Finxpress - February 01, 2015

Page 1

FEBRUARY, 01 | 2015 | A FINNICHE INITIATIVE

In Focus

The finance club at IMT Ghaziabad is engaged in a constant endeavor to provide you with a practical exposure to the world of finance and the latest emerging trends in the related fields of Risk Management, Banking, Investments and non-finance topics.

Do write to us at:

“Say no to cutting lending

finniche.imt@gmail.com

rates”, banks | 2

Opinion Bump in India’s GDP rate, Who is to Credit?| 4

Personality Prasoon Joshi |11

Term of Week Capital Gearing Ratio|6

Tech World WattUp |12


February, 01 | 2015 | Volume 32

India’s biggest B-School Sports event Chakravyuh’15 is a fortnight away. IMTian’s are busy forming their squad of 25 sportsmen and women. Teams are practicing with full on vigor keeping in mind the trophy of Chakravyuh and every individual planning to bag the title of Abhimanyu.

“Say no to cutting lending rates”, Banks

Bump in India’s GDP Rate, Who is to credit?

Capital Gearing Ratio

Club FinNiche releases its weekly magazine FinXpress, with the In Focus talking about the ‘Say no to cutting lending rates, Banks’. The Opinion gives an overview of ‘Bump in India’s GDP Rate, Who is to credit?’ The term of the week describes “Capital Gearing Ratio", relationship between equity financing and debt financing. Do have a look at the market section, Tech world which brings to you about Wattup: This Router can power your devices wirelessly from 15 feet away and Personality of the week, Prasoon Joshi.

Club FinNiche welcomes any comments, suggestions or criticism regarding the magazine. Please do write to us and share your ideas.

Happy Reading!

Prasoon Joshi

Regards The Editorial Team Club FinNiche

Wattup: This Router can power your devices wirelessly from 15 feet away.

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


- By Shikha Sharma

“Say no to cutting lending rates”, Banks

Banks say no room to cut lending

rates

despite

RBI's rate cut

Nationalised banks' nonperforming assets shoot up to R2,16,739 crore

Only three of the nation's 45 business banks have cut base giving rates since the Reserve Bank of India's (RBI) surprise easing, stinging the government's drive to lift business venture. Bank administrators demand they can't lower credit rates notwithstanding the authority premium rate cut on the grounds that money conditions are tight, and currency markets are minimal changed since the cut, however RBI insiders see that as more a reason to ensure net revenues. The inability to pass on the rate slice to organizations and consumers has both weakened the effect of monetary strategy and debilitated the push by the legislature to rapidly open more acknowledge and goad ventures as the economy battles to recoup from its slowest development rates subsequent to the 1980s. "We are now giving liquidity higher than what the keeping money framework requires. We don't want to build that sum," said a senior policymaker with learning of the national bank's money administration method. "Banks need to deal with their benefits and liabilities all the more proficiently," he included. Bankers say the normal finances the RBI gives the business has been consistent at around Rs 1 lakh crore ($16.2 billion) a day since the repurchase (repo) rate was sliced by

25 bps to 7.7%. The sliced rate has had little effect in money related markets, proposing a blockage in approach transmission. The interbank overnight money rate, a key measure of money conditions that has a tendency to track the repo rate, has stayed around 8% regardless of the rate cut. Moreover, three-month wholesale store rates have held almost 8.50% and the one-year wholesale store rate has climbed 10 bps to 8.60%. The Reserve Bank deals with the measure of liquidity in the business to support transmission of its rate choices. Experts don't anticipate that it will ease again in any event until after the Union Budget toward the end of February. "In the event that RBI gave somewhat more liquidity than what it is giving now, it will constrain banks to trim their base loaning rates," said CVR Rajendran, chairman and managing director at state-run Andhra Bank. Experts say the RBI will in the end need to infuse more subsidizes, despite the fact that may not as much as loan specialists need, on the off chance that it keeps facilitating money related strategy. Credit developed at a yearly rate of 10.7 % in right on time January, close decade lows, and the Narendra Modi government has been looking for lower investment rates to help start a recovery in loaning to business.


Prior in January, the RBI ordered that loan specialists change the technique used to register the base rate, or the base loaning rate, in an offer to goad all the more giving. 

