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India vs England weather update: Guyana rains play cat-and-mouse game to keep fans guessing | Cricket News
New Post has been published on https://petn.ws/DUsMp
India vs England weather update: Guyana rains play cat-and-mouse game to keep fans guessing | Cricket News
India vs England, Guyana weather update: There was an 89 per cent chance of rain during the match and early signs indicated the most likely outcome. India vs England weather update: Guyana rains play cat-and-mouse game. (Image: X) New Delhi: The unpredictable weather in the Caribbean is keeping the fans guessing ahead of the [тАж]
See full article at https://petn.ws/DUsMp #CatsNews #GeorgetownGuyanaWeather, #GuyanaCricketStadium, #GuyanaCricketStadiumWeather, #IndVsEngSemiFinalPitchReport, #IndiaVsEnglandSemiFinal2024, #IndiaVsEnglandWeatherReport, #ProvidenceStadiumGuyanaWeatherToday, #ProvidenceStadiumWeatherToday
#georgetown guyana weather#guyana cricket stadium#guyana cricket stadium weather#ind vs eng semi final pitch report#india vs england semi final 2024#india vs england weather report#providence stadium guyana weather today#providence stadium weather today#Cats News
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Dream11 Prediction - Your Ultimate Guide to Winning Big
Welcome to the ultimate guide for Dream11 predictions! If you're looking for a platform that offers valuable insights and strategies to help you win big on Dream11, you've come to the right place. In this comprehensive article, we'll provide you with a detailed Dream11 Prediction for today's matches, along with tips and tricks to create a winning Dream11 team.
Dream11 Prediction Today
What is Dream11?
Dream11 is a fantasy sports platform that allows users to create their fantasy teams for various sports, including cricket, football, basketball, and more. Users can participate in contests, compete with other users, and win real cash prizes based on the performance of their selected players in real matches.
Why Dream11?
Dream11 is a game-changer for sports enthusiasts. It not only enhances your viewing experience but also gives you a chance to use your knowledge and skills to earn money. With Dream11, every match becomes more exciting, and you can be a part of the action by selecting your dream team.
Today's Dream11 Prediction
Cricket Dream11 Prediction
Match: India vs. England, 1st Test
Date: October 30, 2023
Venue: Wankhede Stadium, Mumbai
Time: 09:30 AM IST
Pitch Report: The Wankhede Stadium pitch is known to favor the spinners, and with a dry surface expected, Dream11 Prediction Today spinners could play a crucial role in this match.
Players to Watch
Virat Kohli (India): The Indian captain is in great form and is known for his exceptional batting skills.
Joe Root (England): The England skipper is a reliable batsman and can score big in Indian conditions.
Dream11 Team Prediction
Creating a winning Dream11 team involves a combination of strategy and expertise. Here's a probable Dream11 team for the India vs. England 1st Test match:
Wicket-Keeper: Rishabh Pant (India)
Batsmen: Virat Kohli (India), Joe Root (England), Cheteshwar Pujara (India)
All-rounders: Ben Stokes (England), Ravichandran Ashwin (India)
Bowlers: James Anderson (England), Jasprit Bumrah (India), Jack Leach (England)
Football Dream11 Prediction
Match: Manchester City vs. Liverpool, Premier League
Date: October 30, 2023
Venue: Etihad Stadium, Manchester
Time: 16:00 PM BST
Key Stats: Both teams have been in excellent form this season, making this match a high-scoring affair.
Players to Watch
Mohamed Salah (Liverpool): The Egyptian forward is a goal machine and can be a key player in this match.
Kevin De Bruyne (Manchester City): The Belgian playmaker can create goal-scoring opportunities for his team.
Dream11 Team Prediction
To win big in football matches, you need a well-balanced Dream11 team. Here's a probable Dream11 team for the Manchester City vs. Liverpool Premier League clash:
Goalkeeper: Ederson (Manchester City)
Defenders: Trent Alexander-Arnold (Liverpool), Ruben Dias (Manchester City), Andrew Robertson (Liverpool)
Midfielders: Mohamed Salah (Liverpool), Kevin De Bruyne (Manchester City), Phil Foden (Manchester City)
Forwards: Harry Kane (Manchester City), Sadio Mane (Liverpool)
Winning Strategies
1. Research is Key
Before creating your Dream11 team, research the players' recent form, performance in specific conditions, and head-to-head statistics. This will give you valuable insights into player selection.
2. Captain and Vice-Captain Selection
Choose your Dream11 team's captain and vice-captain wisely. They earn double and 1.5 times the points, respectively, so pick players who can make a significant impact on the match.
