FinXpress 16 Nov

Page 1

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NOVEMBER 16, 2014 | A FINNICHE INITIATIVE

In Focus

Do write to us at: finniche.imt@gmail.com

Inflation Drops to FiveYear Low | 2

Opinion Diesel Price Deregulation – a great reform at perfect time | 4

Term of Week

Personality Shiv Nadar |11

Underwriting | 6

Tech World WEDG—The World’s Most Secure, Complete Cloud Solution|12


November, 16 | 2014 | Volume 21

Inflation drops to Five year low

Diesel Price Deregulation A great reform at a perfect time

The Inter Sectional Sports Fest has come closer to its climax. Fight for remaining available points has reached its peak, with lower placed teams desperate to end the tournament maintaining their dignity and the higher placed team having their eyes on the trophy. Junior Section B currently lead the tournament followed closely by Senior Section E and Junior Section D. The upcoming week would be interesting to see which section maintains their cool to be called the Champions. Club FinNiche launches its weekly magazine FinXpress with the In Focus talking about the ‘Inflation drops to Five year low’ which talks about the current inflation level. The Opinion gives an overview of ‘Diesel Price Deregulation – A great reform at a perfect time’. The term of the week describes “Underwriting", a remuneration received for willingness to pay or incur a potential risk. Do have a look at the market section, Tech world which brings to you about WEDG—The World’s Most Secure, Complete Cloud Solution and Personality of the week, Shiv Nadar.

Underwriting

Hope everyone likes the revamped version of magazine. Club FinNiche welcomes any comments, suggestions or criticism regarding the magazine. Please do write to us and share your ideas. Happy Reading!

Shiv Nadar

Regards The Editorial Team Club FinNiche

WEDG - The World’s Most Secure, Complete Cloud Solution

Disclaimer: FinXpress takes no responsibility for the opinions expressed in the magazine.


- By

Saksham Kumar

Inflation drops to five-year low India’s wholesale inflation cools to a five year low in October. This easing of inflation can be attributed to decline in food and oil prices.

It is the price level of a representative

basket

of

wholesale goods. Current Rate: 5.52 per cent

It is the price level of a market

basket of consumer goods and services

purchased

households.

by

the

The Government data showed that the Wholesale Price Index (WPI) rose 1.77% from a year earlier ,slower than September’s 2.38% increase. The inflation was the lowest since September 2009 and was better than economists’ expectation of 2.10%. Crude oil prices have fallen about 24% this year and thus helping in bringing down the cost of fuel and other commodities. According to official data, Inflation in vegetables has dropped to minus 19.6 per cent. Prices of vegetables, wheat, eggs, fish and meat fell in October. April

October

Cereals

8.3

3.3

Rice

12.8

6.5

Wheat

4.4

-1.9

Pulses

-1.8

4.0

Fruits

9.2

-3.5

Vegetables

1.6

-19.5

Eggs, fish and meat

10.2

-2.6

Milk

9.2

11.4

Petrol

7.8

-7.0

Diesel

13.7

8.5

WPI (All %)

6.2

1.8

What an easing inflation could mean to our policy makers? Wholesale Price inflation touching a five year low of 1.77 per cent can call for a rate cut by Reserve Bank of India (RBI) in order to stimulate demand and perk up investments This also provides sufficient room to the RBI to review and re-evaluate its prolonged pause in policy rates and move towards policy easing in its forthcoming monetary policy. Inflationary expectations are fairly tamed and many experts don’t see any immediate upside risk with respect to the price levels. However, it is important that demand remains subdued. The consumer durables segment reported a negative growth for the fourth consecutive month in September 2014. So, the policy makers need to use all levers to pep up demand. The government is also working towards fiscal consolidation and this along with alleviated inflation creates more space for accommodative stance from the RBI in terms of rate reduction. The Reserve Bank maintained a status quo on the interest rate since January and will come out with their monetary policy review on December 2.The RBI takes into account retail inflation while formulating the monetary policy. Besides the relevant policy concern there must be some investments in capacity building activities which will ultimately create a better supply response.