Bank Of Baroda Q3 profit tanks 68%, provisions & tax hurt



ICICI Bank Q3 profit & NII rise 14%, asset quality worsens

Union Bank of India has dipped 6% to Rs. 236 in the wake of reporting a lower than anticipated net benefit at Rs. 302 crore for the second from last quarter finished December 31, 2014 (Q3), because of higher provisioning for Banks keep on suffering from decaying awful advances and representative expense. resource quality, which is compelling profit. The state-possessed loan specialist had benefit Bank of Baroda, the nation's second-greatest of Rs. 349 crore in a year prior quarter. loan specialist by resources, on Friday posted a 69 % fall in quarterly benefit because of higher As indicated by the Reserve Bank of India procurements for bad loans advances and a (RBI), its non-performing assets of nationalized surge in expense costs. banks has swelled from Rs. 9,190 crore in 201112 to Rs. 2,16,739 crore in 2013-14. India's more ICICI Bank missed road desires on Friday than two dozen state-run banks, which with the third quarter net benefit climbing 14 represent more than 70 percent of advances, percent year-on-year to Rs. 2,889 crore, helped have long been obliged by bad loans, chiefly by other salary and net premium pay. because of a log jam in the nation's monetary Nonetheless, higher provision restricted profit development in the previous two financial growth. years. This has pulled their gainfulness well beneath private-division rivals. An official at Provisions for bad loans shot up 41 percent an open division bank recognized benefit was year-on-year (up 15.4 percent consecutively) to a variable in the hesitance to lower loaning Rs 980 crore with procurement scope degree at rates yet said liquidity was a greater issue. 63.5 percent as on December 31, 2014. Resource quality was intensified amid the quarter as "There is a considerable measure of microterrible non-performing resources (NPA) administration of liquidity by RBI. Banks are expanded 35 bps year-on-year (up 28 bps taking as much time as required to cut loaning quarter-on-quarter) to 3.4 percent and net NPA rates on the grounds that we are still not rose 33 bps Y-o-Y (up 18 bps Q-o-Q) to 1.27 certain about RBI's liquidity approach," he percent. said. The BSE Sensex and Nifty fell more percent on Friday after prior hitting high for a seventh session in eight, Bank and Bank of Baroda posted results.

than 1.5 "Regularly banks are quicker in raising giving a record rates than cutting to appreciate fat premium as ICICI edges," the official included. baffling


- By Arihant Jain

On January 30, 2015, Indian government

surprised the economists by increasing the India’s fiscal deficit overshot

GDP growth in the last fiscal year from 4.7% to 6.9%. World Bank recently predicted that

the Budget Estimate of Rs 5.31

India’s GDP will surpass that of China’s by

lakh crore by December end

2017 but nobody thought that it would reach

and may prompt the Centre to

closer to that so suddenly. China’s GDP

take

the

growth rate for the 2014 calendar year was

remaining part of FY15 to

7.4%. With this increase it may even be

While calculating real GDP, a base year is the

restrict it to 4.1 per cent of

possible that India’s GDP growth rate will

year which is picked for the weights allocated

GDP. This change will certainly

outgrow the China’s GDP growth rate this

to it as per the fixed weight procedure. This

help

year itself. So what made this possible?

base rate was last revised in January 2010 by

tough

the

steps

in

Government

in

the Indian Government

achieving that goal.

This sudden surge in India’s economy was

The change in base year of national accounts statistics will result in an increase in the size

due the change in base rate for the GDP

One of the reasons why Indian public voted

calculation. Previously Indian Government

for BJP in the recent polls and eventually Mr.

used financial year 2004-05 for GDP growth

Narendra Modi as the Prime Minister of India

rate calculation but now the base year has

was due to frustration of lack of development

been changed to financial year 2011-12.

and thus lack of growth in India’s GDP. With this recent change, it seems that India was not

of the economy in 2013-14 to

First let’s understand what base year has

doing as bad as it was perceived, in the UPA

Rs.111.7 trillion as against the

impact

For

administration. As soon as the base year was

earlier estimate of Rs.105.4

calculating the real GDP of a country, the

changed, Mr. P. Chidambaram came in the

trillion.

economic trends of the current year are

defence of the previous government led by

calculated with reference to the economic

Congress saying that the credit of the revival

trend of another year defined as the base year

of the economy goes to the UPA government

for that calculation. It is done so to eliminate

only.

on

the

GDP

calculation.

the impact of inflation of such calculation. This change will boost Indian growth rate for ₹ (Base Year) is calculated as:

the current year which was predicted by RBI to be around 5.5 per cent. It will also reduce the fiscal defect for the country despite the shortfall in revenue.


