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

Market Overview:For the period May-June 2017,  Indian stock market indices BSE Sensex and NSE Nifty have been in the positive territory. Between May 15 and June 13, BSE Sensex was up 2.57%, while NSE Nifty was up 1.70%. Among the sectoral indices, the Nifty FMCG (Fast-Moving Consumer Goods) index was the biggest gainer in the last 30 days, up 8.24% followed by Nifty Auto index which was up 4.61%. The worst performers were Nifty PSU Banks Index, down 7.51% followed by Nifty Pharma index down…

Market Overview:For the period May-June 2017,  Indian stock market indices BSE Sensex and NSE Nifty have been in the positive territory. Between May 15 and June 13, BSE Sensex was up 2.57%, while NSE Nifty was up 1.70%. Among the sectoral indices, the Nifty FMCG (Fast-Moving Consumer Goods) index was the biggest gainer in the last 30 days, up 8.24% followed by Nifty Auto index which was up 4.61%. The worst performers were Nifty PSU Banks Index, down 7.51% followed by Nifty Pharma index down…

Indian Market Update and Outlook: (May - June 2017)