Trade Brains

OCTOBER 31, 2023

ESAF Bank offers a range of products including micro loans, retail loans, MSME loans, loans to financial institutions, and agricultural loans. Despite the economic slowdown in Fiscal 2020, bank deposits grew by around 9%. Micro Loans and some retail loans are at a higher credit risk as they are not supported by collateral.

Banking 59

Banking Retail Financial Services Assets 59

Carson Wealth

JUNE 10, 2024

Expectations were low mostly because we had received some disappointing April data recently that suggested the consumer may be weakening, including retail sales, disposable income, and services consumption. The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.”

Marketing 143

Marketing Marketing Economy Numbers 143

Trade Brains

JULY 17, 2024

These would yield more power on the economic part and can have high leverage for any bargaining part. It also aids in compliance with regulatory requirements and best practices in corporate governance. Adani Ports & SEZ Adani Ports & Special Economic Zone , a port infrastructure company under the Adani group.

Government 52

Government Transportation Economy Distribution 52

Carson Wealth

AUGUST 28, 2023

Credit markets continue to show very few signs of economic stress. Recent economic data from China show that the world’s second largest economy is in trouble. Much of China’s economic growth is driven by real estate investment, which has pulled back significantly. Retail sales are up just 2.5% What’s Happening in China?

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. Just really, really interesting. I found this conversation to be really fascinating.

Valuation 130

Valuation Investments Investing Assets 130

Carson Wealth

APRIL 8, 2024

Payroll growth in the goods-producing sector, along with retail trade and leisure and hospitality, saw 109,000 jobs created in March. The good news is there’s nothing in the economic data that suggests we’re on the verge of a labor-market-induced inflation surge. However, cyclical areas are bouncing back. last April to 3.9%

Marketing 96

Marketing Marketing Valuation Economy 96

Trade Brains

MAY 6, 2023

Owing to its good business and the favorable environment in the Indian markets, PC Jewellers today has 4 jewelry retail outlets across 70 cities in India. The majority of the issues related to Yes Bank were related to corporate governance and compliance. The company is primarily engaged in selling gold & diamond jewelry.

Banking 52

Banking License Government Investments 52

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 157

Valuation Clients Investing Investments 157

Brown Advisory

JANUARY 1, 2023

We believe that by investing in these customer-centric companies and having their economics compound over long periods of time we can generate attractive returns for our investors. We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015. and TK Maxx in the U.K.)

Investments 52

Investments Investing Valuation Clients 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. Berkshire Hathaway In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. Berkshire Hathaway.

Investments 52

Investments Investing Ethics Taxes 52

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Retail sales and food services rose 0.7% That has played out exactly as history suggested. Here’s a quick recap.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

JULY 24, 2023

We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). Consumption was Strong Retail sales rose at a 4.7% Core retail sales, excluding categories such as vehicle and gas station sales, rose at a 6.3% Even after adjusting for inflation, “real” retail sales rose at a 1.9%

Marketing 98

Marketing Marketing Economy Retail 98

The Big Picture

JANUARY 24, 2023

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. I don’t have — coming from a family business, we say we don’t have portfolio theory. KLINSKY: Yeah.

Investments 260

Investments Investing Numbers Banking 260

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? So like down to the point the portfolio insurance was consuming somewhere around 30 to 40% of the, the volume on the s and p 500 on a normal basis.

Assets 167

Assets Management Portfolio Taxes 167

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Housing starts and permits data are turning around as builders become more confident about the economic outlook. Housing may no longer be a drag on economic growth the rest of this year. Retail sales rebounded in April.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

FEBRUARY 13, 2023

But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different. But, you know, it’s been in a portfolio for a long time. Last year, it’s in our tactical portfolios.

Economy 144

Economy Numbers Marketing Portfolio 144

The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? But that is a different kind of approach to portfolio construction.

Assets 157

Assets Investments Investing Portfolio 157

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. Tell us about how you saw this lack of diversity and the lack of economic mobility. MIELLE: Exactly. MIELLE: Exactly.

Assets 280

Assets Investments Investing Management 280

The Big Picture

APRIL 25, 2023

A Wealth of Common Sense ) see also Here’s a Better Way to Identify Quality Stocks : According to new research, the annual return on a portfolio of quality stocks can be enhanced by an average of.60 You take the stairs up at a measured pace and the elevators down in a hurry. ( Project Syndicate ) • What Was Twitter, Anyway?

Consulting 144

Consulting Accounting Compliance Retail 144

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy. billion.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Carson Wealth

APRIL 22, 2024

Economic Growth Remains Solid, As Does the Outlook While inflation data for Q1 was hot, albeit for idiosyncratic reasons, we also received the following: Strong employment data, with payroll growth accelerating from last year and layoffs low. Strong consumer spending data, including March retail sales. public and private.

Marketing 96

Marketing Marketing Economy Government 96