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)

Market OverviewThe benchmark indices,similar to the month of June, ended on a positive note for the month. After the market showed a slight correction post Brexit, increased liquidity brought about by the ECBs and BOJs bond buying drove the general market upwards due to FIIs making a net investment of Rs.944.77 Cr (Jan-July alone has seen a 78% Yoy jump in investment), with mid caps showing the major gain. This FII optimism also resulted in the rupee appreciating against the dollar. Optimism…

Market OverviewThe benchmark indices,similar to the month of June, ended on a positive note for the month. After the market showed a slight correction post Brexit, increased liquidity brought about by the ECBs and BOJs bond buying drove the general market upwards due to FIIs making a net investment of Rs.944.77 Cr (Jan-July alone has seen a 78% Yoy jump in investment), with mid caps showing the major gain. This FII optimism also resulted in the rupee appreciating against the dollar. Optimism…

Market Round-Up for July 2016 & Outlook