Trade Brains

AUGUST 17, 2024

No 1194380 2.62% 8 SBICAP SECURITIES LIMITED No 946900 2.07% 9 MOTILAL OSWAL FINANCIAL SERVICES LIMITED No 941418 2.06% 10 PAYTM MONEY LTD. In terms of valuation or market cap, ICICI securities is the largest stockbroker in India. No 1349717 2.96% 7 HDFC SECURITIES LTD. No 753279 1.65% 11 SHAREKHAN LTD.

Clients 98

Clients Numbers Startup Accounting 98

Trade Brains

JULY 14, 2022

The key business verticals for Infosys are financial services, retail, communication, energy & utilities, and the life science and healthcare division. The key business verticals for Infosys are financial services, retail, communication, energy and utilities, and manufacturing. 2018 2019 2020 2021 2022.

Consulting 52

Consulting Healthcare Financial Services Communication 52

Trade Brains

JULY 18, 2024

Can Jio Financial Services replicate telecom’s disruption success? Jio Financial Services was de-merged from Reliance Industries in a stock split ratio of 1:1. There are established players in the financial space and based on the product and execution lies the disruption into this space. Financial Services?

Investments 52

Investments Investing Financial Services Retail 52

Trade Brains

FEBRUARY 20, 2024

With an increasingly large workforce and a growing middle- and lower-income demographic, the need for financial services is set to rise sharply. The escalating significance of NBFCs is underscored by the steady increase in their credit relative to GDP and their reliance on credit extended by SCBs. 2020 -385.62 -361.04 2019 93.99

Valuation 59

Valuation Banking Investments Investing 59

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Second part of our framework is valuation fundamental work. Well, that means valuations are probably too high.

Valuation 162

Valuation Clients Investing Investments 162

Trade Brains

NOVEMBER 24, 2023

The company serves its customers across industries like automotive, e-commerce, food delivery, transportation, and logistics, banking; financial services and insurance (BFSI), retail and quick service restaurants (QSR), telecom and utilities, healthcare and pharmaceuticals, government, railways, and waterways. 2021-22 200.44

Planning 69

Planning B2C B2B Pharmaceutical 69

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. You saw it in the financial services sector. BARATTA: Yeah. In the long run.

Assets 162

Assets Investments Investing Valuation 162

Trade Brains

SEPTEMBER 26, 2024

Financial services became the backbone of India’s growth. This suggests potential for growth in other areas like data services. In the financial years from 2020 to 2024, the company’s trading segment saw consistent growth, rising from ₹2,832.41 The market valuation of NSE might be between ₹2.1

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

JULY 28, 2022

Either way, the valuation and the share price of the company falls for some time. It has its presence in pharmaceuticals and financial services. On October 7th, 2021, it approved the demerger of its pharmaceutical business and create two listed entities in financial services and pharmaceuticals.

Pharmaceutical 52

Pharmaceutical Retail Insurance Distribution 52

Brown Advisory

MARCH 30, 2022

We believe that a long-term investing approach focused on businesses with strong competitive advantages, with business models that generate high return on incremental invested capital, capable and rightly incentivized management teams and attractive valuations, from a long-term investment horizon, may help investors navigate this volatility.

Investing 52

Investing Investments Marketing Marketing 52

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. The Fed wants to tighten financial conditions so the economy can smoothly transition from the post-pandemic reopening phase—when the economy grew 5.9% in 2021 and 2.1% What Does This Mean for You?

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

MARCH 24, 2021

Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation jharrison Wed, 03/24/2021 - 05:32 Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF > Welcome to our latest edition of Hearing, Seeing and Thinking (HST). Survey period 2013 to 2021.

Assets 52

Assets Economics Investments Investing 52

Brown Advisory

MARCH 24, 2021

Wed, 03/24/2021 - 05:32. Quantity of cryptocurrencies 2013-2021. Survey period 2013 to 2021. Data published February 2021. Data published February 2021. launched BankAmericard Service Exchange, better known as BASE I. Despite a sobering start in 2021, this cohort remains emblematic of a growing trend.

Assets 52

Assets Economics Investments Investing 52

Brown Advisory

NOVEMBER 22, 2021

Mon, 11/22/2021 - 11:44. The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Clients 52

Clients Taxes Investing Investments 52

The Big Picture

OCTOBER 24, 2022

And how do we think about them from a valuation perspective? And actually, that sweet, that collection of strategies, which is in the Morningstar alternatives fund is where a lot of our portfolio managers were turning to at the end of last year when, you know, fixed income is so poor on a prospective basis, equity, valuations are really high.

Portfolio 130

Portfolio Management Assets Investments 130

Trade Brains

AUGUST 16, 2022

In the financial year 2020, an average of 4 lakh Demat accounts were opened every month which has greatly benefited the broking companies. lakh in the financial year 2021 and is currently at 28.33 lakh for the current financial year. Listed Stock Brokers in India #2 – Motilal Oswal Financial Service Ltd .

