Weekly Wealth Report
Issue 184, Weekly Wealth Newsletter: 3rd Mar 2025 -10th Mar 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
Nifty 50 Valuations drops below Covid Levels!
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Markets with lower price-to-earnings ratio are more attractive or better bargains than those valued higher. Indian equities have been widely considered to be the world’s most expensive ones. The latest bout of sell-off particularly by foreign portfolio investors may have prices more attractive than they have been over the last year.
Markets with lower price-to-earnings ratio are more attractive or better bargains than those valued higher.
“We are at 19 times earnings on the Nifty, and we have corrected 12-13% from the top If we assume 18 times earnings as the base, there could be another 5-6% downside left on the Nifty with the current trending.
There is no roof in Bull Market and there is no floor in Bear Market, Markets go irrational in short term and always catch up to earnings and averages in long term.
Happy Investing!
Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance
Weekly Market Pulse
Domestic equity markets fell for the third consecutive week as key benchmark indices BSE Sensex and Nifty 50 fell 2.81% and 2.94%, respectively. The fall was broad-based as the midcap segment and the small-cap segment both closed the week in red.
Domestic equity markets fell amid heightened trade tensions around the globe Investors’ sentiment was negatively impacted after the U.S. President has threatened to impose a 25% tariff on imports from the European Union.
Losses were extended after China vowed to take “all necessary countermeasures and defend its legitimate rights and interests” following the U.S. President’s announcement of an additional 10% tariff on Chinese imports, intensifying the brewing trade war between the world’s two largest economies.
On the BSE sectoral front, BSE IT fell 7.76% due to the impact of the U.S. President’s latest announcement on tariffs that have triggered fresh worries of a trade war and a slowdown in the U.S. economy.
BSE Bank experienced the least decline among the sectors, with a loss of 1.55%
Mutual Fund Corner
Axis Balanced Advantage Fund
A dynamic asset allocation can help investors overcome volatility in Investors Portfolio by dynamically adjusting the Equity Allocation.
Axis Balanced Advantage fund follows a 5-factor approach to determine equity exposure while rebalancing.
All 5 variables are given importance while computing the net long exposure. While few factors are quantifiable like valuation, earnings momentum; there are factors like geo-political scenarios which consider the events and market expectations that impact the trend in the stock market.
The fund endeavours to generate capital appreciation via equity exposure and to generate income by investing in Fixed Income securities.
Suitable for Investors looking for a solution which dynamically adjusts equity exposure and to participate decently in market rallies.
The Fund is ideal for investors who have an investment horizon of 5 years.
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( You can also call us @ 78100 79946 )
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This Week Media Publications
My Recent Article in Nanayam Vikatan Growth Vs Dividend Stocks, which is better for your Portfolio?
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.