Weekly Wealth Report
Issue 182, Weekly Wealth Newsletter: 17th Feb 2025 -24th Feb 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
When will FII’s come back to India?
Download this NewsLetter as a PDF
FII’s continued their selling spree in the Indian equity market, net offloading Rs 2.57 Lakh crore in the cash segment this month from Oct 2024 to February 14, 2025
The recent decline in FII’s investments reflects changing market dynamics and investor sentiment, which are influenced by Trump Factor, Rupee Weakening and Muted Corporate Earnings in Q2 and Q3 in India.
FII’s are here for Profits, and they were sitting on huge profits, since they were investing from 2020 onwards and this is Harvesting time for them to book profits and take the money home.
Back home in US, where are they Investing? Are they investing in US Stock Market? The Answer is No. US Stock Market Valuation is very high. So where are they Investing? They are investing in US Bonds, as currently US Bond yields are around 4.5%.
To answer to Million Dollar Question, when will they come back to Indian Stock Market?
1. When US Bond Yield soften and go below the current levels of 4.5%.
2. When the Rupee Stabilises reasonably in Indian Market
3. When Indian companies, Corporate Profitability meets street Expectation
4. When Pvt Companies announces their CAPEX Expansion plans
Both our Union Budget 2025 and RBI Monetary policy gave reasons to believe it. Consumption-driven budget, 11 Lakhs Crore Capex from Govt and RBI finally pulled the trigger and announced a 25bps rate cut.
However, you’ll not see an immediate impact of these events but it will become evident over the next 6-8 months. By Sep 2024, you will see a major trend reversal in Indian Stock Market.
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
Indian equity benchmarks declined on Friday, weighed down by pharma stocks after the US President’s proposed reciprocal tariffs
Broader Markets Plunge, The Indian stock markets witnessed another volatile session on last week, with the Sensex and Nifty extending their losing streak to the eighth consecutive session.
Broader markets faced a sharp correction, with small-cap and mid-cap stocks falling over 3% each, underperforming the benchmarks. The market capitalization of BSE-listed companies dropped below Rs 400 lakh crore for the first time since June 2024, marking a significant downturn in investor sentiment.
Despite a delay in U.S. tariff hikes and easing Russia-Ukraine tensions, selling pressure dominated the session, leading to another day of losses.
Foreign institutional investors (FIIs) have been consistent net sellers, offloading ₹87,374 crore worth of Indian equities in January and ₹24,888 crore so far in February. Analysts believe the selling pressure could persist due to global uncertainties and high valuations in the domestic market.
Mutual Fund Corner
Invesco India Equity Savings Fund
Invesco India Equity Savings Fund
Growth potential of equities. The net long equity exposure may help reap benefit of long term growth potential of equity
Arbitrage opportunity. Each arbitrage position in equity has a corresponding exposure in stock future which helps in reducing risk.
Fixed Income exposure. The exposure to fixed income aims to reduce volatility and generates stable income.
Bottom up and top down approach, combining growth and value buys to generate consistent outcome through all market conditions
Taxation treatment Maintains eligibility for equity taxation.
Equity exposure to be maintained in the range of 65-80%
20-35% allocation in debt and money market instruments
To invest in SIP & in Mutual Funds Click the link and start your investments instantly
( You can also call us @ 78100 79946 )
Stock of the Week
Hyundai India Motor Ltd
CMP – 1800
Target – 2399 (In 12 – 18 Month’s Time Frame)
Incorporated in May 1996, Hyundai Motor India Limited is a part of the Hyundai Motor Group, which is the third largest auto original equipment manufacturer in the world based on passenger vehicle sales.
HMI offers a broad portfolio of 13 models, including sedans, hatchbacks, SUVs, and electric vehicles (EVs). It has been a key exporter, ranking second in India from April 2021 through June 2024, and has sold nearly 12 Mn vehicles domestically and internationally since inception.
With PE of 26, it has an Attractive valuation with its peers
High Institutional Holdings at 14% ( Promotor holds 82% )
Company is almost debt free.
Company has delivered good profit growth of 18.1% CAGR over last 5 years
Company has a good return on equity (ROE) track record: 3 Years ROE 27.4%
Company has been maintaining a healthy dividend payout of 111%
For your Equity Recommendation, Pls call us 78100 79946
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This Week Media Publications
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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
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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.