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Financial market round-up – Jul’25

Truemind Capital

We remain cautiously optimistic as supply-side pressures in equity markets are rising again and pose a key risk for equity returns. Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises. Overall supply is up sharply. q-o-q and 10.8% Greed is good or bad?

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Negative effects of a prolonged bull market

Truemind Capital

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

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Who will gain the most from the NSE IPO? Top beneficiaries revealed

Trade Brains

percent stake, LIC’s investment is now valued at over Rs 59,600 crore, based on the current unlisted market valuation. It was established in 1992 with the intent of bringing transparency and efficiency to the financial markets in India. are their own, and not that of the website or its management. It holds a 4.44

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Negative effects of Bull Market

Truemind Capital

Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

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The Ultimate Guide to Taxes on Secondaries

Harness Wealth

As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. How Harness can help FAQs on Secondaries What is the secondary market? The secondary market involves several key transaction types as well as participants. real estate.

Taxes 52
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No Market Misgiving on This Thanksgiving

Investing Caffeine

Dissecting Stock Performance & Valuations A lot of pundits are pointing to an overheated market, but on a 3-year basis, returns are looking more normalized (+8.2% Source: Yardeni.com Value stocks ( blue-line ) in the market look equally attractive (about 30% cheaper than the S&P 500), as can be seen in the chart below.

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Transcript: Apollo’s Torsten Slok

The Big Picture

I found this to be absolutely fascinating and I think you also, with no further ado, my discussion with Apollo Global managements to in Slack. So we would go to pimco, BlackRock, Brevin, Howard, all the hedge funds, all the real money managers. But why the US is so much better situated than Europe or China and most of Asia.

Economy 253