Trade Brains

JULY 1, 2025

The government plans to raise around Rs 25,680 crore ($3 billion) by offloading stakes in public sector companies where it holds more than 75%, alongside the anticipated disinvestment of IDBI Bank. Sectors like internet and telecom, which are gearing up for a wave of IPOs, might experience some pressure on their valuations.

Marketing

Trade Brains

JUNE 24, 2025

Significantly, the $15 billion target valuation reflects immense investor confidence. Also read: 1:10 Stock Split: Tobacco Stock Hits 5% Upper Circuit After Company Set to Turn Ex-Split Tomorrow Valuation & Growth PhonePe’s journey to a potential $15 billion valuation is remarkable. Securing a massive $1.5

Planning

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing

Abnormal Returns

JUNE 27, 2025

(derekthompson.substack.com) Danny Crichton and Laurence Pevsner author of “Rebooting a Nation: The Incredible Rise of Estonia, E-Government and the Startup Revolution.” conversationswithtyler.com) Equities Greg Milano talks with Michael Mauboussin about valuation and capital allocation.

Startup

The Big Picture

JULY 1, 2025

00:32:16 [Speaker Changed] Of which half is government bonds. And we use government bonds to match liabilities. I wouldn’t have guessed so much we’re in government bonds, but I guess if you want liquid and you want stable and you want, despite, what’s the tenure now? 00:32:09 [Speaker Changed] No, absolutely.

Investing

Cornerstone Financial Advisory

DECEMBER 16, 2024

Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing

Cornerstone Financial Advisory

DECEMBER 23, 2024

4,5 Markets were under pressure again early Friday as the spending bill to fund the federal government appeared to stall. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. The rate news surprised investors, who were anticipating more dovish comments from the Fed Chair.

Marketing

Carson Wealth

JANUARY 6, 2025

Another theme we hear is that stock gains have been driven by valuations (multiples growth) where investors are simply willing to pay more for a dollar of profits. We noted during the election that markets tend to like mixed government. But we wont have mixed government in 2025.

Marketing

The Big Picture

NOVEMBER 26, 2024

Bitcoin’s valuation technique is different from other crypto assets like Ethereum. government acquiring one million Bitcoin. It goes way down – is there a way of looking at these from a fundamental perspective? How do we value coins other than whatever their last trade was? Matt Hougan : Unfortunately a little bit complex.

Investing

Trade Brains

JUNE 10, 2025

Hence, listed realty players saw sharp upward revisions in valuation. What Makes Debt Funds Attractive Right Now: Funds that have heldlonger-dated government securities and high-quality corporate debt are positioned to gain the most. With reduced CRR obligations, banks are no longer penalized for holding deposits.

Banking

Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. While Lockheed Martin remains a solid performer with government contracts and steady demand, it lacks the same growth potential as Eli Lilly , which is positioned to benefit from the global healthcare push.

Investing

Harness Wealth

JULY 29, 2025

PE firms are often able to acquire companies at attractive valuations and implement effective strategic changes. Their valuations are not subject to the daily whims of public market sentiment, providing a smoother, less market-correlated return profile.

Taxes

Cornerstone Financial Advisory

OCTOBER 28, 2024

Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing

Trade Brains

JUNE 6, 2025

Lower interest rates are likely to benefit the infrastructure sector by reducing project funding costs, speeding up execution, and encouraging higher government spending. Real Estate Stocks in this sector that stand to benefit from the rate cuts include DLF, Lodha, Prestige Group, and Goodrej Properties.

Banking

Trade Brains

JUNE 22, 2025

crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. 44,993 crore in FY25, which is over 2.02

Valuation

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing

Trade Brains

JULY 12, 2025

is high, the valuation reflects its growth trajectory. The company benefits from government defense spending, export orders, and its early mover advantage in simulation tech. suggests premium pricing, its fundamentals support the valuation. This reflects its strong ability to generate profits with minimal external liabilities.

Healthcare

Harness Wealth

MARCH 27, 2025

Tax-sharing agreements that govern how tax liabilities and benefits are shared between the buyer and the seller. Withholding tax is when a portion of a payment is deducted and sent directly to the government as tax. 2) Complex valuation. Indemnification clauses that allocate responsibility for pre-closing tax liabilities.

Taxes

The Big Picture

FEBRUARY 24, 2025

government may be occurring. Probability of a Market Dislocation: 20 %, up from 10% Profits and Valuations : Not only markets but corporate profits are at or near all-time highs. This does not, however, mean we should become sanguine about how rapidly changes in the U.S. The first month of Trump 2.0

Economy

Truemind Capital

JULY 18, 2025

Ahead of elections, the government reduced spending, and the RBI tightened liquidity by Rs 3–4 lakh crore to support the rupee. Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises. As we recall, the BSE Sensex corrected by 8.3% between October 2024 and March 2025.

