The Big Picture

JULY 11, 2023

( Wall Street Journal ) see also Five Revealing Pictures : Professional money managers do well on their “slower”, buying decisions (actually well enough to beat benchmark portfolios!). trillion dollar in client assets. Speak Now (Taylor’s Version) is expected to debut at No. It should become a public resource available to all. (

Distribution 195

Distribution Management Clients Portfolio 195

Advisor Perspectives

MARCH 29, 2025

The world’s largest asset manager is betting big on a growing breed of derivatives-powered ETFs that’s shaking up the art of active portfolio management.

Portfolio Management 45

Portfolio Management Portfolio Assets Management 45

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Mon, 10/04/2021 - 11:00. Of equal or greater interest to many investors are the opportunities being spawned by climate change.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Trade Brains

JANUARY 21, 2024

This is poised to increase the share of railways in freight transportation from about 27% – 45% by 2030. of the country’s GDP to 8% by 2030. These assets collectively represent 43% of the Company’s total assets. Reports hint towards orders being placed for an additional 40,000 wagons. 491 Cr & Rs.

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Brown Advisory

SEPTEMBER 6, 2022

Diversity, equity and inclusion (DEI) investing: Evaluates investment managers according to criteria of diversity, equity and inclusion to ensure that historically underrepresented groups are well-represented among investment managers’ workforces, including leaders in key decision-making roles that directly affect portfolio performance.

Government 98

Government Investing Investments Portfolio 98

Trade Brains

JANUARY 31, 2024

Fundamental Analysis of REC : The Government of India is pursuing the target of achieving 500 GW of renewable energy capacity by 2030, which is expected to drive significant investment in the sector. Aims to achieve a loan book of more than ₹10 lakh crore by March 2030. It has a countrywide presence through 22 state offices.

Planning 59

Planning Government Distribution Economics 59

Good Financial Cents

JANUARY 11, 2023

According to the Bureau of Labor Statistics, finance-related jobs are predicted to experience an 8% annual growth rate until at least 2030. According to the Bureau of Labor Statistics , finance-related jobs are predicted to experience an 8% annual growth rate until at least 2030 – in line with other professional sectors.

Banking 96

Banking Budgeting Recruitment Portfolio Management 96

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. trillion by 2030, in order to stave off its worst-case climate scenarios. trillion by 2030, in order to stave off its worst-case climate scenarios. which disrupt supply chains, damage property and otherwise hurt an issuer’s assets or operations.

Portfolio 52

Portfolio Assets Investing Investments 52

Random Roger's Retirement Planning

JULY 8, 2023

Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

Trade Brains

OCTOBER 12, 2023

IT Companies possess huge capital infusion from promoters, Private Equity firms, or raise capital from the public and they are less likely to have Assets that generate Income like Machinery or Any Assets that are likely to have Value addition to the profit. Tata Elxsi - D/E 0 0 0 0 0 0 KPIT Technologies - Interest Coverage 10.69

Planning 105

Planning Engineering Healthcare Manufacturing 105

Trade Brains

JUNE 8, 2024

With a diverse portfolio spanning solar, wind and hybrid renewable projects, Adani Green Energy Limited has an operational capacity of 10.9 By looking at the company’s report they also mentioned that AGEL’s development cost per MW have risen meaningfully by looking at its 2030 targets. GW as of March 2024.

Accounting 59

Accounting Portfolio Assets Sales 59

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Battled Crisis The company, which was once an outperformer and the 5th largest private bank in the country, ran into problems due to stressed assets such as ADAG, Essel Group, and DHFL. Both banks’ NPAs are improving, which reflects better asset quality.

Banking 104

Banking Planning Accounting Retail 104

Good Financial Cents

JANUARY 26, 2023

You’ll need to carefully manage your budget, invest in efficient high-yielding assets , and review the numbers regularly so you can work towards retiring at a reasonable age without sacrificing your lifestyle along the way. The service automatically rebalances your portfolio to keep you on track to your goals.

Retirement 122

Retirement Taxes Accounting Retirement Planning 122

Trade Brains

JULY 8, 2022

By 2030 the government aims to establish a renewable energy capacity of 523 GW. Clean energy currently makes up 34% of Tata Power’s portfolio and the company plans to increase this to 40% by 2025 and 80% by 2030. Its EPC portfolio includes 252 projects with a production capacity of 10.6GW.

