WEEKLY WEALTH REPORT
_edited_edited_p.png)
When I started this newsletter, my objective was simple—to educate investors, create awareness about the ever-changing world of finance, and help individuals make informed investment decisions.
Every week, I have shared insights on the key movers and shakers in the financial markets, the factors that drive profits and losses. Finance is dynamic. What worked a decade ago may not work today. Markets evolve, regulations change, new opportunities emerge, and investor behaviour constantly shifts.
Staying informed is no longer an option; it is a necessity.
With Gratitude,
Sathish Kumar M
AMFI Registered Distributor
ARN 116056
The Reserve Bank of India (RBI) released its Annual Report for 2025-26 on Friday, 29 May 2026. Some key pointers are
GDP Growth Forecast: Real GDP growth for 2026-27 (FY27) is projected at 6.9%.
Inflation Estimate: Retail CPI inflation for FY27 is forecasted at 4.6%.
Growth Re-cap: India recorded a stellar 7.6% growth rate in 2025-26, up from 7.1% in 2024-25, retaining its title as the world's fastest-growing major economy.
Risks Matrix: Risks are tilted downside for growth and upside for inflation due to global energy and commodity shocks
Record Dividend Payout: The Central Board approved a historic transfer of ₹2.87 lakh crore surplus to the Central Government
`
Current Account Deficit (CAD): CAD reached a three-year high of $30.2 billion.While the merchandise trade deficit narrowed to $251.6 billion, a shrinking services surplus ($221.4 billion) caused the overall deficit to widen
The manufacturing sector recorded gross value added (GVA) growth of 11.5%, supported by Production-Linked Incentive (PLI) schemes.
Services: Remained the dominant engine, driving roughly 69% of the real GVA growth.
Agriculture: The FY27 outlook remains highly dependent on the South-West monsoon. While El Niño presents a downside risk, a late-stage positive Indian Ocean Dipole (IOD) is expected to cushion the impact
External Geopolitical Shocks: The escalation of the West Asia conflict is flagged as the biggest threat, causing supply chain bottlenecks and energy price volatility
Geopolitical Drag: The West Asia conflict (which escalated in late February 2026) stands out as the single largest threat to global shipping, supply chains, and fuel lines.
Global Slowdown: The IMF revised global growth down to 3.1% and pushed global inflation forecasts up to 4.4% for 2026.
Fastest Growing Large Economy: India registered an impressive 7.6% Real GDP growth rate in 2025-26 (up from 7.1% in the previous year) India's longterm growth story remains strong and continues to gain momentum.
For equity investors, the next five years could be a defining period, with India's growth momentum creating significant wealth-creation opportunities over the long term.
WEEKLY MARKET PULSE
The Indian stock market suffered a severe trend reversal during the week ending May 29, 2026, completely erasing its previous week's gains due to a massive, broad-based liquidation on Friday.
BSE Sensex: Plunged 1,092.06 points (1.44%) on Friday alone to finish the week at 74,775.74.
Broader Market Capitalization: Both the Nifty Midcap 100 (which hit an alltime high earlier in the week) and Smallcap indices closed in the red during the weekend liquidation
Mechanical passive outflows worth over ₹6,800 crore occurred as stocks like RVNL, Kalyan Jewellers, and Hyundai Motor India were officially moved out of the MSCI Standard Index
Below-Normal Monsoon Forecast: The India Meteorological Department (IMD) triggered panic by projecting the southwest monsoon at 90% of the Long Period Average (LPA), heightening fears of a resurgence in food inflation
As of the final trading session on May 29, 2026, global crude oil prices have fallen sharply, with Brent crude settling at $92.05 per barrel and US WTI crude at $87.75 per barrel. This marks an aggressive 19% monthly decline, making it the steepest monthly drop for oil since March 2020
Gold and Silver witnessed modest rally and Gold settled at 14,630 and Silver settled as 2.9 Lakhs per Kilogram.
PRODUCT OF THE WEEK
EDELWEISS MID CAP FUND
This midcap focused fund that primarily invests 80% in midcap companies with strong business fundamentals promising good earnings and growth opportunities
1. Consistent Long-Term Alpha Generation: The fund has demonstrated an ability to outperform its benchmark (Nifty Midcap 150 TRI) and peers over 3, 5, and 10-year periods, often delivering higher compounding returns compared to the category average.
2. Excellent Risk-Adjusted Returns: Evaluated by metrics like Sharpe and Sortino ratios, the fund has shown that it rewards investors well for the risk taken, with better downside protection than the category average in falling markets.
3. High-Conviction Stock Picking: The fund focuses on a portfolio of around 75–85 stocks, allowing for high conviction. It holds select businesses for the long term (5+ years), such as Trent or Dixon Technologies, allowing compound growth to work.
THIS WEEK MY TOP SOCIAL MEDIA CONTENTS
HAPPY TO SHARE THIS WEEK NAANAYAM VIKATAN EDITION ON
“WHY SOME PEOPLE BUILD WEALTH WHILE OTHERS ONLY CHASE INCOME”
ALGORITHMS ANALYSE PORTFOLIOS.
ADVISORS UNDERSTAND INVESTORS.
Can an algorithm truly review your portfolio?
"Free Portfolio Reviews" are becoming popular.
They can compare returns, rankings, and past performance in seconds.
But investing isn't just about data. It's about your goals.
A portfolio should be reviewed based on:
What you're investing for
Your time horizon
Risk appetite
Cash flow needs
Tax impact
Overall asset allocation
An algorithm can analyze numbers.
But it cannot understand whether the money is meant for your child's education,
retirement, a dream home, or financial freedom.
The best fund of yesterday may not be the best fund of tomorrow. Successful investing requires context,
discipline, and informed decision-making.
Technology is a powerful tool.
But just as a medical report needs a doctor's interpretation, a portfolio review needs the guidance of a
financial professional.
Data can inform decisions. Human judgment helps make the right ones. Before acting on a free portfolio
review, ask yourself: Does it understand my goals—or just my returns?
Don't let an algorithm decide your financial future.
Get a second opinion that considers your goals, risk appetite, tax situation, and life priorities.
ALL YOU WANT TO LEARN ABOUT
MUTUAL FUNDS
KICKSTART YOUR INVESTMENTJOURNEY OF 2026
FROM HERE
Describe one of your services
STOCK MARKET
KICKSTART YOUR INVESTMENTJOURNEY OF 2026
FROM HERE
Describe one of your services
What You Will Learn:
1. A-z Of Mutual Funds
2. Master The Art Of Sip’s
3. Build Wealth Like A Pro
4. Recorded Session Contains 8 Chapters
In Tamil Language
5. Lifetime Access
MIDDLE CLASS TO MILLION DOLLAR
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
TO BUY MY UNTOLD WEALTH SECRET
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 Us – 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. Past performance of the mutual fund is not necessarily indicative for future performances. Mutual fund does not guarantee any returns or dividends.
This report is for informational purpose only and contains information, opinion, material obtained from reliable sources and every effort has been made to avoid errors and omissions and is not to be construed as an 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 are prohibited.