The WeekendInvesting Newsletter 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 link.
Check out our past newsletters.
Nifty on the Daily Chart
The meeting between the Presidents of the US and Russia has concluded. While there was no conclusive deal, President Trump announced that the US will not be applying additional tariffs to countries dealing with Russia. This could mean that India, at least for now, will not face further tariff pressures. The caveat, of course, is that such decisions are always subject to sudden reversals. Still, this announcement brought some relief to markets, which had been bracing for a negative outcome. While the meeting did not deliver a major breakthrough, the absence of fresh tariffs was enough to prevent further nervousness in the near term.
Nifty – Weekly Chart Perspective
Adding to this sense of relief was the Prime Minister’s announcement on GST rationalization. This move is expected to benefit multiple sectors, particularly insurance and FMCG products, as well as white goods like ACs. For markets, this measure signals a potential boost to consumption at a time when domestic demand is being closely watched. Together, the trade relief and tax rationalization created some optimism, though the true impact will unfold over the coming weeks.
Nifty closed flat but positive, up 1.1% for the week. After six straight weeks of declines, this bounce came exactly at the top of a gap, providing a technical cushion. Had the markets been weaker, they would have filled the gap by now, but instead, support has emerged near 24,400. The index closed at 24,631, suggesting the possibility of another positive week ahead.
S&P 500 Overview
In the US, the S&P 500 continued its strong run, closing at a new all-time high after gaining 0.19%. Interestingly, this strength persists despite concerns around slowing economic growth and rising inflation, a contradiction that highlights the resilience of American equities.
GOLD Overview
Gold, however, slipped by 1.81% this week, with the INR-denominated price at 9,944. The drop reflected a dual effect: global gold prices easing in USD terms, alongside some appreciation in the Indian rupee.
Dollar Index Overview
Meanwhile, the dollar index edged lower by 0.43%. If this trend continues, it could provide fresh tailwinds to gold and emerging market indices, including India.
Benchmark Indices Overview
Benchmark indices in India saw a mildly positive week overall, with Nifty gaining 1%, the Nifty Next 50 up 1.5%, and the Nifty 500 also up 1%. Midcaps and small caps, however, lagged somewhat.
Sectoral Overview
Sector-wise, pharma was the standout performer with a 3.5% gain, while autos, defense, capital markets, tourism, and PSU banks also posted solid gains between 2.1% and 2.8%. Importantly, no sector ended in the red this week, offering broad-based relief.
Momentum tables suggest that PSU banks, capital markets, tourism, consumption, and autos are leading the short-term trend. Pharma and autos, in particular, have regained strength, while oil and gas, real estate, IT, energy, and FMCG continue to languish at the bottom of the rankings. Interestingly, IT may be showing early signs of consolidation after recent drubbings, while banks and financial services are experiencing sudden declines.
IMPORTANT ANNOUNCEMENT
Days like Independence Day remind us to channel our renewed energy into building something lasting — and what better time to give your investments a fresh start?
We’re celebrating with a special 25% discount across our strategies (except HNI segment) — valid only till 17 Aug 2025 (Sunday).
✅ Code : FREEDOM25
✅ Discount : 25%
✅ Validity : End of 17th Aug 2025 (Sunday)
IMPORTANT ANNOUNCEMENT
From next week onwards (starting 15th of Aug 2025), we’ll be sharing all our strategy updates, rebalances, and important announcements on our official WhatsApp Channel
Why this change?
Because it’s simpler, faster, and right where you already are — WhatsApp makes staying updated effortless.
Stay updated with:
• Strategy updates & rebalances
• Exclusive announcements & offers
Here’s an instruction manual if you are not aware of Whatsapp Channels
Introducing Mi Allcap GOLD
We’re excited to announce the launch of Mi AllCap GOLD, a new core investment strategy from the House of WeekendInvesting.
This strategy is designed for investors who want broad equity exposure with a built-in hedge. It combines:
25% Large Caps – for stability
25% Mid Caps – for growth
25% Small Caps – for alpha
25% Gold ETFs – as a permanent hedge
Mi AllCap GOLD follows a rules-based, momentum-driven approach to select the strongest stocks in each segment. The portfolio is rebalanced monthly to ensure it stays aligned with market leadership — with no human discretion involved.
Why Mi AllCap GOLD?
All-in-one exposure to all equity tiers + gold
Rebalance Frequency : Monthly
Momentum Style : Rotational
Whether you’re just starting your wealth journey or looking to anchor your core portfolio, Mi AllCap GOLD offers a powerful blend of momentum, diversification, and downside protection.
Don’t just diversify — balance wisely.
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.
Note: We are not including LIQUIDBEES as an ADD or an EXIT count.
