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Financial Market Round-Up – Jan’24

Truemind Capital

Despite reducing overall liquidity and increasing interest rates by the FED, the widening of the government fiscal deficit, a tight labor market, rising wages, receding inflation, and positive wealth effects helped maintain abundant liquidity and boosted sentiments.

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Financial Market Round-Up – Apr’23

Truemind Capital

Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The rising risk of Global financial uncertainties affected Indian markets as well. Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. For the last 1.5

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Disciplined Outlook – Where Are We Now?

Discipline Funds

But one of the great lessons I’ve learned over the course of my career studying financial markets and economics is that these things almost always take longer than we expect. We tend to focus on economic and market growth across days, months or years. During the booms firms will soak up excess labor.

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No Red Blood, Just Green Flood

Investing Caffeine

Expanding government deficits and debt (stimulus/infrastructure). Government debt ceiling negotiations. Valuations (How cheap or expensive is the market?). . · Federal Reserve monetary policy. COVID variants. Evergrande’s impact on China and commercial real estate. Cryptocurrency volatility. Meme stocks. · And more…boo!

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Best Low PE Small Cap Stocks in India To Add To Your Watchlist

Trade Brains

Best Low PE Small Cap Stocks #1 – GSFC Gujarat State Fertilizers and Chemicals Limited is an Indian-based chemicals and fertilizers manufacturing company, which is owned by the Government of Gujarat. It is a small-cap company backed by the government with a low P/E ratio of 5.10 Market Cap (in Rs Crs) 6,381 Stock P/E 5.1

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Financial Market Round-Up – Apr’24

Truemind Capital

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. Central Governments have given hope of meaningful rate cuts within this year.

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Top IT Stocks With High FII Holdings To Add To Your Watchlist

Trade Brains

Government Pension Fund Global as well as Vanguard Total International Stock Index Fund are also investors in the Company. Market Cap (Cr.) Government of Singapore & Vanguard Emerging Markets Stock Index fund held about 2.58% & 1.29% of the Company. Market Cap (Cr.) Market Cap (Cr.) 745 Cr in FY23.