Random Roger's Retirement Planning

FEBRUARY 29, 2024

I've been saying meaningful yield without too much volatility is what investors hope the bond portion of their portfolio will give. Taking volatility out of a fixed income portfolio is fairly simple. That just isn't the reality. The diversification benefits of intermediate and longer term bonds is not what it used to be.

Marketing 95

Marketing Marketing Math Portfolio 95

Trade Brains

AUGUST 12, 2023

billion by 2030. Along these lines, the Centre has provided an ambitious target of 500 GW of green energy capacity by 2030. The management has given a target of a cumulative portfolio of 1000 MW by 2025, in line with the Central government’s audacious target of 500 GW of green energy target by 2030.

Government 98

Government Accounting Investing Investments 98

Trade Brains

OCTOBER 15, 2023

The demand for natural gas from the City Gas Distribution (CGD) sector is projected to grow at a CAGR of 19-20% between 2023 and 2030. The Indian government aims to create a regasification capacity of 70 mmtpa (million metric ton per annum) by 2030 and increase it to 100 mmtpa by 2040. What do think the future holds for the company?

Distribution 105

Distribution Government Pharmaceutical Accounting 105

Trade Brains

JANUARY 21, 2024

This is poised to increase the share of railways in freight transportation from about 27% – 45% by 2030. of the country’s GDP to 8% by 2030. Reports hint towards orders being placed for an additional 40,000 wagons. This will certainly lead to an increase in traffic which will result in demand for wagons.

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Trade Brains

OCTOBER 9, 2024

billion by 2030, reflecting a CAGR of 5.45%. The Indian government aims for 30% of new vehicle sales to be electric by 2030, fostering sustainable mobility and expanding opportunities within the electric vehicle sector, highlighting the market’s robust expansion. billion in 2024 to $54.76 Let us know in the comments below.

Manufacturing 98

Manufacturing Sales Portfolio Marketing 98

Trade Brains

OCTOBER 17, 2023

The industry is projected to grow at a rate of 9% from 2019 to 2030, reaching over US$ 1.8 trillion by 2030. The company operates 55 stores across various cities in Madhya Pradesh, with 17 being company-owned and operated, while the rest function under a franchise model. What do think the future holds for the company?

Retail 104

Retail Food Taxes Sales 104

Trade Brains

JANUARY 31, 2024

Fundamental Analysis of REC : The Government of India is pursuing the target of achieving 500 GW of renewable energy capacity by 2030, which is expected to drive significant investment in the sector. Aims to achieve a loan book of more than ₹10 lakh crore by March 2030. increase in energy demand in 2022-23 demonstrates its intensity.

Planning 59

Planning Government Distribution Economics 59

Good Financial Cents

JANUARY 11, 2023

According to the Bureau of Labor Statistics, finance-related jobs are predicted to experience an 8% annual growth rate until at least 2030. According to the Bureau of Labor Statistics , finance-related jobs are predicted to experience an 8% annual growth rate until at least 2030 – in line with other professional sectors.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Trade Brains

NOVEMBER 22, 2023

19,500 Cr for manufacturing high-efficiency solar modules through a Production Linked Incentive (PLI) scheme for 280 GW solar capacity addition by 2030. The country has set a robust target of achieving 500 GW of installed renewable energy capacity by 2030, with solar energy expected to contribute over 60% towards this objective.

Planning 111

Planning Manufacturing Distribution Investing 111

Random Roger's Retirement Planning

JUNE 7, 2023

Early on there was mention of building a 60/40 portfolio and then adding another 60% on top of that in managed futures. That sort of correlation attribute is desirable for helping to manage portfolio volatility or put another way, to help smooth out the ride. We can backtest this back a good number of years on Portfolio Visualizer.

Portfolio 81

Portfolio Management Risk Management Clients 81

Trade Brains

JUNE 8, 2024

With a diverse portfolio spanning solar, wind and hybrid renewable projects, Adani Green Energy Limited has an operational capacity of 10.9 By looking at the company’s report they also mentioned that AGEL’s development cost per MW have risen meaningfully by looking at its 2030 targets. GW as of March 2024.

Accounting 59

Accounting Portfolio Assets Engineering 59

Brown Advisory

SEPTEMBER 6, 2022

Diversity, equity and inclusion (DEI) investing: Evaluates investment managers according to criteria of diversity, equity and inclusion to ensure that historically underrepresented groups are well-represented among investment managers’ workforces, including leaders in key decision-making roles that directly affect portfolio performance.

