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A useful resource for those who need help with valuation; Fundamental Equity Analysis - A Primer Source: Donald Kiem and David Nincic #umvest #investing #finance #money #economics #macroeconomics #economy #strategy #research #intelligence #analysis

India is an EM with markets that hold great opportunities. But most sources talk about the winners of this land of opportunities. A good source to examine the declining giants; Source: InvestyWise #umvest #research #markets #macroeconomics #investing #finance?#money #economy #economics #strategy #investmentmanagement #investment #india

One of the biggest issues that newcomers to the FX market miss is getting to know the players who have a say in the market. If done with insufficient information, FX trading becomes a risky area like many financial instruments. A study that will be very useful to evaluate the dominant products of the market with a single source; By Visual Capitalist #umvest #research #markets #macroeconomics #investing #finance? #money #economy #economics #strategy #investmentmanagement #investment #financialservices #forex #dollar #currency #trading

An article on one of the regular agenda items of recent years. #umvest #investing #finance #money #economics #macroeconomics #economy

China has made the biggest move yet, since the pandemic, to get its ailing economy back on track. Savvy investors will recognize that that’s good news for the U.S., too. Tesla and Nike both manufacture and sell in China. Apple assembles iPhones there, and it’s also a huge market. And while Nvidia’s biggest problem is still how to meet the huge demand for its products, it still stung when it wasn’t allowed to sell its best chips in China anymore. Stock traders might be worried about other things—maybe U.S. shares are valued highly enough already. But for the past few decades, when China does well, the U.S. also does well. A stronger recovery in Asia will help the U.S. companies, too. Commodities traders get how important demand from China is for global growth. The nearby copper futures price is up 11% over the past month. Copper is highly correlated with the Chinese economy and stock market. The question now is whether this rally is sustainable, or if it's a short-term bounce after sentiment toward Chinese equities reached extreme pessimism. Source: Barron's & Yardeni Research, Inc. #umvest #research #markets #macroeconomics #investing #finance #money #economy #economics #strategy #investmentmanagement #investment #financialservices #china

Fully 97% of family offices are expecting positive returns this year, and nearly half are expecting double-digit gains, according to Citi Private Bank’s 2024 Global Family Office Survey. “This is the most optimistic outlook we’ve seen,” said Hannes Hofmann, head of the family office group at Citi Private Bank, which has been conducting the survey for five years. “What we’re clearly seeing is an increase in risk appetite.” The survey is the latest sign that family offices — the private investment arms of wealthy families — are emerging from two years of hoarding cash and bracing for recession to start making more aggressive bets on market and valuation growth. They especially like private equity. Nearly half (47%) of family offices surveyed say they plan to increase their allocation to direct private equity in the next 12 months, the largest share for any investment category. Only 11% plan to reduce their PE holdings. Private equity funds ranked second, with 41% planning to increase their allocation. With interest rates heading down, family offices are also regaining their appetite for stocks. More than a third (39%) of family offices plan to increase their allocation to developed-market equities (mainly the U.S.), while only 9% plan to trim their equity exposure. That comes after 43% of family offices increased their exposure to public stocks last year. Public equities remain their largest holding by major asset class, with stocks making up 28% of their typical portfolio — up from 22% last year, according to the survey. Source: CNBC #umvest #research #markets #macroeconomics #investing #finance #money #economy #economics #strategy #familyoffice #hedgefund #investmentmanagement #investment #financialservices

A valuable local currency in a country with an externally dependent economy; https://lnkd.in/dvrSy6eM #umvest #economy #economics #markets #foreignexchange #inflation #finance #investing #Turkey #newsletter

Commodity investors follow climate change news instantly. However, except for institutional investors, positions are generally not taken based on such news. Those who have made huge profits from cocoa and coffee this year are investors who correctly interpreted and predicted climate news like this a few years ago. #umvest #research #markets #macroeconomics #investing #finance #money #economy #economics #strategy #commodities

To be a successful investment manager, it is necessary to manage risk and psychology well. But for full-fledged management, you must maximize productivity and efficiency. The Eisenhower Matrix is a good start to managing "time" that you can never get back. #umvest #research #markets #macroeconomics #investing #finance #money #economy #economics #strategy

Supply problems continue for cocoa, which is on the list of the top earners of 2024. Today, climate change and its effects have serious importance within the global macro strategy. Investors who can analyze this effect have achieved high returns on cocoa and it looks like they will continue to do so in the near future. Lack of rain and strong sun have become big problems for the two largest suppliers. So, let's examine which countries export cocoa. Credit: VGraphs #umvest #research #markets #macroeconomics #investing #finance #money #economy #economics #strategy #intelligence #supplychain