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 | 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 | 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 | 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
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
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!
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 | 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 | 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 | 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
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
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!
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 | April 2022iciciprumf
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 | 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.
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!
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 | 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.
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.
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 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.
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.
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that Valuations are reasonable for long term investments, Business Cycle has bottomed out, Trigger would be the trajectory of COVID-19 growth curve and vaccine development, Sentiments are negative since FPI flows are low and past returns have been muted. This suggests that it is a good time to accumulate equities and hold for long term.
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that Valuations are reasonable, Business Cycle has bottomed out, Trigger would be the trajectory of COVID-19 growth curve, Sentiments are negative since FPIs are withdrawing money and past returns have been muted. This suggests that it is a good time to invest in equities
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
We believe that the divergence between Value and Growth stocks continues to prevail, & that volatility is a factor which is inherent in equity as an asset class.
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 | April 2022iciciprumf
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 | 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.
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!
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 | 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.
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.
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 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.
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.
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that Valuations are reasonable for long term investments, Business Cycle has bottomed out, Trigger would be the trajectory of COVID-19 growth curve and vaccine development, Sentiments are negative since FPI flows are low and past returns have been muted. This suggests that it is a good time to accumulate equities and hold for long term.
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that Valuations are reasonable, Business Cycle has bottomed out, Trigger would be the trajectory of COVID-19 growth curve, Sentiments are negative since FPIs are withdrawing money and past returns have been muted. This suggests that it is a good time to invest in equities
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
We believe that the divergence between Value and Growth stocks continues to prevail, & that volatility is a factor which is inherent in equity as an asset class.
Similar to Equity Valuations Perspective | June 2023 (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
#ICICIPrudentialMutualFund #LargeCapFund #MidCapFund #MutualFunds #Investment
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
Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
Lecture slide titled Fraud Risk Mitigation, Webinar Lecture Delivered at the Society for West African Internal Audit Practitioners (SWAIAP) on Wednesday, November 8, 2023.
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.
However, the developers are working hard to get them released as soon as possible.
Once they are available, users will be able to exchange other cryptocurrencies for Pi coins on designated exchanges.
But for now the only way to sell your pi coins is through verified pi vendor.
Here is the what'sapp contact of my personal pi vendor
+12349014282
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.
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the what's app number of my personal pi vendor to trade with.
+12349014282
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...Quotidiano Piemontese
Turin Startup Ecosystem 2024
Una ricerca de il Club degli Investitori, in collaborazione con ToTeM Torino Tech Map e con il supporto della ESCP Business School e di Growth Capital
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?
1. Elemental Economics - Introduction to mining.pdfNeal Brewster
After this first you should: Understand the nature of mining; have an awareness of the industry’s boundaries, corporate structure and size; appreciation the complex motivations and objectives of the industries’ various participants; know how mineral reserves are defined and estimated, and how they evolve over time.
1. Elemental Economics - Introduction to mining.pdf
Equity Valuations Perspective | June 2023
1. EQUITY VALUATIONS
PERSPECTIVE
Our ‘VCTS’ framework (Valuations, Cycle, Trigger, Sentiments) is currently indicating that market
valuations are in the neutral zone. Business cycle momentum continue to remain positive. Future
market triggers which may cause volatility include global slowdown, high inflation and persistent high
global interest rates. Overall sentiments remained in the neutral zone. FPIs continued to remain net
buyers for the month while DIIs^ turned to be net sellers for the month. Based on our ‘VCTS’
framework, we recommend investing in equities with long term perspective coupled with Hybrid
Schemes that allocate across different asset classes and 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), May 2023 –Current Valuations. All data is as
on May 31, 2023 unless stated otherwise. Source: NSE, BSE India, NSDL, Reserve Bank of India, Nuvama Institutional Equities. P/E: Price
to Earnings Ratio; P/B: Price to Book Ratio; CAGR: Compound Annualized 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 (7.26 GS 2032). Current Mcap to GDP ratio is sourced from Nuvama Institutional
Equities, GDP estimate as for May-23 is calculated estimating 10% growth on a YoY basis from quarter ended in June-22. ^Data is
sourced from Kotak Institutional Equities. DII sold equity worth 373 Mn US$ (Data as on May 26,2023). DII: Domestic Institutional
Investor. Past performance may or may not sustain in future.
Parameters ('VCTS' Framework)
December
2007
October
2008
January
2018
May
2023
‘V'aluations
Trailing P/E Nifty 50 27.62 12.57 27.50 21.59
Trailing P/B Nifty 50 6.39 2.42 3.73 4.33
Market Cap to GDP Ratio 149% 54% 93% 99%
‘C’ycle
Capacity Utilization (Manufacturing Sector) 91.7% 75.9% 75.2% 74.3% (Q3FY23)
Credit Growth 23.3% 28.5% 11.0% 15.5%
‘S'entiments
Net FPI Flows (12 Months trailing in Rs. Cr) 80,915 -52,410 66,210 74,974
Nifty 50 Returns:
1 Year 54.8% -51.1% 28.8% 11.8%
2 Year 47.1% -12.2% 20.7% 9.1%
3 Year 43.4% 6.8% 7.8% 24.6%
Nifty 50 EPS growth:
1 Year 20.4% 9.7% 17.0% 6.6%
2 Year 27.9% 18.5% 10.1% 24.0%
3 Year 21.3% 18.8% 2.3% 23.1%
Macro Indicators
IIP (twelve months trailing) 15.58% 3.9% 7.5% 1.1% (Mar 2023)
GDP Growth 9.6% 5.8% 7.2% 6.1% (Q4FY23)
USD/INR 39.27 49.3 63.6 82.7
Brent Crude (USD/Barrel) 93.75 65.3 69.1 72.7
G-Sec Yields
India 7.79% 7.45% 7.43% 6.99%
USA 4.02% 3.95% 2.71% 3.64%
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