PM Modi's top priority to boost India

Prime Minister Narendra Modi on Thursday unveiled a top 10 priorities' list for the government. The aim is to kick-start economic growth and ensure a smooth decision making process.

The top 10 priorities for Modi are:
1. Build confidence in bureaucracy
2. Welcome innovative ideas
3. Education, Health, Water, Energy; roads will be priority
4. Transparency in the government, E-auction to be promoted
5. System will be placed for inter ministerial
6. People oriented government system
7. Addressing concerns relating to economy
8. Infrastructure and investment reforms
9. Implement new policies
10. Stability and sustain ability in government policy

High Profit Invest India

Investor wealth soared by over Rs 16 lakh crore to more than Rs 90.19 lakh crore in the first quarter of 2014-15 because of rising stock prices amid robust foreign fund inflows and the BJP government's storming to power at the Centre last month.

The BSE's 30-scrip index, Sensex, has gained 3,027.51 points or 13.52 per cent to 25,413.78 during the April-June quarter of the current fiscal. Investor wealth soared by Rs 16,04,394 crore on the back of stock market rally to reach Rs 90,19,394 crore today. It was Rs 74,15,000 crore as on March 31, 2014.

Why Flow of Investment in INDIA

The diverse economy of India encompasses traditional village farming, modern agriculture, handicrafts, a wide range of modern industries and a multitude of services. With the largest area of arable land, India is one of the world’s biggest food producers. It is the largest producer of milk, sugarcane and tea as well as the second largest producer of rice, fruit and vegetables.

India's pool of technical manpower base with an increasing disposable income and its burgeoning market have all combined to enable India emerge as a viable partner to global industry. It is the preferred hotspot for organizations keen to outsource their R & D activities, software development work, customer contact centers or IT enabled business processes.

The top sectors attracting highest Foreign Direct Investment (FDI) inflows into the country are:- electrical equipments, services sector (financial and non financial), telecommunications, transportation industry, fuels, chemicals, construction activities, drugs and pharmaceuticals, food processing, cement and gypsum products. Huge investment potential exists in the upcoming Knowledge Process Outsourcing (KPO) sector and the real estate industry.

The Government of India is making all efforts to supplement all such advantages of the country. It has made infrastructure development as one of the key area of focus. Sound and effective connectivity via rail, road, ports and air, between the Indian States and with the rest of the world, is a necessity. Along with this, efficient power supply and excellent telecommunication network plays a very important role in the country's development.

Accordingly, the Government has undertaken several policy measures and incentives to attract investors into the country and provide a good quality of life to the people.

Thus, India is one of the few markets in the world which offers high prospects for growth and earning potential in practically all areas of business, particularly in tourism, information technology (IT) and agricultural sector.

There exists immense investment opportunities both at the national level and the State level.

100% FDI allowed in Defense

Western governments are rushing to visit Prime Minister Narendra Modi, drawn by the prospect of multi-billion-dollar deals as the Indian government prepares to open the nascent defence industry to foreign investment.

Senior politicians from France, the United States and Britain arrive in quick succession over the next 10 days as Prime Minister Modi prepares to accelerate the modernisation of the country's mostly Soviet-era weaponry.

First to arrive in New Delhi will be French Foreign Minister Laurent Fabius, who arrives on Monday, will meet PM Modi as well as Defence Minister Arun Jaitley who also holds the finance portfolio - and can therefore decide both whether to sign the deal and when to release the money.

Russia, for years India's top weapons supplier, pipped all three countries to the post, sending Deputy Prime Minister Dmitry Rogozin to visit the new government in Delhi two weeks ago. Washington last year replaced Moscow as India's top defence supplier, according to IHS Jane's.

India spent some $6 billion (approximately Rs 36,000 crore) last year on weapons imports. It makes few of its own weapons, beyond ballistic missiles and assembly lines for foreign jets.

On Thursday, the government signalled it was in the mood for liberalisation by allowing manufacturers to build more defence components without licences, making it easier for domestic firms to partner foreigners.

At present, foreign companies can only invest 26 per cent in Indian defence projects without committing to technology transfer, which has put off many investors.

Lockheed Martin already has a 26 per cent investment in an Indian joint venture with Tata Advanced Systems that manufactures airframe components for the C-130J Super Hercules cargo lifter.

The note suggested allowing 100 per cent FDI in manufacturing of state-of-the art equipment, one of the officials said. It also recommends a cap of 49 per cent for investments which do not involve transfer technology and a 74 per cent ceiling in such cases where the foreign investor is ready to share technology know-how, the official added.

