Otto Money Newsletter - 28 Jun 2025

Dear Reader,

We are not going to bore you with yet another post on Jane Street. Our job is to keep an eye out for things that impact your wealth and that requires filtering out the noise. In case you want to read our views on why F&O is a bad idea, you can read our older blog here.

Markets have been on a downtrend in India since our last newsletter on 28th June where we pointed to elevated valuations. The critical earnings season has just started. The markets had run up in anticipation of earnings recovery, however, the season is off to a poor start with TCS & D’Mart reporting underwhelming numbers. The impact is clear - Nifty50 has corrected by 1.89% in this 2 week period. Should the markets fall, it will present an opportunity to deploy the cash generated earlier.

There has been a rightful view that Indian SIP investors have cashed out FIIs and promoters. However, our research reinforces the view that SIPs continue to be a hassle free algorithm to create wealth. Markets are flow driven and the retail flows can keep markets buoyant. You can read our blog on SIPs here.

Click below to read the full market update.

Happy Reading!

Wealth Beacon Team You may contact us at: contact@wealthbeacon.ai / http://www.wealthbeacon.ai

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