Sinhasi Live

Sinhasi analyses the market situations every month and highlights events that might have impacted their portfolio. Take a look at the events that have impacted your portfolio in November 23.

There was a visible impact in your investment portfolio this month. 5 events that might have impacted your portfolio this month.

PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Dream rally in Mid and Small-Cap stocks!, SME IPOs like never before!, Unprecedented surge in promoter selling continues, Did September wash India’s drought fear?, Inflationary pressure on medical insurance industry.

PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Booming India’s GDP growth, Nifty 50 Cos. posted 32% earnings growth in Q1FY24 !, Promoter Sell-off at All-time high, A check on the Monsoon again, Inconvenient Developments for Insurance Buyers.

The RBI's UDGAM portal streamlines the process of locating and claiming unclaimed deposits in inactive savings or current accounts, totalling Rs. 35,000 Crores in India. Users can register on the portal, search for deposits across seven participating banks, and initiate the claiming process through the respective bank branch. This initiative aims to promote financial awareness and empower individuals to proactively manage their assets.

PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: US long-term credit rating declines from AAA to AA+:Contradicting US Macroeconomic Indicators!:Robust FII Inflows!:Corporate Leverage at 15 Year Low:Can this year’s Monsoon become a cause for Inflation?

PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Weathering Global Storms: India Inc.'s Q4FY23 Shines with Profitability!: Is The World Heading Towards a Recession?: India’s GDP Growth Beats Estimates in FY23: The US Equity Market is on a Verge of Recovery: But, Be Prepared for Volatility

PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: Both Foreign and Domestic are Bullish: FIIs and DIIs… Net Buyers, Growing Earnings, Stagnant Market: A Disconnect that Leaves Investors in the Wait, Q4 FY23 Results are in-line with the Expectations so far!, Shifting Sands of Savings: US Depositors Migrating from Bank FDs to T-Bills, FED Tightening: The Double-Edged Sword of Economic Growth

PORTFOLIO IMPACT ASSESSMENT
KEY EVENTS: FED Rate hike in the US has not fully passed-on into the Economy, Outlook on Oil, Gold is shining BRIGHTEST ever!,Big Blow for the Debt MF Investors, Indian Economy is at a Sweet Spot

Global finance is interconnected, and the consensus is that the stability of the American banking industry plays a crucial role in the global financial market. But is it true for the financial well-being of India? In this article, we delve into the potential consequences of a failing American banking sector on India, examining the various channels through which the effects may be transmitted.

Hindenburg Research recently accused Adani group of several irregularities and raised concerns about its accounting practices, corporate governance, and environmental record. We take an objective look at both the good and dark side of the Adani group in this article and derive lessons for investors.

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.