Truemind Capital

APRIL 21, 2023

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. One should not be over-allocated to equity (check the 3rd page for asset allocation) at the current levels and any exposure should primarily be towards large cap-oriented value portfolios against growth stocks.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

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.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

Trade Brains

SEPTEMBER 28, 2023

Particulars Amount Particulars Amount CMP 94 Market Cap (Cr.) Operating Profit Margin 29.633% Net Profit Margin 17.67% The company listed in January 2023 and listed in both exchanges and currently present PAN India with over 5000 locations, serving 13,000+ zip codes and over 60,000 customer outlets. EPS (TTM) 5.88 Holding Value 23.2

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

OCTOBER 23, 2023

Cr as of August 2023. 5 Best Stocks Held By HDFC Small Cap Fund In this article about 5 Best Stocks Held By HDFC Small Cap Fund, we shall see the list of stocks, overview of the company and their financials 1. Market Cap (Cr) 1,971 EPS (TTM) 31.75 14,900 Cr as of June 2023. Cr in FY22 to Rs. Cr in FY22 to Rs. Cr in FY23.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Market Cap (Cr.) Who is Vijay Kedia? Net Profit Margin 15.6%

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Truemind Capital

AUGUST 12, 2023

At this stage, we strongly recommend minimizing exposure to small & mid-cap portfolios on the back of excessive valuations driven by the retail craze. We are maintaining 5-10% portfolio exposure to Asian stocks (China, Singapore, Taiwan, etc.) We continue to prefer a portfolio duration of around 1-1.5 Sensex went up by 9.5%

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

SEPTEMBER 17, 2023

List of Stocks Held by Goldman Sachs Company Name Market Cap (Cr) CMP % Held by Goldman Qty Held (Cr) Holding Value (Cr) Mahindra Logistics Ltd 2,977.6 Cr Spandana Sphoorty Financial Ltd 5,405.5 The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis! 1,630,031 67.4 Cr Sula Vineyards Ltd 3,989.9 288,341 75.5

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

The Big Picture

JANUARY 25, 2023

The researchers describe financial markets as “slowly evolving communities of practice whose habits, routines and ways of knowing can be difficult to shift, even when faced with overwhelming evidence that what they are doing doesn’t work most of the time.”

Management 294

Management Investing Investments Financial Market 294

Trade Brains

OCTOBER 4, 2023

As of June 30, 2023, Quant Small Cap Fund Direct Plan-Growth had 8,075 Crores in assets under management (AUM), making it a medium-sized fund in its category. Cr, according to corporate shareholdings declared for June 30, 2023. This fund was established on January 1, 2013.

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

The Big Picture

FEBRUARY 24, 2023

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” Sonali Basak interviews AQR Capital Management’s Cliff Asness.

Investing 141

Investing Investments Financial Market Portfolio 141

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Trade Brains

OCTOBER 9, 2023

Shareholdings and portfolio as of June 30, 2023, for the GOVERNMENT OF SINGAPORE. according to corporate shareholdings disclosed for June 30, 2023. The residential, commercial, retail, property management, and hospitality sectors are all included in The Prestige Group’s property portfolio.

Portfolio Analysis 59

Portfolio Analysis Government Portfolio Healthcare 59

The Big Picture

DECEMBER 23, 2023

His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is our last podcast for 2023; we have a great lineup coming up in 2024! Happy and healthy holidays!

Retail 189

Retail Banking Financial Market Sales 189

The Big Picture

NOVEMBER 20, 2023

My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. The most popular ESG application of direct indexing software has been to remove guns and tobacco from portfolios. It reflects the desire for investors to have their portfolios reflect their personal values. Oct 31, 2023) 4.