Economists have warned that moderation in WPI inflation is a part of statistical illusion and the trend could change post-December. These numbers should be viewed with caution as the base effect is pronounced and will remain so in November too. Inflation can pick up again post-December and by then the favourable statistical effect of a higher base will peter off. Inflation can also rebound if Agriculture Ministry’s forecast of a lower Kharif output for pulses, oilseeds and cereals comes true. Inflation in prices of milk remained elevated at 11.4 per cent though the rate was slightly lower than in the previous month. Inflation in price levels of rice also remained high at 6.5 per cent though marginally lower than September’s level of 6.9 per cent. Price levels of cereals moderated from 3.5 per cent in September to 3.3 per cent in October.

Alleviating global crude oil prices eased fuel inflation from 1.29 per cent in September to 0.39 per cent in October. This led to a fall in Petrol prices and the fuel inflation was minus 7 per cent. Retail inflation too had slowed down in October to 5.5 per cent against 6.5 per cent in September. With the easing inflation rate, the Government should comprehensive address the issue of price rise to prevent it from becoming a roadblock in nation’s progress. The Government can do this through structural policy steps aimed at reducing the supply side roadblocks. With all these factors in play experts don’t expect RBI rate cut before mid-2015 as inflation will remain higher than RBI’s 6 per cent target by January 2016. So, let’s keep our fingers crossed and hope for the best!


- By

The NDA government recently deregulated

Reimbursement to the Oil Companies being

diesel prices which means the diesel prices

one of the costliest subsidies of the Indian

will

Government

no

longer

by

the

will

be

control. According to various economists,

determined by the market flow and the oil

relaxing unnecessary regulation and complex

retailers such as Indian Oil Corporation, BPCL

laws would add to the India’s potential and

and

thus economic productivity.

Government

Diesel

prices

will

now

be

market-linked. That means if

Priti Sureka

HPCL.

be

rather

Some

regulated

the

same

industries

e.g.

Auto

was

unleashed

from

state

industry welcomed this decision as now there 

Diesel is used both in the Agricultural

rise,

would be clarity between petrol and diesel

Sector and in the Transportation Industry

customers will have to pay

prices. Decrease in global oil prices will be

which have a direct impact on food prices.

more for buying diesel and vice

fruitful here. Even from the costumers’

Therefore, a decrease in diesel prices from

versa.

perspective it would turn out to be beneficial

global oil cut down pressure will help in

global

crude

prices

as now they can better judge their car or any

lowering inflation. 

other vehicle buying decision.

Lower

inflation

will

enhance

the

India imports over 75 per cent

purchasing capacity of people and thus

of

boost demand in the economy.

its

domestic

oil

requirements. Oil is the biggest

If inflation comes down, RBI will be in a better position to formulate a suitable

component of the import bill.

policy mix to expedite the process of

Falling crude prices will lead to

growth momentum.

a reduction in import bill and

will have a positive impact on

In the year 2013-14, our Government paid around Rs. 85,000 crores to the oil

rupee.

companies to meet their losses due to sale of diesel below the market price. Now. The Government need not to pay any such

amount.  Due to constant decrease in global oil price, petrol and diesel prices are also going down. The

basket

of

12

crude

oils

of

The funds so saved can be used to meet the fiscal deficit target of 4.1% of GDP .

the

Above

75%

requirements

of is

the

domestic

imported

by

oil

India.

Organization of the Petroleum Exporting

Decrease in oil prices will automatically

Countries (OPEC) including Saudi Arabia

reduce the import bill for India. This will

stood at $75.15 a barrel on November 13, 2014

also have a positive impact on rupee.

whereas it was around $81.97 on last week of 

As mentioned earlier, consumers will also

October this year.

be in a win-win situation.


