The Big Picture

APRIL 21, 2023

Manufacturing firms? If the S&P PMI report proves to be correct (inflation reaccelerating) that is going to be highly problematic for risk assets that have become more comfortable with a “hike to pause” narrative. And the current S&P Global PMI numbers serve to reinforce the PoV narrative. Pushing price. Services firms?

Economy 324

Economy Banking Manufacturing Management 324

Trade Brains

SEPTEMBER 30, 2023

Most traded Commodities in The World : Commodities are the basic essential materials of a good economy from which other by-products are manufactured. Here we shall discuss the most traded commodities in the world with their importance, impact on economics and factors affecting their prices globally.

Economics 119

Economics Food Manufacturing Government 119

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

Investing 96

Investing Investments Marketing Marketing 96

Trade Brains

JANUARY 6, 2024

Jyoti CNC Automation IPO Review : The Manufacturing sector is running in full swing on the back of increased demand for automobiles and production Linked Incentives (PLI). These machines are used by manufacturing companies to create complex tools. Make in India and Export to the World is the norm. share globally. share globally.

Manufacturing 64

Manufacturing Engineering Clients Assets 64

The Big Picture

FEBRUARY 16, 2023

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. trillion in assets. ” ( Financial Times ) • You Could Live to 100.

License 143

License Economy Communication Numbers 143

Trade Brains

AUGUST 6, 2023

Company Overview Triveni Turbine Limited (TTL ) is one of the leading original equipment manufacturers of steam turbines. It basically manufactures the turbines that generate power from the steam. The company is engaged in the business of manufacturing power-generating equipment and solutions. from 2023 to 2032.

Manufacturing 98

Manufacturing Planning Engineering Pharmaceutical 98

Nationwide Financial

APRIL 3, 2023

Economic data remains largely benign, with the Atlanta Fed’s GDPNow model forecasting growth of 2.5% in the first quarter, and the Citigroup Economic Surprise Index near the highest level in a year. What to Watch The beginning of April comes with a wave of important economic data. Consumer spending was up 0.2% year over year.

Marketing 105

Marketing Marketing Valuation Economics 105

The Big Picture

OCTOBER 25, 2022

Global manufacturing systems and supply chains proved inadequate to handle the surge in demand. It is an oddity of how BLS assembles its CPI model, trying to figure out how to measure shelter which is both a cost and for millions of homeowners, an asset. Hence, a spike in inflation in 2021, accelerating into 2022.

Government 281

Government Assets Retail Manufacturing 281

Trade Brains

DECEMBER 19, 2023

Innova Captab IPO Review About The Company Incorporated in 2005, Innova Captab Limited is an integrated pharmaceutical company in India with a presence across the pharmaceuticals value chain including R&D, manufacturing, drug distribution and marketing and exports.

Pharmaceutical 59

Pharmaceutical Manufacturing Healthcare Distribution 59

Nationwide Financial

MARCH 27, 2023

Fund managers remain historically conservative per Bank of America’s Global Fund Manager Survey showing asset allocators long cash and short equities. Lost in the focus on global banking issues were some encouraging economic data. Treasuries have attracted a record $30 billion in the last six weeks. at the best level in nearly a year.

Banking 98

Banking Marketing Marketing Asset Allocation 98

MarketWatch

JUNE 23, 2023

manufacturing-sector data and a spate of European central bank interest-rate hikes from Thursday. and markets“A deeply inverted yield curve means recession risks are on the rise, plain and simple,” said Michael Reynolds, vice president of investment strategy at Glenmede, which oversees around $41 billion in assets from Philadelphia.

Economy 75

Economy Marketing Marketing Banking 75

MarketWatch

JUNE 23, 2023

manufacturing-sector data and a spate of European central bank interest rate hikes on Thursday. and markets“A deeply inverted yield curve means recession risks are on the rise, plain and simple,” said Michael Reynolds, vice president of investment strategy at Glenmede, which oversees around $41 billion in assets from Philadelphia.

Economy 75

Economy Marketing Marketing Banking 75

Validea

SEPTEMBER 16, 2022

Carstens, the head of the Bank for International Settlements, spoke about the volatility in the market and his belief that it’s not a fluke; rather the entire global economy is in the process of transformation that will force much rethinking of economic policy. And investors should expect this volatility to persist.

