Truemind Capital

NOVEMBER 8, 2024

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.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Trade Brains

JUNE 14, 2024

After hearing this, the RBI started an asset quality review on Yes bank books and they found that yes bank’s loan books include Anil Ambani’s Reliance, the Essel Group (Zee), IL&FS, Jet Airways, Cox & Kings and Vodafone which were all under stress. CASA + Retail Term Deposits accounted for approximately 59% of Total deposits.

Banking 105

Banking Retail Accounting Assets 105

Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. Reassess asset allocation. stocks including emerging market equities. Consider changes to portfolio construction.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Bell Investment Advisors

NOVEMBER 6, 2023

labor market. Comparing present day data with data from 2000 through 2019, we clearly see strength in the present. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? First, let’s discuss the U.S.

Economy 52

Economy Economics Investment Advisor Numbers 52

BlueMind

DECEMBER 23, 2022

One of the most outstanding movies of the financial industry to this time, which was inspired by true events, Margin Call will take you on a roller coaster ride that spans over 24 hours. Moreover, be aware of assets sold at a heavily discounted price (also known as a fire sale.) Boiler Room (2000).

Financial Advisor 98

Financial Advisor Commission Clients Management 98

Trade Brains

JANUARY 22, 2024

KPIT has dedicated over 2000 engineers to the Honda Project. Since both Companies operate in an asset-light industry, the need for fresh capital remains low. Honda has also selected KPIT as a strategic technology partner for their Software Defined mobility initiative. ICR above 1.5x

Planning 119

Planning Engineering Manufacturing Clients 119

Validea

AUGUST 7, 2024

The financial markets have been experiencing significant turbulence recently. stock market saw steep losses, with the Nasdaq and S&P 500 each falling by over 3% and the Dow Jones Industrial Average dropping by 2.6%. On Monday, the U.S. CMC scores 100% on the Value Investor model, inspired by Benjamin Graham’s approach.

Marketing 52

Marketing Marketing Financial Advisor Manufacturing 52

Trade Brains

JANUARY 4, 2024

It is a player of choice in India across industry leaders and serves 2000+ enterprises in India with a market share of 35% in CPaaS, 45% NLD (SMS) market share, and 15% market share in WhatsApp. Fiscal Year Revenue from operations (In Crores) Net Profit (In Crores) 2023 3354.55 2020 1942.84 -211.17 4-year CAGR 35.2%

Planning 69

Planning Communication Certification Healthcare 69

Trade Brains

NOVEMBER 30, 2022

Historically, public lenders always trailed their private counterparts because of asset quality issues. However, recently investors’ liking for government banks has increased as they reported better earnings and improved asset quality figures. In terms of the distribution of assets, public sector banks lead with $1.59

Banking 52

Banking Planning Assets Government 52

International College of Financial Planning

JUNE 14, 2023

Experience Personal investment advisors or non-individual investment advisors’ chief officers should have at least five years of experience in financial product guidance, securities, funds, assets, or portfolio management. For individual investment advisors, the net worth should be a minimum of INR 5 lakhs in tangible assets.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Trade Brains

JUNE 9, 2023

The company started as a joint venture in 2001 with Abrdn Investment Management, after registering with SEBI in 2000. trillion rupees in assets under management (As Of Mar 31, 2023). Financials Of HDFC AMC CMP ₹ 1,854 Market Cap (Cr.) ₹ 39,566 EPS ₹ 66.7 The AMC has ₹4.4 Stock P/E 27.8 Stock P/E 27.8 percent in June 2022.

Certification 52

Certification Assets Sales Management 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Source: BLOOMBERG. .

Management 52

Management Marketing Marketing Clients 52

Investing Caffeine

JANUARY 3, 2022

Understand Stock Prices Do Go Down: We have been spoiled in recent years with above-average returns, but that does not mean you need to panic when prices do decline or that you need to try to time the market. It’s important to have your investments diversified across a broad array of asset classes in a low-cost, tax efficient manner.