Government 98

Government Investing Investments Portfolio 98

Trade Brains

JUNE 5, 2024

Overall, the outlook for the automotive and tyre industries remains positive, supported by government initiatives and India’s expected position as the third-largest market globally by volume by 2030. JK tyre aims to reduce their debt by utilizing improved profitability and cash flows to deleverage the balance sheet.

Manufacturing 111

Manufacturing Economy Sales Government 111

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. trillion by 2030, in order to stave off its worst-case climate scenarios. trillion by 2030, in order to stave off its worst-case climate scenarios. Mon, 11/08/2021 - 13:52. trillion per year from 2016-2020, according to their estimates), to $4.2

Portfolio 52

Portfolio Assets Investments Investing 52

Trade Brains

OCTOBER 1, 2024

It’s projected to reach $790 billion by 2030. This represents a compound annual growth rate of 6% from 2022 to 2030. This shows steady progress towards the 2030 target. Europe is expected to be the fastest-growing region during this period. The EMS sector plays a crucial role in global electronics production.

Electronics 98

Electronics Manufacturing Certification Transportation 98

Trade Brains

OCTOBER 2, 2024

from 2024 to 2030 and reach USD 24.9 billion by 2030. The country is looking to achieve 50% of its electric power from renewables by 2030 and reach net-zero carbon emissions by 2070. To accommodate the plan, India is looking to install 500 GW of renewable energy capacity by 2030. It can contribute to a CAGR of 13.4%

Government 59

Government Manufacturing Transportation Marketing 59

Trade Brains

FEBRUARY 25, 2024

Maruti Suzuki today has a portfolio of 16 car models with over 150 variants. India could be a leader in shared mobility by 2030, providing opportunities for electric and autonomous vehicles. By 2030, the electric vehicle industry is expected to generate five crore jobs. What do you think about the prospects of the company?

Planning 64

Planning Manufacturing Sales Government 64

Trade Brains

JUNE 6, 2024

It is expected to become a US$300 billion market by 2030. CAGR through 2030. India’s electrification demand is projected to be 150GWh by 2030 across user segments like mobility, telecom and data centers. to its GDP. The Indian UPS market was pegged at US$1.17 billion in 2022 and is forecasted to grow at 8.2%

Manufacturing 69

Manufacturing Distribution Planning Sales 69

Trade Brains

FEBRUARY 18, 2024

The Poly Medicure has a presence in over 125 countries, employs over 30 clinical specialists, and has a portfolio of over 160 medical devices. billion by 2030, with an annual growth rate of 5.8% from 2022 to 2030. In FY23, India contributed 31.02% of the revenue, while the rest of the world contributed 68.97%.

Planning 59

Planning Medical Healthcare Manufacturing 59

Random Roger's Retirement Planning

JULY 8, 2023

Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

Random Roger's Retirement Planning

JUNE 10, 2024

I looked at the Vanguard Target Retirement 2025 (VTTVX) and the Vanguard Target Retirement 2030 (VTHRX). In the period available to study SPXE, there has been no difference in returns, volatility or portfolio stats. Long duration fixed income has always had equity beta, it just so happens that 2022 is when it worked against investors.

Retirement 98

Retirement Asset Allocation Math Marketing 98

Trade Brains

SEPTEMBER 28, 2024

from 2024 to 2030. The GJEPC aims for India’s gems and jewelry exports to reach $75 billion by 2030, with specific targets set for gold jewelry alone to achieve $25 billion. Titan’s jewellery division includes a portfolio of brands like Tanishq, Zoya, Mia by Tanishq, and CaratLane. billion in 2023.

Retail 97

Retail Planning Government Ethics 97

Trade Brains

OCTOBER 12, 2023

Womencart’s product portfolio boasts approximately 10,000 SKUs from its own brand as well as various national and international brands. The Direct-to-Consumer (D2C) market in India is projected to reach US$ 60 billion by FY27, and the overall e-commerce market is expected to hit US$ 350 billion by 2030, with a growth of 21.5%

Manufacturing 104

Manufacturing B2B Retail Sales 104

Trade Brains

OCTOBER 22, 2024

The firm targets 20 GW generation and 40 GWh storage by 2030. The company’s portfolio includes 3,508 MW thermal, 2,152 MW wind, 1,391 MW hydel, and 675 MW solar power. The company aims to reach 20 GW generation capacity before 2030. The company will expand to 10 GW by 2025. JSW Energy maintains 16.2 percent YOY.