3. Balance is Essential
Ensure that your Dream11 team is well-balanced, including a mix of batsmen, bowlers, all-rounders, and a wicket-keeper. A balanced team increases your chances of scoring high.
4. Stay Updated
Keep an eye on team news, pitch conditions, and weather updates. Last-minute changes can impact player performance and should be considered while making your final selections.
Conclusion
In this comprehensive guide, we've provided you with a detailed Dream11 prediction for today's cricket and football matches, along with valuable strategies to help you win big. Whether you're a seasoned Dream11 player or a newbie, Today Dream11 Prediction following these tips and creating a well-researched team can significantly increase your chances of success.
So, what are you waiting for? Dive into the world of Dream11, apply these strategies, and increase your chances of winning big in fantasy sports!
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'Don't get overawed': Ex-PM Imran Khan's advice to Pakistan ahead of T20 World Cup Final against England
тАШDonтАЩt get overawedтАЩ: Ex-PM Imran KhanтАЩs advice to Pakistan ahead of T20 World Cup Final against┬аEngland
Pakistan vs England T20 World Cup 2022: Cricketer-turned-politician Imran Khan on Sunday gave a piece of advice to the Pakistan cricket team ahead of its clash against England in the T20 World Cup Final at the Melbourne Cricket Stadium, Australia. Ahead of the match, the former Prime Minister today told the Men in Green to enjoy the day as one rarely gets to play in a World Cup final and donтАЩtтАж
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рдПрдЬрдмреЗрд╕реНрдЯрди рдореЗрдВ рдЦреЗрд▓рд╛ рдЬрд╛рдПрдЧрд╛ рднрд╛рд░рдд-рдЗрдВрдЧреНрд▓реИрдВрдб рдХреЗ рдмреАрдЪ рджреВрд╕рд░рд╛ рдЯреА20, рдЬрд╛рдиреЗрдВ рдкрд┐рдЪ рд░рд┐рдкреЛрд░реНрдЯ рдФрд░ рдореМрд╕рдо рдХрд╛ рд╣рд╛рд▓
рдПрдЬрдмреЗрд╕реНрдЯрди рдореЗрдВ рдЦреЗрд▓рд╛ рдЬрд╛рдПрдЧрд╛ рднрд╛рд░рдд-рдЗрдВрдЧреНрд▓реИрдВрдб рдХреЗ рдмреАрдЪ рджреВрд╕рд░рд╛ рдЯреА20, рдЬрд╛рдиреЗрдВ рдкрд┐рдЪ рд░рд┐рдкреЛрд░реНрдЯ рдФрд░ рдореМрд╕рдо рдХрд╛┬ард╣рд╛рд▓
Edgbaston Birmingham Pitch Report: рднрд╛рд░рдд рдФрд░ рдЗрдВрдЧреНрд▓реИрдВрдб (England vs India) рдХреЗ рдмреАрдЪ рддреАрди рдЯреА20 рдореИрдЪреЛрдВ рдХреА рд╕реАрд░реАрдЬ рдХрд╛ рджреВрд╕рд░рд╛ рдореБрдХрд╛рдмрд▓рд╛ рд╢реБрдХреНрд░рд╡рд╛рд░, 9 рдЬреВрди рдХреЛ рдПрдЬрдмреЗрд╕реНрдЯрди, рдмрд░реНрдорд┐рдВрдШрдо (Edgbaston Birmingham) рдореЗрдВ рдЦреЗрд▓рд╛ рдЬрд╛рдПрдЧрд╛. рдпрд╣ рдореИрдЪ рднрд╛рд░рддреАрдп рд╕рдордпрд╛рдиреБрд╕рд╛рд░ рд╢рд╛рдо 7 рдмрдЬреЗ рд╢реБрд░реВ рд╣реЛрдЧрд╛. рдкрд╣рд▓реЗ рдЯреА20 рдореЗрдВ рднрд╛рд░рдд рдиреЗ рдЗрдВрдЧреНрд▓реИрдВрдб рдХреЛ 50 рд░рди рд╕реЗ рдорд╛рдд рджреА рдереА. рдЕрдм рдореИрди рдЗрди рдмреНрд▓реВ (India) рдХреА рдирдЬрд░ рджреВрд╕рд░реЗ рдЯреА20 ┬ардХреЛ рдЬреАрддрдХрд░ рд╕реАрд░реАрдЬ рдЕрдкрдиреЗ рдирд╛рдо рдХрд░рдиреЗ рдкрд░ рд╣реЛрдЧреА. рд╡рд╣реАрдВ рдЗрдВрдЧреНрд▓рд┐рд╢ рдЯреАрдотАж
