Get a bird's eye view on Equity Markets through our Equity Valuations Perspective that highlights the degree of attractiveness of Markets based on our VCTS framework.
Welcome to the monthly economic forum. Here we will be showcasing the latest economic and social developments with a wide range of analytic topics. Each month we will feature ‘State of the Economy’, providing a stocktake of the latest trends and developments.
Get a bird's eye view on Equity Markets through our Equity Valuations Perspective that highlights the degree of attractiveness of Markets based on our VCTS framework.
Equity Valuations Perspective | September 2022iciciprumf
Wondering what should be on your market checklist before investing in equity? Look no further than our VCTS (Market Valuations, Business Cycle, Triggers, Sentiments) framework for a straightforward formula!
Equity Valuations Perspective | November 2022iciciprumf
ICICI Prudential Equity Valuations Perspective highlights the degree of attractiveness of equity markets based on our VCTS (Valuations, Business Cycle, Triggers and Sentiments) Framework.
Welcome to the monthly economic forum. Here we will be showcasing the latest economic and social developments with a wide range of analytic topics. Each month we will feature ‘State of the Economy’, providing a stocktake of the latest trends and developments.
Get a bird's eye view on Equity Markets through our Equity Valuations Perspective that highlights the degree of attractiveness of Markets based on our VCTS framework.
Equity Valuations Perspective | September 2022iciciprumf
Wondering what should be on your market checklist before investing in equity? Look no further than our VCTS (Market Valuations, Business Cycle, Triggers, Sentiments) framework for a straightforward formula!
Equity Valuations Perspective | November 2022iciciprumf
ICICI Prudential Equity Valuations Perspective highlights the degree of attractiveness of equity markets based on our VCTS (Valuations, Business Cycle, Triggers and Sentiments) Framework.
Get a bird's eye view on Equity Markets through our Equity Valuations Perspective that highlights the degree of attractiveness of markets based on our VCTS framework.
Equity Valuations Perspective | January 2023 iciciprumf
Get a birds eye view of equity markets through ICICI Prudential Equity Valuations Perspective. The document highlights the degree of attractiveness of equity markets based on our VCTS (Valuations, Business Cycle, Triggers and Sentiments) Framework.
Equity Valuations Perspective | August 2022iciciprumf
Wondering what should be on your market checklist before investing in equity?
Look no further than our VCTS (Market Valuations, Business Cycle, Triggers, Sentiments) framework for a straightforward formula!
Equity Valuations Perspective | December 2022iciciprumf
Get a birds eye view of equity markets through ICICI Prudential Equity Valuations Perspective highlights the degree of attractiveness of equity markets based on our VCTS (Valuations, Business Cycle, Triggers and Sentiments) Framework.
As per our, VCTS (Valuations, Cycle, Trigger, Sentiments) Framework, Equity investing needs to be looked at only from a long term perspective coupled with ‘Dynamic Asset Allocation Scheme’ that aims to manage volatility.
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that market Valuations are not cheap. Business Cycle remains in the nascent stage.
Equity investing can be looked at only from a long term perspective coupled with “Dynamic Asset Allocation Scheme’ that aims to manage market volatility.
Learn all about Valuations whether it’s on the expensive or attractive side compared to the past and know the factors which may drive the equity markets with our Valuations Perspective.
Equity Valuations Perspective | July 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods. Read on to know more!
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
Equity Valuations Perspective | August 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of dynamic variables on equity markets across time periods. Read on to know more!
Equity Valuations Perspective | June 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods. Read on to know more!
Equity Valuations Perspective | March 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods.
Read on to know more!
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
Equity Valuations Perspective | May 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods. Read on to know more!
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
Equity Valuations Perspective | April 2023 iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods.
Read on to know more!
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
ICICI Prudential Mutual Fund- Valuations Perspective November 2020iciciprumf
Our Valuation perspective note indicates that Equity investing can be looked at from a staggered approach with a minimum horizon of ‘3-5 Yrs’ coupled with ‘Dynamic Asset Allocation Schemes’ that aim to manage equity exposure basis market valuations.
Equity Valuations Perspective | January 2024iciciprumf
Navigate Equity Markets better through our VCTS (Valuations, Cycle, Triggers and Sentiments) framework. The document below highlights the impact of various dynamic variables on the equity market across time periods. Read on to know more!”