Financial Market

Trade Brains

JULY 10, 2025

The market is projected to double to ₹81 trillion by 2030, driven by rising urbanization, government incentives, and a 13% compound annual growth rate over the past six years. Additionally, the firm sees the company’s current valuation levels as attractive and justified. percent as compared to the previous closing price.

Valuation

Trade Brains

JULY 17, 2025

The Brokerage firm Jefferies has highlighted three ‘fallen angels’ as its top contra picks for the next 12 months, pointing to strong potential for a cyclical recovery despite their premium valuations. For Q1 FY26, the company expects demand to improve, especially in urban and rural areas, aided by a normal monsoon and government spending.

Distribution

Trade Brains

AUGUST 9, 2025

With a market valuation of Rs. Bharat Petroleum Corporation Ltd Founded in 1952, Bharat Petroleum Corporation Limited (BPCL) is a Government of India company that refines crude oil and sells petroleum products. With a market valuation of Rs. 1,68,635 crores, Vedanta ltd is trading at Rs. percent showed effective use of capital.

Valuation

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing

Investing Caffeine

DECEMBER 2, 2024

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% Time will tell. per year) because of the -20% hit on stocks during 2022. Source: Yardeni.com As always, the future is uncertain, and risks abound for next year.

Marketing

Trade Brains

JUNE 24, 2025

India’s e-retail/e-commerce sector is set for explosive growth, projected to reach $120–$163 billion by FY26, driven by rising digital adoption and government support. However, Nykaa’s expensive valuation, CLSA believes its post-listing underperformance is overdone, citing strong brand equity and leadership.

Investing

Trade Brains

AUGUST 9, 2025

Synopsis: This article highlights three such stocks, BLS E-Services, Marksans Pharma, and Genus Power Infrastructures, which combine low PEG ratios with high ROCE, offering strong growth potential, efficient operations, and attractive valuations. Investors often seek fundamentally strong stocks that offer both value and efficient capital use.

Pharmaceutical

Trade Brains

JULY 28, 2025

The NAV per share stood at ₹142.50, and the P/E ratio was 16.97, reflecting solid profitability and valuation. The NAV per share was ₹222.57, and the P/E ratio was 11.65, indicating strong earnings and valuation. SBFC Finance Limited, with a face value of ₹10 per share, recorded a basic EPS of ₹3.21 and a diluted EPS of ₹3.15

Compliance

The Big Picture

APRIL 8, 2025

And what’s become re levered is the federal balance sheet and the government balance sheet. But we think that that valuations are there. Corporations that still have an extraordinarily relative low locked in cost to capital. Tell us a little bit about the investment opportunities that exist in the healthcare space.

Asset Allocation

The Big Picture

JULY 15, 2025

And so I decided I wanted to be a labor economist and got myself a job with a prestigious economic consulting firm in their labor economics department doing all kinds of government related work, private sector, but government related work. And then number three is gonna be sentiment and valuation.

Numbers

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.

Management

Trade Brains

JULY 25, 2025

discount to Independent Valuation; 9.9% discount to an independent valuation and an attractive c. discount to independent valuation; Attractive implied cap rate of c. Acquires Q-City, c. Million Square Feet Office Asset, spread across 6-Acres Enters Hyderabad’s Financial District with c. Securing the property at a 11.6%

Portfolio

Harness Wealth

APRIL 16, 2025

Key takeaways Tax planning impacts every facet of an acquisition, from initial valuation to post-closing integration, with early strategic decisions potentially saving millions in future tax liabilities.

Taxes

Trade Brains

JUNE 30, 2025

By 1966, the government had to devalue the rupee from ₹4.75 Government borrowing and inflation: If the Indian government borrows too much from foreign lenders or if it decides to print more money to meet internal expenses, then rising inflation may occur. Thus, it aids the decline of the rupee.

Government

Dear Mr. Market

MARCH 6, 2025

government printed and pumped a staggering $7 trillion into the systemroughly 40% of all U.S. Valuations. These pullbacks may feel painful, but they are necessary for resetting valuations and providing new buying opportunities. From 2020 to 2022, the U.S. dollars ever created! Just digest that number for a minute.

Marketing

Trade Brains

JULY 24, 2025

With a market valuation of Rs. With a market valuation of Rs. With a market valuation of Rs. ITDC), a Government of India initiative founded in October 1966, carries out a variety of tourism-related activities. It has a price-to-earnings ratio of 39.9x, which is slightly lower than the industry average of 43.8x.

Pharmaceutical

The Big Picture

MAY 20, 2025

Just like that’s sort, she 00:09:42 [Speaker Changed] Grew up in Washington DC around that’s, you know, academicians and government people. I mean, and I immediately got the 80 20 rule. 00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School. That makes sense.

Management