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The nonfinancial services sector grew slightly overall, with Districts highlighting growth in leisure and hospitality and transportation, notably air travel. Contacts expected prices to continue to rise in 2025, with some noting the potential for higher tariffs to contribute to price increases. Energy activity was mixed.
The worries are growing, from a potentially slowing economy, to a growing and more aggressive trade war, to worries over Washington policy. Then five years ago we shut down our economy during a once-a-century pandemic. The economy created 151,000 jobs in February, more or less consistent with expectations.
20% Back-To-Back Years Bode Well for 2025 Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains 2025 must be doomed. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025.
Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. on Friday alone. million average per year).
In last weeks commentary, we took a look at tariff policy, the market uncertainty it was creating, and what was going on in the broader economy. But whether were looking at the current state of the economy or market history, our focus is always on facts over feelings. These guidelines dont mean we ignore context. What Should You Do?
If the economy remains strong (as we expect), that would matter much more than just about anything else. Here’s What the October Payroll Report Really Tells Us About the Economy October payrolls were a big disappointment, with job growth clocking in at just 12,000. range (or even lower) in Q4 2024 and Q1 2025.
Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). For reference, the 2019 average was 166,000.
Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. Heres the thing.
Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.
HDFC Bank – HDB FinancialServices HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB FinancialServices. This move involves HDFC Bank diluting its stake in HDB FinancialServices by nearly 10%. trillion ($112 billion).
As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. That’s going to be a big tailwind for the economy, and markets, as we go into 2025.
And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.
It is a choice for 3/4 of top Indian telcos 9/10 of banks, 8/10 of financialservices, 7/10 of healthcare, FMCG, Digital Natives, and many government projects. Industry Overview The Indian economy has recovered from the pandemic era and shows great confidence. Achieve Net Carbon Neutrality by 2025.
The higher the asset quality of banks, the better the state of the economy. Growing income and population can drive demand for goods and services in the long run. Banks facilitate the flow of money in markets following monetary policy, which determines the economy’s growth and decline.
In FY21, the IT sector alone contributed 9% to the national GDP, and also accounted for 51% of total services exports. Hence it’s safe to say that the IT sector is growing at twice the rate of the economy. FinancialServices. Next on the list is the FinancialServices sector. APL Apollo Tubes Ltd 3.27.
This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financialservices. 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.
And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. These are not dumb people.
Industry Overview The Indian Fintech industry is expected to reach US$ 150 billion by 2025, making it the third largest in the world. The Government has launched two key initiatives to promote financial inclusion: the Pradhan Mantri Jan Dhan Yojana (PMJDY) and the Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY).
Textile Industry Overview India’s textile industry is one of the most diverse and oldest sectors in the country’s economy, with a rich history spanning centuries. The textile sector plays a crucial role in India’s economy, contributing 2.3% to the country’s GDP, 12% to exports and13% to industrial production.
Textile Industry Overview India’s textile industry is one of the most diverse and oldest sectors in the country’s economy, with a rich history spanning centuries. The textile sector plays a crucial role in India’s economy, contributing 2.3% to the country’s GDP, 12% to exports and13% to industrial production.
Top Bank Stocks In India: Often we hear that the Banking sector of a country is the backbone of its economy. It not only assist the people by safekeeping their money but also help the government in various financial activity. This was facilitated by favourable liquidity conditions and a gradual unlocking of the economy.
RIL now dominates diverse sectors including energy, petrochemicals, retail, telecommunications, and digital services, cementing its position as a cornerstone of the Indian economy. This follows the significant value unlocking through Jio FinancialServices’ demerger. AGM 2024 Takeaways 1. billion) in annual revenue.
Inspire Films IPO Review – Industry Overview The Indian Media and Entertainment (M&E) industry is a growing sector that is making considerable progress for the economy. billion by 2025. billion by 2025. Additionally, advertising revenue in India is projected to reach $5.42 billion by 2024. crores in March 2021 to ₹41.59
The company serves its customers across industries like automotive, e-commerce, food delivery, transportation, and logistics, banking; financialservices and insurance (BFSI), retail and quick service restaurants (QSR), telecom and utilities, healthcare and pharmaceuticals, government, railways, and waterways.
DCX Systems IPO Review – Financial Highlights. The defense manufacturing industry in India is an integral segment of the country’s economy. 35,000 million are aimed by the year 2025. Book Running Lead Managers: Edelweiss FinancialServices Limited, Axis Capital Limited, and Saffron Capital Advisors Private Limited.
Top 10 IT Stocks in 2023: The IT sector is known to be one of the most crucial industries in our global economy as it is the major driver of employment and also this sector keeps growing and evolving with time and increasing technological advancements in. 9) Oracle FinancialServices Software Limited.
Besides this, they also offer insurance, investing, credit, and many other financialservices. With a shift in banking to digital transformation and the use of UPI reaching all-time records, India will overtake some major economies to become a central hub of banking.
I mean, being in the, in the investment business, being in, in the financialservices business, it’s, it’s a constant, you know, evolution. I mean, if you take out the government spending, you probably are on a recession in a private economy. Do you want to be in this business? And that’s definitely not priced.
They focus largely on industries that have low environmental footprints, including technology and financialservices companies. The company aims to expand its use of recycled aluminum to 80% by 2025. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. company.
They focus largely on industries that have low environmental footprints, including technology and financialservices companies. The company aims to expand its use of recycled aluminum to 80% by 2025. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. company.
It is earnings, and when you have an economy that continues to surprise to the upside, you tend to have solid earnings. We continue to think the economy looks pretty good and below are two reasons why. No, we don’t say you should invest simply based on the presidential cycle, but we sure wouldn’t ignore it either.
The bottom line is if the economy is strong, earnings are expanding, inflation is under control, and the Fed is cutting, then stocks can do just fine regardless of who is in the White House. Fortunately, as we head into 2025, we think all of those market tailwinds remain firmly in place. And it has cooled quite a bit.
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% The 2025 unemployment rate projection rose from 4.3% Real GDP projection for 2025 fell from 2.1% The 2025 unemployment rate projection rose from 4.3%
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.
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.
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.
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.
Yet, the outlook for 2025 remains uncertain. In fact, the risk is that the Fed falls into the trap of believing that they do have a problem, based on lagged data, and take an extended pause in 2025. In fact, the November Producer Price Index report suggests that core PCE (which takes inputs from CPI and PPI) will clock in around 0.1%.
The ingenuity and flexibility of our country’s economy is second to none, and Americans are valued for their resolve and fortitude. In exchange for suspending the debt ceiling through January 2025, the two parties agreed to caps on spending. of GDP in 2024 and 2025. What’s in the “Deal”? Welcome news indeed.
The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. He was just on such a roll.
Those high rates arent good for some important areas of the economy, but they do have their upside for savers. In 2016 2017 Trumps election was seen as a major boon to smaller businesses and cyclical sectors of the economy leading up to inauguration. on the release day (January 15 , 2025). we had over the last eight quarters.
Being an entrepreneur isn’t, anyway, but being an entrepreneur in an industry like financialservices 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.
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? Thats because they tend to be caused by recessions.
Geopolitical worries are high, but historically the impact of global events on stocks has been short-lived, especially if the economy is strong. While geopolitics is a near-term risk, three major themes for 2024 are worth watching: Data continues to support an overall positive outlook for the economy. and hides underlying strength.
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