Any decision of the Government has

had to bear the losses alone as global oil

simultaneous impact on move by private

price that time was $150 a barrel. But after

players. Deregulation will bring private

deregulation they can again open their

players such as Reliance Industries and

stations as now no help will be granted to

Essar Oil into retail sale of oil. Private sector

these state-run oil companies. Essar Oil is

refiners can now reopen their diesel filling

even planning to increase the number of oil

stations to return to a domestic retail market

stations from 1,400 to 3,000. This will

from which they have been excluded for

automatically increase competition in the

years because they could not compete with

market signaling a positive impact in the

state firms.

health of the economy as now public sector companies have to focus on improving

Reliance Industries has around 1,500 fuel

service and optimizing logistics costs so as

retailing stations out of which only 14 are

to remain in the market.

currently used for selling diesel. Essar Oil is also selling diesel at few of its 1,400 fuel

But here a big question arises what will

retailing stations.

happen when global oil prices will rise again. The viability of this deregulation decision will be tested then. Petrol and diesel prices were earlier deregulated in the year 2002 under the regime of Mr. Atal Bihari Vajpayee. But this decision was over turned in 2004 as global oil price became $50 a

barrel

and

oil

companies

had

to

compulsorily sell oil at that price and thus they

incurred

under-recoveries

and

Government had to compensate those under -recoveries so as to support the state-run oil

companies.. As a result, fiscal deficit went up. But for the time being maximum The private players closed their petrol

advantage can be taken because of the

pumps in the year 2008 as Government gave

global

subsidy to state-run oil companies and they

deregulation reform.

oil

price

reduction

by

this


Underwrite is the term used to define the process to guarantee the issues of securities a specified price by entering into a purchase and sale agreement, to bring securities to market. It is the term most often used in insurance, investment banking and commercial banking. Generally underwriting means receiving a remuneration for the willingness to pay or incur a potential contingent risk. Underwriting is a critical step in the credit analysis and risk pricing process for almost all financial service companies. For companies, understanding the underwriting process and the requirements at each stage of the process will allow a

company

to

prepare

and

present itself accordingly. For investors,

the

information

contained in an underwriting is crucial to understanding the risks and potential rewards from a security's underlying asset

by the investment banker. In case investment bankers do not find enough purchasers to buy the securities at the minimum price, the investment bankers hold those securities on their books, or worse, sell them below the minimum price and suffer a loss. Where as in case of strong demand for the securities, the bankers profit by selling the securities above the minimum price promised to the issuer. The risk of the investment banker is whether The etymology can be traced back to the or not they can sell the securities above the Lloyd's of London insurance market. In guaranteed price. Lloyd's London market financial bankers were paid a fees. In this case the insurance premium In the insurance industry, the process of for literally writing their name under the risk agreeing to bear the financial risk inherent in they were willing to accept as specified in an insurance contract is underwriting. Lloyd's document. In commercial banking, underwriting means Underwriting is the term used to define the assessing the credit worthiness of borrowers process of determining the risk associated of and agreeing to fund loans. The risk is that the offering a mortgage loan to a particular borrower will default on the loan and thus fail borrower and raise certain parameters if its to repay the amount borrowed. acceptable. Underwriter can be a banker who deals chiefly Underwriter review three primary categories, in underwriting new securities or an agent or that is credit, collateral and capacity. In an financial institute who sells insurance. simple words, some products are guaranteed Underwriting offering is this method in which and some underwritten. Underwriting is a an underwriter buys an issue for his/her own guarantee financial support. In underwriting account and then attempt to sell the issue to process the bank or mortgage company other investors. Underwriting is a crucial step matches the loan to the investor who is going in the credit risk analysis for all financial to buy on the secondary market. institutes. In investment banking, underwriting is the practice by which investment bankers represent corporate and government entities in the initial public offering of their securities. the investment bankers have the task of submitting the securities to the public. There is risk for the investment banker because they guarantee to the issuers that the securities will be sold for no less than a minimum price set

Example: Underwriting refers to the structured process used by financial service companies, such as banks, investors, or insurers, to the risk involved. A summary is presented to a credit committee after completion of a formal underwriting process, the lender either approves or rejects the request for the loan.


