Carson Wealth

JUNE 9, 2025

The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets. The Rocky Balboa Market Something unique about 2025 so far is how stocks have bounced back when they’ve been down.

Economics 69

Economics Marketing Marketing Economy 69

Carson Wealth

JUNE 23, 2025

This week though we want to highlight that the choppy action we’ve seen thus far in 2025 is actually perfectly normal for the third year of a bull market. As anyone who has invested lately knows, things have been quite choppy and frustrating so far in 2025, especially from the February 19 peak to the near-bear market April lows.

Marketing 78

Marketing Marketing Investments Investing 78

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. Heres the thing.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

APRIL 21, 2025

As the chart below shows, the S&P 500s advance/decline line has held up well above the early 2025 lows, whereas price for the S&P 500 has broken beneath those levels, suggesting there is potential strength under the surface. We wrote in our 2025 Outlook that elevated interest rates are a risk.

Marketing 78

Marketing Marketing Economy Investments 78

Carson Wealth

JUNE 30, 2025

New Highs Are Here What a wild ride 2025 has been and it is only halfway over! So what has happened when both of these historically weak months are in the green (like 2025)? million as of May 2025, up 20% from a year ago. As of 2025 Q1, net worth as a percent of disposable income is 740%, up from 688% at the end of 2019.

Marketing 78

Marketing Marketing Investments Investing 78

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%. trillion ($112 billion).

Banking 111

Banking Financial Services Insurance Assets 111

Carson Wealth

DECEMBER 16, 2024

Yet, the outlook for 2025 remains uncertain. In fact, the risk is that the Fed falls into the trap of believing that they do have a problem, based on lagged data, and take an extended pause in 2025. In fact, the November Producer Price Index report suggests that core PCE (which takes inputs from CPI and PPI) will clock in around 0.1%.

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

OCTOBER 14, 2024

As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. That’s going to be a big tailwind for the economy, and markets, as we go into 2025.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

JUNE 17, 2024

And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.

Marketing 86

Marketing Marketing Valuation Economy 86

Trade Brains

JANUARY 4, 2024

It is a choice for 3/4 of top Indian telcos 9/10 of banks, 8/10 of financial services, 7/10 of healthcare, FMCG, Digital Natives, and many government projects. Industry Overview The Indian economy has recovered from the pandemic era and shows great confidence. Achieve Net Carbon Neutrality by 2025.

Planning 69

Planning Communication Certification Healthcare 69

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Growing income and population can drive demand for goods and services in the long run. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline.

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

JULY 18, 2022

In FY21, the IT sector alone contributed 9% to the national GDP, and also accounted for 51% of total services exports. Hence it’s safe to say that the IT sector is growing at twice the rate of the economy. Financial Services. Next on the list is the Financial Services sector. APL Apollo Tubes Ltd 3.27.

Financial Services 52

Financial Services Banking Insurance Economy 52

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Through its innovative approach and digital prowess, Angel One Limited continues to play a pivotal role in shaping the financial landscape for millions of Indians.

Planning 59

Planning Financial Services Retail Distribution 59

Trade Brains

OCTOBER 31, 2023

Industry Overview The Indian Fintech industry is expected to reach US$ 150 billion by 2025, making it the third largest in the world. The Government has launched two key initiatives to promote financial inclusion: the Pradhan Mantri Jan Dhan Yojana (PMJDY) and the Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY).

Banking 59

Banking Retail Financial Services Assets 59

Trade Brains

JULY 9, 2024

Textile Industry Overview India’s textile industry is one of the most diverse and oldest sectors in the country’s economy, with a rich history spanning centuries. The textile sector plays a crucial role in India’s economy, contributing 2.3% to the country’s GDP, 12% to exports and13% to industrial production.

Manufacturing 52

Manufacturing Retail B2C Government 52

Trade Brains

JULY 9, 2024

Textile Industry Overview India’s textile industry is one of the most diverse and oldest sectors in the country’s economy, with a rich history spanning centuries. The textile sector plays a crucial role in India’s economy, contributing 2.3% to the country’s GDP, 12% to exports and13% to industrial production.

Manufacturing 52

Manufacturing Retail B2C Government 52

Trade Brains

JULY 30, 2022

Top Bank Stocks In India: Often we hear that the Banking sector of a country is the backbone of its economy. It not only assist the people by safekeeping their money but also help the government in various financial activity. This was facilitated by favourable liquidity conditions and a gradual unlocking of the economy.

Banking 52

Banking Retail Financial Services Assets 52

Trade Brains

SEPTEMBER 6, 2024

RIL now dominates diverse sectors including energy, petrochemicals, retail, telecommunications, and digital services, cementing its position as a cornerstone of the Indian economy. This follows the significant value unlocking through Jio Financial Services’ demerger. AGM 2024 Takeaways 1. billion) in annual revenue.