Commission 52

Commission Investment Advisor Consulting Investments 52

Trade Brains

OCTOBER 12, 2023

Future Plans KPIT Technologies > The Company management is actively in pursuit of strategic partnerships which resulted in the onboarding of Renault and Honda Japan for the development of Software Defined Vehicles (SDV) & expected to provide services till 2026 and 2030. > Tata Elxsi - Interest Coverage 418.73

Planning 105

Planning Engineering Healthcare Manufacturing 105

Trade Brains

OCTOBER 29, 2023

Under the base scenario, this demand is projected to grow to 162 kilotons (KT) by 2030, while under the promising scenario, it is anticipated to reach 260 KT. India’s real estate sector will reach a market size of USD 1 trillion by 2030, which will contribute 18-20% to India’s GDP. Let us know in the comments below.

Manufacturing 105

Manufacturing Government Accounting Commission 105

Trade Brains

MAY 15, 2024

until 2030. The trend towards renewable energy started to increase every year and the government has set plans to increase renewable to 500 GW by 2030. MRPL needs to effectively manage price fluctuations and competition, at the same time expanding its petrochemical portfolio offers some diversification.

Planning 59

Planning Government Transportation Engineering 59

Trade Brains

OCTOBER 10, 2024

With the Indian government offering incentives such as production subsidies and establishing green hydrogen corridors, the market is expected to grow to $8 billion by 2030 and $340 billion by 2050. This positions L&T at the forefront of the global green energy transition. Would you invest in L&T based on these growth plans?

Economy 98

Economy Investing Investments Engineering 98

Trade Brains

OCTOBER 20, 2023

From 2020 to 2030, it is expected to grow at a CAGR of 12.3%. The company has plans to spend over 8% on research and development in FY24 with its major expenses incurred towards innovative portfolio. From 2016 to 2019, the Indian pharmaceutical sector increased at a compound annual growth rate (CAGR) of 6.6%. of revenues.

Pharmaceutical 105

Pharmaceutical Healthcare Medicine Manufacturing 105

Random Roger's Retirement Planning

JULY 2, 2023

This has long been a favorite subject to write about, it's a real portfolio construction challenge to be solved. If you own any fixed income, what do you hope it will do for your portfolio? If that is correct then putting 40% of a portfolio into longer term bonds might not be the protection against equity volatility that it use to be.

Retirement 75

Retirement Portfolio Retirement Planning Taxes 75

Trade Brains

JUNE 27, 2024

Praj expects to receive 50% of its revenue from International markets by 2030, up from 20% currently. The company expects announcements on setting up Sustainable Aviation Fuel (SAF) capacities towards the end of 2024 as legislation around blending mandates takes shape. What would you tell about the company’s growth and upcoming performance?

Engineering 102

Engineering Marketing Marketing Commission 102

Trade Brains

AUGUST 8, 2022

Compared to Tata Steel, SAIL has a diverse product portfolio. The long-term target of the company is 40 million tonnes by 2030. Government-owned SAIL has also announced capex plans to increase its capacity to 50 million tonnes by 2030 from the present level of approx 19 million tonnes. Tata Steel.

Government 84

Government Manufacturing Planning Distribution 84

Trade Brains

JANUARY 16, 2024

This is poised to increase the share of railways in freight transportation from about 27% – 45% by 2030. of the country’s GDP to 8% by 2030. Reports hint towards orders being placed for an additional 40,000 wagons. This will certainly lead to an increase in traffic which will result in demand for wagons.

Transportation 64

Transportation Manufacturing Planning Commission 64

Trade Brains

JULY 8, 2022

By 2030 the government aims to establish a renewable energy capacity of 523 GW. Clean energy currently makes up 34% of Tata Power’s portfolio and the company plans to increase this to 40% by 2025 and 80% by 2030. Its EPC portfolio includes 252 projects with a production capacity of 10.6GW.

Manufacturing 81

Manufacturing Commission Government Investing 81

Trade Brains

FEBRUARY 22, 2024

India, the world’s largest consumer market, will overtake the United States as the third largest consumer economy by 2030, thanks to a young population of 65% of the population under the age of 35. Industry Analysis By 2050, India is expected to have the third-largest domestic banking sector.

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

NOVEMBER 27, 2023

Solar Industry The solar power industry in India is rapidly expanding, with an expected market value of around $238 billion by 2030, driven by a remarkable 40% CAGR between 2023 and 2032. from 2023 to 2030. India is set to generate 79.07 GW of solar power by the end of the current year, with a projection of reaching 195.11

Planning 72

Planning Medical Manufacturing Healthcare 72

Trade Brains

JANUARY 7, 2024

The Indian pharmaceutical market is expected to reach US$130 billion by 2030. With its product portfolio, the company hopes to increase its presence and market share in Latin America. The prices are regulated in India, which in turn puts pharma companies in control of drug prices and makes them affordable.

Pharmaceutical 59

Pharmaceutical Medicine Medical Government 59