PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Are The Rats Leaving A Sinking Ship? FIIs exit India; look towards other Emerging Markets, It Was Getting Lonely At The Top - We are at the same Sensex level as compared to the oct, 2021 peak, US Equities Are Feeling The Heat - Nasdaq 100 corrected 28% from its peak level in Nov, 2021, Nothing’s Getting Cheaper In The US, The Global Supply Chain is Normalizing.
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Sensex Closed Positive in 2022 amidst all the macro headwinds, Domestic Investors Continued to be Resilient in 2022, Opportunities in Debt Investment Continues, Evergreen Gold Is Shining Again, Record Direct Tax Collection in FY2022-23.
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: India’s Q2 FY23 GDP Grows In line With Market Expectation .Q2 FY23 Corporate Earnings .India is nearing the Peak of Interest Rate Hike .US Equity: NASDAQ converging with Dow Jones . ₹ 1.4 Lakh Crore of GST Collection is the New Normal
PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Indian Equity market is Standing Strong Amidst Global Issues, Highest ever DII Inflows in a Calendar Year, Shift of Sector Leadership, Stagnation of All Asset Class, Inflation is Cooling-Off.
After an expansionary policy to stimulate the economy during the Covid 19 Pandemic central banks often explicitly promise to reverse their stimulation policies once the economy has recovered. The article looks at what effect this easing of stimulation will have on the economy
