This document provides an investment outlook and analysis from PSG Wealth for April 2019. It discusses several key themes:
1) There are many positive domestic opportunities in South Africa despite lower sentiment globally. Certain local asset classes offer attractive entry points.
2) South Africa's economic growth was weak in 2018 but leading indicators suggest a significant improvement. Inflation remains relatively low and stable.
3) Risks that investors pose to themselves, such as reacting to emotions, are higher than usual. Maintaining a disciplined investment strategy is important.
TVS Motor Q1FY15: Business outlook strong; New launch impacts marginsIndiaNotes.com
TVS Motor’s 1QFY15 performance was below estimate, with EBITDA margin at 5.7% (v/s est. of 6.8%), resulting in PAT growth of 39% YoY to INR723m (est. INR953m). Motilal Oswal maintain FY16E estimates, buy.
TVS Motor Q1FY15: Business outlook strong; New launch impacts marginsIndiaNotes.com
TVS Motor’s 1QFY15 performance was below estimate, with EBITDA margin at 5.7% (v/s est. of 6.8%), resulting in PAT growth of 39% YoY to INR723m (est. INR953m). Motilal Oswal maintain FY16E estimates, buy.
JM Financial's loan against shares enables you to borrow funds against listed securities such as mutual funds, shares, insurance and bonds to meet your current financial needs. Visit for more info: https://jmfl.com/what-we-do/fund-based-activities
SMS CO., LTD. FY03-17 Presentation material for IRsmsir
This is the presentation material for IR of SMS CO., LTD.（Securities Code:2175 / TSE1）
Financial Results Summary for the Fiscal Year Ending March 31, 2017 (the 14th Fiscal Year)
Infomedia (IFM) - equity research initiation reportGeorge Gabriel
Initiation report on Infomedia (IFM) which I published. Overview of key value drivers and analysis of the investment opportunity. Still relevant today. Published for institutional investor market.
SMS CO., LTD. FY03-18 1H Presentation material for IRsmsir
This is the presentation material for IR of SMS CO., LTD.（Securities Code:2175 / TSE1）
Financial Results Summary for the First Half of
the Fiscal Year Ending March 31, 2018 (the 15th Fiscal Year)
The BCM has been running for 10 years and has built up an extensive dataset on business confidence, financial performance and the challenges to business performance of the credit crunch, recession and recovery.
Analysis of recent transactions in Oil & Gas Industry detailing on Transaction Multiples (Revenue & EBITDA), Multiples Chart, Active Buyers & Transaction Data. It covers Drilling, Refining & Marketing, Storage and Transportation, Exploration & Production, Equipments & Services etc.
Regional Economic Outlook: Middle East and Central Asia UpdateRoozbeh Molavi
Growth for countries in the Middle East, North Africa, Afghanistan, and Pakistan (MENAP) region has weakened but remains broadly stable in the Caucasus and Central Asia (CCA). Volatile oil prices, restrained oil production, and tighter domestic monetary conditions in most oil exporters add to headwinds from slowing global growth. Elevated public debt in oil importers limits capacity to address critical infrastructure and social needs, restrains growth, and leaves economies vulnerable to external shocks. A more challenging external environment increases the urgency across all regions of further growth-friendly fiscal consolidation and structural reform efforts to enhance resilience and deliver higher and more inclusive private-sector-led growth.
JM Financial's loan against shares enables you to borrow funds against listed securities such as mutual funds, shares, insurance and bonds to meet your current financial needs. Visit for more info: https://jmfl.com/what-we-do/fund-based-activities
SMS CO., LTD. FY03-17 Presentation material for IRsmsir
This is the presentation material for IR of SMS CO., LTD.（Securities Code:2175 / TSE1）
Financial Results Summary for the Fiscal Year Ending March 31, 2017 (the 14th Fiscal Year)
Infomedia (IFM) - equity research initiation reportGeorge Gabriel
Initiation report on Infomedia (IFM) which I published. Overview of key value drivers and analysis of the investment opportunity. Still relevant today. Published for institutional investor market.
SMS CO., LTD. FY03-18 1H Presentation material for IRsmsir
This is the presentation material for IR of SMS CO., LTD.（Securities Code:2175 / TSE1）
Financial Results Summary for the First Half of
the Fiscal Year Ending March 31, 2018 (the 15th Fiscal Year)
The BCM has been running for 10 years and has built up an extensive dataset on business confidence, financial performance and the challenges to business performance of the credit crunch, recession and recovery.
Analysis of recent transactions in Oil & Gas Industry detailing on Transaction Multiples (Revenue & EBITDA), Multiples Chart, Active Buyers & Transaction Data. It covers Drilling, Refining & Marketing, Storage and Transportation, Exploration & Production, Equipments & Services etc.