Taxes 183

Taxes Portfolio Investing Investments 183

Trade Brains

NOVEMBER 2, 2023

15,847 Cr worth of Assets Under Management (AUM) as of September 2023. The company has evolved into the world’s largest instant coffee exporter and private label maker because of its robust infrastructure and global customer portfolio in over 90 countries. It has a Rs. The company has 400+ clients and 4 factories. 4,457.02 5.87

Portfolio Analysis 64

Portfolio Analysis Portfolio Manufacturing Engineering 64

Trade Brains

MARCH 27, 2024

These entities include insurance companies, mutual funds, pension funds, and other non-banking financial institutions. DIIs play a crucial role in the stability and development of the domestic financial markets, contributing to liquidity and influencing market trends. lakh crore), SBI (3.18 lakh crore), IRFC (1.88

Pharmaceutical 59

Pharmaceutical Banking Portfolio Insurance 59

Trade Brains

NOVEMBER 4, 2023

Algo trading, also known as Algorithmic trading, is a method of providing a set of predefined rules to a computer program to execute trades in the financial market. In addition to this, it offers other services such as portfolio management, consultancy, etc. ODIN ODIN is a one-stop solution for financial market trading.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

JANUARY 14, 2024

Washington Post ) • 2023’s billion-dollar disasters list shattered the US record for weather and climate disasters amid Earth’s hottest year on record : The U.S. set an unwelcome record for weather and climate disasters in 2023, with 28 disasters that exceeded more than US$1 billion in damage each.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

Nationwide Financial

JANUARY 3, 2023

As the latest inflation readouts are nowhere near that target, more rate hikes from the Fed are expected in 2023, although at a slower pace than seen in 2022. As of this writing, market expectations call for a path of Fed rate hikes to a range of 5.0-5.25%, 5.25%, then a pause through the remainder of 2023.

Economics 59

Economics Marketing Marketing Economy 59

Trade Brains

OCTOBER 5, 2023

Here are the Top Biofuel Stocks In this article we shall see which are the best biofuel stocks in India 2023, and also look at its financials and more Best Biofuel Stocks in India #1 – Shree Renuka Sugar Shree Renuka Sugars is a multinational agribusiness and bio-energy company.

Manufacturing 111

Manufacturing Engineering Sales Transportation 111

Trade Brains

FEBRUARY 14, 2023

In this article, we’re going to take a look at the Top Mutual Funds For SIP in 2023. Let’s take a look at the top mutual funds for SIP in 2023. Puneet Pal is a B.com (H) and MBA from SIBM Pune and has over 21 years of experience in the debt market. This is where mutual funds enter through the SIP route. What is SIP?

Healthcare 59

Healthcare Retirement Investing Investments 59

Advisor Perspectives

JUNE 26, 2023

Howard Marks (Co-Chairman) and David Rosenberg (Co-Portfolio Manager, U.S. High Yield, Global High Yield, Global Credit) discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism, and why this time might actually be different in financial markets.

Portfolio Management 52

Portfolio Management Financial Market Portfolio Management 52

Trade Brains

FEBRUARY 16, 2024

The company recently made waves in the financial markets with its IPO with an astonishingly high Price-to-Earnings (PE) ratio of 292x! The stock has rallied 23 percent, from the day it got listed on December 29, 2023. million units between Fiscal 2009 to Fiscal 2023 at an overall level. million in Fiscal 2023.

Engineering 111

Engineering Manufacturing Certification Sales 111

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. We have seen these factor risks play out many times.

Investing 52

Investing Investments Portfolio Accounting 52

Good Financial Cents

JANUARY 11, 2023

Because of this crucial role, financial managers command top dollar in big banks. Portfolio Manager. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans. Chief Financial Officer. Retrieved from [link].

Banking 95

Banking Budgeting Portfolio Management Recruitment 95

Trade Brains

JUNE 23, 2023

Profits for 2023 were ₹2,177 crores and FY22 saw the company earn ₹12,243 crores in net profits. Dividend Yield 7.72 % Net Profit Margin 10.8 % Operating Profit Margin 17.2 % Nalco earned ₹14,255 crores in the financial year ending 2023, an operating profit of ₹2,338 crores and a net profit of ₹1,435 crores. .) ₹ 35,241 EPS ₹ 5.27

Government 98

Government Distribution Sales Marketing 98

WiserAdvisor

JANUARY 8, 2023

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. Many experts believe that the Fed will also continue raising interest rates in the first half of 2023.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

Trade Brains

JULY 3, 2023

In this article on the 5 best copy trading platforms in India 2023, we shall learn about copy trading and the top 5 copy trading platforms available. As we have a fair idea about copy trading, now let’s look into the top 5 copy trading platforms in India 2023. Yes, this article is all about copy trading. To know more, keep reading!