Investing 52

Investing Investments Risk Tolerance Portfolio 52

The Big Picture

AUGUST 8, 2022

So, you got your assets whatever they are. But then the question is how do you fund those assets. Now does the FDIC even know how much risk they’re bearing 0 when all the assets are so encumbered that they’re all pledged as collateral? But –and netting of derivatives and all of that. They don’t have collateral.

Banking 204

Banking Government Insurance Taxes 204

Trade Brains

FEBRUARY 26, 2024

TEECL provides services across the three key industry segments of power generation, transmission, and distribution, specialising in engineering, procurement, and construction (EPC), asset ownership, operations, and maintenance. Market Cap (Cr.) ₹ 8,125.24 Revenues in FY23 were Rs. crore, down 16.98% from Rs.999.16 crore in FY22.

Engineering 59

Engineering Insurance Manufacturing Investments 59

Brown Advisory

MARCH 1, 2016

Stock market volatility has spiked in response to immediate market concerns about energy prices, weakening economic growth in China and changes to monetary policy, as well as momentous capital-market shifts during the past 20 years. This year, financial markets are grappling with a long list of pressing questions.

Clients 52

Clients Economy Banking Investments 52

Trade Brains

DECEMBER 11, 2023

The construction of its first terminal began in 2000. Petronet LNG today remains a dominant player in the LNG market meeting 40% of gas demand. Market Cap (Cr.) Asset Under Management (AUM) (Cr.) It was set up as a Joint Venture by 4 of the leading Oil and gas PSUs: ONGC, IOCL, GAIL, and BPCL. 14,076 EPS ₹17.72

Banking 64

Banking Government Investing Investments 64

Trade Brains

OCTOBER 9, 2023

In order to invest in the sovereign wealth fund more aggressively and over a longer investment horizon in asset classes that offer better yields, the GIC was established in 1981. Market Cap (Cr) 1,28,414 EPS (TTM) 18.37 The fund’s full name is now GIC Private Limited. Particulars Amount Particulars Amount CMP (Rs) 1,280.7

Portfolio Analysis 59

Portfolio Analysis Government Portfolio Healthcare 59

The Big Picture

JULY 24, 2023

So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. RITHOLTZ: Right, so it was a 13 year secular bear market that had huge rallies, huge sell-offs, but you never got above that 2000 peak. March 2000 onwards, stopped working.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

OCTOBER 15, 2024

That was a global macro hedge fund, and so that’s a really fun part of finance where you just get to try to figure out at a high level what’s going on in the world and lots of arguments about politics and economics and history and financial markets. You provide software for over 2000 municipalities and state agencies.

Government 147

Government Electronics Engineering Management 147

Clever Girl Finance

OCTOBER 17, 2023

These expense ratios are how much of the fund’s assets are used for operating expenses. Because of that, it is also more volatile, as the fund is exposed to the overall dips in the broader stock market. companies by market cap. companies that tend to grow quicker than the broader market. What makes an index fund low cost?

Risk Tolerance 52

Risk Tolerance Investments Investing Portfolio 52

Trade Brains

SEPTEMBER 21, 2024

Reliance Infrastructure settlement with Edelweiss Reliance Infrastructure has successfully settled its dues with Edelweiss Asset Reconstruction Company. It is expanding to build final assemblies for Falcon 2000 jets and sub-assemblies for Rafale fighter jets at MIHAN SEZ. crore in FY24.

Transportation 52

Transportation Engineering Distribution Planning 52

Trade Brains

JULY 11, 2023

Market Cap (in Rs Crs) 25,375 Stock P/E 10.95 The company has over 2000 km of trunk and feeder pipeline with in-house operation and maintenance. More specifically, Non-Performing Assets (NPA) has reduced in the last 5 years from 5.52% to 0.25% from FY19 to FY23 which is a positive sign. CMP (In Rs) 994.95 Sector P/E 11.21

Banking 52

Banking Insurance Media Government 52

Trade Brains

OCTOBER 12, 2022

Over the years, the finance company ventured into various other sectors to become a multi-product financial conglomerate. HDFC Mutual Fund (52.59%): One of the top three AMCs with a total AUM of $ 3 billion.

