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FI Bullets – December 2025

Equities Desk

Before we get into it,  In December 2025, the Nifty 50 and Bank Nifty ended their three-month rally, slipping 0.28% and 0.29% respectively, after hitting lifetime highs in November. The…Continue Reading

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