GVSRwealth

  The case for Direct Equity: GVSRwealth (posted originally in Linked In) https://www.linkedin.com/feed/update/urn:li:activity:7068453507753783296?utm_source=share&utm_medium=member_desktop                                                                                  The case for Direct Equity: GVSRwealth At a minimum, investors have opportunities look for inflation beating returns from their investments in riskier asset classes such as Stock Markets. Usually, FDs ( net of tax) tend to give returns that are nearer to the inflation. There are hardly any real returns out of such investments for people in highest tax bracket. FDs are a vehicle for people who are seeking near risk free returns. It is not a vehicle for accelerated earnings growth that HNI Aspirants often look fo...

  Growth & Value Investment Strategies: – A point of View (PoV) S.No Key Attribute Growth Businesses   Value  Businesses   1. Long-term Earnings Growth potential High   Low 2. Business Model Innovation Strong Weak 3. Competitive Landscape Few Players Differentiated Business Strategies Too many players-Price Sensitive market     4. Return Ratios (ROEs / ROCEs) Strong Average to Weak 5. Market Cap Low to Medium Can vary 6. Valuations ...

                                                        https://gvsrwealth.smallcase.com/ The Banking, Financial Services, and Insurance (BFSI) Sector is an important sector to understand from a Stock Market perspective. For example, the BFSI sector has about 37% -40% weightage in the overallNifty50 Index, which a broader market index in India. BFSI sector in India is undergoing a transformation like never before, with heavy focus on digital. Forexample, India recorded about 91.92 billion digital transactions for FY 2022-23 (9m, till Dec 2022-source RBI), which is the highest in the world. Technology adoption in BFSI sector is likely to improve the access to credit to Micro, Small and Medium Enterprises (MSMEs) in India in a big way, which is likely to have a positive impact on the Indian economy. For example, MSMEs employ about 40% of India’s workf...

 

#GVSRwealth: Investing Perspectives : Automotive Sector – India – Dated 10-05-2023 With respect to stock markets, the Automotive Sector in India has a weightage of about 6% (on a weighted market cap basis) in the broader Large-Cap Index N50. Automotive sector in India can further be broadly classified into (i) Automobiles and (ii) Auto Ancillary segments, respectively. Indian Automotive Sector accounts for about 7% of India’s GDP and about 50% (approx.) of India’s manufacturing GDP. The Auto-ancillary segment in India has come off the age and is emerging as a global hub for manufacturing and export of auto-components. For example , India exports about 25% of its auto-component production, which reflects its export competitiveness on account of low-cost of production, JV tie-ups with global players in the industry etc. Whereas ‘automobile segment’ is likely to shift to EVs, providing fresh growth opportunities to select players in the   2-wheeler and 4-wheeler industry in In...