Opportunity to Invest in Power sector

To improve power transmission network across the country, Piyush Goyal, minister of state for power, coal and renewable energy, on Thursday approved nine new transmission projects worth over Rs. 12,500 crore.

These are high-capacity inter-state transmission lines that will benefit states such as Haryana, Chhattisgarh, Uttar Pradesh, Madhya Pradesh, Maharashtra by enabling high capacity 765 kilovolt (kv) lines carrying up to 2,100 megawatt (MW) each apart from construction of new 765 kv and 400kv substations.

“The projects will help evacuate power from central generating stations such as 660 MW Sipat and 1600 MW Gadarwara power project of NTPC besides private sector generating stations such as the 1,320 MW Sasan ultra mega power project,” said a statement of the power ministry.

The new transmission projects will help in reducing congestion in Haryana region by strengthening the northern transmission system, power ministry officials said.

“These projects were mainly stuck in the approval process in the government since last several months, The approval to go ahead with implementation was granted immediately by the minister,” officials said, these projects will be developed through tariff-based competitive bidding process, which will invite participation from all bidders including the private sector.

Foreign Institutional Investors pours ₹32,000 crores in June 2014

Continuing to bet big on reforms agenda of the new government, overseas investors have pumped in ₹ 32,000 crore in Indian equities and debt June'14.

Foreign investors have infused ₹ 13,764 crore (USD 2.3 billion) into equities, and ₹ 18,188 crore (USD 3.1 billion) in debt markets, taking the total to ₹ 31,952 crore (USD 5.4 billion), shows the latest market data.

FIIs (Foreign Institutional Investors), considered to be the main drivers of the equity market, have also helped push up the stock market's benchmark BSE index, Sensex, 3.64 per cent so far in June.

Since the beginning of the year, foreign investors have made net investment of Rs 59,568 crore in Indian equities and Rs 64,307 crore in debt, taking the total to Rs 1.24 lakh crore (USD 20.5 billion).

The strong inflows in the recent months have taken the cumulative net investment of overseas investors into India to USD 191 billion or well over Rs 9 trillion (Rs 9 lakh crore).

Shibulal, Infosys CEO to Real estate TYCON

SD Shibulal, the mild-mannered CEO of Infosys set to hand over the reins to Vishal Sikka on July 31 is officially retiring but in reality make that realty heading into a second career as a property tycoon.

SD Shibulal, CEO and managing director of Infosys during the announcement of the annual financial result in Bangalore. UNI
“Post his retirement he would focus on real estate, primarily in the US. He will settle in the US,” said a person who knows Shibulal closely.

Shibulal, who has spent long years in the US for Infosys, will most likely settle down in Boston, where he has a plush home, but also has apartments in New York and elsewhere in the US, he said.

Some reports say Shibulal’s family office owns as many as 700 apartments in Seattle. The hometown for Microsoft and Amazon, but this could not be confirmed.

Informed sources say Shibulal, entered realty about some years ago with some coffee and tea estate purchases at Coorg and Ooty. The Tamara, a venture promoted by his daughter Shruti Manchanda, owns a luxury resort in Coorg, a 108-room hotel in Thiruvananthapuram and a 54-room hotel in Kodaikanal, besides several properties across Karnataka, Kerala and Tamil Nadu.

An executive who has worked with Shibulal said he holds a US passport and would have followed a common American practice of raising home loans.

“If you have $10 million, you can buy property worth $90 million and pay the rest from your rentals."

There are around 40-50 family offices in India with a corpus of $15-20 billion (about Rs 88,000 crore to Rs 1.2 lakh crore), according to industry estimates.

Shibulal, along with wife Kumari, daughter Shruti and son Shreyas, holds nearly 2.2% of Infosys, which has a market capitalisation of around $30 billion.

Potential of Digital INDIA

The digital mode has reach and, due to its easy access and simplicity of use, it will be driver behind Corporate India.

It was for this reason that digitalization was considered the core of advertising. And there were many examples to prove it.

For example,....

When Motorola reentered India with their latest Moto-G, the didn't go retail. It went e-tail, instead of Flipkart, who put it on its site. And within a hour, 20000 units sold.

Another case- Hero motor corporation, which tied up with Google to create Google hangouts, using the power of internet to allow customer to interact live with Hritik Roshan during the auto show in Delhi.

Even L'OREAL, with the help of Google glass, allowed many of its customers to walk the famous Cannes Red Carpet with brand ambassador Sonam Kapoor - Virtually.

In just 8 years, India created a billions pieces of smart phone market. And The Future is in the wearable technology market and India has potential to reach 200 millions by 2018.

While 90% of households have just one TV, those same 90% have five or more cell phones, of which some may be smart phones. The future is in hand.

