The WeekendInvesting Newsletter

Another brand new initiative from our Research Desk is The WeekendInvesting Newsletter. This is a daily newsletter that summarizes all the stories we cover during the day(market nuggets), including the daily byte that we shoot every evening. This newsletter will be delivered to your email every evening on market days, providing you with a wealth of market-related information. The newsletter includes both summaries and long-form blogs for all the market nuggets covered. These blogs are also linked to the videos we shoot, so you can choose to watch or read the content according to your preference.

Check out our past newsletters.

From the Research Desk of WeekendInvesting

Need not fear Gold at All time highs

Recently, gold prices have been showing a strong upward trend. Many people often think that high prices are a sign to sell, but this is not always the case. When a chart shows new highs, it often signals that . . .

OIL can be a bonus for India in 2025

According to forecasts, the world economy is expected to slow down in 2025. Key economies like India, China, and Russia are predicted to see a drop in their growth rates. For instance, India’s growth is expected to reduce from 7% in 2024 to 6.5% in 2025. China’s growth is forecasted to drop by 0.3%, while Russia’s is expected to fall even further, with a massive decline of 2.3%. On the whole, global growth is projected to remain . . .

Don’t be late to the markets.

Recently, a well-known company delivered fantastic quarterly results, but surprisingly, its stock dropped by 10% on the same day. Many investors were left confused. How could such good performance lead to a sharp decline in the stock price? This situation is not uncommon in the stock market, and there’s a simple reason behind it. . . .

Are rate hikes coming back ?

Something unusual is happening in the financial world. In mid-September, the Federal Reserve (Fed) cut interest rates. At that time, the yields on 10-year U.S. government bonds were around 3.6%. Normally, a rate cut signals to the market that . . . .

Gold is a must in your Warchest

Over the past 25 years, three key assets—Nifty, Gold, and Silver—have shown varying performances. Each year, one of these has emerged as the best-performing asset, giving investors different outcomes. If we look at the numbers, Nifty outperformed in . . . .

Economist El Erian’s view on Gold

In recent times, there has been a noticeable shift in how countries and global institutions view gold. Historically, gold has often taken a back seat, but this is changing. Many central banks and nations are starting to put more focus on gold as part of their reserves. This shift is not just a trend; it is a reflection of . . . .

Don’t be rigid about market cap allocation

Investing can be tricky, especially when it comes to choosing between large, mid, and small-cap stocks. A flexi cap strategy offers a way to navigate this challenge by spreading investments across different market capitalizations. This means there is . . .

The next decade is an upcycle ?

Over the past 60 years, various asset classes like gold, oil, and silver have experienced similar cycles of ups and downs. Historically, these commodities have moved together during certain periods, showing patterns of growth and decline. From the 1960s to the 1980s, the prices of gold, oil, and silver saw . . .

The sky’s the limit for Indian companies.

A recent infographic showcased an eye-opening comparison of Nvidia’s market capitalization, which has soared to an incredible $3.4 trillion. To put this into perspective, the top Indian companies, including giants like Reliance, HDFC Bank, TCS, Airtel, and others, together . . .

NVIDIA is bigger than many countries now.

The rise of Nvidia is both awe-inspiring and a little frightening. This one company now has a market capitalization of $3.5 trillion, a figure so enormous that it surpasses the . . .

WeekendInvesting Specials !

Which GOLD format could be suitable for you ?

On Sundays, we do special episodes backed by a lot of data, and we try to find insights using that data. This and more will be available on the Weekend Investing app, which you can get on Google Play and the App Store.

Markets this week

What an action-packed week we had! This was probably one of the most significant weeks of the year, with multiple major news events taking center stage. The US elections saw Donald Trump winning, raising expectations of new policies. Meanwhile, both the Fed and the Bank of England announced a 25 basis point cut, with Fed Chairman Powell expressing optimism about the US economy. In the context of the Indian markets, which have performed well over the past few years compared to other major global benchmarks, things seem to be changing slightly from a shorter term perspective. While US markets have shown continued strength, reacting positively to the change in government, the Indian markets seem to be in a correction mode, finding support around the 24,000 mark.

