The Big Picture

OCTOBER 10, 2022

My back-to-work morning train WFH reads: • Fed’s Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn : Rapid rate increases provide less time for central bankers to study their economic effects ( Wall Street Journal ). Here’s how to clean up your portfolio without feeling ashamed. Wall Street Journal ). •

Economics 279

Economics Management Accounting Portfolio 279

The Big Picture

OCTOBER 7, 2022

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. 2020s : Remained on emergency footing post Covid, despite broad evidence of economic recovery. During the same period of time, the S&P 500 rose 67.9% (2020) and 28.7% (2021).

Economics 332

Economics Banking Portfolio Assets 332

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? When does crowd psychology take hope for economic return beyond what valuation can support? Or is it a convenient way to measure the relative economic value created between our starting and end points? What is Space?

Investing 52

Investing Investments Valuation Economics 52

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. This has enormous ramifications for everything from our portfolios, policies and politics… See also , Failures’ Fallout (Mehlman, August 21, 2021) Teens Spend Average of 4.8

Media 350

Media Economy Economics Wealth Management 350

Brown Advisory

JANUARY 12, 2022

Global Leaders Investment Letter: December 2021 jharrison Wed, 01/12/2022 - 04:28 Just want the PDF? We seek competitively advantaged companies as long-term protection of our businesses’ economics given our desire for longevity of return on capital. 1 Drive: The Surprising Truth About What Motivates Us by Daniel H.

Investing 40

Investing Investments Clients Economics 40

Fortune Financial

AUGUST 16, 2021

One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. The first step is to decide how many positions you want to hold in the portfolio.

Portfolio 52

Portfolio Communication Numbers Financial Advisor 52

Trade Brains

SEPTEMBER 11, 2022

A strong health care sector is not only essential for the wellness of the people but also for strong economic growth. Revenue (Rs in Cr) 2018 2019 2020 2021 2022. Profit Margin ratios (Rs in Cr) 2018 2019 2020 2021 2022. Return ratios (Rs in Cr) 2018 2019 2020 2021 2022. Keep reading to find out! Gross Profit Margin (%).

Healthcare 52

Healthcare Portfolio Medical Valuation 52

Trade Brains

JANUARY 31, 2024

The post-pandemic economic recovery and adverse weather conditions drove an 8.4% The diverse business climate and large consumer base in India are driving the country’s rapid economic expansion. The Economic Survey predicts a 6.5% 2021 35,552.84 increase in electricity demand in India. growth rate for 2023-24.

Planning 59

Planning Government Distribution Economics 59

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. Mon, 11/08/2021 - 13:52. If climate friendly bond portfolios do not generate competitive returns, there is a risk that not enough capital will be available to fund a low-carbon economy. trillion per year from 2016-2020, according to their estimates), to $4.2

Portfolio 52

Portfolio Assets Investing Investments 52

Carson Wealth

FEBRUARY 12, 2024

A Strong Labor Market Is Key A lot of hiring took place in 2021 and 2022, with the economy more than recovering all the jobs lost in 2020. If a worker can get higher pay by switching jobs, which is what happened in 2021-2022, employers may have to pony up more to keep them. That’s another key factor that will push businesses to invest.

Marketing 97

Marketing Marketing Economy Investing 97

Trade Brains

JANUARY 25, 2024

Transformers, switchgear, circuit breakers, network protection and control gear, project engineering, HT and LT motors, drives, power automation products, and turnkey solutions in these areas are all part of the company’s portfolio, which improves many aspects of industrial and personal life. 2021-22 ₹ 5,483.53 ₹ 913.07

Planning 59

Planning Manufacturing Engineering B2B 59

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

Investing 96

Investing Investments Marketing Marketing 96

Trade Brains

MARCH 8, 2024

Having orchestrated more than 3000 events and exhibitions in India and abroad, Praveg has become a service powerhouse with a diversified portfolio encompassing exhibition management, event management, tourism and hospitality, and publication. The table below exhibits the revenue and profits of Praveg Limited over the last 5 years. 2020 59.56