Investing 52

Investing Investments Accounting Marketing 52

Trade Brains

JULY 9, 2023

Over the years its business changed from funding new business activities to operating as an investment company owning a portfolio of securities. Furthermore, Indian financial markets were impacted by volatility arising from accusations of fraud and price manipulation on the Adani Group by Hindenburg Research, a US-based short-seller.

Investing 52

Investing Investments Portfolio Financial Market 52

Advisor Perspectives

JUNE 28, 2023

Howard Marks (Co-Chairman) and David Rosenberg (Co-Portfolio Manager, U.S. High Yield, Global High Yield, Global Credit) discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism, and why this time might actually be different in financial markets.

Portfolio Management 52

Portfolio Management Financial Market Portfolio Management 52

Trade Brains

APRIL 23, 2023

USL has a large portfolio of almost 80 brands including McDowell’s No.1, The spirits maker holds an impressive 32% market share in the nation and has over 47 sites and a widespread presence with 70,000+ outlets. CMP ₹770 Market Cap (Cr.) Airtel has won back the telecom market share in India slowly in the last few quarters.

Pharmaceutical 105

Pharmaceutical Banking Insurance Distribution 105

Trade Brains

JANUARY 31, 2024

growth rate for 2023-24. The revenue has been increasing consistently and REC’s loan portfolio was categorized as 39% into generation projects, 11% into transmission projects, 37% into distribution projects, 7% into renewable energy projects, and 6% in STL/RBPF as of March 31, 2023. The Economic Survey predicts a 6.5%

Planning 59

Planning Government Distribution Economics 59

Trade Brains

JUNE 16, 2023

Dividend Yield 34.8 % Net Profit Margin 9.94 % Operating Profit Margin 23.4 % Vedanta is a large-cap mining giant, with a market cap of over ₹1.08 For the financial year of 2023, Vedanta earned ₹1,47,308 crores in revenues and a net profit of ₹14,503 crores. .) ₹ 1,08,486 EPS ₹ 28.4 Stock P/E 10.2 D/E Ratio 1.69 lakh crore.

Government 59

Government Sales Marketing Marketing 59

Trade Brains

JANUARY 15, 2024

ITC’s Consumer Goods Businesses have created an amazing portfolio of over 25 Indian brands such as Aashirvaad, Sunfeast, Yippee!, ITC has a DII holding of 41.94% as of 30th September 2023. Market Cap (Cr.) Hindustan Zinc has a DII holding of 32.52% as of 30th September 2023. Market Cap (Cr.) Market Cap (Cr.)

Healthcare 111

Healthcare Manufacturing Pharmaceutical Marketing 111

Trade Brains

SEPTEMBER 22, 2023

Credit to agriculture and allied activities rose by 15.4% (y-o-y) in March 2023 vs. 9.9% in March 2023 (23.0% Credit growth in the services sector accelerated to 19.8% (y-o-y) in March 2023 from 8.7% Personal Loans registered a growth of 20.6% (y-o-y) in March 2023 compared to 12.6% a year ago. as against 54.4%

Banking 126

Banking Assets Accounting License 126

Trade Brains

JUNE 7, 2023

Profits for 2023 were ₹2,177 crores and FY 22 saw the company earn ₹12,243 crores in net profits. Dividend Yield 8.46 % Net Profit Margin 28.3 % Operating Profit Margin 95.3 % For the financial year ending 2023, REC earned ₹39,478 crores, and a net profit of ₹11,167 crores. .) ₹ 34,867 EPS ₹ 5.27 Stock P/E 17.6 D/E Ratio 0.58

Financial Services 52

Financial Services Government Sales Investing 52