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

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”.

Macroeconomics

<p>In the month of September, major Indian Stock Indices BSE Sensex and NSE Nifty fell by 2.2% and 2.3% (in USD) respectively. The Indian markets were one of the worst performing markets for the month as foreign portfolio investors sold equities, the most since November 2016. Lower Nifty Earnings in Q1 FY18 and a strong signal from the US Federal Reserve on normalization of monetary policy also affected the markets.</p><p>Among the sectoral indices, the Nifty IT and Pharma indices were the biggest…</p>

In the month of September, major Indian Stock Indices BSE Sensex and NSE Nifty fell by 2.2% and 2.3% (in USD) respectively. The Indian markets were one of the worst performing markets for the month as foreign portfolio investors sold equities, the most since November 2016. Lower Nifty Earnings in Q1 FY18 and a strong signal from the US Federal Reserve on normalization of monetary policy also affected the markets.Among the sectoral indices, the Nifty IT and Pharma indices were the biggest…

Indian Markets Monthly Update- September 2017