Find Your Perfect Flavor

The Investing Buffet

Friday, 17 Oct 2025

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Good evening, WeekendInvestor

Today’s Market Update

It was a quiet day in the markets today. The Nifty was up, along with large caps and Bank Nifty, but mid and small caps took a bit of a hit. There wasn’t any major news in the market, but earnings results have started to come in. By next week, we will probably have a clearer idea of whether most companies are meeting expectations or not.

Gold and silver continued their strong performance. Gold was around ₹4,380 this morning, which is surprising because just last week it was below ₹4,000.

  • Nifty was up about half a percent today, showing a strong rally since the end of September.

  • Nifty Junior was flat, midcaps were down 0.5%, and small caps were down 0.24%.

  • The main action was in Bank Nifty, which rose 0.51% to 57,700 — another record high.

  • Gold is now around ₹1,30,000 per 10 grams as per the official calculated price, with some premium on top of that.

  • Silver has also surged dramatically, moving from ₹1,10,000 in August to ₹1,62,000 now, with actual market prices touching ₹1,70,000–₹1,80,000. Such disruptive price moves have created instability in derivative and ETF markets.

Other Market Triggers

  • IT stocks were hit hard — HCL Tech, Infosys, and Wipro were among the losers.

  • On the positive side, FMCG names like ITC, Hindustan Unilever, Nestle, and Tata Consumer were doing well.

  • Other gainers included Mahindra & Mahindra, Bharti Airtel, Asian Paints, Reliance, HDFC Bank, and ICICI Bank.

  • Among Nifty Next stocks, most were in red except for Adani Power, TVS Motors, Britannia, and Pidilite. Adani Green, Vedanta, Hindustan Zinc, and several real estate stocks lost ground.

  • The biggest mover of the day was Whirlpool of India, which jumped 12% after news of a strategic licensing agreement. The stock had been dull for quite some time, so this was a strong comeback.

U.S. Market Update

  • In global markets, U.S. indices were down in the last session — Russell 2000 fell 2%, NASDAQ 0.54%, and Dow Jones 0.6%. Many experts, including the IMF, have predicted that the U.S. market should fall. But when everyone expects a fall, it often doesn’t happen. The real movement depends on base money.

  • If more money is injected into the system, asset prices may stay flat while the currency’s value falls. So even if markets don’t drop in dollar terms, they can still lose value in real terms. It’s possible that U.S. markets will just stagnate at current levels while other asset classes like gold and silver keep rising.

  • Some major U.S. stocks like Capital One, MetLife, Citigroup, and Bank of America were down 3–5%. Thankfully, none of these are part of the portfolios managed under Weekend Investing’s U.S. strategies.

What to watch next ?

  • The next big trigger to watch is the India–U.S. tariff meeting. If there is any confirmation that there won’t be punitive tariffs on India, we could easily see Nifty at an all-time high.

  • Bank Nifty, in fact, has already hit a new all-time high and often leads the overall market trend, both upward and downward. Right now, it seems to be leading the market upward once again.

  • The speed at which Gold is rising is impressive for investors but also a bit concerning. When prices move this fast, it usually signals that something deeper in the system might be breaking. Such rapid moves can lead to problems for hedge funds or banks, as positions get trapped on the wrong side of the trade.

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Important Announcement

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Why this change?

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What To Read This Week ?

The Investing Buffet: Finding Your Perfect Flavor

The Paneer Principle in Investing

Just like paneer, the market is the core ingredient. The same market, the same set of stocks, and the same fundamental conditions can be approached by investors using vastly different strategies, and everyone can still be successful.

Here is a look at the diverse "dishes" or styles of investing mentioned, all operating within the same market:

  • Momentum Investing: Riding the trend and investing in stocks that have shown strong price movements.

  • Value Investing: Searching for fundamentally strong stocks trading below their intrinsic value.

  • Swing/Short-Term Trading: Executing quick trades, perhaps "Buy Today, Sell Tomorrow" (BTST), based on technical analysis or short-term catalysts.

  • Special Situations Investing: Focusing on corporate events like mergers, spin-offs, or regulatory changes to unlock value.

  • Dividend Investing: Building a portfolio focused on companies that pay regular, sustainable dividends for consistent income.

  • Arbitrage: Exploiting price differences between the cash market and the futures market (Cash Market Futures Arbitrage) for low-risk returns.

Finding Your Comfort Zone: The "Shahi Paneer" Strategy

The key message is empowerment and personalization. There is no single "right way" to invest. Your approach should be dictated by what you are most comfortable with and what aligns best with your risk tolerance, time horizon, and goals.

Key Takeaways

  1. Identify Your Style: Experiment with or study different methods to find the one that resonates.

  2. Stick to It: Once you find the style that fits you—your "Shahi Paneer"—commit to it.

  3. Scale Up: Focus on mastering and executing your chosen strategy consistently.

  4. Ignore the Noise: Don't get distracted by what other investment styles are doing. Their success is based on a methodology that is not yours.

If you like Shahi Paneer, just stick with Shahi Paneer and forget about everything else.

Meme Of The Day

Just like a buffet of paneer dishes. Which strategy are you most comfortable sticking with for the long run?

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