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.
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On the global front, updates from the war are reasonable as more negotiations are taking place and there is no active engagement on the war front. Consequently, oil prices have cooled off, and the market deviations that occurred in line with the war situation are gradually normalizing.
Nifty – Weekly Chart Perspective
During the week, the Nifty index fell by 0.72%. This decline might have been milder, or the index could have finished flat to slightly positive, if not for concerns surrounding deficient rainfall and the MSCI index rebalancing that took place on Friday.
S&P 500 Overview
The S&P 500 continues its strong rally, gaining 1.43% this week. Since the end of March, the US markets have experienced a significant surge, moving from 6,300 to nearly 7,500, which represents an approximate 20% jump in about a month and a half to two months. This highlights the sustained strength of the US market.
GOLD Overview
Meanwhile, gold remained flat with a minor dip of 0.08% on the INR rate. This flatness persisted despite import duties increasing from 6% to 15%, without which the rates would have been lower. The official market rate stands at 15937, while the quoted rates are about 7,000 to 8,000 rupees per 10 grams lower than this.
Crude Oil Overview
In terms of macroeconomic indicators, Brent crude oil showed a notable cool-off, dropping 12% during the week. The USDINR pair also declined by 0.7%, closing below 95 after being at 95.68 one week ago. Additionally, the India VIX decreased by nearly 9%, and the dollar index slipped to 98.94.
Global Indices Overview
An overview of global indices, which compares all markets in dollar terms, reveals that South Korea dominated the week with an exceptional performance. The South Korean market has delivered a 186% return over the past year. While this growth is highly concentrated in one or two companies, a 186% gain is remarkable and equivalent to the Nifty tripling in a single year within an Indian context. Other international markets showed positive movements as well, with the Nikkei rising 4.5% and the NASDAQ gaining 2.4%. Conversely, Brazil and the Hang Seng index both lost 1.7%, while the remaining global markets stayed relatively flat.
Global Momentum
The global indices momentum score places South Korea at the top, followed by Japan and the US markets. The US markets have climbed significantly after being in the bottom third a couple of months ago. The Indian market remains near the bottom of this list, alongside the UK and France, while the Hang Seng index has stayed at the bottom for multiple years. However, Australia has shown sudden improvement, and the Nifty 500 has also improved over the past week.
Benchmark Indices Overview
Among Indian benchmark indices, the Nifty 50, Nifty 500, and mid-cap indices remained completely flat, though small caps and the Nifty Next 50 experienced small upticks.
Sectoral Overview
Sectoral performance within the domestic market showed that the media sector gained the most with a modest 2.5% rise, followed by PSU banks at 1.9%, and energy alongside MNC stocks at 1.6%. On the downside, oil and gas lost 1.5%, and the FMCG sector faced similar pressure, likely due to the rainfall scare, causing declines in major stocks like Hindustan Unilever and ITC. The CPSE index fell by 2%, and capital market stocks lost ground, with exchanges like MCX, BSE, and IEX seeing drops.
In terms of sectoral momentum rankings, metals hold the top spot, followed by energy, while capital markets slumped suddenly after a good run, and commodities occupy the fourth position. PSU banks and media are moving up, while capital markets, central PSEs, oil and gas, and FMCG are seeing changes in recent performance.
The IT sector, which had been pushed to the bottom rank, is showing a short-term recovery, placing at rank number eight on the weekly timeframe. Overall, banking, financial services, and IT remain at the bottom, while metals, commodities, and energy lead the weekly sector rotation.
Introducing All Seasons
Markets reward patience — but rarely make it easy.
Even index investors — owning India’s top 50 companies through the Nifty 50 — struggle to stay the course. Drawdowns hurt, flat markets drain conviction, and emotions often break compounding faster than crashes do.
That’s exactly why we built All Seasons — a simple, rule-based strategy that helps you stay invested through every phase of the market by dynamically balancing between Nifty 50 (for growth) and Gold (for stability).
📈 Growth — Nifty 50
Own India’s strongest 50 companies — the backbone of our economy. Participate in the nation’s long-term growth story without picking stocks or timing entries.
🛡️ Stability — Gold
Crises strike without warning. Gold rises when equities stumble — acting as your portfolio’s natural hedge and emotional anchor.
⚙️ The Engine Behind It
All Seasons shifts allocations every fortnight based on market conditions:
- When equities run hot, exposure trims automatically.
- When they’re beaten down, the system increases weight.
- Gold moves in the opposite direction — balancing every phase.
No guesswork. No emotion. No fear of missing out — just a calm, intelligent portfolio that adapts to markets for you.
Who is this for?
✅ Index investors who want smoother participation
✅ New investors who prefer ETFs over stock-picking
✅ Professionals who can’t invest in direct equities
✅ Seasoned investors looking to add stability to their core
✅ Anyone who wants to stay in control without daily decisions
Price: ₹4,999 per year
Recommended Capital: ₹2–30 lakh
Introducing Mi Allcap GOLD
Mi Allcap GOLD 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