The generation is changing.

That's why, India is poised to be the No.3 global economy within a decade, even at 5% GDP growth rate.

It is Because the real power of the internet is to tell stories and tell them in an amazing way.

The New King of Indian Media

Mukesh Ambani interested to controlled power of media, because of it is a part of an overarching strategy to achieving leadership in the telecommunications.

Reliance industry took a decision to acquire control in Network 18 media and investment Ltd and its subsidiary, TV 18 Broadcast Ltd. This was done by the RIL to invest a sum of ₹40,000,000,000 in independent media trust.

With the money power, Reliance, India's second largest company was taking control of media.

Anil Ambani's Reliance Broadcast operates radio stations under the brand name 92.7 Big FM and television channels. Reliance media works operates a chain of multiplexes under the brand name Big Cinemas and is into television and film production.

Corporation of media would now sound death knell to all independent media houses in the India.

Salute to HCL's philosophy

Mr. Anant Gupta, who is CEO & President of HCL told that, "Philosophy of our is Employees first and Customer Second." As we are globalised more, we are moving into a new framework.

NRI Contributions

Somehow India tends to forget what the NRIs have contributed. They are the ones who came to India's help in 1990.

Even now, when the financial crisis hit India almost $65 billions has come in. In the last six months from NRIs deposits.

Green Signal by Environment Minister

New Environment minister Mr. Prakash Javdekar, is ensure fast clearance to infrastructure projects. He has promised to some big changes in policy.

He has already launched a new online system to bring transparency in application process for environmental clearance, online real time monitoring, time line to verification, stage wise approval.

The ministry is also working on streamlining the environmental clearance process, which is automatic approval for expansion of existing infrastructure projects like roads and rails. He also official said, "No approval will be required if the road and rail project is getting expanded in its right of the way"

The minister himself admits that projects worth ₹5,000,000,000,000 are awaiting environmental clearance.

The proposals may not go down with green activities who feels environment ministry was working at cross purpose by pushing economic agenda of the govt at the cost of sacrificing the country's ecological wealth.

Power Growth in India

Power companies are drawing up superb growth plans.

Tata Power has installed capacity of 8560MW, is looking at target of generating 18000MW by 2022.

Towards these objective, it looking overseas opportunity in south east Africa and SAARC, beside exploring business opportunities in African and the Middle East regions.

It had projects of nearly 860MW under execution. It is also looking getting additional 4000MW of management of distribution network.

Russia with ONGC

ONGC Videsh, the over subsidiary of ONGC, had inked a deal with Rosneft, one of Russia's largest oil and gas producer to jointly explore hydrocarbon in the offshore Arctic.

The company inked a MoU at St.Petersburg in the presence of Russian President Vladimir Putin.

The MoU provide companies to cooperation in subsurface surveys, exploration, and appraisal activities and hydrocarbon production in Russia's offshore arctic.

Change in Pecking order

Change is constant. This is also applicable in investment. Investors loyalty switches very fast.

This is evident of this fact that TCS, which was the favourite of investors in 2013 when it added a market cap equivalent to three times of the total market cap of TATA STEEL in just one year, has lagging behind in 2014. There had complete change in sentiment of IT stocks.

TCS is India's most valuable company in 2014, which had market cap of 4.3 lakh crores.

So in next five years there could be another company which could emerge as the most valuable company in India. This give clear idea that investors must watch for events that could help them pick winners. Picking winner is not an easy task.

There is famous saying that its relatively easy to be NUMERO UNO but difficult to maintain it. This apply also in stock market.

Time to cash IN

Football is the next big sport in India. As people in India had overdose of cricket, so they looking for alternative team sports. I would like to tell you that India has great potential for football.

Thanks to satellite television and explosion in the number of television channels distributed, football is reaching in large numbers of Indian homes, especially urban Middle classes.

These facts haven't gone unnoticed by the world's leading clubs. In fact, many of the foreign entities have already planted their seeds in Indian football soil, trying to develop game. Premium league giants like Arsenal, Chelsea, Liverpool, Barcelona, Real Madrid and Manchester United are the clubs that have set up coaching clinics or academies in India.

A issue with the game in India is the lake of money and infrastructure within the game. In 2010, AIFF signed a 15 years deal worth $140 millions with IMG and India's Reliance Industry to restructure, overhaul, improve, popularise and promote football on amateurs and professional level. The deal allowed Reliance to control the Indian national football team and all current and future professional leagues.

That could be the beginning of a new era for Indian football, which is a good chance of becoming a worthy rival to cricket.

The money had started to trickle in now in Indian football, and people have shown a lot of interest. It's time to CASH IN.