Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 225

Economics Marketing Marketing Economy 225

Abnormal Returns

DECEMBER 15, 2022

Cea, co-author of "Beloved Economies: Transforming How We Work." thehustle.co) Modern semiconductor manufacturing is a miracle. bloomberg.com) Drug cartels are increasingly using chemicals, not plants, to manufacture drugs. theatlantic.com) In a bull market, no one argues about the valuation of private assets.

Manufacturing 130

Manufacturing Valuation Economy Assets 130

Trade Brains

OCTOBER 3, 2024

.’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. The sector is rapidly emerging as a driving force in the country’s economy. Should you buy Trent despite having a high valuation? The post Should you buy Trent despite its high valuation?

Valuation 98

Valuation Retail Food Marketing 98

The Big Picture

JANUARY 9, 2023

My back-to-work morning train WFH reads: • Economist Says His Indicator That Predicted Eight US Recessions Is Wrong This Year : Cambell Harvey’s work showed link between curve inversion and growth Strong labor demand, risk avoidance support US economy now. Bloomberg ). The index is now up 8.9% from its October 12 closing low of 3,577.03

Economy 173

Economy Valuation Education Retail 173

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. We continue to favor the U.S.,

Investments 96

Investments Investing Marketing Marketing 96

Carson Wealth

FEBRUARY 26, 2024

We Aren’t Alone Anymore A year ago, we told anyone who would listen that the economy would likely avoid a recession and stocks were going to have a great year. Since avoiding a recession is normal, falling concern about the economy isn’t contrarian in itself, but we do lose some extra fuel from bearish views unwinding.

Marketing 96

Marketing Marketing Valuation Economy 96

Nationwide Financial

APRIL 3, 2023

This either sets the stage for upward revisions as pessimism eases or suggests the S&P 500 has gotten ahead of itself, with a valuation of 18x forward earnings. Pessimists argue about still elevated inflation, tightening financial conditions, the risk to earnings estimates, and rising valuations.

Marketing 105

Marketing Marketing Valuation Economics 105

Trade Brains

NOVEMBER 6, 2023

Successful businesses and the economy both rely on the movement of people. In light of the COVID lockdown and resulting slowdown in the economy, we have begun to observe a recovery in business, and this growth is reflected in the price of its shares. The public owns 31.85% of the stock, followed by FII (4.94%) and DII (1.58%).

Planning 105

Planning Transportation Engineering Manufacturing 105

Carson Wealth

MARCH 8, 2024

Highlights include: Valuations are high due to increased profitability The economy is strong because the labor market is strong Residential and manufacturing construction are up Earnings for the S&P 500 this year are expected to grow 13% Looking for more investment insights and market analysis?

Valuation 52

Valuation Manufacturing Economy Investments 52

Validea

JANUARY 13, 2023

Making things murkier are happenings such as the rising bond yield, and stock valuations that are again near their long-term average, as well as bubble bursts in the speculative tech, cryptocurrency, and clean energy sectors. And there’s disagreement in the market about Fed policy and how it will affect a potential recession.

Investments 59

Investments Investing Valuation Economy 59

Trade Brains

SEPTEMBER 21, 2024

This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 Jio’s market debut could have far-reaching implications for India’s digital economy and telecom sector, potentially attracting global attention and investment. trillion ($112 billion). 10 billion.

Banking 111

Banking Financial Services Insurance Assets 111

Validea

DECEMBER 1, 2022

The argument could explain why valuations have been trending upwards for the past 4 decades, as the income gap has widened. Traditional financial institutions and minds will undoubtedly push back on the idea of inequality driving demand for stocks, but there’s no golden lightning rod for determining valuations.

Marketing 52

Marketing Marketing Valuation Portfolio 52

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. The S&P 500 and Nasdaq rallied, with the S&P hitting a record close.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

Marketing 104

Marketing Marketing Taxes Economics 104

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

Marketing 52

Marketing Marketing Manufacturing Economy 52

Trade Brains

NOVEMBER 13, 2023

It is a Gujarat-based entity, predominantly catering to the solar infrastructure as well as the manufacture of Electric Vehicles. Gensol has also ventured into the manufacturing of Electric Vehicles by setting up a plant in Chakan, Pune. But what is not so good about the Company are its valuations.

Engineering 69

Engineering Valuation Government Manufacturing 69

Trade Brains

NOVEMBER 26, 2023

Top IT Stocks With High FII Holdings : The Indian economy has undergone a radical shift in the last 30 years. The predominantly agrarian economy has now become a world leader in software development, Business Process Outsourcing, and has emerged as the provider of IT solutions. Citec was Cyient’s largest acquisition to date.

Recruitment 102

Recruitment Startup Engineering Education 102

Trade Brains

FEBRUARY 25, 2024

The Middle-Class section is the driving force behind the economy and politics, and it is influential in understanding consumer patterns. In India, the Company is in the business of manufacturing and selling passenger vehicles. crore in FY22 on account of the higher fair valuation gain on investments in debt mutual funds.

Planning 64

Planning Manufacturing Sales Government 64

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

Trade Brains

MAY 24, 2023

India is a land of agriculture, and to revolutionize the farming sector, a company inspired by Mahatma Gandhi’s economic freedom began to manufacture tractors under the brand name “Swaraj” in the last seven decades. It manufactures and sells diesel engines, diesel engine components, and spare parts for tractors in India.