Government 64

Government Economics Banking Economy 64

Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. 4 Disconcerting Economic Data It was a relatively quiet week for economic news, but several new economic data reports gave insights into overall activity.

Marketing 59

Marketing Marketing Taxes Economics 59

Carson Wealth

JANUARY 2, 2024

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. The year 2022 was painful across asset classes (sorry to bring it up!), economy, despite the skeptics.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Trade Brains

SEPTEMBER 20, 2023

Macro Cables & Conductors IPO : About the company Macro Cables & Conductors Limited was incorporated in 1989 and is engaged in the business of manufacturing and selling wires, cables and conductors in India. Cr in FY23, the company’s assets have grown by ~25% over the last 3 years. As of August 7, 2023. Cr in FY21 and 69.93

Distribution 59

Distribution Government Manufacturing Sales 59

Trade Brains

SEPTEMBER 20, 2023

Today we talk about a Company that manufactures the appliances that make our lives better, harnessing this energy. It has manufacturing operations in 15 plants spread across India. Havells manufactures TVs, ACs, Washing machines & refrigerators under this brand. The cables segment grew by 19.12% from the previous year.

Planning 59

Planning Manufacturing Electronics Sales 59

Trade Brains

SEPTEMBER 3, 2023

Over the years, it has grown its product portfolio, geographical presence and manufacturing capabilities to become a leading automotive components manufacturer. The manufacturing of light vehicles or LV declined by 17.39% to 76 million units in FY22 from 92 million units in FY19. million in FY19 to 2.2 million units in FY22.

Planning 69

Planning Manufacturing Sales Engineering 69

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 is a manufacturing company focusing on automotive and industrial lubricants. lakh crore. ROE (%) 10.21

Insurance 59

Insurance Manufacturing Banking Government 59

Trade Brains

JULY 27, 2023

JSPL) was established in 1952 as a small steel manufacturing facility in Haryana. JSPL is an integrated-steel manufacturer undertaking end-to-end activities from the mining of coal and iron-ore to the production of iron, liquid steel and finished steel. Jindal Steel & Power Jindal Steel & Power Ltd.

Planning 98

Planning Manufacturing Accounting Portfolio 98

Nerd's Eye View

OCTOBER 4, 2023

manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months. What's driving many of the economic conditions today are higher interest rates resulting from the Fed's efforts to fight inflation. And even though U.S.

Valuation 200

Valuation Economics Economy Marketing 200

Talon Wealth

MARCH 22, 2022

Economic indicators revealed an economy still running hot, with retail sales and manufacturing indicators all showing growth. In spite of the economic developments here at home, all eyes remain fixed on the Russian invasion of Ukraine and its possible outcomes. US equities jumped this week as the cost of oil fell. Market Update.

Economy 52

Economy Risk Tolerance Economics Assets 52

Nationwide Financial

OCTOBER 24, 2022

with deceleration in manufacturing (46.6) reflect the recent political and financial market disruption, with a collapse in business confidence and the manufacturing and services sectors in correction territory. equities, and long ESG assets. and services (48.2). Results in the U.K. The most crowded trades are long the U.S.

Marketing 52

Marketing Marketing Manufacturing Financial Market 52

Trade Brains

APRIL 24, 2023

36,697 Cr Madras Rubber Factory (MRF) is a tyre manufacturer that produces a wide range of tires. 45,338 Cr Page Industries operates in the textile industry and is an Indian manufacturer and retailer of innerwear, loungewear, and socks. 86,874 Cr Shree Cement is an Indian cement manufacturer headquartered in Kolkata.

Manufacturing 98

Manufacturing Food Pharmaceutical Investing 98

Trade Brains

FEBRUARY 26, 2024

Companies that manage debt wisely can help themselves out of economic downturns. TEECL provides services across the three key industry segments of power generation, transmission, and distribution, specialising in engineering, procurement, and construction (EPC), asset ownership, operations, and maintenance. Revenues in FY23 were Rs.

Engineering 59

Engineering Insurance Manufacturing Investing 59

Cornerstone Financial Advisory

JANUARY 3, 2023

Steps by China to move past its zero-Covid policies triggered concerns that its economic reopening might aggravate inflation pressures, sending stocks lower and bond yields higher to begin the week. This Week: Key Economic Data. Tuesday: Purchasing Managers’ Index (PMI)-Manufacturing. Stocks End Lower.

