IA – Large and Midcap
Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization.
Offsite 2024
The Care PMS team embarked on an exhilarating offsite retreat to Anchaviyo Resort in Wada from June 21st to 23rd, 2024. This unforgettable experience was filled with games, celebrations and meaningful discussions that brought us closer together.
Market Overview – March 2024
Global Economy and Stock Markets Global growth is projected at 3.1% in 2024 and 3.2% in 2025. The forecast for 2024–25 is, however, below the historical (2000–2019) average of 3.8%, with elevated central bank policy rates to fight inflation, a withdrawal of fiscal support amid high debt weighing on economic activity and low underlying productivity…
Care PMS at the Jain Chartered Accountants Federation (JCAF)
On June 14, 2024, CA Amit Doshi, Director at CarePMS, delivered an enlightening talk at the Jain Chartered Accountants Federation (JCAF) event in Borivali West, Mumbai. His insightful session, titled “Old Age Business – Dying or Worth Investing?”.
IA – Growth plus Value
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.
IA – Large and Midcap
Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization.
Captivating Evening of Insights and Networking with CVOCA
On the evening of April 25th, 2024, we had the privilege of attending an enlightening session at Shishuvan School, Matunga, Mumbai, hosted by the esteemed CVOCA group, dedicated to the principles of value investing.
Market Overview – December 2023
Global Economy and Stock Markets Global growth is projected at 3.1 percent in 2024 and 3.2 percent in 2025. The forecast for 2024–25 is, however, below the historical (2000–2019) average of 3.8 percent, with elevated central bank policy rates to fight inflation, a withdrawal of fiscal support amid high debt weighing on economic activity, and…
Market Overview – September 2023
Global Economy and Stock Markets Global growth seems to be holding on in 2023. Global GDP is expected to grow at 2.7% this year, 100 bps above the Bloomberg forecast of a year ago whereas USA is forecast to grow at 2.4%, 200 bps above the consensus forecast of a year ago. Further, since the…
Market Overview – June 2023
Global Economy and Stock Markets Midway through 2023, the global economy is confronting a host of unusual occurrences with US unemployment at its lowest point since 1968 whereas core inflation is higher than what it was in 1983. Global growth has stabilized but the improvement is fragile. Global GDP growth is projected to grow at…