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#Birmingham#Birmingham Weather forecast#Birmingham weather update#Cricket Score Live#Edgbaston#Edgbaston Birmingham Pitch Report#england#England playing 11#England vs India#England vs India 2nd T20#IND vs ENG#IND vs ENG 2022#IND vs ENG 2nd T20#IND vs ENG 2nd T20I Indian captain#IND vs ENG 2nd T20I LIVE#IND vs ENG Live#IND vs ENG Score Live#India#INDIA playing 11#india tour of england#Pitch Report#weather forecast#рдЗрдВрдЧреНрд▓реИрдВрдб#рдПрдЬрдмреЗрд╕реНрдЯрди#рдПрдЬрдмреЗрд╕реНрдЯрди рдкрд┐рдЪ рд░рд┐рдкреЛрд░реНрдЯ#рдЬреЛрд╕ рдмрдЯрд▓рд░#рджреВрд╕рд░рд╛ рдЯреА20#рдкрд┐рдЪ рд░рд┐рдкреЛрд░реНрдЯ#рдмрд░реНрдорд┐рдВрдШрдо#рдмрд░реНрдорд┐рдВрдШрдо рдореМрд╕рдо рдЕрдкрдбреЗрдЯ
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How will the weather be in Edgbaston today, what is the chance of rain? read weather report
How will the weather be in Edgbaston today, what is the chance of rain? read weather┬аreport
Birmingham Weather Update: The rain has become a villain on the first two days of the Test match being played between India and England (IND vs ENG) in Edgbaston. On the first day more than an hour was wasted due to rain, while on the second day more than half the day was washed away. Now on the third day also this trend is likely to continue. On the third day of the match i.e. today (July 3)тАж
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#Birmingham Weather Report#Chance of rain in India-England Test#Edgbaston Cricket Ground#Edgbaston test#Edgbaston weather#Edgbaston Weather update#IND vs ENG 5th Test#IND vs ENG 5th Test Weather Forecast#IND vs ENG Test#IND vs ENG Test Series#IND vs ENG Weather#India England Test#India England Test Weather#India-England 5th Test#India-England Test Series
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India vs England (IND vs ENG) 5th Test, Birmingham Weather Forecast Today, Pitch Report: Rain expected at Edgbaston
India vs England (IND vs ENG) 5th Test, Birmingham Weather Forecast Today, Pitch Report: Rain expected at┬аEdgbaston
India captain Rohit Sharma has been ruled out of the rescheduled fifth Test against England beginning on Friday and seamer Jasprit Bumrah will lead the side instead, the touring team said on Thursday. Bumrah will lead the side with wicketkeeper Rishabh Pant as his deputy. Mayank Agarwal has joined the squad as cover but India have yet to decide who will be Shubman GillтАЩs opening partner inтАж
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#┬аweather report today edgbaston#5th#Birmingham#birmingham weather#birmingham weather report#birmingham weather today#Edgbaston#ENG#England#Expected#forecast#IND#ind vs eng 5th test#ind vs eng 5th test weather#ind vs eng weather#India#india vs england#india vs england weather forecast#india vs england weather today#Pitch#rain#report#Test#Today#Weather#weather birmingham
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IND vs ENG 5th Test Weather Report: 5рд╡реЗрдВ рдЯреЗрд╕реНрдЯ рдореЗрдВ рд╣рд░ рджрд┐рди рд╣реИ рдмрд╛рд░рд┐рд╢ рдХреА рд╕рдВрднрд╛рд╡рдирд╛, рдЬрд╛рдиреЗрдВ рдХреНрдпреЛрдВ рднрд╛рд░рдд рдХреЗ рд▓рд┐рдП рд╡рд░рджрд╛рди рд╕рд╛рдмрд┐рдд рд╣реЛрдЧрд╛ рдореИрдирдЪреЗрд╕реНрдЯрд░ рдХрд╛ рдореМрд╕рдо