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
ICICI Prudential Mutual Fund- Valuations Perspective October 2020iciciprumf
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) continues to indicate that market Valuations (P/E) are driven by Mega cap stocks.
#TarakkiKarein #MutualFunds #Markets
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that Valuations are reasonable, Business Cycle has bottomed out and FPIs are withdrawing money suggesting that it is a good time to invest in equities
Business Cycle is near bottom, Future Triggers would be the trajectory of COVID-19 growth curve and vaccine development, Sentiments are negative since FPI flows have moderated and past returns have been muted.
Get a bird's eye view on Equity Markets through our Equity Valuations Perspective that highlights the degree of attractiveness of markets based on our VCTS framework.
Equity Valuations Perspective | January 2023 iciciprumf
Get a birds eye view of equity markets through ICICI Prudential Equity Valuations Perspective. The document highlights the degree of attractiveness of equity markets based on our VCTS (Valuations, Business Cycle, Triggers and Sentiments) Framework.
Equity Valuations Perspective | August 2022iciciprumf
Wondering what should be on your market checklist before investing in equity?
Look no further than our VCTS (Market Valuations, Business Cycle, Triggers, Sentiments) framework for a straightforward formula!
Equity Valuations Perspective | December 2022iciciprumf
Get a birds eye view of equity markets through ICICI Prudential Equity Valuations Perspective highlights the degree of attractiveness of equity markets based on our VCTS (Valuations, Business Cycle, Triggers and Sentiments) Framework.
As per our, VCTS (Valuations, Cycle, Trigger, Sentiments) Framework, Equity investing needs to be looked at only from a long term perspective coupled with ‘Dynamic Asset Allocation Scheme’ that aims to manage volatility.
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that market Valuations are not cheap. Business Cycle remains in the nascent stage.
Equity investing can be looked at only from a long term perspective coupled with “Dynamic Asset Allocation Scheme’ that aims to manage market volatility.
Learn all about Valuations whether it’s on the expensive or attractive side compared to the past and know the factors which may drive the equity markets with our Valuations Perspective.
Equity Valuations Perspective | July 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods. Read on to know more!
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
Equity Valuations Perspective | August 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of dynamic variables on equity markets across time periods. Read on to know more!
Equity Valuations Perspective | June 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods. Read on to know more!
Equity Valuations Perspective | March 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods.
Read on to know more!
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
Equity Valuations Perspective | May 2023iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods. Read on to know more!
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
Equity Valuations Perspective | April 2023 iciciprumf
See how our VCTS (Valuations, Cycle, Triggers and Sentiments) framework can help us understand Equity Markets better. The below document highlights the impact of equity markets on dynamic variables across time periods.
Read on to know more!
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
ICICI Prudential Mutual Fund- Valuations Perspective November 2020iciciprumf
Our Valuation perspective note indicates that Equity investing can be looked at from a staggered approach with a minimum horizon of ‘3-5 Yrs’ coupled with ‘Dynamic Asset Allocation Schemes’ that aim to manage equity exposure basis market valuations.
Equity Valuations Perspective | January 2024iciciprumf
Navigate Equity Markets better through our VCTS (Valuations, Cycle, Triggers and Sentiments) framework. The document below highlights the impact of various dynamic variables on the equity market across time periods. Read on to know more!”
#ICICIPrudentialMutualFund #Equity #Investments #MutualFunds
ICICI Prudential Mutual Fund- Valuations Perspective October 2020iciciprumf
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) continues to indicate that market Valuations (P/E) are driven by Mega cap stocks.
#TarakkiKarein #MutualFunds #Markets
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that Valuations are reasonable, Business Cycle has bottomed out and FPIs are withdrawing money suggesting that it is a good time to invest in equities
Business Cycle is near bottom, Future Triggers would be the trajectory of COVID-19 growth curve and vaccine development, Sentiments are negative since FPI flows have moderated and past returns have been muted.
Similar to Equity Valuations Perspective | April 2022 (20)
Does your portfolio have a blend of reasonable stability and potential growth?
Just as how a Sturdy Suspension and Powerful Engine together contribute to a smoother car ride, investing in a combination of Large and Mid cap stocks can offer the best of both worlds – Reasonable Stability + Potential Growth.
