Truemind Capital

JULY 19, 2024

On June 4, the election results showed that the ruling BJP did not achieve a majority on its own, although it remained the largest party in a coalition government. This unexpected result led to a sharp market correction. However, the market began to recover shortly after the initial shock. The current P/E Multiple of ~24.5x

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

OCTOBER 4, 2023

Top Stocks Held By President Of India : State-owned or corporations with majority ownership held by the government are called public sector undertakings or PSUs. The government holds such enterprises in the President of India’s name and a total of 78 companies in holding. Market Cap (Cr.) 20,013 EPS (TTM) 1.84 crore in FY2022.

Portfolio Analysis 78

Portfolio Analysis Portfolio Banking Insurance 78

Truemind Capital

OCTOBER 18, 2024

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!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. What are Financial Markets?

Financial Market 59

Financial Market Marketing Marketing Banking 59

Truemind Capital

APRIL 21, 2023

Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The rising risk of Global financial uncertainties affected Indian markets as well. We have also been inclined to take 5-10% portfolio exposure in Asian stocks (China, Singapore, Taiwan, etc.) For the last 1.5

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Most of the time, even the winners account for very low weight in the overall assets, resulting in miniscule contribution to the portfolio returns. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Workable Wealth

SEPTEMBER 30, 2020

In part one, we introduced the concept of financial markets and discussed their broad reach. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. What is your portfolio? Breaking Down a Portfolio. In part two, we looked at the U.S.

Portfolio 52

Portfolio Investing Investments Government 52

Discipline Funds

JANUARY 19, 2024

Speaking of outstanding US stock performance – the headlines in financial markets for the coming weeks will be all about the new highs in US stocks. After all, the US stock market hasn’t done much over the last two years. 3) How I Think About US Government Debt. 2) The US Stock Malaise (Or Boom?)

Government 73

Government Economy Economics Portfolio 73

Trade Brains

FEBRUARY 7, 2024

HUDCO With the launch of the interim budget for 2024, the Indian government declared a visionary plan to construct 2 crore houses over the next five years. As the government paves the way for extensive housing projects, HUDCO, a key player in the financial support industry, finds itself at the forefront of this transformative journey.

Budgeting 64

Budgeting Planning Government Portfolio 64

Trade Brains

JULY 27, 2022

The government sold 25% of its stake in 2002, as per its divestment plans. Government stake sale. The Government of India divested its entire equity shareholding of 26.12% in the Company by an offer for sale of which 10% was sold to Panatone Finvest Limited (Promoter), in March 2021. Keep reading to find out!

Communication 113

Communication Engineering Media Government 113

Investing Caffeine

APRIL 3, 2023

Investors were generally relieved by the government’s response, and the financial markets reacted accordingly. SVB executives added gasoline to the fire by making risky investments long-term dated government bonds. billion loss on their risky investment portfolio and the subsequent necessity to raise $2.3

Banking 105

Banking Economy Economics Government 105

The Big Picture

AUGUST 8, 2022

Why has technology developed the way it has and, more or less, exempt from a lot of government regulations or protected by government regulations? ADMATI: Portfolio insurance and all these application strategies and all this stuff. So, that was that and then comes the financial crisis. ADMATI: Yes. RITHOLTZ: Yes.

Banking 204

Banking Government Insurance Taxes 204

Trade Brains

JUNE 3, 2024

Industrial Overview Of Elecon Engineering The Indian engineering sector has witnessed positive growth momentum, backed by increased government spending on core infrastructure segments like power, railways, and infrastructure development, as well as private investments in sectors like cement and steel. which drove demand for their products.

Engineering 105

Engineering Manufacturing Government Electronics 105

Trade Brains

NOVEMBER 17, 2023

Industry Analysis The Solar Power Industry in the Energy Sector is bound to increase due to ongoing demand as the public, government, and industries tend to move away from fossil fuels. The Indian Government has also allowed FDI to energy & distribution of 100% to further bolster investments. cr in FY23 as against 161.49

Government 115

Government Engineering Distribution Planning 115

Trade Brains

FEBRUARY 21, 2024

Bharat Electronics: In the budget plan for the year 2023-24, the government increased the money allocated for defense to ₹5.94 The government owns the majority of BEL, holding 51.14% of its shares. lakh crore. Further, in the interim Union Budget 2024-25 the allocation mentioned was over Rs 6.21 UP Dial 112 Project Contract Value: Rs.