IND vs ENG 5th Test Weather Report: 5рд╡реЗрдВ рдЯреЗрд╕реНрдЯ рдореЗрдВ рд╣рд░ рджрд┐рди рд╣реИ рдмрд╛рд░рд┐рд╢ рдХреА рд╕рдВрднрд╛рд╡рдирд╛, рдЬрд╛рдиреЗрдВ рдХреНрдпреЛрдВ рднрд╛рд░рдд рдХреЗ рд▓рд┐рдП рд╡рд░рджрд╛рди рд╕рд╛рдмрд┐рдд рд╣реЛрдЧрд╛ рдореИрдирдЪреЗрд╕реНрдЯрд░ рдХрд╛┬ардореМрд╕рдо
рдореИрдирдЪреЗрд╕реНрдЯрд░рднрд╛рд░рдд рдФрд░ рдЗрдВрдЧреНрд▓реИрдВрдб (India vs England 5th Test) рдХреЗ рдмреАрдЪ рдЯреЗрд╕реНрдЯ рд╕реАрд░реАрдЬ рдЕрдм рд░реЛрдорд╛рдВрдЪрдХрдореЛрдбрд╝ рдкрд░ рдкрд╣реБрдВрдЪ рдЧрдИ рд╣реИред рд╕реАрд░реАрдЬ рдХрд╛ рдЖрдЦрд┐рд░реА рдЯреЗрд╕реНрдЯ рдореИрдЪ рдЖрдЬ рд╕реЗ рдореИрдирдЪреЗрд╕реНрдЯрд░ рдХреЗ рдУрд▓реНрдб рдЯреНрд░реИрдлрд░реНрдб рдореИрджрд╛рди рдкрд░ рдЦреЗрд▓рд╛ рдЬрд╛рдПрдЧрд╛ред рд╕реАрд░реАрдЬ рдореЗрдВ рдХреЛрд╡рд┐рдб-19 рдХреЗ рд╕рд╛рдП рдХреЗ рдмреАрдЪ рдлреИрдВрд╕ рдХреЗ рд▓рд┐рдП рдПрдХ рдмреБрд░реА рдЦрдмрд░ рд╣реИред рдореБрдХрд╛рдмрд▓реЗ рдХреЗ рдкрд╣рд▓реЗ рджрд┐рди рдмрд╛рд░рд┐рд╢ рдХреА рдЖрд╢рдВрдХрд╛ рд░рд╣реЗрдЧреАред рдЕрдЧрд▓реЗ рдЪрд╛рд░ рджрд┐рди рднреА рдЖрд╕рдорд╛рди рдореЗрдВ рдмрд╛рджрд▓ рд░рд╣реЗрдВрдЧреЗ рдФрд░ рд╣рд▓реНрдХреА рдмреМрдЫрд╛рд░ рдХрд╛ рдкреВрд░реНрд╡рд╛рдиреБрдорд╛рди рд╣реИред рдУрд▓реНрдб рдЯреНрд░реИрдлрд░реНрдб рдХреА рдкрд┐рдЪ рдкрд░ рдЖрдЦрд┐рд░реА рджреЛ рджрд┐рдиреЛрдВтАж
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#ind vs eng 5th test weather report#ind vs eng manchester pitch report#ind vs eng manchester test match stats#ind vs eng manchester weather forecast#india national cricket team#india vs england 5th test at old trafford#india vs england series Headlines#india vs england series News#india vs england series News in Hindi#Latest india vs england series News#old trafford ka mausam#old trafford latest news#old trafford weather forecast#virat kohli vs joe root#рднрд╛рд░рдд vs рдЗрдВрдЧреНрд▓реИрдВрдб Samachar
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Cricket or rain game on the fourth day? Read how Monday's weather is
Cricket or rain game on the fourth day? Read how MondayтАЩs weather┬аis
The World Test Championship final (WTC Final 2021) has been hit by bad weather in England. Rain on the first day could not even cause the toss. The next two days the game had to be stopped early due to bad lighting. Southampton, June 21: To the final of the World Test Championship (WTC Final 2021) England has been hit by bad weather. Rain on the first day could not even cause the toss. The nextтАж
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#Cricket news#England#india vs new zealand#marathi batmya#marathi news#rain prediction on day 4#southampton weather updates#weather report#wtc final 2021
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IND VS ENG: рдкрд╣рд▓реЗ рдЯреА20 рдореЗрдВ рд╣реЛрдиреЗ рд╡рд╛рд▓реА рд╣реИ рд░рдиреЛрдВ рдХреА рдмрд╛рд░рд┐рд╢, рдЬрд╛рдирд┐рдП рдкрд┐рдЪ рдФрд░ рдореМрд╕рдо рдХрд╛ рдорд┐рдЬрд╛рдЬ
IND VS ENG: рдкрд╣рд▓реЗ рдЯреА20 рдореЗрдВ рд╣реЛрдиреЗ рд╡рд╛рд▓реА рд╣реИ рд░рдиреЛрдВ рдХреА рдмрд╛рд░рд┐рд╢, рдЬрд╛рдирд┐рдП рдкрд┐рдЪ рдФрд░ рдореМрд╕рдо рдХрд╛┬ардорд┐рдЬрд╛рдЬ
