Category: Equity/Stock

2024 Global Investment and Economic Themes

Innovation and TechnologyAdvances in artificial intelligence, alternative energy and biochemistry are accelerating, providing exciting investment and growth opportunities. Global GrowthSlowing economic growth and declining inflation in the US may lead to further decline in bond yields all over the world. Crack in Global Credit MarketsGlobal Credit Markets at over $140 trillion is large than Global…

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7.3% real GDP growth NSO estimates FY2024

The estimated FY2024 real GDP at 7.3% implies 7% growth in 2HFY24, as against 7.7% in 1HFY24. We revise up our FY2024E real GDP growth estimate to 7% (from 6.8%), while retaining GVA growth at 6.7%. Headwinds to growth remain from weak consumption and moderation in global growth. We maintain our FY2025 real GDP growth…

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Out-Performance & Over-Valuation to Continue

Indian Equity Market – Structural Change to Support and Growth Emergence of Giant Funds and AUM ( size ) growth on Auto-Pilot is one of SIGNIFICANT STRUCTURAL CHANGE, which will continue to support the Out-Performance and the Over-Valuation of Indian Equity Market. Now it’s a call you need to make whether OR not you want…

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Automobile, Transportation & Logistics

Infrastructure and Consumption Growth Positive Factors for Growth Investment – Fortunately, multiple Mutual Fund schemes are available for “Automobiles and Transportation” sector to choose from as listed below – CONTACT FOR INVESTING IN TRANSPORTATION AND LOGISTICS FUNDS Automobile Segments View DISCLAIMER – Equity/Stock/Share investment are subject to market risks. The article/post is NOT an investment…

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