article thumbnail

The Economy vs. Interest Rates

Bell Investment Advisors

The broader economy surprises, too. First, this is a degree of expansion that is approximately double any quarterly growth rate seen since the post-COVID rebound of 2020 to 2021. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July?

Economy 52
article thumbnail

Financial Market Round-Up – Jan’24

Truemind Capital

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Some allocation of 5-7% in portfolios focused on the Chinese economy can be taken given multi-decades low valuation, which may not sustain in a large economy expected to grow at 3-4% annually over the long term.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Financial Market Round-Up – Apr’23

Truemind Capital

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The Adani saga also aggravated volatility. For the last 1.5

article thumbnail

Financial Market Round-Up – Jul’23

Truemind Capital

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards.

article thumbnail

10 Wednesday AM Reads

The Big Picture

No one knows what financial market returns or interest rates or inflation will be going forward. Raptitude ) • How Yahoo sparked a renaissance under new owners : Yahoo was all but left dead by Verizon when it was sold to Apollo Global Management in 2021. But the annual rate of CPI inflation was 9.7% then and 2.7% percent now.

Retail 130
article thumbnail

Fundamental Analysis Of Shakti Pumps – Financials, Future Plans & More

Trade Brains

The core sectors of the economy, such as agriculture, infrastructure, and building services, constantly require pumps, which facilitates the growing importance of the pump sector in the country. between 2023 and 2028, the Indian pump industry is a direct function of the progress of various sectors in the economy. 5-year average 10.96

Planning 110
article thumbnail

Fundamental Analysis Of Shriram Finance – Future Plans & More

Trade Brains

Banks & NBFC have revolutionized the sectors contributing immensely to the Indian economy. At the time of the pandemic, businesses came to a standstill with low-interest rates and managed to avert the crisis by diversifying funds to two & four-wheeler segments from MSME before opening up the economy. 2021-22 9,316.06