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

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>For the period July 2017,  major Indian stock market indices BSE Sensex and NSE Nifty gave a USD return of 2% and 3% respectively. The Indices took a breather following an 18% return since January 2017. GST rollout on July 1, 2017, stalled the rally as investors were cautious about the possible impact of the impending event on various sectors of the economy in the short term.</p><p>Among the sectoral indices, the Nifty FMCG, Metal and Pharma indices were the biggest gainers, each giving 8% INR return…</p>

For the period July 2017,  major Indian stock market indices BSE Sensex and NSE Nifty gave a USD return of 2% and 3% respectively. The Indices took a breather following an 18% return since January 2017. GST rollout on July 1, 2017, stalled the rally as investors were cautious about the possible impact of the impending event on various sectors of the economy in the short term.Among the sectoral indices, the Nifty FMCG, Metal and Pharma indices were the biggest gainers, each giving 8% INR return…

Indian Markets- Monthly Update-July 2017