Abnormal Returns

JANUARY 1, 2023

topdowncharts.substack.com) Six things that don't change in financial markets including the attraction of 'shiny objects.' rock-wealth.co.uk) 35 ideas from 2022 including 'Long term investing is hard.' safalniveshak.com) The markets were bad in 2022, but things could always be worse. realreturns.blog).

Financial Market 278

Financial Market Portfolio Investing Investments 278

Investing Caffeine

FEBRUARY 21, 2023

Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio. Register Here To Attend Replay will also be made available and posted to Investing Caffeine. Learn how to avoid these missteps and expand your wealth.

Portfolio 111

Portfolio Investing Investments CFP 111

Pragmatic Capitalism

SEPTEMBER 7, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ].

Investing 131

Investing Investments Portfolio Management Financial Market 131

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Many investors decide their investments based on themes which have already gained a lot of popularity. Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Trade Brains

SEPTEMBER 17, 2023

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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Portfolio Electronics Manufacturing Engineering 109

Trade Brains

SEPTEMBER 17, 2023

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. Cr Spandana Sphoorty Financial Ltd 5,405.5 EPS (TTM) 27.39 Stock P/E (TTM) 28.83

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

The Big Picture

SEPTEMBER 21, 2022

‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

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Trade Brains

NOVEMBER 11, 2023

is an investment management and advising firm. The firm provides its services to equity and fixed-income investment groups, investment pooling vehicles, mutual funds, and separate account institutional clients. Its domestic broadcast portfolio includes over 48 channels. As of April 2023, the company held around $7.7

Portfolio Analysis 105

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Trade Brains

SEPTEMBER 28, 2023

It was founded in 1943 and operates through 5 segments – Corporate Banking, Commercial Banking, Branch & Business Banking, Retail Assets and Treasury & Financial Markets Operations and is one of the leading private banks in the nation. The bank currently has over 13.6

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

The Big Picture

NOVEMBER 20, 2023

Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies. Nuance can get lost when investing strategies become politicized, Perhaps a little history might help shed some light on the subject.2 My firm RWM uses Canvas for those clients who want their portfolios to reflect their values.

Taxes 195

Taxes Portfolio Investing Investments 195

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. India has multiple investors with crores of personal wealth invested in the stocks. He calls his investment philosophy ‘SMILE’. Market Cap (Cr.) Who is Vijay Kedia? Net Profit Margin 15.6%

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Portfolio Engineering Manufacturing Sales 97

Trade Brains

OCTOBER 23, 2023

It is a mutual fund plan that invests in small-cap firms. The fund primarily aims to offer long-term capital growth by investing in small-cap stocks. The investing objective of the fund is to discover firms with strong development potential that will profit from new trends and changing consumer preferences. Cr in FY22 to Rs.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Validea

NOVEMBER 25, 2024

This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig.

Portfolio 52

Portfolio Investing Investments Retail 52

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. Ads by Money. Ads by Money.

Investing 90

Investing Investments Portfolio Food 90

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Trade Brains

OCTOBER 4, 2023

List of Stocks Held By Quant Small-Cap Fund Company Name CMP (Rs) Market Cap (Cr) Quant Small-cap Fund Holding (%) TV18 Broadcast Ltd 48.85 The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. Marksans Pharma Ltd 105 4,701 2.65 Orient Paper & Industries Ltd 51.75

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Wealth Management

AUGUST 12, 2024

Rose Advisors' Patrick Fruzzetti details what advisors should consider when building investment portfolios for the current market environment.

Financial Market 72

Financial Market Marketing Marketing Portfolio 72

Abnormal Returns

AUGUST 30, 2022

ESG Historically good companies to work for have been good investments. advisorperspectives.com) How financial markets respond to climate risks. alphaarchitect.com) Why ESG ratings are no way to run a portfolio. ft.com) Stock markets in autocratic countries experience lower returns and more risk.

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Retail Financial Market Portfolio Management 130

The Big Picture

FEBRUARY 16, 2024

He is the chair of the Bretton Woods Committee , and Chairman of the Committee on the Global Financial System of the Bank for International Settlements. Be sure to check out our Masters in Business next week with Andrew Slimmon , Managing Director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team.

Banking 162

Banking Wealth Management Portfolio Management Management 162

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

Truemind Capital

JULY 19, 2024

Although, the sharp uninterrupted equity rally over the last few years have emboldened heightened retail participation and speculation leading to excessive valuations in many market segments, there are no signs of bad news that could disrupt this rally. The current P/E Multiple of ~24.5x is higher compared to long term averages of 20-21x.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

OCTOBER 4, 2023

Market Cap (Cr.) KIOCL has 19 mineral projects and invested Rs. Be sure to do your own due diligence on the companies before investing to make sure it is suitable for your individual objectives and risk appetite. The post Top Stocks Held By President Of India – President’s Portfolio Analysis! crore in FY2022.