Engineering 59

Engineering Planning Manufacturing Accounting 59

Nationwide Financial

DECEMBER 19, 2022

Markets remain on an emotional roller coaster, driven in the short term by shifting views on the Fed and the economy, though markets have been in an increasingly narrow trading range since May. Deteriorating earnings estimates for next year have many wondering what the true valuation is for equity markets. and services (44.4)

Marketing 52

Marketing Marketing Food Manufacturing 52

Nationwide Financial

APRIL 10, 2023

The equity and bond markets continue to provide conflicting signals on the economy, with the bond market pricing in a recession and the equity market more consistent with a soft landing. News The economy continues to provide mixed signals between a soft and hard landing. The unemployment rate fell to 3.5%

Marketing 59

Marketing Marketing Retail Banking 59

Trade Brains

OCTOBER 12, 2023

Encouragement from the Indian Government to subsidize electric vehicles, import curb, and Production Linked Incentive Schemes help manufacturing and embracing Industry. Elxsi has an upper hand in NPM as well and in comparison with KPIT, the margins of both companies can tend to slow down due to a slowdown in the global economy.

Planning 105

Planning Engineering Healthcare Manufacturing 105

The Irrelevant Investor

SEPTEMBER 13, 2020

One of the areas that has increased prices faster than the overall economy is colleges, which Livermore says: Are in the business of selling a prestigious credential, and one of the determinants of the prestigiousness of the credential is a low student-to-teacher ratio. appeared first on The Irrelevant Investor.

Electronics 52

Electronics Valuation Economics Manufacturing 52

Validea

APRIL 19, 2024

As the top companies in the world’s largest economy, they are seen as the leaders of the digital economy and the faces of American innovation and global success. These tech and consumer behemoths have achieved massive scale and profitability, driving the bulk of the market’s gains in recent years.

Manufacturing 52

Manufacturing Sales License Economy 52

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. MIAN: Valuations are ebb and flow.

Marketing 130

Marketing Marketing Economy Valuation 130

Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. ISM Manufacturing (PMI) & Services (PMI ) data: Both remain in expansion territory, with services already strong. Economies and markets fluctuate. S&P 500 : Up 1% for the week and 27.7% Nasdaq : Up 3.3% for the week and 32.3%

Marketing 40

Marketing Marketing Economics Taxes 40

Trade Brains

APRIL 22, 2024

JNK India IPO Review – Company Overview JNK India is a manufacturer of process-fired heaters, reformers, and cracking furnaces that are required in process industries such as oil and gas refineries, petrochemicals, and fertilizer industries. India is an agricultural economy and about 80% of the people depend on agriculture.

Manufacturing 59

Manufacturing Transportation Commission Sales 59

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

APRIL 2, 2023

This was primarily due to the lack of economies of scale in our country which is required to bring down the cost of chemicals at international prices. Economies of scale make a big difference in chemicals as by-products of one plant become raw materials for other plants. SRF gets 43% of its revenue from the chemical business.

Pharmaceutical 52

Pharmaceutical Manufacturing Sales Government 52

James Hendries

OCTOBER 18, 2022

economy in mid-March, 62% of S&P 500 companies beat estimates, and aggregate earnings were within one percentage point of expectations. One way to assess downside is to look at the historical relationship between the Institute for Supply Management (ISM) Manufacturing Index and earnings growth. Quincy Krosby , Ph.D.

Marketing 52

Marketing Marketing Valuation Economics 52

Trade Brains

AUGUST 9, 2022

After that, we shall take a closer look at the largest two Indian paint manufacturing companies i.e. Asian Paints vs Berger Paints. This can be easily understood as the overall economy grows, increased income and industrial production lead to more consumption of paints and coatings. Keep reading to find out! Industry Overview.

Manufacturing 59

Manufacturing Marketing Marketing Accounting 59

Cornerstone Financial Advisory

OCTOBER 2, 2023

6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 111

Marketing Marketing Taxes Economics 111

Trade Brains

FEBRUARY 1, 2024

With a market valuation of ₹3.13 But despite these serious obstacles, India’s major economy is expanding at the fastest rate in the world. The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. Thereafter, supply-side constraints eased, and the manufacturing of Chetak increased.

Sales 59

Sales Valuation Manufacturing Marketing 59

Trade Brains

JANUARY 18, 2024

With a market valuation of ₹3.13 But in spite of these serious obstacles, India’s major economy is expanding at the fastest rate in the world. The Indian automotive sector is projected to achieve a valuation of US$ 300 billion by 2026. Thereafter, supply-side constraints eased, and manufacturing of Chetak increased.

Sales 59

Sales Valuation Manufacturing Marketing 59

Cornerstone Financial Advisory

OCTOBER 31, 2022

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Tuesday: Institute for Supply Management (ISM) Manufacturing Index. They reported multiple headwinds, including declining advertising revenues, loose expense control, and a slowdown in cloud growth. . It increased 4.2%, well below the 7.3%

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JANUARY 8, 2024

1,2 All About The Fed On Wednesday, manufacturing news came in better than expected, lifting markets until the December Federal Open Market Committee meeting minutes were released, revealing that the Fed members had discussed rate cuts for 2024 but in no specific terms.

Marketing 98

Marketing Marketing Taxes Economics 98