CHANGES IMPLEMENTED Apart from updating the base of national

decision of central bank to lower interest rates

accounts to 2011-12 from 2004-05, Indian

on the weak growth rate of India. The

Government has implemented some other

government has mentioned that this change

changes as well which have been explained

has not impacted the ratios much but it has

below:

definitely transferred the onus of maintaining

in January was correct as it was partly based

the GDP growth rate on the new government. Change

in

Method

to

comply

with

International Practice While compiling numbers, the government has moved to the internationally accepted market prices as opposed to the previous factor-cost method, which considered cost of

factors consumed for producing goods and services. Thus, instead of GDP at factor cost, Gross Value Added (GVA) will be taken for in the official releases by the Indian Government. Increase in Coverage Coverage has become wider to include a bigger set of numbers from the corporate affairs ministry's database and more of the unorganised sectors. In terms of the size, the economy remains the same at nearly Rs 113.5 lakh crore in fiscal 2014, which suggests some growth redistribution is behind the spurt in growth from earlier estimate. IMPACT OF CHANGE It is still uncertain what this calculation change will mean for the more recent growth but it has raised question that whether the

Source: Ministry of Statistics and Program Implementation


- By Priti Sureka

Capital establishes

Gearing

Ratio

relationship

between equity financing and debt financing. This ratio is critically analyzed by potential investors, Banks and other

Capital Gearing ratio is one of the fundamental ratios used by financial analysts, bankers and investors to understand the capital structure of a company. It basically indicates the relationship between various types of securities. This ratio is also known as financial leverage. This ratio differs between companies and industries and even change time to time. This is the most difficult and important ratio for managers to decide on source of financing.

financial institutions.

Capital Gearing Ratio = Equity/Fixed Interest Bearing funds, where Equity includes Equity Share Capital, Free Reserves, and Balance in Profit and Loss Account. Fixed Interest Bearing Funds include Debentures, Preference Capital and Long term loans.

An investor studies the balance sheet and capital gearing ratio of a company before investing into it. Therefore, this ratio is carefully analyzed by actual and potential investors. Although cost of external funds is relatively cheap but a highly geared company is a risky investment for potential investors as the company will have fixed obligations in terms of interest expense and it may fail in paying regular dividend. Even Banks and other Financial Institutions don’t easily give loans to highly geared companies. At the time of leveraged buyout, the ratio increases as the company will employ more debt in order to finance the acquisition. Therefore, before undertaking a leveraged buyout, a company must critically evaluate its ability to pay additional amount of interest.

A company is said to be low geared if major portion of the capital structure is financed by equity. While, if the company is majorly Depending upon the situation or any event, a financed by external funds or fixed interest company may wish to increase or decrease bearing securities then the company is said to the ratio. A company can increase the ratio in be highly geared. A high gearing ratio following waysindicates that company is using debt for its normal operations and in a business  Raise additional debt downturn these companies may face  Buy back issued shares bankruptcy risk. Whereas a low gearing ratio  Pay dividend from the retained earnings indicates a conservative financial management. A company can also decrease the gearing ratio depending upon the market requirements in In case of a regulated industry such as utility the following waysindustry, a high or low gearing ratio is least concerned. Some companies may have large  Repay a part of interest bearing debt and continuous fixed assets requirements,  Issue new equity shares and pay off such companies are likely to have a high external borrowing gearing ratio.


INDIAN MARKETS Selling activity took its toll and dragged the benchmark Indian Indices lower too. The benchmark indices were down by 0.3% for the week gone by. Besides various macro factors, lower than expected earnings of some blue-chip companies pushed the indices to lower levels. Most of the global markets ended on a negative note in the week gone by. Disappointing macro economic data and weak corporate earnings cut short the market optimism. Among the global indices, the Chinese market (down 4.2%) was the top loser during the week.

Open

High

Low

Close

SENSEX

27173

29,844.1

29,070.48

29182.95

NIFTY

8854.7

8,996.60

8,775.1

8808.9

BSE SENSEX

CNX NIFTY


COMMODITIES Commodity

Unit

Rs / Unit

% Change

Gold

10 grams

27895.00

1.71

Silver

1 kg

38105.00

2.15

Crude Oil

1 bbl

2855

3.54

EXCHANGE RATES INR/ 1 USD

61.75

INR /1 EURO

70.02

INR/ 100 JAPAN YEN

52.4

INR / 1 POUND STERLING

93.13

INTERNATIONAL MARKETS

Open

High

Low

Close

NYSE Comp

10787.3

10,670.18

10,532.55

10537.22

NASDAQ

4752.36

4,703.81

4,631.10

4635.24

S&P 500

2050.42

2,023.32

1,993.38

1994.99

FTSE 100

6754.72

6,843.98

6,749.40

6749.4

CAC

4620

4,660.71

4,583.68

4604.25

DAX

10592.97

10,804.04

10,555.51

10694.32

NIKKEI 225

17761.73

17,808.47

17,661.10

17674.39

SSE 50

2562.92

2,471.23

2,400.63

2405.38

Hang Seng

24850.45

24,771.37

24,450.05

24507.05


US President Barack Obama assures $4 billion investment in India Addressing an India-US CEO summit hosted by Prime Minister Narendra Modi, Obama committed a $ 4 billion financial package to set the ball rolling and said the two countries would work together to develop new technologies to help India leap forward. The Overseas

