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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The global landscape remains complex as wars continue to rage despite several attempts at a ceasefire. This ongoing conflict is keeping oil prices at an elevated level. Although prices have softened from $116 to $100, they remain high compared to economic projections. For instance, the RBI has projected an average of $80 for the year. The longer oil stays at these higher grounds, the more problematic it becomes for the Indian economy.
Nifty – Weekly Chart Perspective
The Nifty saw a modest gain of 0.74% this week. While the gain wasn’t large, the market has been stagnating for about three weeks, likely waiting for a resolution on the war front before institutional money moves back in. However, the broader market tells a different story. Mid-caps and small-caps are running hard, with the Mid-cap index hitting a new all-time high this week.
S&P 500 Overview
In the US, the S&P 500 is also performing strongly, gaining 2.33% this week and rising 15% over the last five weeks.
GOLD Overview
Gold saw a slight uptick of 1.6% this week, priced at 15,165 per gram in India. While not showing extreme strength currently, it appears to be undergoing a period of time consolidation.
Crude Oil Overview
In our macro pulse review, crude oil cooled off by 8.2%, which led to a cooling of the USD INR exchange rate, now sitting at 94.5 compared to 95. The India Vix dropped from 18.5 to 16.8, and the dollar index moved from 98.2 down to 97.8.
Global Indices Overview
In a global indices overview denominated in dollar terms, South Korea was the winner this week with a 2.6% gain, while Nikkei in Japan was up 1.4% and Brazil lost 1%. India was flattish at 0.4%, and the NASDAQ gained 1%. Over the last month, South Korea has done an impressive 29.7%, showing great momentum. Looking at the last year, South Korea is up 151%, Brazil is up 57.7%, and the NASDAQ is up almost 40%. The strong performance in these other markets is likely why foreign investors are sulking in India; they would rather put money where they see immediate returns.
Global Momentum
In the global indices momentum score rankings, South Korea, Japan, and the Russell 2000 are in the top three brackets, while Nifty, Hang Seng, and Nifty 500 are in the bottom.
Benchmark Indices Overview
Small caps gained 4.2% this week, showing no signs of stopping. Mid caps rose by 3.5%, and the Nifty Next 50 was also buoyant at 2.6%.
Sectoral Overview
Within the sectors, Capital Markets took the top spot with a 5.7% weekly gain, followed by Autos at 5.2% and Defense at 4.7%. Over the last year, Metals, Capital Markets, and Defense have been the massive outperformers, while IT, FMCG, and Tourism have underperformed.
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
