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10 Thursday AM Reads

The Big Picture

Washington Post ) but see also One plausible explanation for this too-good-to-be-true economy : The most plausible explanation of all is that the pandemic and subsequent recovery were so unusual that the normal rules of economics don’t apply. Zoomers are shunning cars and driver’s licenses. trillion in assets. Will it last?

License 141
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Three Factors That Could Change the Course of Inflation | Weekly Market Commentary | July 25, 2022

James Hendries

Since the onset of the global pandemic, the inflationary environment has been irritated by supply-related problems with ports, international manufacturing shutdowns, and global shipping as primary challenges. For example, auto manufacturers are still hampered with ready access to necessary components. All index data from FactSet.

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Top Growth Stocks in India – Financials And Growth Prospects

Trade Brains

1 of the top growth stocks in India, we have KEI Industries a company from the manufacturing sector. The government has provided the essential boost to manufacturing with the Production Linked Industries (PLI) scheme and focusing on capital infusion has made these companies even more flattering from growth and investing standpoint.

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Worst Performing Stocks in India For 5 Years!

Trade Brains

In addition to this, the company’s textile division manufactures high-value yarn-dyed structured fabrics corduroy, and items relating to home textiles. This resulted in the banks’ assets & advances growing by a CAGR of 34.1%. The carrier also lost its flying license during the period.

Banking 52
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Global Leaders Strategy Annual Investment Review: January 2023

Brown Advisory

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. We believe that by investing in these customer-centric companies and having their economics compound over long periods of time we can generate attractive returns for our investors.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

This work builds on the Capital Asset Pricing Model developed in the 1960s.) While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

This work builds on the Capital Asset Pricing Model developed in the 1960s.) While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha.