Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. These upcoming IPOs aren’t just about raising money.

Banking 111

Banking Financial Services Insurance Assets 111

Trade Brains

OCTOBER 9, 2024

This influx pushed total FPI investments to ₹89,717 crore for the first half of the 2024-2025 financial year. In this, financial services emerged as the clear favourite. The sudden surge in financial services interest Is driven by FTSE weight increases for ICICI Bank and Kotak Bank. on September 27.

Investing 52

Investing Investments Banking Portfolio 52

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Through its innovative approach and digital prowess, Angel One Limited continues to play a pivotal role in shaping the financial landscape for millions of Indians.

Planning 59

Planning Financial Services Retail Distribution 59

Trade Brains

SEPTEMBER 18, 2024

Digital advancements have led to the modularization of financial services, especially credit. Two-wheeler sales are projected to improve by 9-10% in fiscal 2025, following 14% growth in fiscal 2024. However, volumes in fiscal 2025 are expected to remain about 10% lower than the peak in fiscal 2019 due to significant price hikes.

Financial Services 52

Financial Services Assets Sales Risk Management 52

The Big Picture

MARCH 4, 2025

And in my summer in between I worked for Mayor Daley in Chicago on economic development issues. I do think, you know, AI is obviously gonna be continued to be a big story over the course of 2025. 00:42:39 [Speaker Changed] I don’t think that’s in the 2025 cards, let’s put it that way. Hey, that’s fair.

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

FEBRUARY 20, 2024

Industry Overview India’s GDP is projected to exhibit robust growth exceeding 6% for the fiscal year 2024, indicating a promising economic trajectory. With an increasingly large workforce and a growing middle- and lower-income demographic, the need for financial services is set to rise sharply.

Valuation 59

Valuation Banking Investing Investments 59

Trade Brains

FEBRUARY 22, 2024

Yes Bank vs IDFC Bank : Banks are the economic engine. Growing income and population can drive demand for goods and services in the long run. They offer loans and banking services to small and medium-sized businesses. Individuals, small businesses, and corporations can all benefit from the bank’s financial services.

Banking 104

Banking Planning Accounting Retail 104

Carson Wealth

OCTOBER 14, 2024

There is some concern that inflation is surging even as economic activity remains strong, the “no-landing” scenario. That’s going to be a big tailwind for the economy, and markets, as we go into 2025. The good news is that as of September, profit margins for retailers/wholesalers were up 1.6%

Marketing 96

Marketing Marketing Numbers Food 96

Trade Brains

OCTOBER 31, 2023

Industry Overview The Indian Fintech industry is expected to reach US$ 150 billion by 2025, making it the third largest in the world. Despite the economic slowdown in Fiscal 2020, bank deposits grew by around 9%. It also provides non-financial services for Micro Loan customers, further strengthening its customer relationships.

Banking 59

Banking Retail Financial Services Assets 59

Trade Brains

SEPTEMBER 6, 2024

With a strong performance in recent years and a focus on sustainability, RIL is well-positioned to enhance its role in India’s dynamic economic landscape. This article examines Reliance Industries Limited’s (RIL) growth strategies from its recent AGM, covering plans for retail, digital services, and energy. Current Ratio 1.18

Planning 52

Planning Retail Economics Economy 52

Trade Brains

JULY 30, 2022

However, since November 2020, there were signs of credit revival alongside green shoots of recovery in economic activity. ICICI Bank Limited is an Indian multinational bank and financial services company. It offers a diversified portfolio of financial products and services to retail, SME, and corporate customers.

Banking 52

Banking Retail Financial Services Assets 52

Trade Brains

JULY 9, 2024

They also act as a potential driver for economic growth by powering exports to attract foreign investments and significantly contributing to the nation’s GDP. Raymond’s plans Raymond plans to expand its Ethnix retail brand to over 200 stores by 2025. Particulars Amt Particulars Amt CMP 3,036.80 Market Cap (Cr) 19,437 Stock P.E (TTM)

Manufacturing 52

Manufacturing Retail B2C Government 52

Trade Brains

JULY 9, 2024

They also act as a potential driver for economic growth by powering exports to attract foreign investments and significantly contributing to the nation’s GDP. Raymond’s plans Raymond plans to expand its Ethnix retail brand to over 200 stores by 2025. Particulars Amt Particulars Amt CMP 3,036.80 Market Cap (Cr) 19,437 Stock P.E (TTM)

Manufacturing 52

Manufacturing Retail B2C Government 52

Trade Brains

JULY 24, 2022

Therefore, the Indian government has brought about economic reforms. The group is present across various industries such as auto components, abrasives, financial services, transmission systems, cycles, sugars, farm inputs, fertilisers, plantations, and so on.

Manufacturing 52

Manufacturing Food Government Retail 52

Carson Wealth

MARCH 10, 2025

So 2025 wont be the first year ever to go up each day and never have a scary headline, because thats just not the way that markets work. This is officially the first 5% mild correction of 2025, something that even the best years tend to see, and no reason in itself to become pessimistic. Its not just the uncertainty from tariffs.

Marketing 75

Marketing Marketing Economy Government 75

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 163

Valuation Clients Investments Investing 163

The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking 148

Banking Economics Business Planning Economy 148

Carson Wealth

NOVEMBER 18, 2024

Fortunately, as we head into 2025, we think all of those market tailwinds remain firmly in place. There’s been a question about whether the Fed should be cutting when economic growth and the stock market are running strong. We couldn’t agree more. The good news is that the Powell-led Fed seems inclined to do so as well.

Marketing 95

Marketing Marketing Economy Banking 95

Carson Wealth

APRIL 14, 2025

Meltdown in the Bond Market Treasury Secretary Scott Bessent has argued that even if the tariffs create a short-term economic slowdown and volatility in the stock market (check), that wouldnt be too concerning since only the top 50% of households by income own stocks. And those facts came with some significant economic advantages.

Economics 80

Economics Marketing Marketing Banking 80

Carson Wealth

DECEMBER 23, 2024

Yes, worries spiked last week over fears about sticky inflation (which we dont see) and fewer rate cuts next year (which wasnt really a surprise to us just two weeks ago our Global Macro Strategist Sonu Varghese wrote about expecting just 2-3 cuts in 2025). Back in September, eight members projected 2025 policy rates below the median.

Marketing 67

Marketing Marketing Economy Economics 67

Carson Wealth

MARCH 24, 2025

This was not unexpected, but all eyes were on the Feds dot plot (expected path of interest rates) and the rest of its Summary of Economic Projections (SEP). It was interesting to say the least, with members projecting higher inflation, higher unemployment, and slower growth: Their 2025 core PCE projection rose from 2.5%

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

FEBRUARY 3, 2025

The Federal Reserves (Fed) January 2025 meeting held no surprises. at the end of 2025, implying two rate cuts in 2025 (each worth 0.25%-points), although that may change this week as the market absorbs the impact of newly announced tariffs. at the end of 2025. at the end of 2025.

Marketing 70

Marketing Marketing Economy Investments 70

Carson Wealth

FEBRUARY 24, 2025

Worries about tariffs, what President Trump might do next, the Fed, geopolitical drama, inflation, AI, and more have dominated the headlines and caused a good deal of worry for many investors in 2025. The good news is we dont see that happening anytime soon and 2025 still looks like it should be a nice year for investors.

Marketing 83

Marketing Marketing Economy Planning 83

Indigo Marketing Agency

JANUARY 25, 2025

The financial advisory world is evolving faster than ever. Here are the 30 voices to follow in 2025, along with rising stars you shouldnt miss. Michael Kitces Reason to Follow: Deep insights into financial planning and wealth management Michael Kitces continues to dominate as a thought leader in financial planning.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

Carson Wealth

JANUARY 27, 2025

Abraham Lincoln What a start to 2025, nearly picking up where 2024 left off. This matters, as the first five days in 2025 were up 0.62%, suggesting some potential good news for the bulls. Here we found that stocks once again do much better in post-election years under a second term president, yet another positive for 2025.

