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

MAY 26, 2024

As the nation aims to become the third largest automotive market by 2030, the two wheeler segment has been the frontrunner, catering to the aspirations of the burgeoning middle class. The current industry valuation stands at $222 billion, the EV market is poised for exponential growth, with an expected net worth of $7.09

Engineering 64

Engineering Manufacturing Sales Valuation 64

Trade Brains

MAY 24, 2023

SEL is a rapidly growing company and has a wide portfolio of tractors and farm machinery. million by 2030 at a growth rate of 7.9%. appears to be a fundamentally strong company with consistent revenue and growth, healthy profitability, and a reasonable valuation. It stands firmly amongst the top tractor brands in India.

Engineering 59

Engineering Planning Manufacturing Accounting 59

Trade Brains

FEBRUARY 1, 2024

With a market valuation of ₹3.13 The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. A research study conducted by the CEEW Centre for Energy Finance identified a potential market worth US$206 billion for electric vehicles in India by 2030. lakh crore. Let us know in the comments below.

Sales 59

Sales Valuation Manufacturing Marketing 59

Trade Brains

JANUARY 18, 2024

With a market valuation of ₹3.13 The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. A research study conducted by the CEEW Centre for Energy Finance identified a potential market worth US$206 billion for electric vehicles in India by 2030. lakh crore. Let us know in the comments below.

Sales 59

Sales Valuation Manufacturing Marketing 59

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert. MIAN: Valuations are ebb and flow. Tell us a little bit about your research. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

Trade Brains

OCTOBER 14, 2024

What’s particularly intriguing is that this valuation places Hyundai at a premium compared to the current market leader, Maruti Suzuki. The company is investing heavily in research and development, with plans to launch six EVs by 2030. The sheer scale of this offering is turning heads across the industry and beyond.

Marketing 52

Marketing Marketing Planning Numbers 52

Trade Brains

OCTOBER 6, 2024

billion by 2030. The government aims for 30% of new vehicle sales to be electric by 2030, promoting sustainable transport. Tata Motors is a leading global automobile manufacturer with a diverse portfolio that includes cars, trucks, buses, and defense vehicles. Also read… Should you buy Trent despite its high valuation?

Manufacturing 52

Manufacturing Planning Transportation Portfolio 52

Trade Brains

MARCH 1, 2024

The Company is considering entering ANZ countries in the long term, as the Australian Energy Market Commission wants to achieve 100% smart meter installation by 2030. Do you think this amount of optimism is justified for a Company with such high valuations? As of Q3FY24, the group’s order book has climbed to over Rs.

Planning 59

Planning Manufacturing Distribution Government 59

Brown Advisory

JULY 22, 2020

centric portfolio. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. As a result, we have intentionally moved slowly and have introduced illiquid Chinese investments into client portfolios at a measured pace.

Startup 52

Startup Government Manufacturing Clients 52

Brown Advisory

JULY 22, 2020

centric portfolio. Many venture portfolios take a similar approach, concentrating their bets around geographies and markets that have shown past success. As a result, we have intentionally moved slowly and have introduced illiquid Chinese investments into client portfolios at a measured pace.

Startup 52

Startup Government Manufacturing Clients 52

Brown Advisory

AUGUST 11, 2017

In 2015, the UN stated that $173 trillion of investment was needed over a 15-year period to meet its Sustainable Development Goals (SDGs) for ending extreme poverty by 2030.and With more concentrated and actively managed portfolios, investors can be even more selective and target companies they believe are having a positive impact on society.

Investing 52

Investing Investments Marketing Marketing 52

Brown Advisory

AUGUST 11, 2017

In 2015, the UN stated that $173 trillion of investment was needed over a 15-year period to meet its Sustainable Development Goals (SDGs) for ending extreme poverty by 2030.and With more concentrated and actively managed portfolios, investors can be even more selective and target companies they believe are having a positive impact on society.

Investing 52

Investing Investments Marketing Marketing 52

Trade Brains

FEBRUARY 28, 2024

There are around 400 SKUs in its biscuits category product portfolio, which includes a large range of cookies, creams, crackers, and digestives. Bector’s Cremica flagship brand. With a prominent presence in Punjab, Himachal Pradesh, Ladakh, and Jammu & Kashmir. Let us know in the comments below!

Food 59

Food Commission Distribution Retail 59

Trade Brains

NOVEMBER 24, 2023

Revenues and profits are increasing at the growth stage, and the high P/E commanding the current valuations will be justified by the company’s growth rate. What are your thoughts on the company’s expansion? Please let us know in the comments section below.

Planning 69

Planning B2C B2B Pharmaceutical 69

The Big Picture

DECEMBER 14, 2022

Individual investors, for the most part, have not yet determined that real estate is something they want to need to leave as core to their portfolio in and out of cycles. I think individual investors are starting to appreciate, you know, how attractive this is as a part of their portfolio. RITHOLTZ: Right. I think that is changing.

Assets 162

Assets Investing Investments Portfolio 162

WiserAdvisor

FEBRUARY 14, 2024

Option 3: Make e-gaming a part of your portfolio The once-niche gaming market has skyrocketed into mainstream culture and opened a wealth of opportunities for investing in eSports. eSports had a valuation of $1.45 billion by 2030. billion in 2022 and is projected to grow to 6.75

Investing 59

Investing Investments Retail Banking 59

Brown Advisory

JUNE 8, 2021

In addition, we recommend looking at portfolios that may need rebalancing after a period of strong equity performance. In other words, building liquidity reserves for known needs and rebalancing portfolios or other actions that bring clients in line with their risk parameters should be completed now.

Budgeting 52

Budgeting Taxes Planning Clients 52

Brown Advisory

JUNE 8, 2021

In addition, we recommend looking at portfolios that may need rebalancing after a period of strong equity performance. In other words, building liquidity reserves for known needs and rebalancing portfolios or other actions that bring clients in line with their risk parameters should be completed now.

Budgeting 52

Budgeting Taxes Planning Clients 52