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Financial Market Round-Up – Apr’24

Truemind Capital

RBI also goes in tandem with the other central banks regarding rate cuts to maintain stability in the exchange rate and avoid the risk of loosening too early. Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Elections : Globally, more voters than ever in history will head to the polls.

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Should you buy Trent despite its high valuation?

Trade Brains

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Should you buy Trent despite having a high valuation? Citi Bank sees bright prospects for Trent. The bank’s optimism stems from Trent’s strong performance. This article will examine Trent Ltd.’s

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Financial Market Round-Up – July’24

Truemind Capital

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. Additionally, cooling inflation supported the equity markets. The current P/E Multiple of ~24.5x

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Financial Market Round-Up – Oct’24

Truemind Capital

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

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Financial Market Round-Up – Apr’23

Truemind Capital

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Higher valuation of Indian markets compared to Global peers along with negligible earnings growth also didn’t help. 5%) and by RBI (25 bps to 6.5%). For the last 1.5

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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Notably, the work-from-home movement has resulted in a dramatic drop in office valuations that could lead to a whole host of issues, including lending constraints in the banking sector, which is already sitting on a mountain of unrealized losses on Treasuries and mortgages.

Economics 195
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Financial Market Round-Up – Jan’24

Truemind Capital

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space. Such stories most of the time don’t give a complete picture.