Marketing 73

Marketing Marketing Compliance Economy 73

Carson Wealth

JANUARY 6, 2025

Welcome to our first Weekly Market Commentary for 2025. That change tells a lot of the economic story for the year. Well kick off the year by looking back at a few of our favorite charts for 2024. Favorite Charts From 2024 Last Tuesday, December 31, was the final trading day of the year.

Marketing 60

Marketing Marketing Economy Economics 60

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

Carson Wealth

JANUARY 21, 2025

Economic expectations over the next year have lifted from where they were pre-election, although were likely to get slower real growth than the 3.0% More importantly, between rate cuts and the expected policy shift, the perception of downside economic risk has improved. on the release day (January 15 , 2025). Finally, a caution.

Marketing 70

Marketing Marketing Insurance Economy 70

Carson Wealth

APRIL 22, 2024

Economic Growth Remains Solid, As Does the Outlook While inflation data for Q1 was hot, albeit for idiosyncratic reasons, we also received the following: Strong employment data, with payroll growth accelerating from last year and layoffs low. However, some investors are missing the forest for the trees amidst this sharp shift in sentiment.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

FEBRUARY 10, 2025

In Carson Investment Researchs 2025 Outlook , we looked at both policy opportunities and risks, including tariff policy, for markets in 2025. In the first post-election Fed meeting, they cut rates by an additional 0.25%, but their projections showed just 2 cuts in 2025 (versus the prior projection of 4 cuts).

Marketing 64

Marketing Marketing Taxes Economy 64

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economy 258

Economy Banking Economics Taxes 258

Carson Wealth

OCTOBER 21, 2024

If Congress does nothing, a lot of elements of the 2017 Tax Cut and Jobs Act (TCJA, which was signed into law by former President Trump) will expire on December 31, 2025. Washington, DC in 2025 is likely to be dominated by tax policy negotiations, which will get ever more feverish as the December deadline approaches.

Marketing 95

Marketing Marketing Taxes Economy 95

Carson Wealth

SEPTEMBER 3, 2024

2025: A Big Year for Tax Policy The Tax Cut and Jobs Act of 2017, which former President Trump signed into law, contained both corporate and individual tax cuts. The corporate tax cuts (including dropping the corporate tax rate from 35% to 21%) were permanent, but the individual tax cuts were all set to “sunset” at the end of 2025.

Marketing 142

Marketing Marketing Taxes Economy 142

Carson Wealth

OCTOBER 28, 2024

In fact, it might be a reason to remain in the “glass half full” camp as we head into 2025. Despite the tendency to view the president as responsible for the economy, the president alone often has a relatively small impact compared to broader economic forces. As with many of these numbers, we would take this with a grain of salt.

Marketing 96

Marketing Marketing Economy Investments 96

Carson Wealth

DECEMBER 30, 2024

Our 2025 Outlook is coming out in just a couple of weeks!) So as we close out 2024 and launch into the new year, hear are seven things all investors should keep in mind in 2025. Go Into the New Year Expecting a Double-Digit Decline in 2025 Remember August 2024? Two: Our Proprietary LEI suggests expansion continues.

Marketing 60

Marketing Marketing Valuation Economy 60

Carson Wealth

MARCH 31, 2025

Following the election there was an initial wave of enthusiasm consistent with our view that policy opportunities outweigh policy risks, as we discussed in our Outlook 2025. The current median forecast by the Fed is for two rate cuts in 2025 while the market-implied expectation is just shy of 2.5. medical research).

Marketing 84

Marketing Marketing Economy Government 84