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As we know the current Govt has been trying hard to push for reforms  but we are least aware what are they . Just thought of highlighting those.Hopefully all of the reforms will be completed very soon amicably ..... S.No Reform Name Status How Difficult For Govt to pass More Info 1 Direct Benefit Transfer In Progress High The government is pushing for this reform, but progress depends on state capacity and commitment. 2 Allow More than 50% FDI in Insurance In Progress High Parliament on 3/12/2015 approved amendments to India’s Insurance Act that increase the FDI cap from 26% to 49%. 3 GST Incomplete High The Lok Sabha passed the GST Bill (122nd Constitutional Amendment) on 5/6/15, but the legislation is stalled in the Rajya Sabha. 4 Deregulate Kerosene Price Incomplete ...

This week i was studying Capital Mind Newsletter and found something interesting which seems to be inline with my thought . It may be wrong or right .....like every time :) Sharing the same with you guys as below : Stock markets  will see turmoil in the coming months, with volatility increasing as it has in the recent past, except we’ll see a lot more. While we struggled to see a 20% move last year we’ll see many 20% moves in the coming months, on the index. The  Indian Economy will slow down yet again . This time there will not be much jugglery to save the numbers. The slowdown will be on the back of lower discretionary spending and increase in taxes by the government, which will attempt to increase its spending through political packages. Bank stocks will see a  LOT more NPAs  coming on to their books and credit growth will fall substantially until they get their act together and raise capital. Even the best banks will see a hit, including private ...

I read about something like pharma stocks are better picks in current situation because they are defensive and cannot hit by recession. This may be correct but I am not an expert of pharma industry and the industry has some of its internal problem.In current situation most of the well established pharma companies are trading in the PE of range 30-60 like FMCG companies but with a far greater DEGREE OF  UNCERTAINTY . There are 2 approach of anchoring the valuation: Balance sheet Approach P&L approach Balance Sheet Approach : This is helpful for companies driven by mainly commodities not by consumers.   P&L approach The P&L approach is suitable for Asset light and dependent on consumer spending. These companies generally have strong brand high ROE and no debt. You will find them in FMCG segment and in pharmaceuticals.Pharma is a complex business and difficult to give a fair value for its shares . Why is it difficult to analyz...

While the rupee has hit 65 to the US dollar again after two years, Indian rupee has been a stronger currency in the last 16 months than in the previous four years   Whatever China does attracts attention - big attention. So when China suddenly decided to move the Yuan downwards against the US dollar, currency markets panicked. Indian Rupee could not have been left untouched and has reacted from around 63.7 per US dollar to around 65 per US dollar, a level not seen since September 2013. That was the time when the Rupee market was in complete panic and had even touched 68 to a dollar.   So are we into that panic mode again? Not exactly. Just as a recap, what was the scenario in September 2013? India’s current account deficit (CAD) had gone haywire (about 4-5% of GDP). External debt was a concern. Inflation was in double digits or very close. Dependence on foreign inflows just to maintain equilibrium in the forex markets was very high.   All it took was a com...