Market Overview – December 2024

Global Economy Despite rising protectionism and the sluggish growth outlook for Euro-zone and China, global growth remained resilient at around 3.2% for Calendar Year 2024. For the 2nd year running, the US economy surprised on the upside whereas hopes of a recovery were partially dashed in Europe and China. The American consumer remains the main…

IA – Growth plus Value

Care PMS Growth Plus Value as on December 31st, 2024 Investment Objective Invest in Indian listed companies via fundamental research backed ideas to compound capital over the long-term. The Strategy involves a greater allocation towards small-cap companies exhibiting sunstantial business growth rates available at reasonable valuation. Know Your Investment Approach Growth Plus Value 19 July…

IA – Large and Midcap

Care PMS Large & Midcap as on December 31st, 2024 Investment Objective Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization. Know Your Investment Approach Large & Midcap 03 July 2020 Launch Date 3-5 Years Time Horizon Moderate Volatility Model Portfolio Construction…