Marketing 59

Marketing Marketing Taxes Economics 59

Trade Brains

AUGUST 31, 2023

Because of its better endurance and lesser maintenance, stainless steel is used in infrastructure projects, manufacturing industries, and the manufacture of high-quality products. In the domestic market, it sells its products to manufacturers, traders and end users. In FY22, this demand stood at 4 MT. crores in March 2023.

Engineering 59

Engineering Manufacturing Pharmaceutical Portfolio 59

Trade Brains

AUGUST 5, 2022

The most important thing [is] trying to find a business with a wide and long-lasting moat around it … protecting a terrific economic castle with an honest lord in charge of the castle,” – Warren Buffet. The company was formed in 1979 and is currently one of the biggest cement manufacturers in the country. Asian Paints.

Manufacturing 59

Manufacturing Distribution Investing Investments 59

Mauldin Economics

JUNE 11, 2021

Louis Gave, co-founder and CEO of Gavekal Research, recently said that most economic activity is simply transformed energy of one sort or another. Rising energy prices will sustain higher housing prices, since construction requires fuel to manufacture and transport large quantities of heavy, bulky building materials.

Economics 52

Economics Transportation Economy Manufacturing 52

Talon Wealth

SEPTEMBER 14, 2021

In addition to macroeconomic factors, high COVID infections also risk slowing economic progress. Improving prospects against the pandemic as well as improved prospects for economic recovery should continue to help lift markets globally over time. Gold is a common “safe haven” asset, typically rising during times of market stress.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Talon Wealth

SEPTEMBER 20, 2021

Manufacturing data and retail sales impressed analysts, returning readings above consensus expectations. In addition to macroeconomic factors, high COVID infections also risk slowing economic progress. Economic data has been most encouraging, but the global recovery has a long way to go to recover from COVID-19 lockdowns.

Risk Tolerance 52

Risk Tolerance Economy Economics Portfolio 52

Truemind Capital

OCTOBER 22, 2021

Low interest rates have also played a major role to push people towards speculative asset classes. The economic scenario during the 1970-80s serves as a good reference point. That resulted in temporary low unemployment and higher economic growth. The debt as a percentage of overall GDP has risen sharply.

Marketing 52

Marketing Marketing Banking Economics 52

David Nelson

JULY 5, 2022

Recently there has been a sentiment change and with-it relative sector and asset class performance has changed as well. The culprit was Friday’s ISM Manufacturing and Construction Spending reports, both coming in below expectations. At the start of the year value and stocks generating high free cash flow yields held up best.

Strategic Planning 52

Strategic Planning Economics Manufacturing Economy 52

Talon Wealth

AUGUST 16, 2021

The University of Michigan consumer sentiment index came in well under expectations, highlighting renewed economic fears surrounding inflation and the spread of COVID-19. Improving prospects against the pandemic as well as improved prospects for economic recovery should continue to help lift markets globally over time. Market Update.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Trade Brains

JANUARY 4, 2023

They operate profitably in the face of adverse economic conditions. This indicates that its current assets are more than twice its current liabilities. This indicates that its current assets are more than twice its current liabilities. indicating that its current assets are higher than its current liabilities.

Retail 52

Retail Manufacturing Engineering Assets 52

Trade Brains

OCTOBER 11, 2023

The segment manufactures suits, formal blazers, jackets, formal trousers, denim, and shirts. Engineering The engineering business manufactures precision-engineered components for tools and hardware such as steel files, drills, hand tools, and power tool accessories. 2,496 Cr or 30% of Raymond’s Total Assets. 1115 in FY23.

Planning 64

Planning B2B Engineering Manufacturing 64

The Irrelevant Investor

OCTOBER 24, 2019

There was a sharp contraction in manufacturing activity and an expansion in the unemployment rate, but real GDP never went negative. In fact, GDP is so durable that even in during one of the worst economic downturns of all-time, real GDP never fell more than 5% Stocks are much more sensitive to the economy than the economy is to itself.

Economy 52

Economy Economics Portfolio Manufacturing 52