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3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months. What's driving many of the economic conditions today are higher interest rates resulting from the Fed's efforts to fight inflation. And even though U.S.

Valuation 225
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Best Porinju Veliyath Portfolio Stocks – Hidden Wealth Creators?

Trade Brains

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

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Top Indian Stocks Held By GQG Partners – Portfolio Analysis

Trade Brains

GQG’s investment team uses a thorough and unrestricted approach to equity research, building portfolios that are different from their respective benchmarks to concentrate on distinctive business aspects like revenue stream diversity and disruption risk. Adani Green presently has a portfolio of 54 operational projects across 12 Indian states.

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Sunday links: cultivating your unique gifts

Abnormal Returns

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. mrzepczynski.blogspot.com) Economic activity continues to shift toward these four Sunbelt cities. nytimes.com) The economic schedule for the coming week.

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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. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

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Wednesday links: an awesome product

Abnormal Returns

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. bloomberg.com) Ukraine is trying to boost its own weapons manufacturing. etf.com) Don't let spot Bitcoin ETFs fool you about the nature of crypto.

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Sunday links: a nation of bad drivers

Abnormal Returns

microcapclub.com) No portfolio strategy is perfect. humbledollar.com) Companies Why Boeing ($BA) took its eye off manufacturing quality. papers.ssrn.com) The economic schedule for the coming week. (wsj.com) Strategy The market's most important lessons have to be experienced. nytimes.com) Chipotle ($CMG) is on a roll.