Dear Equitymaster Reader,

In our upcoming 'Small Cap Proxy Players' session, we will walk you through:

• Three structural trends unfolding right now

• How government policy is shaping opportunity in the small cap space

• The lesser-known participants quietly positioned within these themes

If you're interested in looking beyond the headlines and understanding where the deeper opportunity may lie, this session is for you.

Register via the following link: http://www.eqtm.in/p9E4X

- Team Equitymaster

Tap here for details
www.equitymaster.com

#EMProfitHunter - The Oracle Lesson Every Indian Investor Needs Right Now

The biggest investing mistake isn't buying the wrong stock.

Oracle Crash

Here’s an extract…

Oracle’s equity story revolved around artificial intelligence.

The bond market, however, was paying attention to something else.

Read on…

http://www.eqtm.in/Sr54J

#EMViewsOnNews: 3 Artificial Intelligence Stocks Bought by FIIs in the June 2026 Quarter

Here are 3 AI stocks where FIIs have bought stakes in the latest quarter for which data is available.

FIIs Buying AI Stocks

Here’s an extract…

The April to June 2026 quarter has been marked by aggressive selling by Foreign institutional investors (FIIs), driven by the West Asia conflict and rising crude prices.

However, in some sectors, we have seen an addition to the FII stake. One such sector is the companies associated with the AI ecosystem.

Read on…

http://www.eqtm.in/Ym4w7

#EMViewsOnNews: Why Zen Technologies Share Price Crashed 10% Today?

Here is why Zen Technologies shares declined today.

http://www.eqtm.in/j4Q3Z

#EMViewsOnNews: Top Performing Stocks of the Government of Singapore’s India Portfolio

Singapore's sovereign investor had a rough year in India. But these five stocks in its portfolio quietly soared.

Singapore Govt. India Investments

Here’s an extract…

The Government of Singapore, through its sovereign wealth arm, invests the nation's reserves with a time horizon measured in decades.

Its Indian equity portfolio alone runs into trillions of rupees, spread across dozens of listed companies.

Here, let’s look at the 5 best performing ones of 2026 so far.
Read on…

http://www.eqtm.in/i6JFs

#EMMarkets - Sensex Today Rallies 776 Points | Nifty Above 23,950 | 6 Reasons Why Indian Share Markets Are Rising

The BSE Sensex ends 776 points higher, while Nifty ended 229 points higher, up at 23,995.

http://www.eqtm.in/Yn92H

#EMViewsOnNews - Why IDFC First Bank Share Price is Rising

IDFC First Bank shares are buzzing in the market today as they are up 6%. Here's what's behind the latest rally.

http://www.eqtm.in/Xm57D

#EMViewsOnNews: 5 Stocks to Watch for Upcoming Dividends in August 2026

Looking for dividend-paying stocks? Here are five companies set to announce or pay dividends in August 2026.

Dividend Stocks for August 2026

Here’s an extract…

Dividend stocks have historically held up far better than the broader index during periods of volatility, offering investors a cushion of steady income even when share prices swing.

With August underway, here are 5 high-dividend stocks worth adding to your watchlist.

Read on…

http://www.eqtm.in/m6EXa

#EMViewsOnNews - 4 Data Center Stocks Bought by DIIs in June 2026 Quarter

Four data center stocks saw steady DII buying last quarter. Here's what caught their eye.

DIIs Buying Data Center Stocks

Here’s an extract…

When a domestic institutional investor (DII) buys into an Indian stock, it is worth a second look.

Lately, DII money has been flowing into India's data center stocks.

And the reasons are not hard to find.

Read on…

http://www.eqtm.in/Gb3p4

#EMMarkets - AU Small Finance Bank Q1 FY27 Results | Waaree Renewable Wins Major Solar EPC Orders | Top Buzzing Stocks Today

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

http://www.eqtm.in/Sq7k3

#EMMarkets - Sensex Today Trades Marginally Higher | Nifty Above 24,000 | Infosys & Tech Mahindra Top Gainers

Indian share markets are trading higher with Sensex trading 96 points higher, and Nifty is trading 24 points higher.

http://www.eqtm.in/w2F8Y

#EMViewsOnNews: Pros and Cons of Investing in UCO Bank

Should investors consider the stock of UCO Bank? Find out…

UCO Bank Stock Outlook

Here’s an extract…

In this editorial, we will assess the pros and cons of investing in the stock of UCO Bank.

