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…

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.Policy rates are likely to remain at current levels; downside risks to overvalued rupee.

Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.Policy rates are likely to remain at current levels; downside risks to overvalued rupee.

India: Growth Outlook Remains Tilted to the Downside

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

India's Rajya Sabha - the Upper House of Parliament - finally passed the GST Bill. The first key positive is that Prime Minister Modi has finally found a political formula to get reforms passed over the obstructionism of opposition parties in the Upper House which his coalition government does not control. Coming soon after the passing of the Bankruptcy bill, this suggests we could see more reforms in future.The second big positive is that this is an economic game-changer: the GST will unify the…

India's Rajya Sabha - the Upper House of Parliament - finally passed the GST Bill. The first key positive is that Prime Minister Modi has finally found a political formula to get reforms passed over the obstructionism of opposition parties in the Upper House which his coalition government does not control. Coming soon after the passing of the Bankruptcy bill, this suggests we could see more reforms in future.The second big positive is that this is an economic game-changer: the GST will unify the…

India: Long Awaited GST Bill – a Game Changer - Passed

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Fed watching 2.0Automated, systematic  analysis of central bank policy makers offers significant,  actionable insights as iIlustrated by Bank of Japan and the Bank of England with implications for the Yen and GBP.

Fed watching 2.0Automated, systematic  analysis of central bank policy makers offers significant,  actionable insights as iIlustrated by Bank of Japan and the Bank of England with implications for the Yen and GBP.   

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

The Indian government has cleared a key step in the implementation of Goods &amp; Services tax (GST) as it ensured acceptance of GST bill by Upper House of Parliament today. The Bill had been stalled in Upper House for over a year due to which the GST implementation got considerably delayed. GST reform is definitely a landmark legislation in Indian tax reform process that started with liberalisation in 1991 and is expected to benefit the economy (expected positive impact between 1-1.5% of GDP over…

The Indian government has cleared a key step in the implementation of Goods &amp; Services tax (GST) as it ensured acceptance of GST bill by Upper House of Parliament today. The Bill had been stalled in Upper House for over a year due to which the GST implementation got considerably delayed. GST reform is definitely a landmark legislation in Indian tax reform process that started with liberalisation in 1991 and is expected to benefit the economy (expected positive impact between 1-1.5% of GDP over…

Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)

India

iShares MSCI India ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI India Index.

iShares MSCI India ETF (INDA US)

Market Round-Up for July 2016 & Outlook

Market OverviewThe benchmark indices,similar to the month of June, ended on a positive note for the month. After the market showed a slight...

Das Capital Management and Advisors

India: Growth Outlook Remains Tilted to the Downside

Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...

Rajan Govil

India: Long Awaited GST Bill – a Game Changer - Passed

India's Rajya Sabha - the Upper House of Parliament - finally passed the GST Bill. The first key positive is that Prime Minister Modi has finally...

Manu Bhaskaran

Fed Watching 2.0

Fed watching 2.0Automated, systematic analysis of central bank policy makers offers significant, actionable insights as iIlustrated by Bank of...

ClearMacro

Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)

The Indian government has cleared a key step in the implementation of Goods & Services tax (GST) as it ensured acceptance of GST bill by Upper...

Asia Advisors