Private Investment Corporation will lend $1 billion to small and medium sized enterprises US President Barack Obama visit to India brings $4 Bn investment in India

Sergio Matterella elected as the 12th President of Italy

in underserved rural and urban areas of India. Besides, the U.S. Export-Import Bank would finance $1 billion in exports of 'Made-in-America' products to India. The $4 billion deals include $2 billion of leveraged financing for renewable energy investment. At the same time, Obama sought consistency and simplicity in the tax and regulatory environment in India and resolution of issues relating to intellectual property rights to significantly increase trade and business between the two countries. India crosses nuclear liability hurdle, which makes easier for companies to invest in India's nuclear power sector.

India tops the Credit Suisse

Defence framework agreement was renewed for 10 years Defense Technology and Trade

emerging Consumer scorecard

Initiative operationalized with focus on co-development and coproduction in India for India

mainly because of formation of

and global market, should boost 'Make in India'.

strong government at centre and rising share in e-commerce

Sergio Mattarella elected as President of Italy

in India

Italy’s parliament has elected constitutional court judge Sergio Mattarella as the country’s president. He will be Italy’s 12th president and succeed Giorgio Napolitano who had resigned earlier in January 2015 citing reason of poor health before his 2020 expiry term. India tops Credit Suisse emerging consumer scorecard 2015 India has topped in the list of Credit Suisse emerging consumer scorecard 2015, among the 9

emerging economies. This scorecard was prepared by fifth annual Emerging Consumer Survey by the Credit Suisse Research Institute. The survey had interviewed consumers across nine emerging economies including Brazil, China, India, Indonesia, Mexico, Russia, Saudi Arabia, South Africa and Turkey. This survey had profiled the consumer sentiment and its drivers across the emerging world. Thus, providing insights regarding consumer sentiment and future consumption patterns in emerging economies. As per the survey, the formation of a strong government at the Centre in India had triggered a major revival of consumer sentiment in 2014. It also mentioned that, e-commerce share in India have increased to 32 per cent from 20 per

cent in 2013. In 2014 survey, India was placed at fourth position.


Record Coal India share sale boosts privatization drive India has raised about $3.6 billion by selling a 10 percent stake in state-run Coal India Ltd in the largest ever equity deal in the local market, giving a welcome boost to the government's faltering divestment drive. The share sale will move the government closer to the still

distant target of raising $10 billion by selling minority stakes in state-owned companies to India raised $3.6 Bn by selling 10% stake in state run Coal India Ltd

to the Coal India issue is expected to bolster the government's plans to offload shares in other state firms including Oil and Natural Gas Corp and Power Finance Corp. Overseas and local portfolio investor demand for Coal India shares exceeded supply, with

Third Quarter results of IT companies

trim the fiscal deficit to a seven-year low by the end of March. The strong investor response

shows

signs

of

their category oversubscribed by 1.2 times. Third Quarter Results announced for different IT companies

positivity

Infosys, which posted a 13 percent rise in third-quarter profit, confirmed it expects sales Change in base year for GDP

growth of 7 to 9 percent for the year ending in March 2015, in constant currency terms and

calculation,

based on exchange rates for the September quarter.

surges

the

economic growth rate to 6.9%

India's third largest software services company Wipro, in the midst of a turnaround, announced slightly better-than-expected third-quarter numbers. It clocked revenues of Rs 12,085 crore for the quarter ending December 31, a sequential growth of 3.8 per cent. The net profit of the company was Rs 2203 crore, a growth of 5 per cent over the previous quarter. Wipro, however, is likely to end the year with 7 to 8 per cent growth, less than the industry growth pegged at around 13 per cent. Tata Consultancy Services Ltd (TCS), the country's largest IT services exporter, reported a net profit of Rs 5,440 crore, up 2.94% QoQ, for the third quarter of the current financial year. Base year for GDP changed, Indian economy grew at 6.9% A change in base year for computing national accounts pushed up the economic growth rate for 2013-14 to 6.9 per cent, while earlier estimate on the basis of old series was 4.7 per cent. Similarly, the economic growth rate for 2012-13 has been revised upwards to 5.1 per cent, compared with 4.5 per cent estimated earlier. These changes follow a revision in the base for calculating national accounts to 2011-12 from 2004-05. The base year was last revised in January 2010. Besides, government also introduced the new concepts like Gross Value Added (GVA) to the economy. Changes are aimed at improving the "ease of understanding (data) for analysis and facilitate international compatibility". Similarly, the economic growth

rate for 2012-13 has been revised upwards to 5.1 per cent from earlier estimate of 4.5 per cent.


