Abnormal Returns

MARCH 20, 2024

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.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Trade Brains

NOVEMBER 11, 2023

Phoenix International Ltd is a footwear and footwear component manufacturer and seller. Its categories are Shoe Manufacturing and Immovable Property Rental Services. The company leases out buildings and is a manufacturer and supplier of Shoe Uppers. Its domestic broadcast portfolio includes over 48 channels. ROE (%) 19.71

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Trade Brains

SEPTEMBER 26, 2023

Extra-high voltage (EHV), medium voltage (MV), and low voltage (LV) power cables for both institutional and retail/housing segments are produced by its 5 manufacturing facilities. The cable manufacturer exports its products to 50+ countries. The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis!

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. (capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

Abnormal Returns

MARCH 17, 2023

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. calculatedriskblog.com) It's hard to run a semiconductor manufacturing plant without trained workers. (semafor.com) Money moves so quickly making it hard to combat a bank run.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246

Abnormal Returns

MAY 1, 2023

(nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. calculatedrisk.substack.com) The ISM Manufacturing index has been below 48 for 5 months. riaintel.com) The pace of ETF launches has slowed of late. etftrends.com) Economy Is the U.S. inventory drawdown finally over?

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Trade Brains

SEPTEMBER 14, 2023

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.

Portfolio Analysis 111

Portfolio Analysis Portfolio Food Manufacturing 111

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. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Trade Brains

OCTOBER 23, 2023

Gabriel India Gabriel India Ltd is a company that manufactures and sells auto components. It had 664 distributors, 7+3(satellite plants) manufacturing plants and 4,466 employees. NRB Bearings NRB Bearings was the first firm in India to manufacture needle roller bearings. Particulars Amount Particulars Amount CMP (Rs) 324.2

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

The Big Picture

MAY 5, 2023

Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc. Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

Trade Brains

OCTOBER 29, 2024

Adani Enterprises accumulated revenue primarily from its diversified portfolio, with the infrastructure segment contributing 45% and the integrated resources segment adding 35% in Q2 FY25. percent YOY, from Rs. 19,546 crore in Q2 FY24 to Rs. 22,608 crore in Q2 FY25. The company demonstrated robust growth across its core business segments.

Manufacturing 105

Manufacturing Management Investment Advisor Consulting 105

Trade Brains

SEPTEMBER 22, 2023

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. Operating Profit Margin (%) 19 The company had 43 Manufacturing Facilities and 18 Research and Development Facilities. Market Cap (Cr) 47,415 EPS (Rs) 38.09

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. investment in semiconductor manufacturing can only do so much. Markets How major asset classes performed in December 2022. awealthofcommonsense.com) The Dow lead the major indices in 2022. theblock.co) Companies Tesla's ($TSLA) brand value has taken a hit.

Startup 242

Startup Valuation Financial Advising Distribution 242

Trade Brains

OCTOBER 4, 2023

It provides a wide range of services, including electronic manufacturing, hardware design, IT and software, and CAD services for both mechanical and electronic components. The company had 5 manufacturing units with 950 employees. The company’s clients include Tata Steel, BHEL, ONGC, HAL, SCCL, NTPC, ISRO and Others.

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Wealth Management

SEPTEMBER 16, 2022

The portfolio totaled $11.4 billion at the end of June and includes properties used by restaurants, health clubs and medical offices, as well as manufacturing facilities and auto dealerships. Store has investments in more than 3,000 properties across the United States.

Medical 147

Medical Manufacturing Portfolio Investments 147

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. apparel manufacturers are facing new competitive pressure. (theirrelevantinvestor.com) Diversification Why investors should just take a pass on China. humbledollar.com) It's easy to forget, but diversification still matters. noahpinion.blog) U.S.

Financial Advising 213

Financial Advising Economy Manufacturing Media 213

Nerd's Eye View

OCTOBER 4, 2023

manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months. At a high level, we're currently seeing a 'tale of 2 economies': While the market for services has expanded steadily since the beginning of the year (with both employment and the price of services growing in kind), the U.S.

Valuation 246

Valuation Economics Economy Marketing 246

The Big Picture

MARCH 28, 2024

The expectations were this would be temporary, as supply chains would untangle and manufacturers would come back online. If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era. The following year similarly saw a substantial 28% rally.

Manufacturing 340

Manufacturing Economy Economics Marketing 340

The Big Picture

FEBRUARY 3, 2024

I ask students in my economics classes to inspect the cars’ undersides, and together we trace the gradual movement of toy car manufacturing: from England and the United States in the 1960s to Japan in the mid-1970s, from South Korea in the mid-1980s to China in the late 1990s and Vietnam after.

Portfolio Management 290

Portfolio Management Economics Retail Manufacturing 290

Trade Brains

NOVEMBER 3, 2024

Electronic Manufacturing Services (EMS) completes this promising quartet with its crucial role in tech production. Moreover, these companies manufacture everything from smartphones to electric vehicle components. The company’s recent expansion of manufacturing facilities shows strong growth prospects.

Electronics 52

Electronics Manufacturing Government Management 52

Trade Brains

MAY 17, 2024

HBL power systems being a prominent player in the Indian battery and electronic component manufacturing sector play a pivotal role in building a better future. HBL NIFE Power Systems Limited (formerly Sab Nife Power Systems) is a well-known manufacturer of batteries and power systems.

Electronics 130

Electronics Manufacturing Communication Certification 130

Trade Brains

JUNE 9, 2024

Taiwan stands at the top of the semiconductor industry as the undisputed leader, with its Taiwan Semiconductor Manufacturing Company (TSMC) at the forefront. As already established, India recognizes the strategic importance of developing a domestic semiconductor manufacturing capability.