Read on…

http://www.eqtm.in/Lr7o8

#EMViewsOnNews: 5 Fundamentally Strong Midcap Stocks in India

From market infrastructure and power transmission to electronics manufacturing and premium consumer brands, these five midcaps have the fundamentals to stand out.

Midcaps With Good Fundamentals

Here’s an extract…

Here, we have used the Nifty Midcap 150 as the starting universe and filtered for companies that stand out on fundamentals.

The idea is not to chase popularity, but to look for businesses with the potential to create value over the long term.

Read on…

http://www.eqtm.in/Gg8c2

#EMViewsOnNews: Why Bharat Electronics Share Price Is Falling

Here is why Bharat Electronics (BEL) shares declined today and what is next for this defense giant.

http://www.eqtm.in/Wg5c7

#EMProfitHunter - Quant Small Cap Fund: Pros, Cons & Who this Fund is Suitable for

The Quant Small Cap Fund invests primarily in high-growth small-cap companies. Explore its investment strategy, portfolio, historical performance, key advantages, risks and who this fund may be suitable for.

Quant Small Cap Fund

Here's an extract...

Small-cap mutual funds invest primarily in companies with high growth potential but also carry relatively higher risk and volatility than large-cap funds.

The Quant Small Cap Fund follows an actively managed investment strategy that focuses on identifying emerging businesses with attractive valuations and long-term growth opportunities.

We explore the fund's investment strategy, portfolio allocation, historical performance, key advantages, potential risks and who this fund may be suitable for.

Read on…

http://www.eqtm.in/Jp73Z

#EMViewsOnNews: Where Will Coforge Share Price be in the Next 3 Years?

The Coforge shares are up more than 9% on 28 July 2026. This follows a good set of quarterly results. We look at the company's prospects over the next three years.

Coforge Stock Outlook

Here’s an extract…

IT companies have had a very subdued quarter.

However, Coforge has bucked the trend.

The Coforge shares are up more than 9% on 28 July 2026.

Read on…

http://www.eqtm.in/Fd63Z

#EMViewsOnNews: Why Are IT Stocks Rising: What's Driving the Momentum?

IT stocks have rallied sharply in trade today. We tell you what’s driving the rally.

IT Stocks Rise

Here’s an extract…

Since the start of the year, the IT index is down almost 20%.

However, today, IT stocks are on a roll.

Read on…

http://www.eqtm.in/Qa38J

#EMMarkets - Sensex Today Ends 69 Points Lower | Nifty Below 23,900 | HUL Down 7%

The BSE Sensex ends 69 points lower, while Nifty ended 10 points lower, down at 23,985.

http://www.eqtm.in/x8D5M

#EMViewsOnNews - 5 Smallcap Stocks Bought by FIIs for 4 Consecutive Quarters

One quarter of foreign buying can be noise. Four in a row is a decision. These five smallcaps saw exactly that. Read on...

Continuous FII Buying

Here’s an extract…

We screened for smallcaps where foreign institutional investor (FII) holding rose in every single quarter, over the last four, with no interruption.

Five names stood out.

Read on…

http://www.eqtm.in/Xe57E

#EMViewsOnNews - Why is a Leading Metals Company Entering This High-Potential Sector?

How a metals giant's push for cheaper, cleaner power led it into India's nuclear energy space.

First Private Nuclear Plant?

Here’s an extract…

Hindalco Industries is the only company to have submitted a proposal to NPCIL for its 220 MW Bharat Small Reactors (BSRs), according to a media report, citing people aware of the matter.

What are the implications?

Read on…

http://www.eqtm.in/Lr6p9