Electronics 105

Electronics Government Communication Budgeting 105

Trade Brains

JUNE 15, 2023

Best PSU Banks in India : The economy of every nation revolves around its financial sector. When India got its independence, it was necessary to establish a robust financial system to handle the growth of credit. The Indian government purchased and formed public sector banks to address this issue. percent and 2.05 Net NPA(%) 1.73

Banking 98

Banking Government Accounting Numbers 98

Trade Brains

SEPTEMBER 28, 2024

Government Initiatives in Jewellery Industry Government initiatives are pivotal in supporting the jewellery industry’s growth. In 2024, the Indian government introduced significant initiatives aimed at revitalizing the jewelry industry, particularly through substantial reductions in customs duties. crore in FY23 to ₹6,110.95

Retail 97

Retail Planning Government Ethics 97

Trade Brains

JUNE 5, 2023

From RVNL to HAL, government companies have shed their slow growth image. MDSL) is a Mini-Ratna-I status public sector undertaking (PSU) under the Ministry of Defence, Government of India. MDSL provides a broad range of services including shipbuilding, ship repairs and ship refits to both government and private institutions.

Planning 97

Planning Government Sales Portfolio 97

Trade Brains

JUNE 5, 2024

trillion and clocking a growth of nearly 7% (estimated) for the financial year 2022-23. The resilience of the Indian economy was evident, driven by a rebound in consumption, increased infrastructure spending by the government, and a good monsoon supporting agricultural growth. Do let us know your thoughts in the comments below.

Manufacturing 111

Manufacturing Economy Sales Government 111

Trade Brains

JULY 8, 2024

industry overview The Indian cement industry is poised for significant growth, baked by government initiatives and robust economic projections. Investments and Government initiatives also play a crucial role in boosting cement demand. Particulars Amt Particulars Amt CMP 11,584 Market Cap (Cr) 3,21,890 Stock P.E (TTM) TTM) 30.65

Government 96

Government Manufacturing Budgeting Economics 96

Trade Brains

JUNE 11, 2023

Then let us briefly look into the overview of the company, its business models, financial performances, and future plans. Best Dividend Stocks Under Rs 50 #1 – SJVN Limited SJVN Limited was incorporated in 1988 as a joint venture of the Government of India and the Government of Himachal Pradesh. Keep reading!

Banking 97

Banking Government Financial Services Insurance 97

Trade Brains

JUNE 23, 2023

Best Dividend Stocks Under Rs 100 Herein this article on Best Dividend Stocks Under Rs 100 , we shall take a look at the top five companies from various industries andl earn more about their business and financials. The Government Of India, the main promoter of SAIL, owns 65 percent of SAIL, down from 75 percent in December 2020.

Government 98

Government Distribution Sales Marketing 98

Trade Brains

MAY 29, 2024

In FY 23, Bharat Bijlee maintained an acceptable financial metrics with a Return on Equity (ROE) of 6.65% and Return on Capital Employed (ROCE) 8.80%. Their commitment to quality and a diverse product portfolio catering to power and industrial sectors have likely contributed to their recent revenue growth. Will you bet on it?

Planning 100

Planning Engineering Manufacturing Distribution 100

Trade Brains

MARCH 3, 2024

It has a network of 500+ dealers in India, a 400+ service center, and 18 state-based marketing branches. Shakti Pumps is dominant, with ~30%+ market share in the domestic solar pump market under the PM KUSUM scheme. It has a diversified customer mix from government, solar OEM players, industries, etc.,

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

AUGUST 28, 2023

The Ministry of Railways, Government of India exercises administrative control over IRFC as it holds a majority 86.4% In addition to this, it also leases the assets of the government and railways infrastructure for monetization. .) Owned by the Government of India, the Indian Overseas Bank was set up 86 years ago in 1937 by Shri.

Banking 111

Banking Financial Services Government Manufacturing 111

Discipline Funds

NOVEMBER 8, 2023

The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. This is best seen in the Discipline Index Benchmark which shows the level of risk in the financial markets over time. with a standard deviation of 22.6.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

The Big Picture

OCTOBER 15, 2024

That was a global macro hedge fund, and so that’s a really fun part of finance where you just get to try to figure out at a high level what’s going on in the world and lots of arguments about politics and economics and history and financial markets. Today the focus is defense, commercial and government.