INDIAN MARKETS Indian shares ended on a record closing high as foreign investors continue to pile up on blue chips stocks. Between slide in crude oil prices and data on easing inflation reports. India will also benefit from Brent sliding below $77 per barrel, its lowest in four years. FII flows are positive from all counts as India stands out from other emerging markets in growth perspective. Benchmark BSE and NSE both closed at 0.38% higher. Markets

upward

move

will

continue amid falling oil prices

Open

High

Low

Close

SENSEX

27949.54

28046.66

27949.54

28046.66

NIFTY

8360.90

8389.70

8360.90

8389.70

BSE SENSEX

CNX NIFTY


COMMODITIES

Growth

of

India

seems

Commodity

Unit

Rs / Unit

% Change

Gold

10 grams

26466

2.49

Silver

1 kg

36032

3.82

Crude Oil

1 bbl

4662

0.45

positive after the wholesale inflation eased

EXCHANGE RATES INR/ 1 USD

61.71

INR /1 EURO

77.26

INR/ 100 JAPAN YEN

53.07

INR / 1 POUND STERLING

96.67

Brent below $77 for the first time in four years

INTERNATIONAL MARKETS Open

High

Low

Close

NYSE Comp

11890.45

11873.33

11817.70

11840.19

NASDAQ

4688.54

4688.74

4664.31

4336.22

S&P 500

2039.82

2042.22

2035.20

2039.82

FTSE 100

6431.85

6431.85

6328.89

6339.97

CAC

4114.52

4125.13

4065.50

4073.71

DAX

9252.54

9284.13

9184.46

9252.54

NIKKEI 225

17490.83

15345.78

15221.83

17490.43

SSE 50

2380.76

2386.28

2365.07

2374.54

Hang Seng

23198.80

23237.40

23071.27

23088.54


Slowing WPI, CPI inflation builds case for rate cut India's inflation dropped to a new multi-year low in October, helped by slower annual rises in food and fuel prices, intensifying pressure on the central bank to cut interest rates to encourage spending and investment needed to boost growth.

Government plans to inject life

Indian businesses have been pleading for a cut in interest rates, which are among the highest in Asia, to stimulate consumption in a domestic demand-driven economy.

into sick PSU drug makers like Indian

Drugs

and

Pharmaceuticals

Ltd,

Hindustan

and

Antibiotics

The RBI is meeting on Dec 2 to review policy, having kept its key repo rate steady at 8.0 percent since January.

Bengal Chemicals

Madras HC directs RBI to look into interest rates charged by non-banking financial institutions

As per the International Energy

The Madurai bench of the Madras high court on 14th November held that the RBI can't wash its hands off the exorbitant interest rates charged by non-banking financial institutions in the country. The court quashed a communication issued by the RBI on May 3, 2012, which stated that the bank was not responsible for regulating the rates of interest being collected by the NBFIs.

Agency, oil

prices are likely to

continue falling well into 2015

Disposing of a public interest litigation filed by Madurai-based advocate A R Jeyarhutran, the division bench of Chief Justice Sanjay Kishan Kaul and Justice V Dhanapalan directed the RBI and Central Government to look into the matter. The petitioner had sought the court's direction to the Union finance secretary, RBI general manager and state's finance secretary on the issue. He had accused Muthoot Finance Ltd and Manappuram Finance Ltd of charging exorbitant rate of interest on the public.

FIPB clears HDFC Bank's proposal to hike foreign holding to 74% The FIPB on Friday cleared the long-pending proposal of HDFC Bank to hike foreign holding in the bank to 74 per cent. The FIPB is of the view that HDFC Bank' parent HDFC Ltd's 22 per cent holding in the bank is FDI and hence total foreign holding is 73.39 per cent, which includes FII, FDI, ADR and GDR. Late last year, HDFC Bank had approached the FIPB for increasing the foreign holding in the bank to 67.55 per cent from 49 per cent. However, the proposal was not cleared by the FIPB as the Finance and Industry ministry was of the view that the parent HDFC Ltd's 22 per cent holding in the bank is FDI.