After a recent downward trend, the Nifty appears to be showing signs of trying to stabilize. Last week, we briefly dropped below the 24,000 mark but found some support. The markets rallied from 23,800 to 24,500 but encountered resistance at this level, indicating that 24,500 could now a critical resistance to watch out for. As long as the 24,000 support holds, there may not be too much of a concern. However, if we break below this, we might see Nifty retesting levels around 23,500 or even 22,000.

Benchmark Indices & WeekendInvesting Overview

In terms of benchmark indices and weekend investing strategies, it was a mostly neutral week. Mid-small 400, CNX200, CNX500, and Nifty Next 50 hovered between -0.1% and -0.2%, with small caps down 0.7%.

Despite this, some strategies performed well. Mi ATH 2 continued its streak of strong recent performance, alongside Mi ST ATH with gains of 1.7%, Mi 35 up 1%, and Mi 20 and Mi MT Allcap showing gains of 0.5% to 0.4%. In contrast, NG 5050 and Mi India Top 10 lagged behind. As for FY25 metrics, the Small Cap 250 remains the leader with a 23% gain, followed by Mi ATH 2 with 20% gains. Mi 20 tops the list with 28.9% gains, followed by Mi 35 and Mi EverGreen with 23% gains.

Sectoral Overview

Looking at sectoral performance, most sectors struggled except for IT and PSU banks, which posted modest gains of 1.2% to 1.8%. Private banks and Bank Nifty remained neutral, while sectors like realty, energy, FMCG, commodities, and infrastructure saw losses beyond 1%. Pharma was down around 1%, and consumption stocks lost 0.5%. PSU banks, which have been weak this year, are showing some signs of recovery, though it’s unclear if this is a temporary bump or a sign of long-term improvement. The IT sector continues to lead the FY25 charts with 20% gains, followed by pharma at 18%.

In sectoral momentum, IT and financial services maintained their strong positions, with IT topping the rankings. Gold, however, has slipped in momentum, now ranking 14th in two-week performance. Pharma has also dropped significantly, landing in 13th place. PSU banks have performed well, topping both two-week and one-month momentum rankings. On the other hand, FMCG has quickly fallen to the bottom of the charts, a surprising shift given its earlier top position.

WeekendInvesting Strategy Spotlight

Getting used to the concept . . .

Since going live in late 2018, Mi MT Allcap has executed 217 trades with 52% of them being winners and 48% being losers. This is important to discuss because many investors who may have entered the strategy during its highs might be concerned about the many small losers that may be seen during rebalances. Momentum investing is designed to book multiple small losses and capture a few big winners. The objective is to have strict rules to minimize losses, exit weak stocks, and make way for potential winners.

It’s critical to understand that you need to give these strategies time to work. The average gain in this strategy is 65%, while the average loss is 11%. To be able to fully realize and align with the core principles of the strategy, we recommend staying invested for at least four years. Trying to time your entry perfectly is difficult and not recommended too, but with enough time in the strategy, you can neutralize the impact of short-term volatility and sow the seeds for better outcomes in the longer term.

So be patient, stick with your strategy, and you’ll increase your chances of success over time.

Rebalance Update

We give advance notice here on the upcoming changes in your smallcase for Monday. This advance notice can be used to ignore Monday’s update if there is no change. If there is a change indicated you can use the smallcase app or log in to weekendinvesting.smallcase.com to see the rebalance. A backup email is sent by mid-day Monday if you have not rebalanced by then and yet another one a

Note: We are not including LIQUIDBEES as an ADD or an EXIT count.

WeekendInvesting Strategies Performance

WeekendInvesting Products – LIVE Index Data

Many of you had asked us to make the index series of all WeekendInvesting Products available so that you could perform your own analysis and studies. You can find a link to the LIVE sheet here and also on the HUB under the support column in the content tab.

Disclaimers & Disclosures