India Union Budget FY20: Electoral Compulsions Visible but Not Completely Overboard!!

India: Monetary Policy Review - One More Rate Cut Likely

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)

OverviewThe Indian equity markets have given a thumbs-up for the Union Budget 2017-18 announced on February 1st,  2017.  The benchmark indices have gone up by close to 10% since previous lows post demonetisation. This vote of confidence by market participants for the budget is mainly on account of the government providing an expansionary budget with a focus on housing, infra, rural and social sectors increasing capital expenditure by 25%, but at the same time maintaining fiscal prudence.  In…

OverviewThe Indian equity markets have given a thumbs-up for the Union Budget 2017-18 announced on February 1st,  2017.  The benchmark indices have gone up by close to 10% since previous lows post demonetisation. This vote of confidence by market participants for the budget is mainly on account of the government providing an expansionary budget with a focus on housing, infra, rural and social sectors increasing capital expenditure by 25%, but at the same time maintaining fiscal prudence.  In…

India Union Budget 2017-18: Popular Without Being Populist