Indian Markets- Monthly Update Oct.2017, a Brief Analysis on the 1st Anniversary of Demonetisation

Indian Markets Monthly Update- September 2017

Monthly Update - August 2017, Economic Survey and RBI Annual Report FY17 - Key Takeaways

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>Indian markets have been insipid and rangebound over the last month and a half, as they were awaiting the results of crucial state elections of Gujarat ( PM Modi's home state) and Himachal Pradesh. The election results were announced today, and the ruling party BJP has held on to Gujarat albeit with a lower number of seats as compared to last time and has won a comfortable majority in Himachal Pradesh. We believe that this verdict has ensured the continuum in the Indian politics which is…</p>

Indian markets have been insipid and rangebound over the last month and a half, as they were awaiting the results of crucial state elections of Gujarat ( PM Modi's home state) and Himachal Pradesh. The election results were announced today, and the ruling party BJP has held on to Gujarat albeit with a lower number of seats as compared to last time and has won a comfortable majority in Himachal Pradesh. We believe that this verdict has ensured the continuum in the Indian politics which is…

India Monthly Report- Nov- Dec 2017