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Sunday links: a nation of bad drivers

Abnormal Returns

humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. disciplinefunds.com) The Fed's communication regime is a mess. papers.ssrn.com) The economic schedule for the coming week. (microcapclub.com) No portfolio strategy is perfect. theatlantic.com) How success is changing Novo Nordisk ($NVO).

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10 Thursday AM Reads

The Big Picture

Washington Post ) but see also One plausible explanation for this too-good-to-be-true economy : The most plausible explanation of all is that the pandemic and subsequent recovery were so unusual that the normal rules of economics don’t apply. Everyone is looking at the same set of numbers and somehow coming to opposite conclusions.

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Best EMS stocks in India to keep an eye on!

Trade Brains

In today’s fast-paced world, electronic manufacturing companies are the backbone of technological progress. Their innovative technologies make communication, work, and entertainment more accessible. These companies drive economic growth by creating jobs and supporting industries. In 2021, the market was valued at $500 billion.

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Best Semiconductor Stocks in India To Watch Out For in 2023

Trade Brains

Despite the economic downturn, the global semiconductor industry remained resilient with revenue growth of 6.5% Semiconductors are components needed for manufacturing cars, televisions, refrigerators, washing machines, personal computers, laptops, mobiles, etc. It led to a shortage of semiconductors worldwide. Cr in FY22.

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Weekly Market Insights – January 29, 2024

Cornerstone Financial Advisory

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. ISM Manufacturing Index.

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Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?

Trade Brains

Hailed as ‘Small Cap Czar’ by The Economic Times, Porijnu Veliyath is a prominent ace investor of India with a networth of Rs 200 crore. Established in 1994, Centum Electronics is a well-diversified electronics manufacturing company with an international footprint. EPS ₹8 Stock P/E 196 RoE 3.2% Promoter Holding 59% Dividend Yield 0.6%

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Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Trade Brains

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. EPS (TTM) 27.39 Stock P/E (TTM) 28.83 RoE 22.21% RoCE 27.2% Holding Value 220.6