Abnormal Returns

MARCH 17, 2023

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? calculatedriskblog.com) It's hard to run a semiconductor manufacturing plant without trained workers.

Financial Advising 212

Financial Advising Startup Banking Manufacturing 212

Abnormal Returns

MAY 1, 2023

(nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. calculatedrisk.substack.com) The ISM Manufacturing index has been below 48 for 5 months. riaintel.com) The pace of ETF launches has slowed of late. inventory drawdown finally over?

Financial Advising 200

Financial Advising Startup Banking Manufacturing 200

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 86

Portfolio Manufacturing Investing Investments 86

Trade Brains

JULY 8, 2022

How often do you come across industries that are extremely vital for the economy but are often underrated from an investment perspective? One such industry is the Rubber Manufacturing Industry. In this article, we take a closer look at the rubber manufacturing industry and also the best stocks in the rubber manufacturing industry.

Manufacturing 52

Manufacturing Economy Pharmaceutical Sales 52

The Big Picture

MARCH 28, 2024

2020: Covid : With the economy closed, people locked down, and local businesses crashing, many were expecting a replay of the previous market crash. The expectations were this would be temporary, as supply chains would untangle and manufacturers would come back online. This was a money-losing set of narratives.

Manufacturing 338

Manufacturing Economy Economics Portfolio 338

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 Investing Investments Financial Services 52

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. investment in semiconductor manufacturing can only do so much. nytimes.com) The UK has 'deconverged' from the rest of the global economy. nytimes.com) Economy Where various measures of the jobs market stand. axios.com) U.S. etf.com) Global U.S.

Startup 190

Startup Valuation Financial Advising Distribution 190

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 Investing Investments Financial Services 52

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Stocks rallied again last week and are now up four weeks in a row.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Portfolio Clients 52

Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

Economy Portfolio Management Portfolio Clients 52

Abnormal Returns

DECEMBER 1, 2022

(on.ft.com) Private equity has been slow to mark down portfolio values. ft.com) How European manufacturers are dealing with higher natural gas prices. wsj.com) It's hard to argue that Brexit has been a net-positive for the UK economy. ft.com) Economy The October PCE showed slowing inflation.

Financial Advising 130

Financial Advising Economy Manufacturing Media 130

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Let’s Call It Like It Is: The Economy Is Strong, and There’s No Recession on the Horizon A year ago, a Bloomberg Economics model projected a recession within the next 12 months with 100% probability. Through June 2023, the economy grew 2.4%

Marketing 143

Marketing Marketing Economy Retail 143

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 Investing Investments 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 Investing Investments 52

The Big Picture

DECEMBER 23, 2023

The end-of-year trade is crucial to industries like airlines, hotels, manufacturing, and shipping, as well as to thousands of seasonal workers. economy is centered on the holidays.It Here’s How It Became One. the holiday season accounts for nearly a fifth of U.S. wasn’t always that way. The Pilgrims didn’t observe Christmas.

Retail 154

Retail Manufacturing Media Economy 154

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

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

MARCH 3, 2024

The core sectors of the economy, such as agriculture, infrastructure, and building services, constantly require pumps, which facilitates the growing importance of the pump sector in the country. Segment Analysis SPIL is mainly engaged in the business of manufacturing various types of pumps and motors. for solar pump installation.

Planning 111

Planning Manufacturing Government Engineering 111

The Big Picture

JANUARY 9, 2023

My back-to-work morning train WFH reads: • Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year : Cambell Harvey’s work showed link between curve inversion and growth Strong labor demand, risk avoidance support US economy now. Bloomberg ). The index is now up 8.9% from its October 12 closing low of 3,577.03

Economy 164

Economy Valuation Education Retail 164

Trade Brains

APRIL 22, 2024

JNK India IPO Review – Company Overview JNK India is a manufacturer of process-fired heaters, reformers, and cracking furnaces that are required in process industries such as oil and gas refineries, petrochemicals, and fertilizer industries. India is an agricultural economy and about 80% of the people depend on agriculture.