Sebi bars Sawaca Communications from securities markets for 1 year

According to WTO, India-US deal could lead to global trade

Regulator Sebi on 14 November barred Sawaca Communications Ltd from the securities market for one year for allegedly violating capital markets norm. Sebi in its order, restrained "Sawaca Communications Ltd from accessing the securities market and prohibit it from buying, selling or otherwise dealing in securities, directly or indirectly, in any manner, whatsoever, for a period of one year from the date of this order."

deal within 2 weeks

In the show cause notice, it was alleged that Sawaca and its directors knowingly allowed the manipulation in the company's scrip thereby violating the provisions of Sebi's PFTUP (Prohibition of Fraudulent and Unfair Trade Practices) regulations. India’s 10-yr government bonds fell the most in more than three months on speculation yields near a 15-month low deterred

buyers

On January 5, 2000, Sawaca had made preferential allotment of 50 lakh shares of Rs 10 each, at par amounting to a total of Rs 5 crore. However, only Rs 4.76 crore were credited in the bank account of Sawaca as against total receivable consideration of Rs 5 crore. Further, on the same date, about Rs 4.71 crore was debited from the bank account of Sawaca.

SBI Q2 net rises 31% to Rs 3,100 crore Country's largest bank SBI reported 30.5 per cent growth in net profit at Rs 3,100.41 crore for the quarter ended September 30. The standalone net profit of State Bank of India (SBI) was Rs 2,375 crore in July-September quarter of 2013-14, it said in a filing to the BSE. Provisioning against bad loans during the quarter stood at Rs 4,274 crore, up 41 per cent from Rs 3,029 crore in the September quarter of last fiscal. On a consolidated basis, SBI's net profit rose 31 per cent to Rs 4,024 crore during the second quarter.

Excise on petrol, diesel hiked but no change in prices The government on 13th November raised excise duty on petrol and diesel by Rs 1.50 to shore up its kitty but fuel prices will remain unchanged at least for the next fortnight. A government notification said the basic excise duty has been hiked from Rs 1.20 per litre to Rs 2.70 a litre on normal, or unbranded, petrol. On unbranded diesel, it has been raised from Rs 1.46 a litre to Rs 2.96 per litre. On branded petrol with additives, the duty has been raised from Rs 2.35 to Rs 3.85 and on branded diesel from Rs 3.75 to Rs 5.25 per litre.


copiers. When IBM left India, he saw the opportunity and founded HCL (Hindustan Computers Limited) in 1976. The first computer was made by HCL in 1982. HCL is now among the top IT software majors. He has been pursuing philanthropic activities through Shiv Nadar Foundation. The foundation strives to empower people by bridging the socio-economic gap by creating not-for-profit educational institutions and health care facilities.

18th July 1945

PSG College of Technology, Coimbatore

Self-made,

Information

Services

Magus: Persian for Wizard

Shiv Nadar is the Founder-Chairman of HCL and Shiv Nadar Foundation. He is an Indian Industrialist and is also engaged in philanthropist activities. As of September, his Net Worth was 12.5 Billion US Dollars which made him stand on Number #7 in the Forbes “India’s Richest” list of 2014.

Early Life Nadar was born in July, 1945 in Tamil Nadu, India. He has a degree in Electrical and Electronics Engineering from PSG College of Technology, Madurai. In 1967, he joined hands with six of his colleagues from Walchand Group and formed DCM Ltd. which made products for office such as

Awards and Accolades In 2008, he received the third highest civilian honour- “Padma Bhushan Award” for his immense contribution to Indian Trade and Commerce and also for philanthropic activities for the Indian good. In November 2009, he was conferred the CNBC Asia Business Leader Award for CSR and his magnanimity. An honorary Doctorate degree in Science was also conferred to him by IIT Kharagpur and University of Madras for his valuable contribution to growth of Information Technology in India. Recently in News His most recent venture is in Health Care. He has partnered with John Hopkins Medicine International and set up HCL Avitas to build a chain of clinics across the country. He also received Golden Peacock Award for Social Leadership.


- By

CPU: ARM or Intel

RAM: 1GB DDR3

Internal

storage:

Gayatri Pandit

4GB

NAND Flash

Network: 10/100 Mbps

SATA II: *1

USB II: Type A* 2

Data Storage: 1 Terabyte

OS: Custom Linux built

Power: 5Vdc 2.5A

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