Know more: https://bit.ly/3UuS9x8
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The rising sun of 2024 brings new hope for global markets! This sun shines a little brighter on the Indian economy as it gets off the tag of a 'fragile economy' to emerge as a robust one. The world economy is headed towards a 'Paradigm Shift' with India leading the way.
Explore this shift further with our Annual Outlook Report 2024!
#ICICIPrudentialMutualFund #AnnualOutlook #ETF
Stepping into 2024 with resilience and foresight!
New year has begun with a Paradigm Shift in trends of global and domestic macros.
While the global economies remain fragile, the Indian economy emerges as robust, defying the label of a fragile economy.
Explore the 2024 Outlook for insights on this Paradigm Shift!
#ICICIPrudentialMutualFund #MutualFunds #Investments #NewYear #2024
While there is some decline in China, there are positive market situations for India. What does that mean for an investor like you? See in December's Monthly Market Outlook here.
#ICICIPrudentialMutualFund #Investment #December2023 #MonthlyMarketOutlook #MutualFunds
Amidst global tensions, the global economies might be taking the strain but Indian economy continues the Goldilocks streak. Take a holistic view at what that might mean for you as an investor with the Monthly Market Outlook.
#ICICIPrudentialMutualFund #MonthlyMarketOutlook
ICICI Prudential Equity Valuation Index | Nov 2023 iciciprumf
Our latest Equity Valuation Index remains in the Neutral Index even after market corrections. But how do you smartly navigate through the market's volatility? Allocating your funds across different classes may help you. Have a look to understand better!
#ICICIPrudentialMutuaFund #Equity #EquityValuationIndex #Market #Investments
How can we prepare for the mood of the market? Use micro indicators for a comprehensive look at the market in this month's Market Outlook!
#ICICIPrudentialMutualFund #MonthlyMarketOutlook #October #Investment #MutualFunds
This presentation poster infographic delves into the multifaceted impacts of globalization through the lens of Nike, a prominent global brand. It explores how globalization has reshaped Nike's supply chain, marketing strategies, and cultural influence worldwide, examining both the benefits and challenges associated with its global expansion.
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BONKMILLON Unleashes Its Bonkers Potential on Solana.pdfcoingabbar
Introducing BONKMILLON - The Most Bonkers Meme Coin Yet
Let's be real for a second – the world of meme coins can feel like a bit of a circus at times. Every other day, there's a new token promising to take you "to the moon" or offering some groundbreaking utility that'll change the game forever. But how many of them actually deliver on that hype?
The secret way to sell pi coins effortlessly.DOT TECH
Well as we all know pi isn't launched yet. But you can still sell your pi coins effortlessly because some whales in China are interested in holding massive pi coins. And they are willing to pay good money for it. If you are interested in selling I will leave a contact for you. Just what'sapp this number below. I sold about 3000 pi coins to him and he paid me immediately.
+12349014282
2. Elemental Economics - Mineral demand.pdfNeal Brewster
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
BYD SWOT Analysis and In-Depth Insights 2024.pptxmikemetalprod
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how to swap pi coins to foreign currency withdrawable.DOT TECH
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
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when will pi network coin be available on crypto exchange.DOT TECH
There is no set date for when Pi coins will enter the market.
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Here is the what'sapp contact of my personal pi vendor
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Seminar: Gender Board Diversity through Ownership NetworksGRAPE
Seminar on gender diversity spillovers through ownership networks at FAME|GRAPE. Presenting novel research. Studies in economics and management using econometrics methods.
Seminar: Gender Board Diversity through Ownership Networks
Equity Valuations Perspective | April 2022
1. VALUATIONS
PERSPECTIVE
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that market valuations have
moderated post the recent market correction. However, overall Valuations remain high. Business Cycle has
picked up sequentially but remains in the nascent stage. Future market triggers which may cause volatility
include uncertainty around ongoing Russia-Ukraine war, rising US inflation, expected aggressive monetary
tightening as indicated by US Fed and a stickier inflation profile on the back of supply-side disruption.
