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)

<h2><strong>Market Overview</strong></h2><p>The benchmark indices ended on a negative note for the period. The market saw selling pressure due to Urjit Patel’s appointment as RBI governor. Worrying in global markets over the timing of the US Fed hiking rates and geopolitical tension on the India-Pakistan border also added to the selling. The downside was limited owing to the RBI announcement of a 7.6% growth target for FY17 and a 25bps interest rate cut. (The month saw around Rs.1026 Cr or US$155m of FII inflow into the…</p>

Market OverviewThe benchmark indices ended on a negative note for the period. The market saw selling pressure due to Urjit Patel’s appointment as RBI governor. Worrying in global markets over the timing of the US Fed hiking rates and geopolitical tension on the India-Pakistan border also added to the selling. The downside was limited owing to the RBI announcement of a 7.6% growth target for FY17 and a 25bps interest rate cut. (The month saw around Rs.1026 Cr or US$155m of FII inflow into the…

India Market Outlook & Update (Sept-Oct 2016)