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Financial Market Round-Up – Jan’24

Truemind Capital

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Some allocation of 5-7% in portfolios focused on the Chinese economy can be taken given multi-decades low valuation, which may not sustain in a large economy expected to grow at 3-4% annually over the long term.

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Financial Market Round-Up – Jul’23

Truemind Capital

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards.

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Why Are Consumers so Depressed?

Discipline Funds

But it’s worth asking – even with a mixed view on the economy and markets consumer sentiment appears excessively depressed relative to what’s really happening in the economy and the markets. It’s well known that consumers tend to have inflation biases due to food and gas prices. Why is that?

Food 63
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Market Extra: Inflation has yet to peak in most G-10 countries and ‘we are waiting for a proper market reality check’: BofA

MarketWatch

Those are the words of strategists Claudio Piron and Athanasios Vamvakidis at BofA Securities, who said on Friday that inflation has yet to peak in most Group-of-10 countries and that “we are waiting for a proper market reality check.”In Getty Images/iStockphoto“The inflation genie is still out of the bottle.”Those

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2023 economic and market outlook: The narrative shifts

Nationwide Financial

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. The labor market is very tight, with a low unemployment rate of 3.7% As of this writing, market expectations call for a path of Fed rate hikes to a range of 5.0-5.25%, Responding to recession risks.

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Bad Weather Coming: Hurricane or Drizzle?

Investing Caffeine

Although the economy is currently very strong (i.e., raise interest rates and reduce balance sheet debt without crippling the economy), then substantial rewards could accrue to stock market investors. But there are clouds on the horizon. www.Sidoxia.com.

Economy 59
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High Promoter Holding Stocks Under Rs 500 – Analysis & Top Picks

Trade Brains

Revenue comes from 65% from Rooms, 30% from Foods and beverages, and 5% from Other Services. The growth in Net profit often fluctuates as business is cyclical and due to the opening up of the economy after the initial lockdown the growth in earnings is exceptional. Market Cap (Cr) Rs.1,344.1 Market Cap (Cr) Rs.1,344.1

Food 59