IND VS ENG: рдкрд╣рд▓реЗ рдЯреА20 рдХреА рдкрд┐рдЪ рд╕реЗ рдХрд┐рд╕реЗ рдорд┐рд▓реЗрдЧреА рдорджрдж? рднрд╛рд░рдд рдФрд░ рдЗрдВрдЧреНрд▓реИрдВрдб (India vs England) рдХреЗ рдмреАрдЪ рдЯреА20 рд╕реАрд░реАрдЬ рдХрд╛ рдЖрдЧрд╛рдЬ рд╢реБрдХреНрд░рд╡рд╛рд░ рд╕реЗ рд╣реЛ рд░рд╣рд╛ рд╣реИ, рдЕрд╣рдорджрд╛рдмрд╛рдж рдореЗрдВ рд╣реЛрдиреЗ рд╡рд╛рд▓реА рд╕реАрд░реАрдЬ рдХреЗ рджреМрд░рд╛рди рдХреИрд╕реА рд░рд╣реЗрдЧреА рдкрд┐рдЪ рдФрд░ рдореМрд╕рдо, рдЬрд╛рдирд┐рдП рдЗрд╕ рд░рд┐рдкреЛрд░реНрдЯ рдореЗрдВ рдирдИ рджрд┐рд▓реНрд▓реА. рдЕрд╣рдорджрд╛рдмрд╛рдж рдХреЗ рдирд░реЗрдВрджреНрд░ рдореЛрджреА рд╕реНрдЯреЗрдбрд┐рдпрдо рдореЗрдВ рдЯреЗрд╕реНрдЯ рд╕реАрд░реАрдЬ рдХреЗ рджреЛ рдореБрдХрд╛рдмрд▓реЛрдВ рдореЗрдВ рдЗрдВрдЧреНрд▓реИрдВрдб (India vs England) рдХреЗ рдмрд▓реНрд▓реЗрдмрд╛рдЬреЛрдВ рдХреЛ рдЬреИрд╕реЗ рдЪрдХреНрдХрд░ рд╕реЗ рдЖ рдЧрдП рдереЗ. рдЕрд╣рдорджрд╛рдмрд╛рдж рдХреА рдкрд┐рдЪ рдкрд░ рд╕реНрдкрд┐рдирд░реНрд╕ рдХрд╛тАж
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#ahmedabad pitch report#ahmedabad weather update#cricket news#india vs england 1st t20i#рдкрд┐рдЪ рд░рд┐рдкреЛрд░реНрдЯ#рднрд╛рд░рдд-рдЗрдВрдЧреНрд▓реИрдВрдб рдкрд╣рд▓рд╛ рдЯреА20
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IND vs ENG: рдореЛрдЯреЗрд░рд╛ рдореЗрдВ рдбреЗ-рдирд╛рдЗрдЯ рдЯреЗрд╕реНрдЯ рдЖрдЬ, рдЬрд╛рдиреЗрдВ рдкрд┐рдЪ, рдкреНрд▓реЗрдЗрдВрдЧXI рдФрд░ рдореМрд╕рдо рдХрд╛ рд╣рд╛рд▓
IND vs ENG: рдореЛрдЯреЗрд░рд╛ рдореЗрдВ рдбреЗ-рдирд╛рдЗрдЯ рдЯреЗрд╕реНрдЯ рдЖрдЬ, рдЬрд╛рдиреЗрдВ рдкрд┐рдЪ, рдкреНрд▓реЗрдЗрдВрдЧXI рдФрд░ рдореМрд╕рдо рдХрд╛┬ард╣рд╛рд▓
рдирдИ рджрд┐рд▓реНрд▓реА. рднрд╛рд░рдд рдФрд░ рдЗрдВрдЧреНрд▓реИрдВрдб (India vs England) рдХреЗ рдмреАрдЪ рдЪрд╛рд░ рдореИрдЪреЛрдВ рдХреА рд╕реАрд░реАрдЬ рдХрд╛ рддреАрд╕рд░рд╛ рдореИрдЪ рдЕрд╣рдорджрд╛рдмрд╛рдж рдХреЗ рдирд╡рдирд┐рд░реНрдорд┐рдд рдореЛрдЯреЗрд░рд╛ рд╕реНрдЯреЗрдбрд┐рдпрдо (Motera Stadium) рдореЗрдВ рдЦреЗрд▓рд╛ рдЬрд╛рдПрдЧрд╛. рдпрд╣ рдореИрдЪ рдбреЗ-рдирд╛рдЗрдЯ рдЯреЗрд╕реНрдЯ рд╣реИ, рдЬреЛ рдкрд┐рдВрдХ рдмреЙрд▓ рд╕реЗ рдЦреЗрд▓рд╛ рдЬрд╛рдПрдЧрд╛. рдпрд╣ рднрд╛рд░рдд рдореЗрдВ рдЦреЗрд▓реЗ рдЬрд╛рдиреЗ рд╡рд╛рд▓рд╛ рджреВрд╕рд░рд╛ рдбреЗ-рдирд╛рдЗрдЯ рдЯреЗрд╕реНрдЯ рд╣реЛрдЧрд╛. рдЗрд╕рд╕реЗ рдкрд╣рд▓реЗ рдХреЛрд▓рдХрд╛рддрд╛ рдХреЗ рдИрдбрди рдЧрд╛рд░реНрдбрдиреНрд╕ рдореЗрдВ рднрд╛рд░рдд рдиреЗ рдмрд╛рдВрдЧреНрд▓рд╛рджреЗрд╢ рдХреЗ рдЦрд┐рд▓рд╛рдл рдбреЗ-рдирд╛рдЗрдЯ рдЯреЗрд╕реНрдЯ рдЦреЗрд▓рд╛ рдерд╛. рдЗрд╕ рдЯреЗрд╕реНрдЯ рдореИрдЪ рдореЗрдВ рднрд╛рд░рдд рдиреЗ рдЬреАрдд рд╣рд╛рд╕рд┐рд▓ рдХреА рдереА.тАж
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Growth versus Value
Growth Versus Value
The financial markets are fighting a tug of war between an accelerating economy, a steepening yield curve, and investing in growth vs. value stocks. Growth stocks are considered longer term duration assets while value stocks, in this instance, are companies tied to the economic recovery with significant operating leverage in the expansion. A steepening yield curve, which we continue to forecast, will penalize all multiples, but growth stocks will be hit harder as their multiples compress more as duration shortens. Value stocks will benefit from a surge in profits more than offsetting any multiple decline as the recovery gains steam.
