Weekly Wealth Report
Issue 198, Weekly Wealth Newsletter: 23rd June 2025 – 30th June 2025
(Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company)
Curated by
Mr. Sathish Kumar
Founder – Creating Wealth Company
Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber
Phone – 9841058689
Mail – creatingwealthadvisory@gmail.com
Web – www.sathishspeaks.com
Where To Invest When The Valuations Are Rising?
Download this NewsLetter as a PDF
Where to Invest in Indian Stock market when the long-term average and fair Valuation range of PE is between 19x to 21x and currently the PE is around 22.9
When the market is so obsessed with Momentum, Macro Fundamentals and when the valuations also looks stretched, investors should look out for bottom up Investing. What drives the fundamental investing on the current market is the 20% of the BSE 500 Stocks in which the companies has Strong Cash Flows, Positive Balance Sheet, Clean Corporate Governance and
Attractive Valuations.
Even when the Geo Political Conflicts, Unsettled Trade Tariff’s and Rising oil prices have a strong negative sentiment, investors will continue to see the specific Stock and Sectors are performing amid this news.
Markets are moved by Interest Rate Cycles, Liquidity and Earnings reporting. And all these factors are favouring Current market scenario. Record SIP flows, folios up 2.5x in five years providing enough liquidity.
On sector front Private banking is one space that looks interesting. The energy transition also provides opportunities.
Passenger vehicles are another long-term trend we find compelling due to low penetration levels in India. Companies that can maintain or grow market share in this segment should benefit as penetration increases. Many local companies are also cost-competitive compared to global players, making this an attractive segment.
If you are Mutual Fund Investor, identify portfolio which has higher overweight in sectors like Financial Services, Auto and its Ancillary, Discretionary Consumption & Power.
Invest regularly to take advantage of near term market volatility and you will get benefit from Rupee Cost Averaging.
We recommend increase your Lumpsum and SIP and to Stay Invested for Long Term
Successful Investment Strategy requires Regular Reviewing and Choosing Best Funds. Reach us @ 7810079946 for Your Portfolio Review and Best Performing Mutual Funds
Weekly Market Pulse
Domestic equity markets rose after posting losses in the previous week as key benchmark indices BSE Sensex and Nifty 50 rose 1.59% each. However, the mid-cap segment and the small-cap segment both closed the week in the red.
On the BSE sectoral front, BSE Auto rose 1.17% following reports that India is exploring Australia as an alternative source for rare-earth magnets to reduce reliance on China
BSE Healthcare fell 2.08% after the U.S. President proposed tariffs on imported medicines, posing a major challenge for Indian drugmakers. India’s wholesale price index (WPI)-based inflation eased to 0.39% YoY in May 2025, down from 0.85% in Apr 2025.
India’s merchandise trade deficit narrowed annually to $21.88 billion in May 2025 compared to $22.09 billion in May 2024.
Bond yields climbed as investor sentiment weakened amid a sharp rise in crude oil prices, fuelled by escalating geopolitical tensions stemming from the ongoing conflict between Israel and Iran.
Mutual Fund Corner
Mirae Asset Balanced Advantage Fund
Mirae Balanced Advantage Fund will help investor to capitalise potential
upside on Equities and limit the downside by dynamically managing the
portfolio investment through Equity, Arbitrage, Debt and Money Market
Instruments.
Why to Invest in Mirae Balanced Advantage Fund?
1. Fund follows the fundamental approach to assess equity market
valuations at any point in time and ascertain the necessary desired net
equity for fund
2. The fund therefore endeavours to provide an optimum equity market
participation for Investor.
3. The fund attempts to provide a risk adjusted return experience while
smoothening the volatility by actively managing the net equity position
in the fund
4. The Net Equity and Arbitrage position will help the investor to get
Equity Capital Gains advantage.
To invest in SIP & in Mutual Funds Click the link and start your investments instantly
( You can also call us @ 78100 79946 )
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Key Highlights:
1. Key entry and exit points of the stock market
2. 6-point filter to select a high-performing stock
3. Learn macro-economic trends in stock picking
This Week Media Publications
This Week @ Nanayam Vikatan!
How To Budget And Save More With Your Salary?
The Book I'm Reading For The Week
“The Almanack of Naval Ravikant” emphasizes building
wealth and happiness by focusing on specific knowledge,
leverage, and long-term thinking.
Eric Mentions about Ravikant views on Long term focus on
Wealth, Skills and Knowledge creation. Building Mental
Models for Business, Improving Productivity, Scaling up,
Investing and Much More
I was just fascinated and attracted by his personality,
thoughts and wisdom.
My Book Publications
This Newsletter is from Creating Wealth Company – For Private Circulation only.
For more information connect with Sathish Kumar @ 9841058689
You can also connect with us investments@sathishspeaks.com
Visit – www.sathishspeaks.com for More Details.
Disclaimer
Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means is prohibited.