Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Financial Services Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Financial Services Investing 52

Trade Brains

SEPTEMBER 11, 2023

R R Kabel IPO Review – About The Company Founded close to two decades ago, RR Kabel is one of the leading wires, cables and fast-moving electrical goods (FMEG) manufacturing companies in India. Its manufacturing facilities are supported by a strong distribution network of 106,626 retail outlets. Keep reading to find out!

Manufacturing 105

Manufacturing Distribution B2C Sales 105

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. are required for the production of energy, food, clothing and other required products, that forms the basis of a globally growing economy.

Economics 119

Economics Food Manufacturing Government 119

Trade Brains

SEPTEMBER 10, 2023

Kundan Edifice IPO Review – About The Company Kundan Edifice Limited was incorporated in 2010, it is engaged in the business of manufacturing, assembly and sale of light-emitting diode (LED) strip lights. The company also works to develop, manufacture and supply products that are designed by its customers.

Electronics 59

Electronics Manufacturing Government Assets 59

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Trade Brains

SEPTEMBER 20, 2023

Hi-Green Carbon IPO Review : About the Company Hi-Green Carbon Limited was incorporated in 2011, it is a part of the Radhe Group Energy, based in Rajkot, Gujarat, which focuses on renewable energy as its core with a diversified balanced portfolio stretching from castings, consumer goods, corporate farming, packaging and herbal products.

Manufacturing 59

Manufacturing Sales Government Portfolio 59

Trade Brains

SEPTEMBER 21, 2023

Mangalam Alloys IPO Review – About The Company Mangalam Alloys Private Limited, incorporated in 1988, is a stainless steel manufacturing company based in Ahmedabad, Gujarat, India. It has an integrated manufacturing unit covering 40,000 sq. It has a diversified product portfolio and a strong customer base.

Manufacturing 59

Manufacturing Transportation Government Portfolio 59

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

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others.

Investing 105

Investing Investments Portfolio Assets 105

Trade Brains

DECEMBER 13, 2023

Motisons Jewellers, which specializes in traditional Jewellery manufacturing, is launching its initial public offering during this season. About The Industry The Indian gems and Jewellery sector is a significant contributor to India’s economy. The IPO will open for subscription on December 18, 2023 and close on December 20, 2023.

Manufacturing 59

Manufacturing Retail Sales Portfolio 59

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings : The Indian economy has undergone a radical shift in the last 30 years. The predominantly agrarian economy has now become a world leader in software development, Business Process Outsourcing, and has emerged as the provider of IT solutions. Citec was Cyient’s largest acquisition to date.

Recruitment 102

Recruitment Startup Engineering Education 102

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

MAY 23, 2023

was set up three decades ago by Vasudeo Goenka as a manufacturer of alcohol-based chemicals. Over the years, the company has emerged as a leading manufacturer of acetyl intermediates (AI) in India. Recently, the company entered the Fluoro Speciality Intermediates market by acquiring a company’s assets in Italy.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Validea

DECEMBER 15, 2022

Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios. In 2021, the Bamford family, which owns construction-equipment manufacturer JCB, created an investment fund that concentrates on the hydrogen industry.

Pharmaceutical 52

Pharmaceutical Manufacturing Portfolio Economy 52

Talon Wealth

MARCH 22, 2022

Economic indicators revealed an economy still running hot, with retail sales and manufacturing indicators all showing growth. While war is never a welcome headline, the primary risk to the US economy right now remains inflation. Overall, the economy is still recovering well from pandemic lockdowns. Chart of the Week.

Economy 52

Economy Risk Tolerance Economics Assets 52

Trade Brains

JANUARY 1, 2023

The company designs develops and manufactures high-performance, carrier-class equipment required for building telecommunication networks. Shortages of semiconductors have hurt manufacturers of all electronic equipment including Telecom, Automobiles, IT, Industrial, and other products. Tejas Networks is a Tata Group Company.

Manufacturing 141

Manufacturing Government Engineering Electronics 141

Trade Brains

SEPTEMBER 22, 2023

Arabian Petroleum IPO Review : About the Company The company took over the manufacturing and trading business of Industrial & Automotive Lubricants from the proprietorship firm “Arabian Petroleum” in 2015. The company is in the business of manufacturing a wide range of Lubricants including Specialty Oils, Coolants etc.,

Manufacturing 59

Manufacturing B2C B2B Distribution 59

Trade Brains

FEBRUARY 18, 2024

With a committed team, a global presence through specialized infrastructure assets, and one of the most extensive waste collection networks, the company is dedicated to its mission of mitigating the impact of climate change. iv) Plastic manufacturing : Gravita produces a wide range of HDPE and PP polymers.