Planning 59

Planning Economy Management Portfolio 59

Validea

FEBRUARY 17, 2023

Wall Streeters give a lot of credence to economic forecasts at the start of every year, as corporations project demand and craft their budgets and money managers plan out their strategies for the next year.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Trade Brains

FEBRUARY 11, 2024

Fundamental Analysis Of HUDCO: India’s urban development depends on housing and infrastructure, which are crucial for economic and societal progress. 2021-22 6,997.66 crores was reported, constituting 3.42% of the company’s total loan portfolio. of the GDP. 2020-21 7,277.73 2019-20 7,571.64 2018-19 5,591.22

Government 59

Government Retail Portfolio Assets 59

Trade Brains

MARCH 8, 2024

With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. Industry Overview India continues to remain a bright spot in the global economic landscape. According to the economic survey, real GDP growth is forecasted to reach 6.5% million clients.

Planning 59

Planning Financial Services Retail Distribution 59

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. The Indian banking industry has been on a roll, thanks to strong economic growth, rising disposable incomes, increased consumerism, and easier credit access. Yes Bank IDFC First Bank 2022-23 ₹ 7,902.40 ₹ 12,637 2021-22 ₹ 6,490.33 ₹ 9,707.62 2021-22 ₹ 1,064.05 ₹ 132.30

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

DECEMBER 14, 2023

The company develops real estate across the residential and commercial sectors and currently has a residential portfolio located in the markets of Mahim, Dadar, Prabhadevi and Parel. crores in March 2021 to ₹994.73 crores in March 2021 to ₹307.89 Crores in March 2021 to ₹32.06 crores in June 2023. crores in March 2023.

Certification 59

Certification Portfolio Economics Sales 59

Truemind Capital

AUGUST 12, 2023

All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. At this stage, we strongly recommend minimizing exposure to small & mid-cap portfolios on the back of excessive valuations driven by the retail craze.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Validea

NOVEMBER 18, 2022

In the current climate of global macroeconomic turbulence, the value investing approach may compensate for rising interest rates, persistent inflation, and economic slowdowns, contends an article in Barron’s. by the end of 2021, according to data from Morningstar. Value investing has historically outperformed growth by an average of 4.1%

Investing 52

Investing Investments Economy Economics 52

Trade Brains

OCTOBER 25, 2023

GDP contribution and 19 million workers, India’s automobile industry is a major source of economic growth, innovation, and employment. Firodia with the objective of providing affordable commercial transportation for the masses by utilising the best available technology while offering economical, reliable, and efficient products.

Planning 111

Planning Manufacturing Transportation Economics 111

Trade Brains

SEPTEMBER 29, 2023

Humanitarian aid by the United Nations Since the Taliban returned to power in August 2021, which led to a humanitarian crisis in the West Asian country, the UN has assisted with $5.8 Do you think Afghanistan can be a better economic bet than Pakistan? billion in the form of aid and development.

Food 98

Food Banking Economics Portfolio 98

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Carson Wealth

APRIL 29, 2024

Services spending accelerated at the fastest pace since the third quarter of 2021 when it was fueled by the pandemic recovery. Here’s the Big Picture As noted above, economic growth remains strong when factoring in the most important parts of the economy: household consumption, investment, and even government spending.

Marketing 97

Marketing Marketing Economy Government 97

Yardley Wealth Management

MAY 18, 2022

Following are some relevant examples: Global investing and inflation : In their 2021 analysis, “ US Inflation and Global Asset Returns ,” Wei Dai and Mamdouh Medhat of Dimensional Fund Advisors studied how bonds, stocks, industry portfolios, factor premiums, commodities, and REITs performed during periods of high and low U.S.

