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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.

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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 – 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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10 Wednesday AM Reads

The Big Picture

We are less focused on the risks to REITs and more focused on where private market property valuations are going,” says Cohen & Steers’ Rich Hill. A $3 Trillion Threat to Global Financial Markets Looms in Japan Source: Bloomberg Sign up for our reads-only mailing list here. ChatGPT kisses and tells.

Taxes 278
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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 141
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Azad Engineering’s Partnership with Rolls-Royce and its position in aerospace explained

Trade Brains

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. It is involved in the energy turbine and aerospace & defence components market. Azad Engineering Ltd.

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Weekly Market Insights – February 6, 2023

Cornerstone Financial Advisory

Another Rate Hike The Federal Reserve raised interest rates by 0.25%, signaling to the financial markets that it would likely hike rates by another 25 basis points at its next meeting in late March. Source: Econoday, February 3, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, February 3, 2023 2.