We expect first quarter earnings reports to be very telling and confusing as businesses were hurt by weather and shortages, especially semi-conductors, which penalized auto sales and other industries. Shortages are likely to persist for several quarters so the key will be watching orders and backlogs as true indicators of a companyтАЩs strength and potential earnings power. We would use any confusing first quarter results to add to positions to companies leveraged to the economy as we expect the expansion to last well into 2023. That expansion would be supported by expansive monetary and fiscal policy, as well as trillions of excess liquidity in the system. ┬аNaturally, getting our arms around the virus globally, which we still see globally by the end of this year, is key when evaluating the sustainability of the expansion. DonтАЩt forget when investing that we are just in the very early innings of a surge in global economic activity, steepening yield curves. and much higher corporate earnings/cash flow so invest accordingly! We are concentrating in areas with both cyclical and secular winds to their backs.
We continue to focus on the virus, monetary and fiscal policy, and current economic data points to see if the recovery is unfolding as predicted and has legs.
News on the virus domestically continues to brighten by the week while news abroad continues to be disappointing. It is interesting that countries with the highest incomes are vaccinating 25 times faster than those with the lowest incomes. As of Thursday, 40% of COVID vaccinations administered globally have gone to people in 27 wealthy nations that represent 11% of the global population. The U.S, for example, has 24% of the worldтАЩs vaccinations but just 4.3% of the population. It is clear that all Americans could easily be vaccinated by the summer and all in the world before late fall such that the recovery will be sustainable into 2022 and beyond.
We continue to hear from the heads of all monetary authorities that they will maintain overly accommodative stances well into the recovery and will not even consider raising rates until the end of 2023 at the earliest, even if inflation runs hot, as expected, for a few months. Fed Chairman Powell spoke Thursday at the Spring meeting of the IMF and reaffirmed his view that it will take years to bring back employment levels to pre-pandemic levels and that the recovery remains uneven and incomplete. Fed minutes from the last meetings on March 16 -17th pointed to a brighter outlook for the economy while agreeing to provide continued support through ultralow interest rates and large monthly bond purchases. The Fed is so focused on unemployment repeating again, that rates will not be hiked until the labor markets reach maximum employment (another 10 million jobs) and inflation sustains at or above 2%. Powell said that тАЬchanges in the path of policy will be based primarily on observed outcomes rather than forecasts.тАЭ IsnтАЩt it time that we believe the Fed, BOJ, ECB and Bank of England that they will let economies run hot, even overheat, before adjusting policy? We do! DoesnтАЩt that favor value stocks with cyclical/secular strengths over growth stocks with lots of potential multiple compression?