Investing 52

Investing Investments Economics Portfolio 52

Trade Brains

FEBRUARY 16, 2024

In India, increased economic activity and a favorable demand environment suggest that the country’s expanding momentum will certainly attract substantial investments and continue growing. Improve their brand reputation with a portfolio of innovative and impressive projects. and a net profit margin of 6.5% 5-year average 14.14

Transportation 59

Transportation Investing Investments Economy 59

Trade Brains

FEBRUARY 20, 2024

Industry Overview India’s GDP is projected to exhibit robust growth exceeding 6% for the fiscal year 2024, indicating a promising economic trajectory. The key focus would be on protecting the portfolio and containing the cost. The table below exhibits the revenue and profits of Mufin Green over the last 5 years. 2019 93.99

Valuation 59

Valuation Banking Investing Investments 59

Trade Brains

SEPTEMBER 3, 2023

Over the years, it has grown its product portfolio, geographical presence and manufacturing capabilities to become a leading automotive components manufacturer. While the general economic slowdown and the Covid-19 induced-pandemic hurt demand, the shortage of critical components and supply chain disruptions resulted in irregular production.

Planning 69

Planning Manufacturing Sales Engineering 69

Talon Wealth

SEPTEMBER 14, 2021

WEEKLY MARKET UPDATE – August 30, 2021. Inflation has been a nuisance to markets for most of 2021, with all observed inflation measurements showing readings well above the 2% Fed target. In addition to macroeconomic factors, high COVID infections also risk slowing economic progress. Market Update. Commodities.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Discipline Funds

MARCH 10, 2023

What I mean by that is that we’re currently navigating the economic bust portion of the cycle where inflation is a falling risk and credit deflation risk arises, in large part, because the Fed has reacted so quickly to bring inflation in. The 2020 and 2021 inflation was the tsunami. Was it the fart jars selling for $250,000?

Risk Management 139

Risk Management Banking Economy Valuation 139

Trade Brains

MARCH 3, 2024

The industry is gradually picking up pace, notwithstanding the global economic scenario, and there is a requirement for exploring high-value, energy-efficient pumps. With India’s tiny share in the exports of pumps in the world market, there are a host of opportunities available to Indian players. in FY23, compared to 9.9% 5-year average 10.96

Planning 111

Planning Manufacturing Government Engineering 111

Validea

OCTOBER 19, 2022

Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. at the start of the year) things are looking brighter for this simple portfolio.

Investing 128

Investing Investments Valuation Portfolio 128

Nationwide Financial

JUNE 7, 2023

At the end of May 2021, the benchmark large-cap index stood at around 4,200, then fell to 4,132 by May 2022 (a decline of just 1.7%). Finally, the recent rise in interest rates will affect the economic well-being of the U.S., By the end of May 2023, the S&P 500 was at 4,179, not much higher than where it was one year earlier.

Government 59

Government Economics Portfolio Management 59

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders. If the Fed is cutting rates.

Numbers 277

Numbers Insurance Economy Marketing 277

Trade Brains

OCTOBER 18, 2023

He is also described as a ‘ market master ’ by economic times. Source ‘Indian equities in the first phase of a bull market’: Kedia Securities (Economic times)). He is the managing director of ‘Kedia Securities Pvt Ltd’ and his net worth is over 800 crores. Mr Kedia is involved in the stock market since the age of 19.

Investing 105

Investing Investments Management Portfolio 105

Discipline Funds

OCTOBER 20, 2023

Let’s look at the scorecard: Bitcoin – it boomed in 2020 well in advance of the big inflation spike in 2021 & 2022 and weirdly busted as inflation reared its ugly head. TIPS – Like most bonds, TIPS surged in 2020 & 2021 and then got clobbered when inflation spiked. 3) The “This is Fine” Economy.

Economy 80

Economy Retail Government Banking 80

Trade Brains

AUGUST 20, 2023

Fundamental Analysis of Balkrishna Industries: MRF share has reached dizzying heights crossing the Rs 1,00,000 mark making it difficult for retail investors to include it in their diversified portfolios. The high volume was on account of various sectors coming out of the pandemic-led demand loss and the economic slowdown before that.

Planning 98

Planning Manufacturing Sales Accounting 98