Description
What should investors do in July 2026?
In this monthly investment strategy update, we analyse the key trends shaping markets, including the impact of lower crude oil prices, RBI policy decisions, easing bond yields, foreign investor flows, and the strong performance of small-cap stocks.
You'll also get actionable insights into asset allocation and portfolio construction through our five model portfolios designed for different investment objectives and risk appetites:
• Aggressive Portfolio
• Moderate Portfolio
• Conservative Portfolio
• Regular Income Basket
• Build India Basket
The video also highlights the major risks investors should watch, including monsoon uncertainty, inflation pressures, persistent FII outflows and global interest-rate developments.
Time Code
00:00 Introduction & Key Market Highlights
00:36 US-Iran Peace Deal & Market Impact
01:08 June Market Performance Review
01:37 Sector Winners & Losers
02:03 Market Valuation Check
02:34 FII vs DII Flows
03:04 Global Market Outlook
03:40 RBI Policy Update
04:38 Inflation & Growth Trends
05:16 Bond Market Update
05:46 Investment Strategy
06:30 5 Model Portfolios
08:03 Key Risks to Watch
08:35 Final Takeaways
08:55 Disclaimer
#investmentstrategy #portfolio #stockmarket #sharemarket #nifty50 #mutualfunds #smallcapstocks #midcapshare #rbi #gold #detfunds
Mirae Asset Sharekhan is a full-service wealth management firm serving over 32 lakh clients. Backed by a Research Centre covering 200+ stocks across 20+ sectors driven by experts, Mirae Asset Sharekhan offers a comprehensive range of financial solutions including Mutual Funds, Stocks, IPOs, ETFs, PMS, AIF, F&O, Commodity, Bonds, and Insurance.
We help you track of crucial market developments, all our research offerings are now available in one website, the Mirae Asset Sharekhan Research Centre - https://research.sharekhan.com/research-calls
Moderation Disclaimer:
We do not endorse crypto tips, mentors, or third‑party investment claims.
Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India. It is now part of the global Mirae Asset Financial Group, a conglomerate with Client AUM of USD 734.2 Bn.
With a client base of over 31 lakhs, 120+ branches, and 4400+ business partners, Mirae Asset Sharekhan’s full-service model that offers research, experienced relationship managers, a wide branch network, and education has been guiding wealth creation since 1995.
Mirae Asset Sharekhan is renowned for its comprehensive range of financial solutions including Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Exchange Traded Funds (ETFs), Corporate Deposits, Futures & Options, Commodity, Bonds and Insurance.
On average, Mirae Asset Sharekhan executes more than 11.9 lakh trades daily.
Know more about Mirae Asset Sharekhan on our website: bit.ly/2Ovfq2E (*T&C apply)
🌐 Follow Us on social media
📘 Facebook – https://www.facebook.com/miraeassetsharekhan
▶️ YouTube – https://www.youtube.com/@MiraeAssetSharekhan
💼 LinkedIn – https://www.linkedin.com/company/miraeassetsharekhan
🐦 Twitter (X) – https://x.com/Sharekhan
📸 Instagram – https://www.instagram.com/miraeassetsharekhan
📊 StockTwits – https://stocktwits.com/MiraeAssetSharekhan
📢 Telegram – https://t.me/OfficialMiraeAssetSharekhan
📲 Download Our App
📱 Play Store – https://bit.ly/SharekhanAppOnPStore
🍏 App Store – https://bit.ly/SharekhanAppOnAStore
Disclaimer: https://rb.gy/jqplkw