The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, 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. Present value of future cash flows, any asset is present value of future cash flows.

Investing 296

Investing Investments Valuation Portfolio 296

The Big Picture

NOVEMBER 20, 2023

Previously : Tax Alpha (April 14, 2022) Accessing Losses via Direct Indexing (April 14, 2021) The Cutting Edge (September 30, 2021) USA Is Smashing Its Clean Energy Targets (October 17, 2017) Sources : Wall Street’s ESG Craze Is Fading By Shane Shifflett WSJ, Nov. Oct 31, 2023) 4.

Taxes 195

Taxes Portfolio Investments Investing 195

Abnormal Returns

NOVEMBER 1, 2022

Markets How major asset classes performed in October 2020. capitalspectator.com) Don't be surprised to see the stock market rally before the economy bottoms out. pitchbook.com) Funds 2022 shows that not all bond funds are created equal. abnormalreturns.com) Why rough edges remain in financial markets: people.

Accounting 130

Accounting Startup Financial Advising Valuation 130

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank We will begin with understanding the services offered by the Bank, its Net Interest growth, and its Deposits & assets growth. Ujjivan SFB is majorly into micro banking, providing small credit facilities with an asset base of 17,401 Cr. These deposits grew by ~40%, from Rs.

Banking 126

Banking Assets Accounting License 126

Advisor Perspectives

JANUARY 31, 2023

2022 was a painful year in financial markets with almost all traditional assets delivering significant losses.

Financial Market 40

Financial Market Assets Marketing Marketing 40

Discipline Funds

DECEMBER 31, 2023

I think that’s one of the things that makes the financial markets so fascinating. Just when you feel like you know everything the markets and the economy will surprise you. In January of 2022 I said that inflation had peaked , which happened to be a few months before the peak of 9% CPI. Heck, I am working on one.

Assets 90

Assets Asset Allocation Financial Planning Economy 90

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. On 6th of October 2022, Prashanth kumar was appointed as CEO and MD of Yes bank.

Banking 105

Banking Retail Accounting Assets 105

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. While stockholders and bondholders lost billions of dollars in this mini-banking crisis, financial vultures swirled around the remains of the banking sector. The S&P 500 rose +3.5% www.Sidoxia.com Wade W.

Banking 105

Banking Economy Economics Government 105

James Hendries

JULY 13, 2023

But the donor or a representative of the donor has advisory privileges regarding the distribution of the funds or the investment of assets in the accounts. [i] To fund the foundation, you can contribute as much as you like, but you must distribute a minimum of five percent of the value of the charitable assets annually.

Distribution 98

Distribution Taxes Assets Accounting 98

Trade Brains

MAY 16, 2024

They strengthened the balance sheet by restructuring the debt through Asset Reconstruction Companies. Company’s production of Sponge Iron was 2,52,290 MT during the year 2022-23 as compared to 2,14,563 MT during the year 2021-22. The production was 2,12,636 MT and 1,53,839 MT during the year 2023 and 2022.

Manufacturing 105

Manufacturing Planning Transportation Economics 105

Trade Brains

OCTOBER 5, 2023

The table below shows the Total income and net profit of Siyaram Silk Mills for 5 financial years: Year Total income (In crores) Profit after tax (In crores) 2023 ₹2272 ₹250 2022 ₹1939 ₹216 2021 ₹1130 ₹3.5 An increase in net profit margin also implies that the company effectively managed its financial obligations and taxes.

Planning 105

Planning Manufacturing Assets Distribution 105

Trade Brains

JANUARY 21, 2024

It should be noted that Jupiter Wagons remained a standalone company from FY19-21, hence its financials & metrics are reported in Standalone numbers. 2022 ₹1,181.74 ₹49.65 Out of the 5 Years, the Company was at financial risk in FY20, when it suffered low EBIT making it harder to furnish its obligations. Market Cap (Cr.)

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

James Hendries

OCTOBER 4, 2022

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. Investing involves risks including possible loss of principal.

Clients 52

Clients Investment Advisor Economy License 52

Darrow Wealth Management

MARCH 6, 2023

For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. 3 reasons for investors to be optimistic about the long-term market outlook Short-term market moves should always be expected, especially for equity investors. Source: J.P.

Marketing 86

Marketing Marketing Wealth Management Portfolio 86

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009. In the financial markets we see evidence of cycles in capital flows as market prices rise.