The debate about BidenтАЩs proposed тАЬAmerican Jobs PlanтАЭ and human infrastructure plan began in earnest last week focusing on defining infrastructure and how best to pay for it while remaining globally competitive. We believe that the plan will be divided in two parts. First it will focus on a $1.5+ trillion infrastructure bill for roads, bridges, ports, transportation, broadband and some green spending and another, over $1 trillion, dealing with human infrastructure like free community college, caregiving, long-term care and prescription drug overhaul. The Democrats do not want to go to a budget reconciliation process as many тАЬsocialтАЭ parts of both bills wonтАЩt make it and several Democrats do not support much of the tax plan to pay for them. Even Biden acknowledged last week that he is willing to negotiate many aspects of the tax bill as long as there is enough money there to fund both plans.
Interestingly, Janet Yellen raised the issue last week for a global tax rate to тАЬmake sure the global economy thrives based on a level playing fieldтАжthat spurs innovation, growth and prosperity.тАЭ The bottom line is that we still see the corporate tax rate increasing but only to around 25% with incentives for hiring, research and domestic capital investment. Individual taxes will go up, too, but we believe that the definition of wealthy may increase from $400,000 to a number closer to $500,000. Closing loopholes, broaden the tax base, user fees, and increasing collections will be major components of both tax bills. While we expect the large infrastructure bills to be passed this year, we do not see it benefitting the economy until 2022 and it will be spent over 10 years with added tax revenues collected cover 15 years.
LetтАЩs take a look of some of the most recent data points that confirm that the economic recovery here and even abroad has begun: consumer credit rose a staggering $27.7 billion in February, mostly non revolving credit; U.S. jobless claims increased to 744,000 which shows that the labor market has a long way to go; Services PMI increased to 63.7; Business Activity Index at 69.4; Employment Index at 57.2; Supplier Deliveries at 61.0; and the PPI Price Index for final demand increased 1% in March with final demand prices up 0.5%.
The IMF increased its global forecast last week saying that тАЬa way out of the crisis is increasingly visible.тАЭ The world economy is now projected to increase 6% in 2021 vs a forecast of 5.5% back in January and 4.4% in 2022 vs a forecast of 4.2% in January. Specifically, growth in 2021 is forecasted at 6.4% for the U.S., 4.4% for the Eurozone, 3.3% for Japan, 8.4% for China and 12.5% for India. Global trade volumes are forecasted to increase 8.4% which will help lift all boats. By the way, ChinaтАЩs auto sales are now above pre-pandemic levels exceeding 5 million in the first quarter.
Investment Conclusions
We are in the early innings of a global economic recovery that will extend well into 2023 supported by easy monetary and fiscal policies plus trillions of excess liquidities already in the system. We applaud Janet YellenтАЩs efforts to have a universal tax code but think chances of one being agreed to, let alone adhered to, are very low, but do indicate her desire that the U.S. have a competitive tax rate, which argues against the proposed 28% rate. ┬а ┬а
While markets have primarily been driven by excess liquidity over the last year, it will, if it has not already, shifted to one driven by higher earnings as the global economy recovers. Herein lies the debate between growth and value stocks. We shifted our portfolios months ago to companies leveraged to the economy expecting much higher earnings than consensus over the next few years driven by higher volume, improved pricing and record operating margins. Areas of concentration include global capital goods/industrials/machinery companies; industrial/ag commodities; financials, transportation, special situations and technology at a price. Yes, we continue to own some technology as every company in the world to remain competitive and improve operating efficiencies must step up its tech spending. We are focused on areas with the wind towards our backs including infrastructure, 5/6G, broadband, EV, green technology, and building back better in America. We do not own bonds nor any highfliers where we see significant multiple compression.
Our investment webinar will be held on Monday April 12th at 8:30 am EST. You can join the webinar by entering https://zoom.us/j/9179217852 in your browser or calling +646 558 8656 and entering the password 9179217852.
Remember to review all the facts; pause, reflect and consider mindset shifts; look at your asset allocation with risk controls; listen to as many earnings reports as possible; do independent research and тАж
Invest Accordingly!
Bill Ehrman
Paix et Prosperite LLC
917-951-4139
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IND vs ENG 2021 1st Test Match Preview and Prediction тАУ England Tour of India ┬аDream 11 Prediction: Pitch Report, Captain, Squad, Fantasy Playing Tips, Probable XI, Weather forecast.
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India vs England 4th Test, Day 1 Weather Forecast: Rain may dampen opening day at The Oval
India vs England 4th Test, Day 1 Weather Forecast: Rain may dampen opening day at The┬аOval
Virat KohliтАЩs Team India will looked to bounce back from an innings defeat at the hands of hosts England at the Headingley in Leeds, when the two sides face off at The Oval in London from Thursday (September 2). The weather forecast for the opening day of the fourth Test once against looks gloomy with a 62 per cent cloud cover predicted for opening day of the Test match. The MET department ofтАж
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IND vs ENG T20 World Cup Semifinal: Will rain play spoilsport at Adelaide?