Regional Economic Outlook: Middle East and Central Asia UpdateRoozbeh Molavi
Growth for countries in the Middle East, North Africa, Afghanistan, and Pakistan (MENAP) region has weakened but remains broadly stable in the Caucasus and Central Asia (CCA). Volatile oil prices, restrained oil production, and tighter domestic monetary conditions in most oil exporters add to headwinds from slowing global growth. Elevated public debt in oil importers limits capacity to address critical infrastructure and social needs, restrains growth, and leaves economies vulnerable to external shocks. A more challenging external environment increases the urgency across all regions of further growth-friendly fiscal consolidation and structural reform efforts to enhance resilience and deliver higher and more inclusive private-sector-led growth.
The ISG Index™ provides a quarterly review of the state of the Global IT Services Market, covering both the traditional sourcing market and the fast-growing as-a-service (Infrastructure-as-a-Service and Software-as-a-Service) market. We cover data and trends for clients, service providers, analysts and the media. For more than a decade, it has been the authoritative source for marketplace intelligence related to outsourcing transaction structures and terms, industry adoption, geographic prevalence and service provider performance.
Triggers to watch out for -
General Election Outcome
Budget to be presented post elections
Re-balancing of MSCI Indices
Monsoon
Crude price volatility
FII flows trend
Rich Market Valuations
A detailed insight into a monthly equity and fixed income market outlook.
Read the full document to know more.
Investments in manufacturing, energy, logistics and R&D, with CAPEX and quality assesment (factory of the future index). Detailed data on electric vehicle/.
The ISG Index™ provides a quarterly review of the state of the Global IT Services Market, covering both the traditional sourcing market and the fast-growing as-a-service (Infrastructure-as-a-Service and Software-as-a-Service) market. We cover data and trends for clients, service providers, analysts and the media. For more than a decade, it has been the authoritative source for marketplace intelligence related to outsourcing transaction structures and terms, industry adoption, geographic prevalence and service provider performance.
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
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Explore our most comprehensive guide on lookback analysis at SafePaaS, covering access governance and how it can transform modern ERP audits. Browse now!
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
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"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...Kumar Satyam
According to TechSci Research report, “India Orthopedic Devices Market -Industry Size, Share, Trends, Competition Forecast & Opportunities, 2030”, the India Orthopedic Devices Market stood at USD 1,280.54 Million in 2024 and is anticipated to grow with a CAGR of 7.84% in the forecast period, 2026-2030F. The India Orthopedic Devices Market is being driven by several factors. The most prominent ones include an increase in the elderly population, who are more prone to orthopedic conditions such as osteoporosis and arthritis. Moreover, the rise in sports injuries and road accidents are also contributing to the demand for orthopedic devices. Advances in technology and the introduction of innovative implants and prosthetics have further propelled the market growth. Additionally, government initiatives aimed at improving healthcare infrastructure and the increasing prevalence of lifestyle diseases have led to an upward trend in orthopedic surgeries, thereby fueling the market demand for these devices.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
4. Page 4
Many reasons to be positive about domestic opportunities
Lower sentiment create attractive entry points to certain asset classes
Don’t think of the domestic investment environment as negative, rather as opportunity rich
Client message
2019 – Positive domestic opportunities
28. Page 28
Mute the impact of emotions and client behavior
Risk of missing out on the “Best Days”
Source : Morningstar Direct
-150
0
150
300
450
600
750
900
Apr-04
Apr-05
Apr-06
Apr-07
Apr-08
Apr-09
Apr-10
Apr-11
Apr-12
Apr-13
Apr-14
Apr-15
Apr-16
Apr-17
Apr-18
Apr-19
Index
Month
FTSE/JSE All Share TR
FTSE/JSE All Share (Excl. 15 Best Days)
15.23%
6.51%
1.00%
-3.47%
-7.25%
-10%
-5%
0%
5%
10%
15%
20%
Invested since
Inception
Best 25 days
missed
Best 50 days
missed
Best 75 days
missed
Best 100 days
missed
FTSE/JSEAllShareDifferenceinreturns
Insert the Top 40 with the forecast in place of this graph - Then insert the 41-100 with the same forecast
Over the next 9 months the market things interest rates will remain stable
Amend these points and also insert the graph with the Emerging market vs developed markets
Find new graph to replace this one – World government bank
Where do you find the information for this graph? And be sure to insert all of the disclaimers
Where do you find the information for this graph? And be sure to insert all of the disclaimers
Where do you find the information for this graph? And be sure to insert all of the disclaimers
Leading indicators - These types of indicators signal future events. Bond yields are thought to be a good leading indicator of the stock market because bond traders anticipate and speculate trends in the economy (even though they aren't always right). New housing starts, money supply, and M2 are considered good leading indicators.
