Indian Markets Monthly Update- September 2017

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

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 August, the S&amp;P BSE Sensex and CNX NIFTY fell by 2.1 % and 1.5% respectively. Indian shares witnessed the steepest monthly loss since November 2016 mainly due to a) weak earnings by NIFTY companies, b) low GDP number, c) a significant decline in the price of Infosys, an IT heavyweight due to management issues and d) geo-political tensions over North Korea which hurt stocks globally.</p><p>Among the sector indices, the Nifty Metal was the biggest gainer giving 9% INR return, while rest…</p>

In the month of August, the S&amp;P BSE Sensex and CNX NIFTY fell by 2.1 % and 1.5% respectively. Indian shares witnessed the steepest monthly loss since November 2016 mainly due to a) weak earnings by NIFTY companies, b) low GDP number, c) a significant decline in the price of Infosys, an IT heavyweight due to management issues and d) geo-political tensions over North Korea which hurt stocks globally.Among the sector indices, the Nifty Metal was the biggest gainer giving 9% INR return, while rest…

Monthly Update - August 2017, Economic Survey and RBI Annual Report FY17 - Key Takeaways