Trade Brains

JULY 29, 2022

Source: Trade Brains Portal (Last Updated – 31 July 2022). Source: Trade Brains Portal (Last Updated – 31 July 2022 ). Source: Trade Brains Portal (Last Updated – 31 July 2022 ). Source: Trade Brains Portal (Last Updated – 31 July 2022 ). Cr): 393,544 Net Profit Margin: 6.16 Current Ratio: 0.45

Manufacturing 52

Manufacturing Government Communication Investing 52

Trade Brains

JULY 18, 2022

The correction can be attributed to headwinds of slowing revenue growth, reduced margins, high consensus expectations& stock valuations, in addition to a weak macro environment. So far this year, the index is down by 8.14%. Constituents of Nifty IT. Stock Weightage (%). Tata Consultancy Services Ltd 28.78. Infosys Ltd. Wipro Ltd 8.18.

Financial Services 52

Financial Services Banking Insurance Economy 52

The Big Picture

OCTOBER 24, 2022

And so, I came of age in the global financial crisis. And I think that’s a lesson that value investors have learned repeatedly over the past, you know, really, since the global financial crisis on. NORTON: And then we also have global groups outside the U.S., And to not be so dogmatic. RITHOLTZ: I remember that.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

JULY 11, 2022

The insurance industry remained strong even in the midst of the global crisis and uncertainty caused by the pandemic. HDFC Life has a diversified product mix and distribution mix that helps it to tackle the cyclicality of capital markets as well as changes in regulations and the macro environment. Happy investing, until next time!

Insurance 52

Insurance Distribution Government Investing 52

Discipline Funds

APRIL 19, 2024

After all, major oil supply disruptions will impact the entire global economy. And a war in Taiwan would disrupt the entire global supply chain so these risks are worth analyzing especially given the inflation saga we’ve all been dealing with. Add in an already fragile global economy and who knows where this all leads?

Insurance 52

Insurance Portfolio Economy Food 52

The Big Picture

MAY 9, 2023

And then at that time, I was asked to run the global business. So that’s essentially what we do from a client segmentation perspective and we do that globally — US, Europe, and Asia. If you get the macro wrong, it turns out you were playing chess on the Titanic. There were a couple of reasons for that.

Assets 286

Assets Clients Investing Investments 286

SEI

SEPTEMBER 17, 2022

Sanjay has dove right in, Rajiv, and he's been out on the road seeing our clients both domestically and globally. The global jumbo banks, a lot of that is just a timing conversation, the length of those sales processes and conversions. Maybe give us an update on your mix. Maybe give us an update there. Ryan Hicke: Sure.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

JUNE 27, 2023

He was willing to, and literally on the weekends, we would be on our hands and knees, taking out floppy drives, putting in hard drives, updating computers. RITHOLTZ: You have to keep updating it, right. We would hire summer interns to put data into spreadsheets, build models, work. And we had to type that data in the spreadsheet.

Math 141

Math Risk Management Management Marketing 141

The Big Picture

APRIL 8, 2024

The early release, the update, and then the final right cross it takes ’em three months to do GDP. But anyway, you know, that, you know, darn near blew up the global financial system right outta 00:31:40 [Speaker Changed] The blue an an early warning shot, right? It’s the in industrial heartland of a global economy.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

DECEMBER 7, 2022

Stay-At-Home Macro ). This updates long-term growth predictions made in 2003 and 2011, primarily about the prospects for the BRICs economies (a name famously coined by Jim O’Neill, Goldman’s head of economic research when the first report came out). . • Looney Tunes is not macroeconomics : Wile E. Coyote is not a serious forecast.

Distribution 257

Distribution Assets Management Economy 257

The Big Picture

DECEMBER 26, 2023

You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? So we service the, the global private clients. And, and, and so global breadth hasn’t rolled over. That’s right.

Marketing 152

Marketing Marketing Financial Advisor Clients 152

The Big Picture

APRIL 11, 2023

I mean, welcome to globalization. There’s a dark side to globalization. And one of the dark sides of globalization is business has become more unpredictable. In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash.

Valuation 286

Valuation Education Government Numbers 286

The Better Letter

JANUARY 12, 2023

The contracts were based upon Summers’ macro-economic forecast, which turned out to be wildly wrong. Wall Street analysts aren’t any better (updated here ). It’s physics’ three-body problem applied to the global economy’s trillions of inputs. Those are big misses.

Economy 115

Economy Economics CFP Management 115