2014 Asset Allocation Valuation 
Truemind Capital
AUGUST 12, 2023
The recent rally in the market has made the valuations more expensive compared to historical standards. However, heightened valuations do not provide comfort in replicating higher returns of the past in the medium term. Valuations across all sectors do not offer any margin of safety.
Trade Brains
SEPTEMBER 26, 2024
It was named Indian Exchange of the Year for 2014 by Futures & Options World. The exchange also received the CII EXIM Bank Excellence Prize in 2014 and 2016. Other honors include the IMC Ramkrishna Bajaj National Quality Certificate of Merit for 2014. Indian households traditionally invested most savings in physical assets.
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Truemind Capital
MARCH 20, 2020
In my multiple conversations with investors during the bull-run since 2014, there was no one who said that I will not take advantage of investing in equity when the market will crash. In good times i.e. when the market valuations are usually very high, everyone agrees to the logic of buying low and selling high. 🔊 Play Audio.
Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. is not particularly notable.
Brown Advisory
MAY 31, 2017
Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Nonetheless, the disparity is a key factor in our decisions about how to allocate capital between the two regions. is much clearer.
Brown Advisory
APRIL 1, 2015
In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Unsurprisingly, as volume has increased, so have valuations. Possible Signs.
The Big Picture
JANUARY 21, 2025
I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed. And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice.
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