Commission 81

Commission Manufacturing Government Investing 81

Trade Brains

OCTOBER 28, 2024

The shares of a large-cap power stock primarily which is engaged in the power generation business from its assets located at Maharashtra, Karnataka, Salboni, and Nandyal up 4 percent touching an intra-day high. With a clear vision for growth, JSW Energy aims to expand its capacity to 20 GW by 2030, while focusing on renewable energy.

Investment Advisor 52

Investment Advisor Consulting Investing Investments 52

Trade Brains

SEPTEMBER 19, 2024

Investments and cargo traffic are increasing, benefiting service providers in operations, maintenance, and marine assets. The government promotes domestic waterways as a cost-effective and sustainable freight option, aiming to operationalize 23 waterways by 2030. Also read… Best Drone Stocks in India 2024 to keep an eye on!

Government 52

Government Planning Transportation Investing 52

Trade Brains

DECEMBER 29, 2023

The company is in the business of engineering, procurement, and construction (EPC) and asset ownership/real estate. Their real estate portfolio comprises around 2.0 Operating Profit Margin 21.90% Net Profit Margin 15.29% Future Plans To focus on growth in the MMR region through the Asset Light model (JV, JDA, and DM).

Planning 59

Planning Engineering Economy Government 59

Trade Brains

SEPTEMBER 23, 2023

The Government’s ‘Vision Plan 2030’ proposed an action plan to become a manufacturing and export hub for construction equipment and propel the development of world-class infrastructure in the country. Inventories and trade receivables form a major part of the current assets. The Indian machine tool market size reached US$ 1.4

Medical 64

Medical Manufacturing Engineering Sales 64

Trade Brains

SEPTEMBER 19, 2023

Signatureglobal India IPO Review – Industry Overview The real estate sector is a key contributor to India’s economy, which is projected to reach a market size of $1 trillion by 2030 and contribute 13% to the GDP by 2025. Housing sales have increased by 48% YoY to ₹ 3.47 The NCR witnessed a 73% increase in housing sales from 2020 to 2021.

Sales 102

Sales Distribution Government Marketing 102

SEI

JUNE 25, 2025

Asset management Connecting investors to what matters most, so they can achieve their goals and make confident decisions. That matters because inheritance, of course, translates to investable assets. trillion in investable assets by 2030, which balloons to $70 trillion in investable assets by 2045.* Seeing the gap.

Education 52

Education Financial Advisor Assets Clients 52

Trade Brains

FEBRUARY 20, 2024

With over 24,191 borrowers and more than 350 crore worth of financed EV vehicles, the company has deployed assets worth 49 crore on lease, significantly contributing to carbon emission reduction, totaling 173,788 tons. The key focus would be on protecting the portfolio and containing the cost. Market Cap(Cr) ₹ 3,678.24

Valuation 59

Valuation Banking Investing Investments 59

Trade Brains

SEPTEMBER 19, 2022

This comes on the back of India’s goal of installing a non-fossil energy capacity of 500GW by 2030. Part of the edible oil to ports conglomerate Adani Group, it has a project portfolio of 20,434 MW. AGEL presently has a portfolio of 54 operational projects across 12 Indian states. It received an FDI inflow of $ 10.02

Planning 52

Planning Commission Portfolio Distribution 52

Trade Brains

SEPTEMBER 14, 2023

The company’s extensive product portfolio includes televisions, mobile phones, smart wearables such as smart watches and neckbands, and mobile accessories. from 2022 to 2030, driven by new technologies like wireless headsets and speakers. from 2022 to 2030. The global mobile accessories market, valued at USD 82.88

Distribution 59

Distribution Electronics Manufacturing Financial Services 59

Trade Brains

OCTOBER 23, 2023

It has a vast defense-based portfolio of Avionics, Aerospace, Naval, Satellite space, and homeland security systems. Indian space startups have received a total funding of over $200 million since 2021 and with ISRO’s plan to set up its own space station by 2030, there is potential for further investments.

Manufacturing 64

Manufacturing Government Budgeting Sales 64

Trade Brains

SEPTEMBER 22, 2022

As for the future plants, the steel PSU has Capex plans to increase its capacity to 50 million tonnes by 2030 from the present level of approx 19 million tonnes. This is in line with the National Steel Policy of 2017 which estimates India’s steel production capacity to hit the 300 million tonnes mark by 2030. Share Price (Rs.)

