WEEKLY WEALTH REPORT
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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
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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
ARE YOU BUILDING WEALTH OR JUST BUYING MUTUAL FUNDS?
Last week, I spoke with a young couple—Ramesh (30) and Vidhya (27).
Both work in IT. Both invest ₹25,000 every month. On paper, everything looked perfect.
But they had one problem:
They were investing separately, not planning together.
Different funds, Different decisions, No shared roadmap.
Now they have:
A 5-month-old baby
AI-driven job uncertainty
₹50,000/month in SIPs
Their questions were simple:
• What if one of us loses our job?
• Is our child's future secure?
• Are we investing with purpose?
So we stopped talking about mutual funds.
And started talking about goals.
Emergency Fund
Child's Education
Retirement
Financial Freedom
Every SIP got a purpose. Every investment got a destination.
The amount they invested didn't change. Their confidence did.
Because financial planning for couples isn't about two people investing under one roof.
It's about building one system that protects and grows the family's future.
Wealth is not built by investments alone. It's built by alignment.
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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.