Investing 52

Investing Investments Insurance Ethics 52

Discipline Funds

AUGUST 22, 2024

For perspective, here are the most recent revisions: 2018: +43K 2019: -501K 2020 -173K 2021: -165K 2022: +462K 2023: -306K Oh boy, the tinfoil hat guys are gonna have a field day with this one. You don’t need the Dollar to collapse in order for the value of these assets to increase. So the scare stories are exactly backwards.

Assets 105

Assets Financial Planning Manufacturing Media 105

Trade Brains

OCTOBER 12, 2023

Business Segments The Company entirely focuses on Software Defined Vehicles by earning revenue in Passenger Cars – 76% & Commercial Vehicles – 24% in FY 2022-23. revenue share from these locations as per FY 2022-23. Particulars/ Financial Year 2019 2020 2021 2022 2023 CAGR (4 Years) KPIT Technologies - Revenue (Cr) 641.26

Planning 105

Planning Engineering Healthcare Manufacturing 105

Discipline Funds

NOVEMBER 8, 2023

and inflation peaked back in 2022 almost exactly to the month we predicted. The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. Real GDP has averaged 2.3% with a standard deviation of 22.6.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Trade Brains

SEPTEMBER 26, 2024

The exchange manages the NIFTY 50 index, a key benchmark for Indian capital markets. It offers various services across various asset classes, including equity, fixed-income, and derivative securities. DotEx International Limited distributes real-time market information. However, financial asset allocation increased recently.

Compliance 90

Compliance Banking Management Risk Management 90

Trade Brains

JANUARY 22, 2024

as of 2022. Out of the total ER&D market Rs. The industry is expected to grow at a CAGR of approximately 16% from 2022 to 2026. Particulars / Fiscal Year 2021 2022 2023 2 Year CAGR KPIT Technologies - Revenue ₹2,051.50 ₹2,477.19 ₹3,405.23 Currently, global ER&D spending is estimated at $1,811 billion (Rs.150

Planning 119

Planning Engineering Manufacturing Clients 119

Trade Brains

AUGUST 9, 2023

As per the estimates of the ICRA, there was a 13-15% growth in the domestic demand for the Indian Tire industry in FY22 and is expected to maintain is expected to expand at a pace of 7-9% between 2022 and 2025. 1130 Crores in FY19 to Rs. 768 Crores in FY23. Fiscal Year MRF Balkrishna 2019 5.97 Fiscal Year MRF Balkrishna 2019 6.86 2021 13.13

Planning 97

Planning Manufacturing Marketing Marketing 97

Nationwide Financial

OCTOBER 10, 2022

Among financial professionals, the swing away from optimism was even more dramatic. In 2022, that number dropped 15 percentage points to 48%. Lately, investors have coped with volatile swings in the stock and bond markets, which can dampen optimism and contribute to heightened anxiety. The value of financial planning.

Financial Planning 90

Financial Planning Retirement Clients Planning 90

Investing Caffeine

JANUARY 2, 2024

For the full year, the bull market was on an even bigger stampede: S&P 500 +24%, NASDAQ +43%, and Dow +14%. Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. In 2022, the stock market fell -19% (S&P) due to a spike in inflation.

Economy 98

Economy CFP Accounting Economics 98

Trade Brains

DECEMBER 15, 2022

The IPO will open for subscription on December 19th, 2022, and close on December 21st, 2022. In this article, we will look at the KFin Technologies IPO Review 2022 and analyze its strengths and weaknesses. KFin Technologies Limited, incorporated in 2017, is a leading technology-driven financial services platform.

Compliance 52

Compliance Financial Services Assets Sales 52

Trade Brains

APRIL 11, 2023

Revenue & Profitability Year 2020 2021 2022 Revenue (in Crores) ₹141.36 ₹138.50 ₹235.37 Market Cap (₹ in Cr) 8,184.01 With a market capitalization of ₹ 8184.01 It has a current ratio of 1.32, indicating that its current assets are higher than its current liabilities. Market Cap (₹ in Cr) 1,500.88 ROE (%) 53.16

Retail 94

Retail Government Distribution Financial Services 94

Bell Investment Advisors

MARCH 15, 2023

The first is 2022 investment performance. Slide 3: 2022 in Review: A Global View 0:36 It’s probably no surprise to clients that last year was not a positive one for financial markets. stock market. Slide 4: 2022: U.S. stock market benchmark. Slide 5: 2022 in Review: Bonds 08:47 Onto bonds.

