VEF’s Post

Results day at VEF, 3Q24 - building on strong YTD trends with a positive outlook “We reiterate our mantra into 3Q24: that the investment world we play in continues to trend positively with each passing quarter. With a majority of our portfolio reaching break-even early in the year, 2024 has become a year to reignite growth. Additionally, we are seeing improving capital flows through the ecosystem. Our goal over the coming quarters is to benefit from the return to growth and improving capital flows to deliver tangible proof points of the quality of our portfolio and the NAV marks we have them valued at.” Mats Carlsson, Johan Flintull, Oskar Rundlöf, Magnus Henriksen Solstrand, Ermin Keric, Linus Sigurdson, Alexander Ripe, Peter Elam Håkansson, Per Johansson, Taner Pikdöken, Nikos Georgelis, Karin Fries, Marcus Rylander, Jan Petersson, Erik Eikeland, Mikael Holm, Hedda Lindselius, Matilda Karlsson, Johan Isaksson, Henrik Stenlund, Éire Smith, Hanna Andreen, Jonas Fagerström, Ara Mustafa, Sophie Larsén, Anders Hansson, David Ingnäs, Kajsa Söderberg, VEF, Hanna Loikkanen, Allison Goldberg, Katharina Lueth

FY24 has been great for the equity markets but has resulted in some anomalies in valuations. The large caps represented by the Nifty 50 are trading at fair valuations; the mid-and small caps, after the sharp equity rally in the previous financial year, have resulted in noteworthy premiums to their historical valuations and to those of large caps. Unprecedentedly, gold has also moved along with equity markets, creating FOMO (fear of missing out on feeling). Kindly go through our note Untangled - Indian Equity, Gold and China, which deep dives into the current market scenario and our recommendation. Gautam Bhasin Abhishek Mittal, CFA Utsav Agarwal, CFA Shobhit Bhasin, CFP Deepak Datwani Harmanpreet Singh Akanksha Kaushik (AK) Brig Ved Prakash,CFP

Untangled is answer to your questions on Indian markets, Gold movement and China markets. Offlate, chinese equities are showing signs of strength. If you find it interesting, share with your friends and families. #untangled

📈🚀 Dive into the world of top performers! Discover the best-performing stocks in Nifty Financial Services that are leading the charge in 2024. Whether you're an investor or just curious, these insights could shape your financial future. 💰 https://lnkd.in/deZmbbck #StockMarket #NiftyFinancialServices #TopPerformers #InvestSmart #FinancialGrowth

#Fintoo Market Morning Notes 16th Jan 2024 🗓️ On the upside, we expect momentum to accelerate on a move above 72,800, as breach of rising resistance line will open further upside scope towards 74,000 in Sensex. 💹 🖋️Read here for a complete analysis 👇: https://rb.gy/0ktz10 #stockstowatch #stockmarketindia #AskFintoo #marketupdate #dailystockmarket #TradingTips #StockoftheDay #StocksToBuy #StocksInFocus #StockMarket #GIFTNIFTY #stockstotrade

Deemed as the "Magnificent Seven" of the banking sector by JPMorgan Summary: These regional lenders have impressed JPMorgan with their latest quarterly reports, establishing themselves as standout performers in the banking industry. With a commitment to excellence and strong financial performance, these banks present a compelling opportunity for investors looking to grow their Health Savings Account (HSA) portfolios. 🏦 Regional Lenders Shine: Unveiling the Magnificent Seven 🌟 💰 Quarter Report Highlights: A Beacon of Success Amidst challenging economic conditions, these regional lenders have delivered exceptional financial results. Their quarterly reports showcase robust revenue growth, solid asset quality, and improved efficiency ratios. 💡 Banking on Success: Why These Banks Stand Out Driven by a customer-centric approach, these institutions have established a reputation for providing quality financial services while fostering long-term relationships. Their dedication to innovation, sound risk management practices, and strategic acquisitions has contributed to their continued success. 💼 HSA Investments: Maximizing Your Healthcare Wealth Investors aiming to harness the potential growth of their Health Savings Accounts can benefit from exploring investment opportunities presented by these regional lenders. By allocating funds wisely and utilizing the tax advantages of HSAs, individuals can simultaneously build wealth and cover healthcare expenses. ⚡️ Seize the Opportunity: Act Now! Don't miss out on this incredible opportunity to potentially grow your HSA portfolio. Invest wisely in these regional lenders and take charge of your financial future. #hsa #investing #healthcare #health #family #wellness 🤝 Let's Optimize Your HSA: Consult with an Expert Partner with an experienced Investment Advisor today to craft a tailored investment strategy that aligns with your financial goals. Don't wait; start making the most of your HSA and secure a prosperous future. 💪💼

June 2024* : Marginal Underperformance, 40th consecutive month*** of top decile performance** * Period ending 30th June, 2024 , ** Among multicap PMSes for five year period , *** Five year Period #portfoliomanagement #performance #june2024 #equitymarkets #wealth #investments https://lnkd.in/gqZcNRUn

Our report for the Q4 2023 is now published. In 4Q23 our USD NAV increased 5% QoQ, ending 2023 up 16% YoY. Our CEO Dave Nangle comments: “We finish 2023 on a positive footing. At a portfolio level, growth remains robust and forecasts are bottoming out – in many cases we are starting to revise up estimates again.” Read the report at the link below. https://lnkd.in/eMS8Ajt3

#Fintoo Market Morning Notes 27th June 2024 🗓️ As Nifty moves closer towards 24,000, the focus has shifted towards high market cap stocks within the index and has been outperforming with a wide margin. In the current context, we expect the current rally to continue with an expected target towards 24,750 in the near term. We expect Bank Nifty to surpass 55,000 in near future.💹 . . . 🖋️Read here for a complete analysis 👇: https://rb.gy/45ilsk #stockstowatch #stockmarketindia #AskFintoo #marketupdate #dailystockmarket #TradingTips #StockoftheDay #StocksToBuy #StocksInFocus #StockMarket #GIFTNIFTY #stockstotrade

2023 saw an equity rally, which was good news for equity-focused portfolios. If you’re a Save customer, the additional good news is that these “up-years” are the only ones relevant, because investments are made on your behalf with no risk to your initial capital if the market drops. Read more below 👇