Validea

NOVEMBER 15, 2024

ONTO INNOVATION (ONTO) Score: 100% A provider of semiconductor manufacturing solutions, ONTO INNOVATION shows strong momentum across both dimensions. TECNOGLASS (TGLS ) Score: 100% This architectural glass manufacturer demonstrates exceptional twin momentum characteristics.

Food

Carson Wealth

APRIL 21, 2025

Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator. That’s not good for cyclical areas of the economy, including housing and manufacturing, which are also going to be hit by the weight of tariffs.

Marketing

Carson Wealth

JANUARY 13, 2025

Back then a technology name was also the largest in market cap IBM, the dominant manufacturer of mainframe computers. There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing

Trade Brains

OCTOBER 29, 2024

Adani Enterprises accumulated revenue primarily from its diversified portfolio, with the infrastructure segment contributing 45% and the integrated resources segment adding 35% in Q2 FY25. percent YOY, from Rs. 19,546 crore in Q2 FY24 to Rs. 22,608 crore in Q2 FY25. The company demonstrated robust growth across its core business segments.

Manufacturing

Carson Wealth

DECEMBER 9, 2024

year-over-year pace, spurred by building construction (residential, but also non-residential like manufacturing facilities) and even home improvements. The risk is that the Fed takes an extended pause, even as rates stay on the higher side and adversely impact cyclical areas of the economy like housing, manufacturing, and business investment.

Marketing

WiserAdvisor

JUNE 17, 2025

Looking ahead, the ESG space certainly seems interesting and offering it a place in your portfolio can help you potentially build wealth as well as make a real change in the world. This has massive implications for how you invest and manage your portfolio. This is being done to protect domestic industries and boost local manufacturing.

Financial Advisor

Trade Brains

OCTOBER 31, 2024

Overall, investing in low-beta stocks can be a strategic move for investors who want to minimize their exposure to market volatility, protect their portfolios against downturns, and potentially achieve long-term outperformance. SJVN Limited SJVN Limited generates electricity through hydro, wind, and solar power projects across India.

Manufacturing

Carson Wealth

MARCH 3, 2025

If a consumer or business buys something thats manufactured abroad (like a TV), it doesnt add to US gross domestic product. An elevated dollar is a drag on US exports, and the manufacturing industry. I already mentioned the headwind to manufacturing exports from a strong dollar. This is a risk we highlighted in our 2025 Outlook.

Marketing

Trade Brains

NOVEMBER 3, 2024

Electronic Manufacturing Services (EMS) completes this promising quartet with its crucial role in tech production. Moreover, these companies manufacture everything from smartphones to electric vehicle components. The company’s recent expansion of manufacturing facilities shows strong growth prospects.

Electronics

Trade Brains

JUNE 18, 2025

Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. Manufacturing & Industrial Goods Underestimated at the expense of flashier industries, manufacturing is a low-key powerhouse.

Healthcare

Carson Wealth

JANUARY 6, 2025

The economy has been incredibly resilient despite high rates, but cyclical sectors, including housing, small businesses, and manufacturing, have been under pressure and the labor market, while still strong, has exhibited some underlying risk, although it remains quite stable for now.

Marketing

Trade Brains

AUGUST 2, 2025

So investing in these stocks can provide you with passive income and growth in your portfolio over time. Ceat Ltd Ceat is a major Indian tyre manufacturer, producing tyres for two-wheelers, cars, trucks, and off-road vehicles. Here are stocks that will trade ex-dividend in the coming week: 1. 1 per share. 10 per share. 10 per share.

Manufacturing

Trade Brains

JUNE 14, 2025

His Portfolio choices are closely tracked by retail and institutional investors alike. Fineotex Chemical Ltd Fineotex Chemical Limited is an India-based company that is engaged in the business of manufacturing textile chemicals, auxiliaries, and specialty chemicals. Beta Drugs Ltd Beta Drugs Limited manufactures oncology drugs.

Medicine

The Big Picture

MARCH 6, 2025

To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. They put the capacitor in a seat, gets sent to the seat manufacturer in Michigan, it goes to Canada, comes back to the us, finally gets put in a car and you go buy it on the lot and drive it out. Inflation as a driver of returns.

Economy

Validea

APRIL 4, 2025

Tune in as we hash out the facts, explore the implications, and share strategies to keep your portfolio steady amid the storm. Long-Term Goals of Policy Shifts: Discussion on the administrations aim to onshore manufacturing and critical technologies, and the trade-offs involved. National Debt Concerns: Perspectives on whether the U.S.

Marketing

Trade Brains

AUGUST 3, 2025

As per the latest corporate shareholding data, Vanguard Fund currently holds public stakes in 41 listed indian companies, with a total portfolio value exceeding Rs. It designs, manufactures, and markets cooling products, air conditioning solutions, and electro-mechanical projects for residential, commercial, and industrial sectors.

Investing

Trade Brains

JULY 27, 2025

The Company is a service company with a diversified portfolio, including exhibition management, event management, tourism and hospitality, and publication. Sirca Paints India Sirca Paints India Limited is an India-based manufacturer of wood coating products. During the same time frame, net profit stood at Rs 66 crore. 479.20, down 2.12

Insurance

The Big Picture

MARCH 4, 2025

And I think a good example of that is within the innovation economy kind of ecosystem overall where, because it is so interconnected, when you think about VC firms funding, you know, portfolio companies, the, those portfolio companies having founders, they’re oftentimes, they’re repeat founders. And new technology.

