Reblog: Google Searches Offer Insights Into Asia’s Tumultuous Year


Seek, and ye shall find your queries on a year-end list.

Such is the case for Asia’s Googlers, whose most popular financial searches of 2016 have been compiled and released by the company. The data is evidence of the roller coaster year it’s been for some of the world’s biggest economies, where local political scandals roiled the markets at the same time that curveballs from outside the region heightened volatility and triggered capital outflows.

After watching $5 trillion evaporate from China’s stock market last year, investors may have thought they deserved a calmer 2016. Yet, the flurry of bad news, from South Korea’s trio of political, economic and corporate scandals to India’s shock decision to junk 86 percent of its currency bills, ensured the year has been anything but. Add to that the U.K.’s June vote to leave the European Union and Donald Trump’s shock election in the U.S., and you start to understand why China’s dwindling foreign-currency reserves lay behind the country’s most popular financial search term.

Using Google’s data, here are four charts that gauge the pulse of Asian economies in 2016.

 

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Reblog: Seeking stocks that beat market returns? Apply these 2 filters


This is an interview with Saurabh Mukherjea, author of the book ‘The Unusual Billionaires’. The original post appears here on moneycontrol.com.

Saurabh feels the buy-and-hold approach to investing holds true even as volatile financial markets and disruptive changes across sectors are questioning its validity.

Consistent revenue growth combined with a consistent return on capital employed: if a company has been delivering on these two parameters for over ten years, then look no further. That, in effect, is the theme of Saurabh Mukherjea’s second book ‘The Unusual Billionaires’. The book says that a portfolio of companies which satisfies both these criteria will invariably beat the market over the next decade and more.

Mukherjea, whose day job is CEO, Institutional Equities at Ambit Capital, feels the buy-and-hold strategy for stock investing holds true even as volatile financial markets and disruptive changes across sectors are questioning its validity.

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Sensex, Nifty consolidate; midcaps at record high, Tata Steel up


Markets consolidated with midcaps at record high. The Bank Nifty closed at its highest level in the last 17-months high. The Sensex was down 46.44 points or 0.2 percent at 28077 and the Nifty was down 6.35 points at 8666.90. About 1480 shares have advanced, 1237 shares declined, and 182 shares are unchanged.

In stock specific action SBI remained on buyers’ radar gained 4 percent as investors gave a thumbs up to its merger ratio. All SBI associates including State Bank of Mysore, State Bank of Travancore and State Bank of Bikaner and Jaipur jumped.

BHEL, Tata Steel, HUL and Cipla were other top gainers while Coal India, TCS, Lupin, Sun Pharma and M&M were losers in the Sensex.

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Reblog: All About GST: Prospect, Impact and Implications


The original post is written by Rajat Sharma from our Mastermind, Sanasecurities and can be found here.

Goods and Service Tax (“GST”) is a comprehensive tax on manufacture, sale and consumption of goods and services, that will absorb most of the indirect taxes levied by Central and State Government. Currently the GST is adopted in over 150 countries. If passed, GST Bill would be THE biggest tax reform by the Indian government since inception of the Indian constitution.

How Will GST Work?

  • In India, GST would work on dual model which will include – C-GST collected by Central Government + S-GST collected by State Government on intra-state sales. GST reform would also feature an Integrated GST (IGST) collected by Central government on inter-state sales, which is to-be divided between Central and States Government in a manner decided by the Parliament on recommendations by GST Council.
  • By doing away with several Central and State Taxes, GST would diminish the cascading effect of tax (or double taxation, whereby the same product is taxed at the stage of manufacturing as excise, then as VAT/ sales tax on sale and so on.),  which is prevalent in the current tax framework. Being a consumption-destination-based tax, GST would be levied and collected at each stage of sale or purchase of goods or services based on the existing input tax credit method. Current tax structure works on production-origin-based system i.e. goods and services are taxed differently on each stage of production.

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A week of highs which tapered off slightly


After a lot of struggle, the market has ended lower on Friday. The Sensex is down 105.61 points or 0.4 percent at 27836.50, and the Nifty fell 23.60 points or 0.3 percent at 8541.40. About 1000 shares advanced, 1681 shares declined and 197 shares remained unchanged.

Bharti Airtel, Tata Steel, HDFC twins and Adani Ports were top gainers while Infosys, TCS, Wipro, NTPC and Coal India were top losers in the Sensex.

 

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Reblog: Max India – Spin off Analysis


The original post is by our Vivek Bothra and the original post appears here.

In Jan’ 2015, almost a year back, diversified firm Max India spin-off plan were announced management indicated it is splitting listed entity into three companies with the existing firm becoming India’s first listed company with insurance as the sole business.

The Max India Group is a multi-business corporate, the listed entity has following primary business

  1. Life Insurance – As a 74: 26 Joint venture with Mitsui Sumitomo of Japan
  2. Max healthcare – Operating as equal JV with Life group of South Africa
  3. Health Insurance – As a 74: 26 Joint venture with BUPA of UK
  4. Antara – 100% owned retirement living real estate venture
  5. Max speciality Films – 100% owned

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How To Start A Private Bank In India – RBI Drafts New Regulations


The Reserve Bank of India has recently announced how banks can be opened. This informative article has been authored by Mastermind, Deepak Shenoy. The original post appears here.

RBI-new-banks-regulations

RBI will allow banks to be created “on tap” in the private sector. Meaning if you qualify, you can go apply for a licence – much like a driving licence – and get one. The previous model was: you waited till the RBI told you it wanted people to bid for a licence. This wait could be for 10 years. Then you applied and you waited, usually for two or three years. Then you were told that your fingernails were dirty and please clean them and reapply. And then you died and no one remembered you for it.

Here’s what RBI said in 2013 about How to start a bank in India?

The new process will be less brutal, apparently. These are draft guidelines, released by the RBI today.

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News and views? Is there one place for all?


At StockArchitect, our intention is to help investors take informed investment decisions. We have been mentioning about the Masterminds who share their knowledge and their ideas for investors. We have also mentioned how news anchors share their views for the investors.

So is it all about the Masterminds and news anchors? There is more.

We strongly believe that it is of paramount importance that investors should be aware of the events that occur both locally and globally. After all investment decisions are impacted by these events. We therefore also cover a host of Business channels and publications just to ensure that the investors have all the news as they happen right in one place.

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2016 Railway Budget – Stocks to look at


The Railway Budget is the Annual Financial Statement of the state Indian Railways, which handles rail transport in India. The Railway Budget for the year 2016 was presented yesterday, February 25, 2016, by the Honourable Minister, Suresh Prabhu. The Indian Railways is the world’s seventh largest commercial or utility employer, by number of employees, with over 1.376 million employees at last count.

While it is too early to comment on what the Railway Budget holds for the stock market, we have listed down 9 railway-related companies and a brief about each one of them:

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