Long-term objective data analysis always shows up interesting facts.
The condition is that you have to leave your biases, proclivities, what you want to believe etc aside & just look at what the data tells you.
And this is what the data on manufacturing in India tells us.
Manufacturing is a big thrust area for us, as it should be...more so, as it drives job creation as well.
The long term data (from the World Bank) reveals some interesting things:
1967.
Yup 55 years ago.
The 5 years 2006-10. During this time, it was above 17% in 4 years, marginally below in one year.
In the last 5 years, it has compounded 2.5%...and the fall came pre-Covid.
For the growth of the economy as well as generating employment for our young people, it is important to focus on manufacturing alongside services.
Do let us know what you think.
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Einstein taught us about relativity in nature. Now come Devina Mehra and Shankar Sharma of First Global to teach us about relativity in financial markets -- and raise some serious questions about just what is driving stock prices.
First Global reports are quite credible and, on occasion, more than that.
What prompts this mention is Intel's earnings report and the fact that First Global has had a pretty good bead on the company and its stock.
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Analyst Kuldeep Koul at First Global upgraded Advanced Micro Devices (AMD) to "buy" from "outperform," given the "exceptional traction" that the chipmaker's Opteron line of processors has been able to get.
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Baidu Inc., the operator of China’s most-used Internet search engine, rose to the highest price in two weeks after First Global rated the shares “outperform? in new coverage.
Personality counts: Walmart's frugal, but Target charms
"It's better to take a slight hit on [profit] margins and keep on moving and inventing," says First Global Securities. And at least for now, Target is inventing in a way that appeals to consumers with money to spend.
Dead Batteries
At 11 times trailing earnings, Energizer is cheaper; Gillette's multiple is 25. But cheaper doesn't mean better, says First Global.
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With so much of volatility in the market, risk management is very important part & considering that FG is doing awesome work!!! Kudos to you Chief
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We can load above testimonials on site as a scroller, and just below that we can add a section for compliments . Below tweets are comments and praises are related to our content, performance and some our direct compliments to you.
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Good team...
Special mention @KarmathNaveen .. he is soo helpful anytime of the day or night..
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Bought Peace with FG-Hum.Moving all funds from DIY investing to well managed and diversified PF at low cost.
It has doubled almost, excellent pick.Every small investor must invest in her FG-HUM Smallcase.
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I have 8 small cases and your has been the most rewarding ones .. thank you Devina.
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There is absolutely no doubt that she is one of the best investors of India in modern times but more importantly, she shares the most sincere and sane advice with retail investors.
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You are one of the sharpest mind in Global Stock Market
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Congratulations Devina, results talk in itself!
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"The ability to be comfortable with being outside consensus is a superpower in investing...and in life." Devina ji hits the nail on its head!
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Congratulations @devinamehra mam! All the best for long term returns as well.
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This is the wonderful session I have ever attended till date. One of the most fruitful hour of my life. Devina madam, ur clarity on financial mkts is simply superb.The way u portray the facts supported by "data" about stock mkts is really astonishing.I will listen again.Thanks.
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Very difficult to emulate such traits. I listen her past interviews from youtube.
Respect...!!!!
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One of the brightest minds in the world of finance :)
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Excellent performance. Flexibility is the key as you have mentioned it earlier also. Cannot have finite rules for infinite mkt opportunities.
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One of the most accurate analysts :)
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Thanks for this wisdom ma'am. Always love hearing your thoughts on everything equity. :-)
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Excellent points!
Can clearly feel this thread is a product of marination of many books and years of experience. 👍
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