India: Three Stocks to Play the Rural Theme

India: Summer to Begin Early and Will Be Harsher than Usual - Five Stocks that May Benefit

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>The Indian Union budget 2018-19 announced last week was largely focused on the rural population. This can be gauged from the fact that near 55 min of the speech out of 110 min was addressed towards policies for improving the farm distress and also steps taken towards education, health, and jobs for improving the lives of poor and socially marginalized that largely resides on rural hinterlands. However, we feel that some of the policies if implemented well will go a long way in improving the…</p>

The Indian Union budget 2018-19 announced last week was largely focused on the rural population. This can be gauged from the fact that near 55 min of the speech out of 110 min was addressed towards policies for improving the farm distress and also steps taken towards education, health, and jobs for improving the lives of poor and socially marginalized that largely resides on rural hinterlands. However, we feel that some of the policies if implemented well will go a long way in improving the…

Indian Union Budget FY19- Focus on Bharat but Not at the Cost of India