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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Nifty – Weekly Chart Perspective
Looking at some charts, the Nifty was very steady, gaining 0.9% this week. The market looks like it wants to go higher but is waiting for more cues. An important development this week was weak US jobs data, meaning that previously discussed interest rate hikes will probably get pushed back or cancelled.
This is great news for emerging markets and precious metals, as liquidity starts to flow from dollar-oriented assets to non-dollar-oriented assets. The dollar index also declined this week, making the local market more relevant.
S&P 500 Overview
The S&P 500 continued to gain this week, rising 1.76%. While the last four weeks have been a little wobbly, the overall US market has done phenomenally well year-to-date.
GOLD Overview
Gold was up 2.99% this week, showing a good gain after almost seven weeks of a downward move. While it is early to say whether gold has bottomed for this leg or not, a short-term move certainly seems to suggest higher ground. This may not be the cycle low, which is important to keep in the back of the mind, but crossing the 200 DMA will probably bring more confidence that the trend is continuing.
USD/INR & India Vix Overview
The USDINR is slipping again, sitting at 95.2 after dropping almost a percent this week. Brent oil continues to go down near 72, and the Vix is down massively at 11.8. As mentioned, the dollar index has gone from 101 to 99.4. With the Vix cooling off, it is very likely that better days are ahead.
Global Indices Overview
In terms of the global indices overview in dollar terms across the world, the best market this week was Germany at plus 5.2%. Euro Stocks was also up 3.8%, while the Hang Seng and FTSE 100 both gained 2.9%. The Nasdaq was up 2.1%, and the Dow rose 2%. While all these markets gained, the Nifty was down 0.3% due to the slipping rupee, and the Korean market was slammed down 2%.
Over the last one month, the Korean market is down 6.3% and the Hang Seng is down 7.6%. Looking at a six-month horizon, the Korean market is the only one that really stood out at plus 77%. Over the last one year, Japan is at plus 34.6%, and even after this fall, it stands at 137% while Japan is at 57%. India, of course, is reeling badly because of the currency, down 14.8%.
Global Momentum
On the global indices momentum score, Japan is at the top but slipping in the short term. The Dow Jones, Russell 2000, and Euro Stocks are currently at the top. Korea has suddenly dropped after holding the first positions, as its shorter-term one-week and one-month scores have slipped very badly. Germany and the UK have come up. The Nifty, which was doing very well from a monthly perspective, is down to the 13th position in the weekly ranking, and the Hang Seng is in the last position. The Indian market is not out of the woods, but the European market and Japan are still looking quite good.
Benchmark Indices Overview
Reviewing the weekly returns on the Nifty, small caps were up 1.65%, while other indices were very muted at less than 1%. The Nifty Next 50 was absolutely near the zero mark for this week.
Sectoral Overview
In the sectoral overview, there was no major move this week except for real estate and some movement in Pharma. Real estate jumped up 7.8% this week, and Pharma was up 3%. Conversely, PSU banks saw a downward move of 2.7%, and energy stocks were down 1.2%.
Within the sectoral momentum, Pharma, Capital Market, and Defense hold the top three rankings, which is where opportunities for going long can be found. The services sector, oil and gas, IT, and FMCG are all in the bottom four, presenting opportunities for shorting if desired. Real estate has come back very strongly, holding the first rank in the shorter term, which is visible on the screen when looking at the real estate index.
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