Portfolio Analysis 78

Portfolio Analysis Portfolio Banking Insurance 78

Trade Brains

SEPTEMBER 7, 2023

Its product portfolio includes ordinary as well as premium AC buses. The post Olectra Greentech Vs JBM Auto – Which is the Better Green Investment? It was founded in 2000 and has grown over the years to have a production capacity of more than 1,500 vehicles every year. appeared first on Trade Brains.

Manufacturing 116

Manufacturing Investing Investments Transportation 116

Trade Brains

NOVEMBER 2, 2023

It is a mutual fund that invests largely in small-cap firms with excellent fundamentals and potential for growth. The company has evolved into the world’s largest instant coffee exporter and private label maker because of its robust infrastructure and global customer portfolio in over 90 countries. Cr in FY22 to Rs. 4,457.02 5.87

Portfolio Analysis 64

Portfolio Analysis Portfolio Engineering Manufacturing 64

BlueMind

OCTOBER 25, 2022

The coronavirus outbreak has wreaked havoc on people’s daily lives and the financial world. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients.

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Risk Management Clients Risk Tolerance Management 97

Trade Brains

JULY 9, 2023

These financial apps help the traders to stay informed and ready all the time. From checking the real-time streaming market price of the stock, making a virtual portfolio, drawing stock charts, following market trends to tracking your portfolio; everything is now accessible from your smartphone or tablet.

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Marketing Marketing Valuation Portfolio 98

The Big Picture

MARCH 5, 2024

00:06:01 [Speaker Changed] So you end up as head of global credit and senior managing director at Citadel Investment Group, was that right? So the, the first one that I think about is the investing business itself is an operating business. So we’re gonna work together and put best opportunities into the portfolio.

Banking 147

Banking Portfolio Assets Investing 147

BlueMind

NOVEMBER 24, 2022

It takes an individualistic appro ach and distinctive skills to interact well with the elite, especially in the financial industry. They will expect personalized services in investment management as well as from you and justifiably so. Related: Effective Strategies To Deal With Difficult Clients.

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Clients Insurance Financial Advisor Assets 98

Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company: The Murugappa Group is one of India’s leading business conglomerates. Today we will look at an important Financial Institution from the prestigious house of Murugappa Group. 21% Loan Against Property: In the LAP market, Chola is currently managing over Rs.

Investing 59

Investing Investments Planning Assets 59

The Big Picture

JANUARY 14, 2024

The Conversation ) • Extreme Weather and Financial Market Uncertainty : Extreme weather can have signficiant effects on business performance— creating significant uncertainty about outcomes for those businesses. Financial markets show heightened uncertainty among investors for companies that have been hit by hurricanes.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

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

Discipline Funds

AUGUST 16, 2024

In other words, when you’re young and old investing is easier because you have a lot more clarity on your time horizons. 3) When ETFs Become Weapons of Financial Destruction. ETFs are great for helping people create low cost, diversified and boring savings portfolios. Asset allocation should be mostly boring.

Asset Allocation 122

Asset Allocation Financial Planning Assets Retirement 122

Trade Brains

JANUARY 17, 2024

we shall also see their financials, future plans and more Cipla Vs Sun Pharmaceutical Cipla Company Overview Cipla was established in 1935 by Khwaja Abdul Hamied in Mumbai. The company’s portfolio includes complexes and drugs in the respiratory, anti-retroviral, urology, cardiology, anti-infective, CNS, and other key therapeutic fields.

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Pharmaceutical Planning Medicine Manufacturing 111

Trade Brains

JUNE 12, 2023

Monitor your portfolio and track profit/loss. It is a free virtual trading platform where you’ll get Rs 1 crore virtual cash on registration which you can use to invest in shares, commodities, mutual funds, or fixed deposits on the platform. Currently, it provides curated market data and news from 10 exchanges. New to stocks?

Accounting 105

Accounting Portfolio Investing Investments 105

Trade Brains

OCTOBER 15, 2024

Overall, fewer weekly options may reduce speculative trading and encourage a longer-term investment perspective. While these changes could stabilize the market, which may also discourage traders who prefer short-term contracts, potentially decreasing overall market engagement.

Financial Market 52

Financial Market Financial Services Marketing Marketing 52

Darrow Wealth Management

NOVEMBER 14, 2022

Declines in the financial markets are an uncomfortable part of investing. Taking steps to plan ahead of a market decline is best, though what you do during a selloff is also crucial. But individuals sometimes make decisions that cause preventable financial losses. Chasing the market. Markets are cyclical.

Marketing 86

Marketing Marketing Accounting Portfolio 86

Trade Brains

OCTOBER 13, 2024

This strategic partnership brings together Jio’s massive customer base of 450 million users and BlackRock’s global investment expertise, managing over $10 trillion in assets. The joint venture aims to make investing easier for Indian customers. They will offer various investment products to meet different financial needs.

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