Banking

Trade Brains

JUNE 9, 2025

Here is a list of stocks that hit their 20 percent upper circuit limit Indef Manufacturing Limited Indef Manufacturing is involved in the production of industrial machinery and equipment. They specialize in the manufacture of parts and systems for various industries, including Cement, Oil & Gas, and engineering sectors.

Financial Services

Carson Wealth

JUNE 9, 2025

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. Employment in cyclical areas like professional and business services, information (including technology jobs), and manufacturing fell by 24,000.

Economics

Trade Brains

JULY 11, 2025

The Ramco Cements Ltd The Ramco Cements Limited is engaged in the manufacture of cement, ready mix concrete, and dry mortar products. Hitachi Energy India Ltd Hitachi Energy India Ltd is engaged in providing a comprehensive grid portfolio across the entire value chain. The Company caters mainly to the domestic markets. Additionally, 5.61

Retail

Yardley Wealth Management

JULY 9, 2025

economy dominated by manufacturing and heavy industry to one more diversified into services and technology. In the past few decades, professional money management firms have created investment solutions that allow investors to buy shares in portfolios that closely mirror the performance of a certain index. That’s where we come in.

Marketing

Trade Brains

AUGUST 1, 2025

The company has a strong portfolio of utility-scale solar installations across the country and has played a pivotal role in India’s transition to clean energy through its projects. It is a major cement manufacturer with a strong presence in the eastern and northern parts of India. With the Market Capitalization of Rs. crores to Rs.

Manufacturing

Trade Brains

JULY 6, 2025

Dr Reddy’s Laboratories Ltd Dr. Reddy’s Laboratories is a leading Indian pharmaceutical company known for manufacturing generic drugs, active pharmaceutical ingredients (APIs), and biosimilars. Additionally, its debt-to-equity ratio is low at 0.17, showing that the company has a strong financial position and doesn’t rely much on debt.

Valuation

Abnormal Returns

MARCH 21, 2025

ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. nytimes.com) Economy Regional manufacturing surveys are rolling over. Markets Nvidia ($NVDA) stock is struggling. sherwood.news) European stocks are not struggling.

Engineering

Trade Brains

AUGUST 9, 2025

So investing in these stocks can provide you with passive income and growth in your portfolio over time. Here are stocks that will trade ex-dividend in the coming week: Gland Pharma Ltd Gland Pharma Ltd is a prominent pharmaceutical company that specializes in the development, manufacturing, and marketing of injectable generic drugs.

Banking

Trade Brains

JUNE 22, 2025

Polycab India Limited Polycab India Limited is the largest manufacturer of wires and cables in India and a rapidly growing player in the fast-moving electrical goods (FMEG) sector. Its product portfolio includes wires, cables, fans, lighting, switches, switchgear, solar products, and domestic appliances. in a day’s time frame.

Manufacturing

Carson Wealth

MAY 27, 2025

Declines were primarily caused by a fresh round of tariff threats, including 50% on the European Union (delayed over the weekend to July 9) and 25% on iPhones manufactured outside of the United States (Apple was down 9.6% Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator.

Marketing

The Big Picture

JULY 28, 2025

If you are at all interested in fixed income, what the thought process is like in trying to figure out how to structure a portfolio of fixed income, what you think about what affects the returns, you’re gonna see. Should we be manufacturing more in the us? How many arms manufacturers do you need? You know, boring returns.

Economy

Gen Y Planning

MARCH 10, 2025

Diversifying portfolios across asset classes, sectors, and geographies to reduce concentrated risks. Markets (read: investors) dislike uncertainty, which is reflected in the day-to-day fluctuations. We believe in long-term strategies, and that means limiting our reaction to short-term policies.

Marketing

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. First, what is a concentrated portfolio? Tell us a little bit about that.

Management

Trade Brains

AUGUST 3, 2025

1,322.35) United Spirits Ltd, a subsidiary of global beverage giant Diageo PLC, is India’s leading alcohol company with a vast portfolio of premium and popular brands. It plays a vital role in India’s transition to smart manufacturing and energy efficiency through its digital and automation offerings. United Spirits Ltd (CMP: Rs.

Manufacturing

Trade Brains

JUNE 27, 2025

The company is recognized for its strong track record in portfolio management, alternative investments, and wealth planning, and the firm is known for its technology-driven approach and robust client servicing. Kfin Technologies is known for its robust technology platform, which supports large-scale investor servicing and compliance.

Electronics

Trade Brains

JULY 16, 2025

Aarti Pharmalabs Limited Aarti Pharmalabs Limited was established in 2022 following a demerger from Aarti Industries and is engaged in manufacturing active pharmaceutical ingredients (APIs), intermediates, and specialty chemicals, serving global pharmaceutical, biotechnology, and healthcare companies with integrated research-driven solutions.

Pharmaceutical

Trade Brains

AUGUST 10, 2025

This approach is not without risk, but it reflects how savvy investors and industry-watchers spot emerging trends that can reshape both portfolios and the broader market. Agro Food Product A Maharashtra-based company engaged in sugar manufacturing and allied by-products, also generating power using sugar industry waste.

Food

Trade Brains

AUGUST 4, 2025

This premier Indian infrastructure and technology conglomerate plays a significant role across EPC projects, hi-tech manufacturing, and a range of service sectors, making the company worth watching closely. 1,86,401 crores (30 percent), Hi-Tech Manufacturing at Rs. The Hi-Tech Manufacturing segment contributed Rs. percent to 8.5

Manufacturing

Carson Wealth

DECEMBER 23, 2024

For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). A diversified portfolio does not assure a profit or protect against loss in a declining market. This is quite confounding.

Marketing