Remove 2023 Remove Financial Market Remove Valuation
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At the Money: Stock Picking vs. Value Investing 

The Big Picture

He co-hosts the Behind the Markets podcast with Wharton finance Professor Jeremy Siegel and has helped update and revise Siegel’s Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies. Dividends come from earnings, and so those are sort of anchors to valuation.

Investing 290
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Should you buy Trent despite its high valuation?

Trade Brains

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Their expanding brand share reflects an increasing foothold in India’s retail landscape, likely through new store openings and deeper market penetration. crore in March 2023 to ₹12,375.11 crore in March 2024.

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Weekly Market Insights – December 4, 2023

Cornerstone Financial Advisory

Market sentiment remained positive as the Fed’s preferred measure of inflation showed ongoing signs of softening inflation pressures, boosting hopes that the Fed may be able to end its rate hikes and consider rate cuts sometime next year. Source: Econoday, December 1, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 105
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Asness on Value Investing & Humility

The Big Picture

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 144
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Financial Market Round-Up – Apr’23

Truemind Capital

Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. years (Oct 2021-Mar 2023) when the benchmark indices produced negligible returns. This approach has delivered outperforming results for our clients over the last 1.5 For the last 1.5 For the last 1.5

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Financial Market Round-Up – Jul’23

Truemind Capital

India being highlighted as a beneficiary from the shift in Global equations along with the expected highest economic growth among major economies has attracted strong flows from the FIIs lifting overall market sentiments. The recent rally in the market has made the valuations more expensive compared to historical standards.

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Financial Market Round-Up – Jan’24

Truemind Capital

The stories have the potential to draw many investors into the overvalued market, leaving them distraught after the correction. Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. You can write to us at connect@truemindcapital.com or call us at 9999505324.