Communication 52

Communication Manufacturing Media Investing 52

Trade Brains

AUGUST 26, 2024

It uses an asset-light model, owning only 5.81% of its fleet. billion by 2030. billion by 2030, reflecting a continued preference for chauffeur-driven services. As the service businesses are asset light models, ECOS’s total debt to equity is around 0.12 It uses an asset-light model, owning only 5.81% of its fleet.

Transportation 52

Transportation B2B B2C Assets 52

Trade Brains

FEBRUARY 9, 2024

The DoT asserts that AGR should encompass interest income, dividends, profits from asset sales, insurance claims, and forex gains. The government’s financial lifeline helps ease the pressure, while Vi is exploring to sell non-core assets and tapping into high-margin markets like enterprise and rural services. lakh crore.

Marketing 111

Marketing Marketing Government Assets 111

Brown Advisory

MAY 31, 2018

Although the first stages of AI’s evolution have emanated from the West, China’s state-sponsored goal to lead the AI market by 2030 has accelerated research initiatives throughout Asia. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Sharpened by both the U.S.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

Although the first stages of AI’s evolution have emanated from the West, China’s state-sponsored goal to lead the AI market by 2030 has accelerated research initiatives throughout Asia. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Sharpened by both the U.S.

Startup 52

Startup Math Clients Assets 52

Trade Brains

SEPTEMBER 16, 2024

billion by 2030. The Indian government aims for 30% of new vehicle sales to be electric by 2030, promoting a shift towards sustainable mobility and creating opportunities in electric vehicle markets. It has a product portfolio of buses and vans, SCVs and pickups, MHCVs, and ILCVs. billion in 2024 expected to hit $54.76

Manufacturing 52

Manufacturing Sales Portfolio Marketing 52

Trade Brains

MARCH 8, 2024

With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. This trend reflects that retail investors have a good portfolio mix. Retail investors are gradually building a portfolio for the long term. million clients. in FY23 from 23.0%

Planning 59

Planning Financial Services Retail Distribution 59

Trade Brains

SEPTEMBER 20, 2023

Product Portfolio of Macro Cables & Conductors LT XLPE Cables : LT XLPE cables are low-tension cables with a voltage level of below 1.1 India has the potential to become a global manufacturing hub and by 2030, it can add more than US$ 500 billion annually to the global economy. As of August 7, 2023. bn by 2026. Cr and 56.93

Distribution 59

Distribution Government Manufacturing Sales 59

Trade Brains

AUGUST 15, 2023

The following image depicts the expected revenue earned from the Indian sectors for India Intermediate Bulk Container (IBC) between 2019 and 2030. The following image depicts the expected revenue earned from the Indian sectors for Polymer Drums between 2019 and 2030. They are widely utilized in the industrial shipping business.

Pharmaceutical 52

Pharmaceutical Transportation Manufacturing Food 52

Trade Brains

SEPTEMBER 21, 2023

The government has set an ambitious target of achieving 300 million tonnes of steel production capacity by 2030-31. Mangalam Alloys IPO Review – Financial Highlights The company’s assets have seen a rise, going from 312Cr in March 2021 to 332Cr in March 2023. It has a diversified product portfolio and a strong customer base.

Manufacturing 59

Manufacturing Transportation Government Portfolio 59

Trade Brains

SEPTEMBER 21, 2023

LIC is a key player in the Indian equities market due to its enormous financial assets and long-standing position in the country’s financial system. As of June 2023, the company’s Assets Under Management Stood at 46.11 HDFC Asset Management Company 2,665.50 lakh crore. Reddy's Laboratories Ltd 5,744 95,748 9.72 1,08,607 9.45

Insurance 59

Insurance Banking Manufacturing Government 59

Trade Brains

SEPTEMBER 22, 2023

India is planning to double its refining capacity to 450-500 million tonnes by 2030. Arabian Petroleum IPO Review : Financials If we look at the financials of Arabian Petroleum, it has reported assets worth 50.31Cr in FY21 and 76.50Cr in FY23, the company’s assets have grown by ~55% over the last 3 years. trillion by 2040.

Manufacturing 59

Manufacturing B2C B2B Distribution 59