Government 147

Government Electronics Engineering Management 147

Trade Brains

DECEMBER 27, 2023

As of 30 September 2023, FII stakes were 35.65%, FPI stakes were 34.86%, with BNP Paribus – 1%, Kotak Funds – 1%, Fidelity funds – 1.23%, Government pension fund global – 1.88, Vanguard Fund – 2.64%, and Kuwait Investment – 1.21%, Others – 0.79%. Revenues increased by 27.35% in FY23 to Rs.

Healthcare 110

Healthcare eCommerce B2B Government 110

Trade Brains

AUGUST 12, 2023

As per the annual report from the Ministry of New & Renewable Energy, the Government of India, the total installed capacity of solar power stood at 63.30 Thus, the government is actively pushing for green energy initiatives to reduce carbon emissions and dependency on fossil fuels to meet energy demand in future. billion by 2030.

Government 98

Government Accounting Investing Investments 98

Trade Brains

FEBRUARY 28, 2024

The platform operates on a fully governed framework, incorporating Process Governance, API Governance, and Model Governance (MLOps) within its foundation. Government & PSUs contribute to 9% of its revenue, followed by 8% from the Insurance sector. Coforge scaled its revenue by 24.56%, up from Rs.

Engineering 100

Engineering Government B2B Clients 100

Trade Brains

OCTOBER 17, 2023

The business produces and markets fertilizers, as well as fertilizer byproducts and caprolactam. The Department of Fertilizers, Ministry of Chemicals & Fertilizers, Government of India is in charge of its administrative oversight. Market Cap (Cr.) Market Cap (Cr.) Particulars Amount Particulars Amount CMP 724.55

Manufacturing 105

Manufacturing Engineering Government Portfolio 105

Trade Brains

JANUARY 26, 2024

The company’s product lines include mutual funds, including active and passive schemes across equity, hybrid, debt, liquid, and commodity categories; managed accounts, including alternative investment funds (AIF); portfolio management services (PMS); pension funds; and offshore business and advisory mandates. Stock P/E 60.18

Retail 105

Retail Accounting Assets Management 105

Trade Brains

JUNE 2, 2024

Moreover, the commercial vehicle segment has benefited from the government’s focus on infrastructure development and the overall economic recovery. Exide aims to offer Green Technology Solutions by providing a “ Cell to Pack” product portfolio for lithium ion batteries. Do let me know your thoughts in the comments below.

Planning 104

Planning Manufacturing Sales Portfolio 104

Trade Brains

MAY 17, 2024

The Indian government is pushing for self reliance in defence equipment. HBL is investing in a new facility to manufacture Lithium ion cells and electric drive trains (EDT) to cater this market. The policies like “Make in India”, incentivizes domestic companies to manufacture defence products within the company.

Electronics 130

Electronics Manufacturing Communication Certification 130

Trade Brains

JANUARY 5, 2024

Net Profit Margin 11.14% Operating Profit Margin 13.96% Incorporated in 1962, Gujarat State Fertilizers & Chemicals is a joint-sector company promoted by the Government of Gujarat. .) ₹ 11,360 EPS 26.51 Stock P/E 6.84 RoE 10.63 % RoCE 13.08 % Promoter Holding 37.84% FII Holding 20.69% Debt to Equity Nil Price to Book Value 0.59

Manufacturing 109

Manufacturing Government Marketing Marketing 109

The Big Picture

MARCH 5, 2024

So we really have to understand what we’re gonna invest in, value everything in the universe, rank order ’em, and then only can we put together portfolios. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility. 00:08:45 [Speaker Changed] Huh, interesting.

Banking 147

Banking Portfolio Assets Investing 147

Good Financial Cents

SEPTEMBER 9, 2022

The combination of rising inflation and interest rates is putting a serious squeeze on investment portfolios and household budgets across the nation. But we’re here to offer some help with what we believe to be the five best investment hedges against inflation to help protect your portfolio. Commodity price increases aren’t uniform.

Investing 90

Investing Investments Portfolio Food 90