Indian Union Budget FY19- Focus on Bharat but Not at the Cost of India

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”.

Macroeconomics

For the month of Jan'18 India's main equity indices Nifty 50 and Sensex increased 5.67% and 6.37% receptively, second best among the world markets behind the Hang Seng.During the Jan'18, Indian sectoral indices such as Nifty IT, Nifty Pvt Bank and Nifty Financial services rose 12.3%, 9.2%, and 8.6% respectively, Nifty Pharma saw the biggest fall among the sectoral indices with losing -2.4%.We will be discussing the IIP data for the month Dec'17, CPI data for Jan'18, Purchasing Managers Index for…

For the month of Jan'18 India's main equity indices Nifty 50 and Sensex increased 5.67% and 6.37% receptively, second best among the world markets behind the Hang Seng.During the Jan'18, Indian sectoral indices such as Nifty IT, Nifty Pvt Bank and Nifty Financial services rose 12.3%, 9.2%, and 8.6% respectively, Nifty Pharma saw the biggest fall among the sectoral indices with losing -2.4%.We will be discussing the IIP data for the month Dec'17, CPI data for Jan'18, Purchasing Managers Index for…

India Monthly Report Jan'18 - Feb'18