Manufacturing 59

Manufacturing Planning Investing Investments 59

The Irrelevant Investor

OCTOBER 24, 2019

Josh Ben and I did a video about how to build a recession proof portfolio. This makes sense as the economy has matured. The United States is home to one of the most dynamic economies the world has ever seen. The smartest people in the world can't use the economy to time the market. They've also been shorter in duration.

Economy 52

Economy Economics Portfolio Manufacturing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Talon Wealth

SEPTEMBER 20, 2021

Manufacturing data and retail sales impressed analysts, returning readings above consensus expectations. Another potential macroeconomic problem is emerging, as the large Chinese property developer Evergrande threatens to unsettle debt markets and potentially threatens the Chinese economy. Chart of the Week.

Risk Tolerance 52

Risk Tolerance Economy Economics Portfolio 52

Nationwide Financial

JANUARY 9, 2023

2022 was a historically painful period for investors, with near-universal pain among various asset classes. Since 1950, this was the third-worst return for a 60/40 portfolio (-16%), eclipsed by only 2008 (-20%) and 1974 (-17%). This echoes weak PMI data, with both services and manufacturing well below the 50 threshold.

Marketing 59

Marketing Marketing Healthcare Portfolio 59

Talon Wealth

SEPTEMBER 14, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks, as well as labor challenges and limited production capacity, are eating into productivity. Equity markets were mostly negative this week as investors continue to assess the state of the global economy. Chart of the Week.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Trade Brains

OCTOBER 12, 2023

Encouragement from the Indian Government to subsidize electric vehicles, import curb, and Production Linked Incentive Schemes help manufacturing and embracing Industry. Elxsi has an upper hand in NPM as well and in comparison with KPIT, the margins of both companies can tend to slow down due to a slowdown in the global economy.

Planning 105

Planning Engineering Healthcare Manufacturing 105

Validea

DECEMBER 1, 2022

One singular truth to come out of the meme-stock frenzy of 2021 is that the price of stocks and other assets are determined by supply and demand, with demand being the factor that usually matters most. manufacturing, are starting to reverse, that, coupled with post-pandemic labor demand and wage increases won’t “be good for profit margins.”

Marketing 52

Marketing Marketing Valuation Portfolio 52

Talon Wealth

AUGUST 16, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks, as well as labor challenges and production capacity, are eating into productivity. Equity markets were mixed this week as investors continue to assess the state of the global economy. Chart of the Week. dollar strengthened.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Carson Wealth

AUGUST 7, 2023

debt was downgraded for a second time in history, but we do not expect this to have much impact on the bull market or the strength of the economy. The economy is growing and normalizing. Treasuries are widely considered the safest asset in the world. That is faster than the pre-pandemic pace. few people believe in that ranking.

Marketing 52

Marketing Marketing Government Economy 52

Talon Wealth

JULY 26, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks, as well as labor challenges and production capacity, are eating into productivity. Markets were mostly positive this week as investors continue to assess the state of the global economy. Chart of the Week. dollar strengthened.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Talon Wealth

JULY 19, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns, but inflation risks eating into productivity. Markets were mostly negative this week as investors continue to assess the state of the global economy. Gold is a common “safe haven” asset, typically rising during times of market stress.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Trade Brains

JULY 17, 2022

It was under his leadership when the group business expanded into the manufacturing of scooters, three-wheeler, cement, alloy casting and electricals. was demerged post which its manufacturing has been transferred to Bajaj Auto Limited (BAL) & its financial services business has been transferred to Bajaj Finserv Limited (BFS). .

Manufacturing 52

Manufacturing Insurance Financial Services Wealth Management 52

Trade Brains

DECEMBER 14, 2023

Top Indian Stocks held by BlackRock BlackRock has set up a BlackRock India Fund to allow its investors to earn a piece of the pie of India’s growing economy. Staying true to its Motto of Growth is Life the Company has grown immensely from a Textile Manufacturer to a mammoth in the Petrochemical segment. 6,01,356 EPS ₹57.63

Consulting 113

Consulting Banking Insurance Retail 113

Truemind Capital

OCTOBER 22, 2021

Low interest rates have also played a major role to push people towards speculative asset classes. Here is the simple economic logic – if the rate of money printing is higher than the rate of production of goods and services in an economy, the prices will increase. All the economies are getting affected by a sharp rise in inflation.

Marketing 52

Marketing Marketing Banking Economics 52