Planning 52

Planning Retail Economics Economy 52

Trade Brains

SEPTEMBER 23, 2023

Inspire Films IPO Review – Industry Overview The Indian Media and Entertainment (M&E) industry is a growing sector that is making considerable progress for the economy. billion by 2025. billion by 2025. Additionally, advertising revenue in India is projected to reach $5.42 billion by 2024. crores in March 2021 to ₹41.59

B2B 64

B2B Media Advertising Sales 64

Trade Brains

NOVEMBER 24, 2023

The company serves its customers across industries like automotive, e-commerce, food delivery, transportation, and logistics, banking; financial services and insurance (BFSI), retail and quick service restaurants (QSR), telecom and utilities, healthcare and pharmaceuticals, government, railways, and waterways.

Planning 69

Planning B2C B2B Pharmaceutical 69

Trade Brains

DECEMBER 22, 2022

Top 10 IT Stocks in 2023: The IT sector is known to be one of the most crucial industries in our global economy as it is the major driver of employment and also this sector keeps growing and evolving with time and increasing technological advancements in. 9) Oracle Financial Services Software Limited.

Marketing 52

Marketing Marketing Consulting Engineering 52

Trade Brains

OCTOBER 27, 2022

DCX Systems IPO Review – Financial Highlights. The defense manufacturing industry in India is an integral segment of the country’s economy. 35,000 million are aimed by the year 2025. Book Running Lead Managers: Edelweiss Financial Services Limited, Axis Capital Limited, and Saffron Capital Advisors Private Limited.

Electronics 52

Electronics Manufacturing Sales Financial Services 52

Trade Brains

MAY 10, 2023

Besides this, they also offer insurance, investing, credit, and many other financial services. With a shift in banking to digital transformation and the use of UPI reaching all-time records, India will overtake some major economies to become a central hub of banking.

Planning 52

Planning Banking Insurance Assets 52

Brown Advisory

SEPTEMBER 12, 2016

They focus largely on industries that have low environmental footprints, including technology and financial services companies. The company aims to expand its use of recycled aluminum to 80% by 2025. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. company.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

They focus largely on industries that have low environmental footprints, including technology and financial services companies. The company aims to expand its use of recycled aluminum to 80% by 2025. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. company.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Wealth Management

JUNE 11, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

Wealth Management 147

Wealth Management Management Estate Planning Planning 147

Carson Wealth

MARCH 10, 2025

The worries are growing, from a potentially slowing economy, to a growing and more aggressive trade war, to worries over Washington policy. Then five years ago we shut down our economy during a once-a-century pandemic. The economy created 151,000 jobs in February, more or less consistent with expectations.

Marketing 80

Marketing Marketing Economy Government 80

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. These are not dumb people.

Banking 143

Banking Economics Economy Business Planning 143

Carson Wealth

NOVEMBER 25, 2024

It is earnings, and when you have an economy that continues to surprise to the upside, you tend to have solid earnings. We continue to think the economy looks pretty good and below are two reasons why. No, we don’t say you should invest simply based on the presidential cycle, but we sure wouldn’t ignore it either.

Marketing 52

Marketing Marketing Economy Compliance 52

Carson Wealth

MAY 30, 2023

The ingenuity and flexibility of our country’s economy is second to none, and Americans are valued for their resolve and fortitude. In exchange for suspending the debt ceiling through January 2025, the two parties agreed to caps on spending. of GDP in 2024 and 2025. What’s in the “Deal”? Welcome news indeed.

Marketing 52

Marketing Marketing Budgeting Economy 52

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. I mean, if you take out the government spending, you probably are on a recession in a private economy. Do you want to be in this business? And that’s definitely not priced.

Valuation 154

Valuation Clients Investments Investing 154

Carson Wealth

NOVEMBER 18, 2024

The bottom line is if the economy is strong, earnings are expanding, inflation is under control, and the Fed is cutting, then stocks can do just fine regardless of who is in the White House. Fortunately, as we head into 2025, we think all of those market tailwinds remain firmly in place. And it has cooled quite a bit.

Marketing 95

Marketing Marketing Economy Banking 95

The Big Picture

JUNE 10, 2025

These were, these were incredibly successful asset management, financial service individuals that were trying to digest and understand, which now in hindsight looked so obvious, but at the time, to your point, looked like, I don’t know if this thing’s really gonna happen. And so we were having this interesting conversation.

Assets 143

Assets Management Portfolio Investments 143

Carson Wealth

DECEMBER 23, 2024

Yes, worries spiked last week over fears about sticky inflation (which we dont see) and fewer rate cuts next year (which wasnt really a surprise to us just two weeks ago our Global Macro Strategist Sonu Varghese wrote about expecting just 2-3 cuts in 2025). Back in September, eight members projected 2025 policy rates below the median.

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

FEBRUARY 3, 2025

The Federal Reserves (Fed) January 2025 meeting held no surprises. at the end of 2025, implying two rate cuts in 2025 (each worth 0.25%-points), although that may change this week as the market absorbs the impact of newly announced tariffs. at the end of 2025. at the end of 2025.

Marketing 75

Marketing Marketing Economy Investments 75

Carson Wealth

MARCH 24, 2025

It was interesting to say the least, with members projecting higher inflation, higher unemployment, and slower growth: Their 2025 core PCE projection rose from 2.5% The 2025 unemployment rate projection rose from 4.3% Real GDP projection for 2025 fell from 2.1% The 2025 unemployment rate projection rose from 4.3%

Marketing 92

Marketing Marketing Economy Economics 92