Wealth Management 52

Wealth Management Retail Clients Distribution 52

Trade Brains

MAY 21, 2024

The demand for seats in flexible workspaces has been continuously rising in the last 3-4 years and growing at an average annual growth rate of 30%-40% from 2019-2021. The penetration levels of the flexible workspace sector in the office space (non-SEZ) segment in India are expected to increase to approximately 15.5% Investment Rs.

Financial Services 59

Financial Services Clients Sales Professional Services 59

ClearMoney

DECEMBER 5, 2021

The financial services industry has a long tradition of innovation, and cryptocurrency and the technology surrounding it may someday prove to be a historic breakthrough. But those in search of a sound investment should consider the concerns of the Financial Conduct Authority above before joining the excitement.

Commission 52

Commission Retail Sales Distribution 52

Cornerstone Financial Advisory

JULY 11, 2022

Bancorp (USB), The PNC Financial Services Group, Inc. IRS.gov, July 30, 2021. verywellmind.com, August 6, 2021. 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 52

Marketing Marketing Taxes Economics 52

Carson Wealth

JANUARY 22, 2024

While our outlook is for a favorable economic backdrop for credit-sensitive bonds, we’ve grown somewhat more cautious because credit spreads are already tight and we see more upside for equities, including some pockets of attractive valuations. The average yield from 2010-2021 was just 2.34%. 16 was 4.65%.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. You have to finish the three years. I finished the three years.

Assets 299

Assets Clients Investments Investing 299

Trade Brains

SEPTEMBER 27, 2023

This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Today, the Company offers Mobile payment services to customers via UPI, Payment soundboxes, Point-of-sale machines (POS), and online payment gateway services among multiple others.

Healthcare 59

Healthcare Banking Communication Government 59

Cornerstone Financial Advisory

JULY 17, 2023

year-over-year–its lowest level since October 2021. This Week: Companies Reporting Earnings Tuesday: Bank of America Corporation (BAC), Lockheed Martin Corporation (LMT), Morgan Stanley (MS), The Charles Schwab Corporation (SCHW), The PNC Financial Services Group, Inc. Both were below economists’ consensus forecast.

Marketing 52

Marketing Marketing Economics Taxes 52

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Estimated returns as of June 30, 2021.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Mon, 10/11/2021 - 11:55. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Estimated returns as of June 30, 2021. © 2021 HFR, Inc. - Are Alternatives Right for Our Organization? Muted Expectations. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. Post money valuations until the market has changed dramatically. 00:09:40 [Speaker Changed] Correct.

Management 162

Management Investments Investing Portfolio 162

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. And then the related question is, how dependent are private markets on public market valuations? LAYTON: — some of the differences in valuation that have been out there. There are some differences.

Investments 147

Investments Investing Clients Assets 147

Indigo Marketing Agency

OCTOBER 25, 2019

We at Carson are already out to the fourth quarter of 2020, into the first quarter of 2021 on deliverables, on value-add. What kind of valuations are you seeing? .” So, when you say personally, I’ve got a new grandson, Carson, who’s a year old, who is just absolutely the light of my life. CA: Absolutely.

Clients 52

Clients Financial Advisor Planning Numbers 52

The Big Picture

AUGUST 15, 2023

If you’re giving up that 1% big fat yield in 2019, 2021, let’s say you give up three years of 1% and get zero, how does the math work over the subsequent couple of years? What’s the valuation? How would you have done? SEIDES: Well, you’ve done a lot better, right? RITHOLTZ: Right. Is there any chance of fraud?”

Management 130

Management Investments Investing Government 130

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. So before we get to the pandemic, which obviously had an enormous outsized effect on real estate, let’s talk a little bit about the financial crisis in the mid-2000s, a lot of real estate companies crashed and burned then. RITHOLTZ: Wow, that’s amazing.

Sales 130

Sales Numbers Marketing Marketing 130

The Better Letter

JANUARY 26, 2024

The DJIA did reach 35,000 in June 2021, but Dent had long been a permabear by then. In March 2021, Dent called for a nearly 50 percent drop in the S&P 500 by June. In July 2021, he followed up with a prediction that equities would drop by 80 percent in the fall, which didn’t happen, either. percent in 2021.

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

JANUARY 7, 2025

Being an entrepreneur isn’t, anyway, but being an entrepreneur in an industry like financial services where there’s these old and very incumbent 800 pound gorillas are all around you is certainly not 00:12:56 [Speaker Changed] To, to say the very least. But it’s not for the faint of heart, that’s for sure.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

JANUARY 27, 2025

It is a financial services hub. It’s certainly not New York City, but it’s, it’s definitely the top two or three in terms of large financial services. And there’s a lot of aspects of financial services, and this is somewhat timely. And, and, and we’ve the talent’s there.

Assets 147

Assets Insurance Management Investments 147

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. And one of the worst performing factors has been valuation. And I think that’s wrong because valuation does matter. The global financial crisis.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation. RITHOLTZ: Valuation didn’t make much of a difference.

Media 290

Media Investing Investments Valuation 290