Marketing 52

Marketing Marketing Investing Investments 52

Trade Brains

AUGUST 6, 2023

The entire world is heading towards “Green Power” solutions that are eco-friendly, cost-effective, and integrated through the digitization of power assets. However, the global steam turbine market was valued at $17.5 billion in 2022 and is projected to grow at a CAGR of 2.6% 2022 0 187.83 from 2023 to 2032. 2021 0 128.96

Manufacturing 98

Manufacturing Planning Engineering Pharmaceutical 98

Discipline Funds

JULY 25, 2023

The last two years have been quite the rollercoaster ride for financial markets. In 2022 the global stock market was down -18% and has rebounded +17% year to date. Of course, if you lived through it in real-time 2022 was pure panic and 2023 has been pure euphoria. Good financial planning solves for time.

Asset Allocation 52

Asset Allocation Marketing Marketing Financial Market 52

Trade Brains

JUNE 15, 2023

As of September 2022, the total number of ATMs in India reached 217,308 out of which 49.81% are in rural and semi-urban areas. As of 2022, Total Public sector banking assets stood at $1,353.10B. In November 2022, Unified Payments Interface (UPI) recorded 7.30 crore earned in 2021-22. trillion (US$ 21.56 trillion (US$ 148.63

Banking 98

Banking Government Accounting Numbers 98

Trade Brains

OCTOBER 27, 2023

Shriram Finance has a wide presence with over 2,900 Branches comprising 64,000+ employees spread across India with Assets under Management (AUM) of 1,85,000 crore and above as compared to a rise of 46% from the PY. Shriram Finance – Financials Disclaimer: The company financials for FY 2022-23 is the merged entity.

Planning 59

Planning Transportation Retail Assets 59

Trade Brains

JANUARY 15, 2024

Overall for FY 2022-23, Revenue from operations stood at Rs 76518.21 The Company’s financials show a 16% increase in revenue from Rs 28790 Cr. EBITDA margin decreased from 55% in FY 2021-22 to 52% in FY 2022-23 due to higher coal and input commodity prices, mining, and royalty. Market Cap (Cr.) Market Cap (Cr.)

Healthcare 111

Healthcare Manufacturing Pharmaceutical Marketing 111

Trade Brains

MAY 17, 2024

Today we will look at an important Financial Institution from the prestigious house of Murugappa Group. We will also understand the amount of assets it manages and use industry specific ratios to better analyse the Company. Lakh Cr worth of Assets under Management (AUM). 66,938 Cr or 63% of the NBFC’s total Assets.

Investing 59

Investing Investments Planning Assets 59

Trade Brains

APRIL 12, 2023

HFCL is eying various opportunities in 5G, domestic telecom ex-5G, OEC-related, defense, and domestic railways with huge total addressable markets (TAM). For the nine months period ended December 2022 (9MFY23), the exports accounted for a total of 18.30% of the total revenue. 7,800 EPS ₹4 Stock P/E 16 RoCE 7.2% Promoter Holding 0.0%

Banking 97

Banking Retail Communication Assets 97

Trade Brains

MAY 23, 2023

Product-wise Segments The high-value SI segment accounted for 35% of the top line and 65% of the profits in the nine-month period ending December 2022. Fiscal Year Operating Profit Margin Net Profit Margin 2023 TBA TBA 2022 9.34 Fiscal Year RoCE RoE 2023 TBA TBA 2022 20.9

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Trade Brains

JUNE 12, 2024

The core strategy driving this transformation is the “asset-right” approach. This strategy involves leveraging ITC’s existing strengths, maximizing the use of current assets, and investing selectively to enhance the portfolio. The company is pursuing its “Asset right” strategy, which involves owning and managing properties.

Planning 81

Planning Valuation Portfolio Assets 81

Darrow Wealth Management

NOVEMBER 20, 2023

If you have a large pool of pre-tax assets, when RMDs kick in you could have little protection against the highest tax brackets. For example, a 73-year-old couple with pre-tax retirement account balance of $2,000,000 on December 31st 2022 would have to take RMDs of $75,472. But what if all else isn’t equal?

Retirement 82

Retirement Distribution Taxes Accounting 82

Nationwide Financial

MARCH 15, 2023

The relationship between inflation and the economy and financial markets is a highly complex problem. annual return (compound growth rate) from 1926 through 2022. It’s also worth noting that changes in the inflation rate can affect asset classes and sectors differently. From some perspective, the U.S. from 1914 to 2023.

Risk Tolerance 59

Risk Tolerance Marketing Marketing Economy 59