As per market veteran, your portfolio is more than just stocks and mutual funds. It includes real estate, gold, silver, FDs, bonds, cash, business ownership and other assets. Net worth is the sum of everything you own. Booking profits from one asset class does not reduce wealth if it helps achieve life goals. Net worth is what you own, portfolio is where you own it and life is why you own it.

In markets, no one knows the future with certain Decisions should be based on available information, not hindsight. Long-term wealth is created through discipline, patience and risk management. Many investors fail not because they are wrong, but because they refuse to accept mistakes and act on them.

Friday night US markets closed flat due to holiday trading conditions. Gift Nifty is down -48 pts at 24042, indicating a flat to mildly negative opening for Indian markets on Monday, assuming no adverse geopolitical or macro developments over the weekend.

Neetu Yoshi has been approved as a vendor by Rail Coach Factory (RCF), Kapurthala following successful completion of its Capacity-Cum-Capability Assessment (CCA) for manufacturing Brake Support for FIAT Bogie.

Debt free Metroglobal posted 134% higher FY26 PAT at Rs.22.09 cr. Dividend increased to 25%. PE is just 10 while stock trades at 0.4x book value. Stock looks undervalued at Rs.130 v/s book value of Rs.331.

18 months ago, India’s market cap was 3.5 times South Korea and 2 times Taiwan. Now India’s market cap has fallen below both South Korea and Taiwan. For the first time in 26 years, India Inc moved out of MSCI EM top 10.

Big IT fall impact: Mutual funds lost Rs.4 lakh cr. in IT sector in 2026 so far. As per market grapevine, Indian fund managers failed to understand AI’s negative impact on Indian IT stocks.

Big negative: May mutual fund data showed net equity inflow at Rs.22,897 cr. v/s Rs.38,426 cr. MoM. Inflows may decline further, SIP cancellations may rise and redemption pressure may increase in coming months if Government does not reduce STT and LTCG.

As per market veteran, war uncertainty makes short-term market prediction difficult. Indian markets have not participated meaningfully in the AI-led rally & sentiment towards India remains weak. Significant short positions are seen in IT stocks. Immediate reduction in STT & LCGT is essential to attract FFI inflows. Outlook for pharma, healthcare & textiles looks positive, while metals & IT remain under pressure. Monsoon progress, Q1 results & crude prices will decide the short-term market trend.

Friday night closing: Dow +353 pts., Nasdaq +79 pts., S&P +37 pts. & Gift Nifty -75 pts. at 23620 signal a flat opening on Monday, subject to weekend developments. Positive weekend news may trigger a gap-up opening. Back in January, silver was up 64% & gold 25% on the year, but now both have turned negative. Every hype, euphoria & greed cycle ends badly.