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Financial Market Round-Up – Jan’24

Truemind Capital

Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. For example, a stock rising by 100% in a year, if had a weightage of 1% in the overall assets, adds only 1% more return to the portfolio.

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Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement

Investing Caffeine

Are you overly concentrated in one asset class, sector, or individual security? If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation? Tax Planning: Are you maximizing your tax-deferred investment accounts?

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Fundamental Analysis of Tata Investment Corporation – Financials & More

Trade Brains

In addition to this, it is a co-promoter of the Tata Asset Management Pvt. We’ll now briefly discuss the Indian capital markets in the next section of our fundamental analysis of Tata Investment Corporation. Despite these macroeconomic troubles, Indian companies and financial markets continued their upward trajectory.

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High DII Holding Stocks Under Rs 500 – Analysis & Top Picks

Trade Brains

High DII Holding Stocks Under Rs 500 High DII Holding Stocks Under Rs 500 #1: ITC ITC Limited founded in 1910, is a conglomerate involved in various industries such as Fast Moving Consumer Goods (FMCG) such as Food, Personal care, Cigarettes and Cigars, Education & Stationery Products, Incense Sticks & Safety Matches. Market Cap (Cr.)

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Insane Gain After Fed & Ukraine Pain

Investing Caffeine

Adding the Russian invasion of Ukraine to the mix has been like pouring gasoline on the flames of inflation, especially when it comes to the energy and food sectors. If interest rates rise dramatically, all else equal, then that will be challenging for all asset pricing. Please read disclosure language on IC Contact page.

Economy 59
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Resilience is Core to Sustainable Portfolio Construction

Brown Advisory

3 Others that have been able to pass on inflation or have even benefitted from it include luxury conglomerate LVMH, food services provider Compass, pest control business Rentokil, and information solutions company Wolters Kluwer, which have all been able to fully offset the impact of inflation. Numbers may not total 100% due to rounding.

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Business Resilience in Portfolio Construction

Brown Advisory

Meanwhile, Deutsche Boerse has benefitted from strong cyclical growth across their asset classes and the impact from inflation has been limited: revenues grew 18% in H1 23 vs operating costs up 10%. ROIC is a measure of determining a company’s financial performance.