Pharmaceutical 52

Pharmaceutical Manufacturing Distribution Financial Services 52

Trade Brains

OCTOBER 17, 2022

Its current ratio indicates that it has sufficient current assets to cover its current liabilities. With a market capitalization of 82,382, it is a large-cap company. The company has a good return on equity of 26.05% and an excellent return on capital employed of 33.19%. It has an ideal debt-to-equity ratio of 0.09.

Manufacturing 52

Manufacturing Healthcare Sales Investing 52

The Big Picture

SEPTEMBER 10, 2024

I didn’t think I would be necessarily doing what I’m doing today, but I knew that I was gonna be interested in financial markets of some kind, and I think I probably ended up in the right place. And then I developed this macro affinity starting in 2000, really? So I, I went to school. 2009, 10 in that role.

Valuation 162

Valuation Clients Investing Investments 162

Bell Investment Advisors

JUNE 29, 2023

What happened was, when interest rates rose, the value of their portfolio of long-term assets declined. And remember, with a lot of financial markets, it’s not what the result is but it’s more the change in expectation. stock and bond markets. So, high interest rates suppress asset prices. economy and U.S.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

SEPTEMBER 25, 2024

. ~~~ About Jeremy Schwartz: Jeremy Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies, and multi-asset Model Portfolios. Barry Ritholtz : So we’ve talked about 66-82, 2000-2013, equities did poorly.

Investing 173

Investing Investments Portfolio Assets 173

Trade Brains

APRIL 12, 2023

It is one of the powerful ingredients of the financial market. Stock exchange furnishes the required edifice and framework to the brokers and members who deal with asset classes. EURONEXT was established in 2000 by the consolidation of the exchanges in Amsterdam, Paris, and Brussels. trillion as of December 2022.

Marketing 105

Marketing Marketing Electronics Government 105

Trade Brains

JANUARY 24, 2024

CAMS has been the financial infrastructure and services provider to Mutual Funds and other financial institutions for over 25 years. It is the leading Registrar & Transfer Agency (RTA) to India’s Mutual Fund Industry, catering to ~69% of the Average Assets under Management (AUM) as of June 2023.

Insurance 59

Insurance Clients Engineering Management 59

Brown Advisory

SEPTEMBER 25, 2023

When designing portfolios, investors might consider various things such as allocating to mixed asset classes, different types of securities or geographies. Demystifying Small-Caps Small-cap investing has a rich history that spans decades and reflects the evolution of financial markets and investment strategies. equity universe.

Portfolio 52

Portfolio Clients Management Investments 52

Carson Wealth

NOVEMBER 14, 2023

has the world’s deepest and most liquid financial markets, thanks to the following: The size of the U.S. has the world’s deepest and most liquid financial markets, thanks to the following: The size of the U.S. That’s been fairly stable since 2000 and has actually increased over the last decade. trillion in U.S.

Economy 52

Economy Government Banking Economics 52

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.” Review of Financial Studies 21, no. Palgrave Macmillan.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Becker and Ivashina (2018) argue that government debt instruments could compete with those of corporations in the financial markets, crowding out lending that would otherwise go toward corporations. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.” Review of Financial Studies 21, no. Palgrave Macmillan.

Government 52

Government Commission Economics Distribution 52

The Big Picture

MARCH 26, 2024

I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. 00:11:43 [Speaker Changed] And one of the more rare successful market times 00:11:47 [Speaker Changed] Unbelievably successful. We’re not market timers, we’re not traders in my personal account.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

DECEMBER 26, 2023

I mean, I’m sure it’s changing as days go by, but for me, I mean, we’re, we’re, you know, using mathematics quantitative methods to identify and spot trends and patterns in the financial markets. But the other factor is asset manager positioning. I guess that keeps it pretty simple. Oh, really?

Marketing 162

Marketing Marketing Financial Advisor Clients 162