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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Notably, the work-from-home movement has resulted in a dramatic drop in office valuations that could lead to a whole host of issues, including lending constraints in the banking sector, which is already sitting on a mountain of unrealized losses on Treasuries and mortgages.

Economics 175
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Financial Market Round-Up – Jan’24

Truemind Capital

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space. Such stories most of the time don’t give a complete picture.

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Financial Market Round-Up – Apr’23

Truemind Capital

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. 5%) and by RBI (25 bps to 6.5%). For the last 1.5

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Financial Market Round-Up – Jul’23

Truemind Capital

The interesting question is why the recession has yet not occurred even after one of the fastest increases in interest rates in history by all the major Central Banks in a very short span of time. The recent rally in the market has made the valuations more expensive compared to historical standards.

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Top clicks this week on Abnormal Returns

Abnormal Returns

Also on the site Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. aswathdamodaran.blogspot.com) Small cap valuations look attractive. abnormalreturns.com) Top clicks this week A primer on free cash flow.

Medical 162
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10 Wednesday AM Reads

The Big Picture

Morningstar ) • Investors Sold REITs in Response to the Banking Crisis. We are less focused on the risks to REITs and more focused on where private market property valuations are going,” says Cohen & Steers’ Rich Hill. Is my fund bloated? ChatGPT kisses and tells. They May Have Overreacted. “We Churchill was the top U.S.

Taxes 275
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Tuesday links: a healthy accounting system

Abnormal Returns

every.to) Q3 saw big drops in startup valuations. abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?