DIIs^ lifted sentiments as they continued with their buying spree. Equity investing can be looked at only
from a long term perspective coupled with Asset Allocation Schemes that may help navigate market volatility
Time period considered: December 2007 – Markets pre Global Financial Crisis (GFC) (Peak Valuations), October 2008 – Market fall post GFC (Low Valuations), January 2018 – Pre-NBFC & Pre-
US-China crisis (Peak Valuations), April 2022 –Current Valuations. All data is as on April 30, 2022 unless stated otherwise. Source: NSE, BSE India, NSDL, Reserve Bank of India, Edelweiss
Research. P/E: Price to Earnings Ratio; P/B: Price to Book Ratio; CAGR: Compound Annualised Growth Rate; YoY: Year on Year; FPI: Foreign Portfolio Investors; IIP: Index of Industrial Production;
GDP: Gross Domestic Product, EPS – Earnings Per Share. Returns & EPS growth mentioned are in CAGR terms. G-Sec yields is for 10 year Govt. Bond Yields (6.54 GS 2032). Current Mcap to
GDP ratio is sourced from Edelweiss Research, GDP estimate as on April-22 is calculated estimating 12.5% growth in Q1FY23 on a YoY basis from Q1FY22.^Data is sourced from Kotak
Institutional Equities. DII bought equity worth 3,585 mn US$, DII: Domestic Institutional Investor. Past performance may or may not sustain in future.
Parameters ('VCTS' Framework)
December
2007
October
2008
January
2018
April
2022
‘V'aluations
Trailing P/E Nifty 50 27.62 12.57 27.50 22.1
Trailing P/B Nifty 50 6.39 2.42 3.73 4.37
Market Cap to GDP Ratio 149% 54% 93% 104%
‘C'ycle
Capacity Utilisation 91.7% 75.9% 75.2% 72.4% (Q3FY22)
Credit Growth 23.3% 28.5% 11.0% 11.2%
‘S'entiments
Net FPI Flows (12 Months trailing in Rs. Cr) 80,915 -52,410 66,210 -6,054
Nifty 50 Returns:
1 Year 54.8% -51.1% 28.8% 16.9%
2 Year 47.1% -12.2% 20.7% 31.7%
3 Year 43.4% 6.8% 7.8% 13.3%
Nifty 50 EPS growth:
1 Year 20.4% 9.7% 17.0% 37.0%
2 Year 27.9% 18.5% 10.1% 29.0%
3 Year 21.3% 18.8% 2.3% 17.4%
Macro Indicators
IIP (twelve months trailing) 15.58% 3.9% 7.5% 1.7% (Feb 2022)
GDP Growth 9.6% 5.8% 7.2% 5.4% (Q3 FY22)
USD/INR 39.27 49.3 63.6 76.4
Brent Crude (USD/Barrel) 93.75 65.3 69.1 107.1
G-Sec Yields
India 7.79% 7.45% 7.43% 7.14%
USA 4.02% 3.95% 2.71% 2.89%
2. The ‘VCTS’ (Valuations, Cycle, Trigger, Sentiments) framework is a market checklist which can be used to
determine market valuations/conditions for investment at any given point in time. The framework can
find application across asset classes. It aims to navigate markets efficiently by reflecting on various data
points used in the framework.
PE – Price-to-Earnings; PBV – Price to Book Value Ratio; COVID-19 is Coronavirus disease 2019.
The information contained herein is only for the purpose of information and not for distribution and do not constitute an offer to buy or sell or solicitation of
any offer to buy or sell any securities or financial instruments in the United States of America (“US”) and/or Canada or for the benefit of US persons
(being persons falling within the definition of the term “US Person” under the US Securities Act, 1933, as amended) or persons residing in Canada.
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY
Parameters ('VCTS' Framework)
Market V aluations
P/E or PBV helps in
ascertaining whether the
market is expensive or
cheap
Business C ycle
Indicators like capacity
utilization or credit growth
help in understanding the
strength of business cycle
T riggers
Triggers are events
which can have impact
on the overall equity
market
S entiments
Sentiments helps in
understanding investors
affinity towards the equity
market
Buy -
Valuations Cheap
Sell -
Valuations Expensive
Buy -
Cycle is weak
Sell -
Cycle is Strong
Triggers -
Unpredictable event
like COVID-19, Geo-
Political Tensions
Buy -
Negative Sentiments
Sell -
Positive Sentiments