2023 Asset Allocation Economics Financial Market 
Discipline Funds
NOVEMBER 8, 2023
Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. Here’s our latest strategic update given recent changes for Q4 and beyond.
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. The recent rally in the market has made the valuations more expensive compared to historical standards. Sensex went up by 9.5%
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Truemind Capital
JANUARY 16, 2024
With the equity market seeing a rapid rise over the last quarter, a few investors start getting the feeling of missing out after hearing the stories in their social circle, thus wanting to get more aggressive towards equity at the wrong time. The core inflation has remained sticky which reduces the chances of rate cuts this quarter.
Investing Caffeine
JANUARY 2, 2024
The last two months of 2023 finished with a bang! For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. for the S&P, +3.7%
WiserAdvisor
JANUARY 8, 2023
The economic strain of the pandemic continued. The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. The year 2022 had its ups and downs.
Investing Caffeine
OCTOBER 2, 2023
Source: Trading Economics As long as consumers continue to hold a job, they will continue spending to buoy economic activity – remember, consumer spending accounts for roughly 70% of our country’s economic activity. rate (see chart below). Under this scenario, you are likely to stay put and not sell your home. for the month.
WiserAdvisor
MARCH 19, 2024
Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. It can also lead to financial losses.
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