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)

Market OverviewThe market witnessed a run up which saw it making a 15 month high of 29,052, post which it corrected down to 28,368. The same was predominantly due to a productive monsoon parliament session, noticeable improvements in India’s fundamentals, improving economic data from China, weak September US Jobs data and increased liquidity (expectations of further monetary easing by The Bank of Japan). However, recent fears of US Fed rate hike in September has contributed to near-term…

Market OverviewThe market witnessed a run up which saw it making a 15 month high of 29,052, post which it corrected down to 28,368. The same was predominantly due to a productive monsoon parliament session, noticeable improvements in India’s fundamentals, improving economic data from China, weak September US Jobs data and increased liquidity (expectations of further monetary easing by The Bank of Japan). However, recent fears of US Fed rate hike in September has contributed to near-term…

India Market Outlook & Update - 1stAugust to 12th September 2016