Electronics 105

Electronics Manufacturing Government Budgeting 105

Trade Brains

JUNE 2, 2024

The Society of Indian Automobile Manufacturers (SIAM) believes that positive policy initiatives will further aid the industry’s growth trajectory. Company Overview Of Exide Industries Exide industries is engaged in a business of manufacturing lead acid storage batteries and inverters. Ah to 20,200 Ah. Ah to 20,200 Ah.

Planning 104

Planning Manufacturing Sales Portfolio 104

Advisor Perspectives

FEBRUARY 13, 2025

Managers are cognizant of potential risks to portfolios, identifying dominant Chinese component manufacturers, North American automotive supply chains, and smaller cap industrial cyclicals as market segments worth monitoring.

Portfolio 52

Portfolio Management Manufacturing Marketing 52

Trade Brains

OCTOBER 14, 2024

This helps to attract international chemical manufacturers. The specialty chemicals segment, comprises low-volume, high-value products which offer growth potential for Indian manufacturers. This situation creates both challenges and opportunities for Indian chemical manufacturers. of global chemical sales.

Manufacturing 105

Manufacturing Electronics Transportation Healthcare 105

Trade Brains

SEPTEMBER 7, 2023

In this article, we’ll conduct a comparative analysis of Olectra Greentech vs JBM Auto , two leading e-buses manufacturers. Olectra Greentech Olectra Greentech is a prominent manufacturer of electric buses in India. It manufactures a wide range of electric buses and electric tippers with an estimated range from 150 km to 300 km.

Manufacturing 116

Manufacturing Investing Investments Transportation 116

Trade Brains

JANUARY 17, 2024

The company’s portfolio includes complexes and drugs in the respiratory, anti-retroviral, urology, cardiology, anti-infective, CNS, and other key therapeutic fields. Cipla’s 47 manufacturing sites around the world produce 50+ dosage forms and 1,500+ generic products for 85 markets.

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

Validea

NOVEMBER 15, 2024

ONTO INNOVATION (ONTO) Score: 100% A provider of semiconductor manufacturing solutions, ONTO INNOVATION shows strong momentum across both dimensions. TECNOGLASS (TGLS ) Score: 100% This architectural glass manufacturer demonstrates exceptional twin momentum characteristics.

Food 52

Food Manufacturing Transportation Assets 52

Trade Brains

JUNE 3, 2024

However, the industry faced challenges such as higher commodity and fuel costs due to the Russia-Ukraine conflict disrupting supply chains, and Covid-induced lockdowns in China’s manufacturing hubs impacting exports. India’s engineering sector enjoys competitive advantages in manufacturing costs, technology, and innovation.

Engineering 105

Engineering Manufacturing Government Electronics 105

Trade Brains

JANUARY 19, 2024

It was established in 1959 with a single factory and manufactured only one product, “Fevicol”. It manufactures products for small to large applications at home and in industry. It has 8+ manufacturing units. Solar has 39 manufacturing plants in India, Zambia, Nigeria, Turkey, and South Africa. 9920Cr in FY22 to Rs.11799

Manufacturing 111

Manufacturing Taxes B2B Portfolio 111

Trade Brains

MAY 24, 2024

Company Overview Of Sigachi Industries Sigachi industries was established in 1989, they focus on manufacturing high quality MCC, a crucial excipient used in pharmaceutical, nutraceutical and food industries. This is a significant step in strengthening the company’s manufacturing infrastructure and augmentation of production capacities.

Pharmaceutical 105

Pharmaceutical Manufacturing Medicine Food 105

Trade Brains

OCTOBER 31, 2024

Overall, investing in low-beta stocks can be a strategic move for investors who want to minimize their exposure to market volatility, protect their portfolios against downturns, and potentially achieve long-term outperformance. SJVN Limited SJVN Limited generates electricity through hydro, wind, and solar power projects across India.

Manufacturing 52

Manufacturing Medicine Consulting Pharmaceutical 52

Carson Wealth

MARCH 3, 2025

If a consumer or business buys something thats manufactured abroad (like a TV), it doesnt add to US gross domestic product. An elevated dollar is a drag on US exports, and the manufacturing industry. I already mentioned the headwind to manufacturing exports from a strong dollar. This is a risk we highlighted in our 2025 Outlook.

Marketing 70

Marketing Marketing Government Economy 70

Trade Brains

FEBRUARY 16, 2024

Just recently, Rolls-Royce, a leading provider of power and propulsion solutions, announced a partnership with Azad Engineering to manufacture intricate defence aero-engine parts within India. It is also a manufacturer of oil & gas components. It has also manufactured and delivered 3.09 Azad Engineering Ltd.

Engineering 111

Engineering Manufacturing Certification Sales 111

Abnormal Returns

DECEMBER 1, 2022

(on.ft.com) Private equity has been slow to mark down portfolio values. ft.com) How European manufacturers are dealing with higher natural gas prices. economist.com) Carbon offsets Timberland manager, Manulife Investment Management, is getting into the forest-offset market. wsj.com) Forest carbon offsets don't actually do anything.

Financial Advising 130

Financial Advising Economy Manufacturing Media 130

Trade Brains

SEPTEMBER 11, 2023

R R Kabel IPO Review – About The Company Founded close to two decades ago, RR Kabel is one of the leading wires, cables and fast-moving electrical goods (FMEG) manufacturing companies in India. Its manufacturing facilities are supported by a strong distribution network of 106,626 retail outlets. Keep reading to find out!

Manufacturing 105

Manufacturing Distribution B2C Sales 105