW Project | Top Buzzing Stocks Today
Top cues to track in today's stock market session.
http://www.eqtm.in/Ba73S
👏1
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMMarkets - Sensex Today Trades Higher | Nifty Above 24,200 | HUL & Maruti Suzuki Top Gainers
Indian share markets are trading higher with Sensex trading 156 points higher, and Nifty is trading 28 points higher.
http://www.eqtm.in/m5L3J
#EMMarkets - Sensex Today Trades Higher | Nifty Above 24,200 | HUL & Maruti Suzuki Top Gainers
Indian share markets are trading higher with Sensex trading 156 points higher, and Nifty is trading 28 points higher.
http://www.eqtm.in/m5L3J
Quantum Information Services Private Limited (Research Analyst) | INH000021128
#EMTheLongView - Offshore Funds in Your Portfolio: Smart Diversification or Just Fancy Allocation?
With rising geopolitical tensions, oil price shocks, and foreign outflows, Indian markets face increasing volatility.
Considering Offshore Funds?
Here’s an extract…
As global tensions rise and oil prices surge, Indian markets are facing renewed pressure from currency weakness and foreign outflows.
In such times, relying only on domestic equities can leave portfolios exposed.
A disciplined approach that includes around 10% offshore exposure, alongside gold and core equity holdings, can help investors reduce risk, benefit from currency movements, and participate in global growth opportunities.
Read on…
http://www.eqtm.in/w3E6H
#EMTheLongView - Offshore Funds in Your Portfolio: Smart Diversification or Just Fancy Allocation?
With rising geopolitical tensions, oil price shocks, and foreign outflows, Indian markets face increasing volatility.
Considering Offshore Funds?
Here’s an extract…
As global tensions rise and oil prices surge, Indian markets are facing renewed pressure from currency weakness and foreign outflows.
In such times, relying only on domestic equities can leave portfolios exposed.
A disciplined approach that includes around 10% offshore exposure, alongside gold and core equity holdings, can help investors reduce risk, benefit from currency movements, and participate in global growth opportunities.
Read on…
http://www.eqtm.in/w3E6H