Lagging indicators - A lagging indicator is one that follows an event. The importance of a lagging indicator is its ability to confirm that a pattern is occurring. Unemployment is one of the most popular lagging indicators. If the unemployment rate is rising, it indicates that the economy has been doing poorly. Another example of a lagging indicator is the Consumer Price Index (CPI) which measures changes in the inflation rate.
Coincident indicators - These indicators occur at approximately the same time as the conditions they signify. Rather than predicting future events, these types of indicators change at the same time as the economy or stock market. Personal income is a coincidental indicator for the economy: high personal income rates will coincide with a strong economy. The gross domestic product (GDP) of an economy is also a coincident indicator.
Leading indicators - These types of indicators signal future events. Bond yields are thought to be a good leading indicator of the stock market because bond traders anticipate and speculate trends in the economy (even though they aren't always right). New housing starts, money supply, and M2 are considered good leading indicators.
Lagging indicators - A lagging indicator is one that follows an event. The importance of a lagging indicator is its ability to confirm that a pattern is occurring. Unemployment is one of the most popular lagging indicators. If the unemployment rate is rising, it indicates that the economy has been doing poorly. Another example of a lagging indicator is the Consumer Price Index (CPI) which measures changes in the inflation rate.
Coincident indicators - These indicators occur at approximately the same time as the conditions they signify. Rather than predicting future events, these types of indicators change at the same time as the economy or stock market. Personal income is a coincidental indicator for the economy: high personal income rates will coincide with a strong economy. The gross domestic product (GDP) of an economy is also a coincident indicator.
Over the last year inflation has decreased quite markedly from 6.6% in January 2017, to 4.6% in November 2017.
We expect the rate of the decrease in the inflation rate to decelerate at this levels
The higher sovereign funding costs (following the downgrades) will pass through the economy, and serve as a structural tailwind for capital pricing and inflation.
Fortunately however, the stronger Rand will support lower import costs and reduce near term inflationary pressure on that front.
The drought in the Western Cape remains a concern, not only to the primary sectors, but also the secondary and tertiary sectors of the economy.
The market seems to be expecting some rate cuts in the coming year, which will become increasingly likely if inflation falls below 4%.
It is to be expected however that the MPC will remain cautious while there remains many uncertainties that could impact inflation numbers quite dramatically.
Simultaneously we expect that the MPC will focus on the sustainability of the downward trend seen in prevailing inflation numbers.
PMI numbers have beard testimony to the weak economic climate to which consumers have been exposed to.
The PMI leading indicator continues to forecast lackluster levels of growth for South Africa.
Despite some fairly precarious growth numbers the domestic unemployment rate remained stable in 2017. a silver lining around a very dark cloud. Jobs will have to be generated if meaningful and sustainable change is to be expected on multiple fronts from growth to poverty to education.
It should also be mentioned that although the unemployment rate has been stable, the existing level is the highest peak since September 2003.
Unfortunately, the weaker Rand did not help to reduce the current account deficit. The uncertainties witnessed regarding political uncertainty, obviously also impacts policy uncertainty and business and investor confidence.
The global synchronised growth story seems largely intact, barring a few exceptions in emerging markets (including South Africa).
Most PMI numbers are not only above 50, indicating expansion in the economy, but are also trending upwards
Large parts of Europe is exhibiting PMIs above 60, which indicates extremely robust growth
30 Sep 2017
We are amidst a strong recovery in the global markets lead by a healthy combination of key players in both the developed and emerging markets.
US growth is now at its highest level since 2014, when growth was coming of a low base in a weak economy
The existing growth is of a higher base in a much stronger economy, which boads well for the depth of the strength of the US economy, but should simultaneously also not be considered to continue with its existing acceleration. As the economic growth matures in the current cycle we should expect growth to take place at a slower pace than what we fitness in recent years.
30 Sep 2017
As expected the Fed proceeded with its rate hikes during the course of 2017
We maintain our view that the cycle is set to continue and that investors ought to be very cautious and selective in US debt markets.
Insert the Top 40 with the forecast in place of this graph - Then insert the 41-100 with the same forecast
30 Sep 2017
The de was not the only developed market central bank to take a firmer stance on monetary policy: the BoE increased Uk rates by 0.25% to 0.50% during November last year. Some would argue that this was perhaps a bold move with the background marked with Brexit uncertainties.
Amend these points and also insert the graph with the Emerging market vs developed markets
Amend these points and also insert the graph with the Emerging market vs developed markets
