Insights

Market Pulse

The Be WealthSet journal on markets and money: plain language reads on what is moving, written for a portfolio built to last.

Updated Monthly
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Opening slide of the October 2026 Market Perspectives presentation.
6 Slides

Market Perspectives, October 2026

Our research desk's monthly walk through what is moving Indian markets, in six slides covering earnings, factor and sector leadership, and why domestic investors now own more of the market than foreign ones.

View the Presentation  →

Past Updates

The Mutual Fund Category Rotation chart showing 28 categories ranked by return.
Interactive Chart October 2026 Mutual Fund Category Rotation, 2014 to 2026 28 mutual fund categories ranked by return for every year from 2014 to 2026. Step through the years or press Play, and watch the leaders change. Explore the Chart  →
Opening slide of the September 2026 Market Perspectives presentation.
Monthly Market Update September 2026 Market Perspectives, September 2026 Our research desk's monthly walk through what is moving Indian markets, in seven slides covering earnings, sector leadership, and long term Sensex trends. View the Presentation  →
Quarterly Update August 2026 Company Profits Are Growing Again, Just Not Everywhere More Indian companies made more money this quarter, but not equally, and what it means for your investments. Read the Full Update  → Investor Education Week of Aug 24, 2026 Long Short Strategies of SIF: Equity and Hybrid A plain summary of SEBI's Long Short SIF strategy categories and their permitted asset allocation ranges. Read the Note  → Weekly Note Week of Aug 10, 2026 Sample: Three Questions to Ask Before Chasing a Hot Fund Placeholder entry, showing how a shorter, weekly note looks in this list. Read  → Weekly Note Week of Aug 3, 2026 Sample: How Much Emergency Fund Is Actually Enough Placeholder entry, showing how a shorter, weekly note looks in this list. Read  → Weekly Note Week of Jul 27, 2026 Sample: A Simple Way to Think About SIP vs Lumpsum Placeholder entry, showing how a shorter, weekly note looks in this list. Read  → Weekly Note Week of Jul 20, 2026 Sample: Reading a Loan Offer Before You Sign It Placeholder entry, showing how a shorter, weekly note looks in this list. Read  → Weekly Note Week of Jul 13, 2026 Sample: What Risk Appetite Actually Means, in Plain Terms Placeholder entry, showing how a shorter, weekly note looks in this list. Read  → Weekly Note Week of Jul 6, 2026 Sample: Insurance vs Investment, Why We Keep Them Separate Placeholder entry, showing how a shorter, weekly note looks in this list. Read  → Weekly Note Week of Jun 29, 2026 Sample: A Quick Look at This Year's Monsoon and Rural Demand Placeholder entry, showing how a shorter, weekly note looks in this list. Read  →