India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Thematic (Sector/Industry)

<p>There is so much of negative news emanating from India as of late regarding the slowdown in the economy, most macro numbers have worsened, fiscal deficit is higher than projected,  CAD is at a 3 years high, oil prices are at 3 years high, corporate earnings have been a mixed bag, the government seems to be floundering its way through in the last few months. The headlines and the recent market corrections have possibly brought unwarranted skepticism about the India story.</p><p>The reason I am writing…</p>

There is so much of negative news emanating from India as of late regarding the slowdown in the economy, most macro numbers have worsened, fiscal deficit is higher than projected,  CAD is at a 3 years high, oil prices are at 3 years high, corporate earnings have been a mixed bag, the government seems to be floundering its way through in the last few months. The headlines and the recent market corrections have possibly brought unwarranted skepticism about the India story.The reason I am writing…

Encouraging Signs -Observations from a Road Trip to Steel Country Side.

India

Linde India Limited manufactures and distributes oxygen, hydrogen, nitrogen, argon and specialty gas mixtures. The Company also manufactures welding electrodes, rods, fluxes, gas and electric welding equipment, as well as air separation and gas plants, cryogenic equipment and liquid oxygen explosives.

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Linde India Ltd (LIIL IN)

Encouraging Signs -Observations from a Road Trip to Steel Country Side.

There is so much of negative news emanating from India as of late regarding the slowdown in the economy, most macro numbers have worsened, fiscal...

Das Capital Management and Advisors

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