IND vs ENG T20 World Cup Semifinal: Will rain play spoilsport at┬аAdelaide?
India will take on England at the Adelaide Oval in the ICC T20 World Cup 2022 semifinal on Thursday. The weather looks promising and it seems like a full match is on the cards. According to meteorological reports, the minimum temperature of the day will be 17 degrees celsius and the maximum temperature will be 24 degrees Celsius. So it will be ideal conditions to play cricket. However, it isтАж
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IND vs ENG 5th Test Preview: рднрд╛рд░рдд-рдЗрдВрдЧреНрд▓реИрдВрдб 'рдлрд╛рдЗрдирд▓' рдЯреЗрд╕реНрдЯ рдЖрдЬ рд╕реЗ, рдХреЛрд╡рд┐рдб-19 рдФрд░ рдмрд╛рд░рд┐рд╢ рдХреЗ рдЦреМрдл рдмреАрдЪ рдХреЛрд╣рд▓реА рдХреЗ рдкрд╛рд╕ рдЗрддрд┐рд╣рд╛рд╕ рд░рдЪрдиреЗ рдХрд╛ рдореМрдХрд╛
IND vs ENG 5th Test Preview: рднрд╛рд░рдд-рдЗрдВрдЧреНрд▓реИрдВрдб тАШрдлрд╛рдЗрдирд▓тАЩ рдЯреЗрд╕реНрдЯ рдЖрдЬ рд╕реЗ, рдХреЛрд╡рд┐рдб-19 рдФрд░ рдмрд╛рд░рд┐рд╢ рдХреЗ рдЦреМрдл рдмреАрдЪ рдХреЛрд╣рд▓реА рдХреЗ рдкрд╛рд╕ рдЗрддрд┐рд╣рд╛рд╕ рд░рдЪрдиреЗ рдХрд╛┬ардореМрдХрд╛
рд╣рд╛рдЗрд▓рд╛рдЗрдЯреНрд╕ рднрд╛рд░рдд рдФрд░ рдЗрдВрдЧреНрд▓реИрдВрдб рдХреЗ рдмреАрдЪ рдЯреЗрд╕реНрдЯ рд╕реАрд░реАрдЬ рдХрд╛ 5рд╡рд╛рдВ рдФрд░ рдЖрдЦрд┐рд░реА рдореИрдЪ рдореИрдирдЪреЗрд╕реНрдЯрд░ рдореЗрдВ рдЖрдЬ рд╕реЗ рдПрдХ рджрд┐рди рдкрд╣рд▓реЗ рд╕рдкреЛрд░реНрдЯ рд╕реНрдЯрд╛рдл рдХрд╛ рдПрдХ рдФрд░ рд╕рджрд╕реНрдп рдкрд╛рдпрд╛ рдЧрдпрд╛ рдХреЛрд╡рд┐рдб-19 рдкреЙрдЬрд┐рдЯрд┐рд╡ рд╣рд╛рд▓рд╛рдВрдХрд┐, рд╕рднреА рднрд╛рд░рддреАрдп рдЦрд┐рд▓рд╛рдбрд╝рд┐рдпреЛрдВ рдХреА рдЖрд░рдЯреА-рдкреАрд╕реАрдЖрд░ рдЯреЗрд╕реНрдЯ рдЖрдИ рдиреЗрдЧреЗрдЯрд┐рд╡ рдореИрдирдЪреЗрд╕реНрдЯрд░рднрд╛рд░рдд рдФрд░ рдЗрдВрдЧреНрд▓реИрдВрдб рдХреЗ рдмреАрдЪ рдореИрдирдЪреЗрд╕реНрдЯрд░ рдореЗрдВ рдЖрдЬ рд╕реЗ рд╢реБрд░реВ рд╣реЛрдиреЗ рд╡рд╛рд▓реЗ 5рд╡реЗрдВ рдФрд░ рдЖрдЦрд┐рд░реА рдЯреЗрд╕реНрдЯ рдкрд░ рдорд╣рд╛рдорд╛рд░реА рдХреЛрд╡рд┐рдб-19 рдХрд╛ рд╕рд╛рдпрд╛ рд╣реИред рдореИрдЪ рд╕реЗ рдареАрдХ рдПрдХ рджрд┐рди рдкрд╣рд▓реЗ рд╕рдкреЛрд░реНрдЯ рд╕реНрдЯрд╛рдл рдХрд╛ рдПрдХ рдФрд░ рд╕рджрд╕реНрдптАж
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