Insights

Tags: equity market

RSS feed for this section

FI Bullets – October 2025

Equities Desk

Before we get into it,  In October 2025, the Nifty 50 and Bank Nifty extended their bullish run, rising 4.51% (1,111 points) and 5.75% (3,140 points), respectively, with Bank Nifty…Continue Reading

Sector Pulse – Nifty Metal Index

Equities Desk

Price Action Overview: The Nifty Metal Index extended its bullish momentum into September 2025, closing the latest week at 9,989.90 with a gain of +1.08%. For the month, the index…Continue Reading

FI Bullets – August 2025

Equities Desk

Before we get into it,  In August 2025, the Nifty 50 and Bank Nifty continued their downward trend from July, declining by 1.38% (341 points) and 4.12% (2,306 points) respectively,…Continue Reading

FI Bullets – July 2025

Equities Desk

Before we get into it,  The Nifty 50 declined by 2.93% (748 points) in July 2025, snapping its four-month winning streak. The Bank Nifty touched a new all-time high of…Continue Reading

FI Bullets – April 2025

Equities Desk

Before we get into it,  The Nifty 50 experienced significant volatility in April, hitting a new 2025 low amid concerns over Trump’s “Liberation Day” tariffs. However, it rebounded strongly to…Continue Reading

FI Bullets – March 2025

Equities Desk

Before we get into it,  In March 2025, the Nifty 50 closed its five-month losing streak with a strong rebound, surging 6.3% (1,394 points). Bank Nifty also saw a notable…Continue Reading

Market Decline – Small Temporary Dip or the Beginning of a Crash?

Jiral Mehta

What happened? Sensex is down 14%! Why? Global Trade Tensions – U.S. tariffs creating uncertainty. Earnings Growth Slowdown – Weak corporate results for Indian Corporates FII Selling – Foreign investors…Continue Reading

India Budget FY26: Fiscal Prudence, Friendly Taxation, Flat Capex

Jiral Mehta

Key Highlights 1. Fiscal Consolidation on track Reduction in fiscal deficit target to 4.4% of GDP for FY 26 vs 4.5% that was earlier announced – in line with fiscal…Continue Reading

5 Finger Framework Your All Seasons Equity Portfolio Strategy – 5 Year Update

Jiral Mehta

Here is a recap of how the strategy was designed and the thought process behind it.  What is the challenge in building an equity portfolio using mutual funds? Building an…Continue Reading

Should you wait for a market correction?

Jiral Mehta

Whenever you have money to invest in equities, a nagging thought inevitably comes up.   “Feels like markets could correct from here. Maybe I should wait and invest after a 10%…Continue Reading