Manufacturing 59

Manufacturing Transportation Commission Portfolio 59

Carson Wealth

DECEMBER 4, 2023

The economy overall remained firm and the consumer quite healthy all along, but the realization that inflation was no longer a headwind prompted stocks to rise. Fed officials are now acknowledging that inflation can fall even as the economy remains strong and unemployment stays low. What sparked the historic rally? over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Trade Brains

JANUARY 25, 2024

Fundamental Analysis of CG Power : Electricity consumption has risen since the Industrial Revolution and is expected to rise further as the population, income, and economy grow. The company has been involved in the manufacturing, sales, and application of electrical energy. Tube Investments of India Ltd. P/E (TTM) 62.22

Planning 59

Planning Manufacturing Engineering B2B 59

Trade Brains

NOVEMBER 6, 2023

Successful businesses and the economy both rely on the movement of people. In light of the COVID lockdown and resulting slowdown in the economy, we have begun to observe a recovery in business, and this growth is reflected in the price of its shares. The public owns 31.85% of the stock, followed by FII (4.94%) and DII (1.58%).

Planning 105

Planning Transportation Engineering Manufacturing 105

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. crore (US$ 8.6

Manufacturing 59

Manufacturing Transportation Government Portfolio 59

Trade Brains

APRIL 13, 2023

Top Agriculture Stocks In India: It is a known fact that the agriculture sector is one of the most important industries in the Indian economy. The company manufactures and markets crop protection products, intermediates, and specialty chemicals, among other industrial chemicals. Keep Reading! Founded in 1969, UPL Ltd. PB Ratio 2.1

Manufacturing 88

Manufacturing Retail Pharmaceutical Economy 88

Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. economy grew 5.8% And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

APRIL 1, 2024

As long-time followers of this commentary know, we’ve been quite bullish on both the stock market and the economy for well over a year now. but all major economies based on their individual economic sensitivities, which we can then roll up to regional and global leading indicators. Could stocks fall in April? While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

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

Carson Wealth

JULY 10, 2023

The big picture is the economy is normalizing. Big Picture: The Economy Is Normalizing We started this year discussing how the economy has been at the “edge of normal” in our 2023 outlook. The individual country LEIs are subsequently rolled up into a global index to give us a picture of the global economy.

Marketing 52

Marketing Marketing Economy Manufacturing 52

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

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 Portfolio Government 59

Carson Wealth

JANUARY 25, 2023

and global economies. Housing and manufacturing could be headed to recessions, but the consumer remains the most important and largest part of the economy, and they are still very healthy. Higher-than-expected inflation was the theme of 2022, surging to the highest level since 1981.

Investing 98

Investing Investments Economy Manufacturing 98

Trade Brains

AUGUST 17, 2023

With the CAPEX cycle underway and the government’s huge budget outlay and ‘Make in India’ initiative, the investors are still bullish on this industrial equipment manufacturer. It is India’s largest and one of Asia’s largest industrial gear manufacturers. Company Overview Started more than 70 years ago in 1951, Elecon Engineering Ltd.

Engineering 98

Engineering Manufacturing Sales Investing 98

Trade Brains

FEBRUARY 25, 2024

The Middle-Class section is the driving force behind the economy and politics, and it is influential in understanding consumer patterns. In India, the Company is in the business of manufacturing and selling passenger vehicles. Maruti Suzuki today has a portfolio of 16 car models with over 150 variants. Stock P/E (TTM) 27.77

Planning 64

Planning Manufacturing Sales Government 64

Trade Brains

OCTOBER 26, 2023

It is one of the largest manufacturers of Soda Ash in the Country. GHCL has a Soda Ash manufacturing plant at Sutrapada in Gujarat with an installed production capacity of 12 Lakh Metric Tonne Per Annum (MTPA). This raw material finds application in bakery, pharma, fire extinguisher manufacturing, cleaning agents, etc.

Manufacturing 105

Manufacturing Pharmaceutical Engineering Marketing 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