CEO of McCann Worldgroup India, Writer, Poet, Lyricist, Adguru and Ex-IMTian was elevated to executive chairman for

McCann Worldgroup India and regional creative director for Asia Pacific. Notable are his campaigns for NDTV India

16th Sept 1971

(Sach dikhate hain hum), Saffola (Abhi to main jawan hoon) LG, Marico, Perfetti and the Cannes-winning Thanda matlab Coca-

MBA - IMT Ghaziabad

Cola campaign with Aamir Khan. His Happydent

television

commercial

is

considered by experts as India's best ad till Recently awarded Padma Shri

date, which has rightfully earned him the title

- fourth highest Civilian award

Born in Almora, Uttarakhand in 1971. In his

of "The Ad Guru of India". Prasoon has also

for his contribution in poetry,

childhood, he has travelled across the North

offered his services for various public service

cinema and communication as

India, which gave Prasoon a remarkable feel

campaigns.

a writer

for the real Indian pulse that he is now

Twice won the National Award

celebrated for in his lyrics and advertising. Film Career and Global Recognition Prasoon did his BSc and post graduation in He made his debut as film

for best Lyricist

Physics, then elected to pursue an MBA with Rajkumar Santoshi's Lajja, and this soon

Thrice

won

Lyricist Award

lyricist

from Institute of Management Technology, led to Yash Chopra's Hum Tum and a string of Filmfare

Best

Ghaziabad

in

1988.

During

his

MBA highly

successful

Bollywood

films

education he decided to fuse his love for like Fanaa, Rang De Basanti, Taare Zameen culture and art and his faculty for the Par, Black and Delhi 6. With Rang De commercial dynamic and make his career in Basanti (2006), he also became a dialogue advertising.

writer. He won the Filmfare Best Lyricist Award

for

"Chand

Sifarish"

from

the

film Fanaa in 2007, for "Maa" from Taare Career He started his career with one of the world's Zameen Par in 2008 and for “Zinda� from leading agencies, Ogilvy & Mather, in Delhi. Bhag Milkha Bhaag in 2014. He has won the Over 10 years, he became a creative star and prestigious National Award twice. The first for rose to be executive creative director of the his work in Taare Zameen Par and the second flagship Mumbai office. In early 2002, he one in 2013 for Chittagong. Prasoon has also joined McCann-Erickson as executive vice- been a part as a Jury member at Cannes, president and national creative director. By Commonwealth games in 2010. He was 2006, he was regional creative director, South awarded Padma Shri, the fourth highest and South East Asia. In December 2006 he civilian award of India, recently in 2015.


-by Mohana Krishna Kummara

Energous

Corporation

technology property

and

licensing

is

a

intellectual company

which will leveraging strategic partnerships to expand the WattUp ecosystem.

The entire WattUp wire-free charging system is software controlled.

Using either a

mobile app or cloud-based web portal, you can to identify which devices you want to receive power, in which order of priority, and even at what times you want the devices to charge.

In today’s world we cannot imagine our world without gadgets. Mobiles phones to laptops all the gadgets face same problem, charging them. These mobile devices are no more mobile when they are tied to their chargers. So, power without wires is what we need now. But sadly none of the current wireless charging technologies have set our devices free from a charging pad, which is tantamount to plugging them in, really. Energous is one of the very few companies which are planning to change this. It claims that you can charge you devices from up to 15 feet away, without need of any wires. It is called WattUp, which won the best innovation and best home product of Consumer Electronics show 2015.

which does the magic. It locates and communicates with all of the devices within its range using low-energy Bluetooth. Once it has established contact with the device, it sends focussed RF signals on the same bands as WiFi that are then absorbed and converted into DC power by a tiny chip embedded in the device. These transmitters can be built into any household appliances, TV’s, speakers and standalone “energy routers”.This conversion which is known as “rectification”, is not a new idea, but its application into WattUp by Energous is.

As of now there are no devices that directly integrate with Wattup technology. For the purpose of demonstration Energous used modified battery cases for phones. With the How it works? size of the chips, which are very small nothing It works using a mix of Bluetooth, RF and a lot is stopping Samsung or Apple from adding of patented technology. It is the transmitter this technology to their devices.


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