Get Reliance Jio Device from Flipkart and save Mobile Bills

Reliance jio has just launched LYF smartphones at very lowest prize on Flipkart so after buying these smartphones , you will be free for next three months from the mobile phone bills, data bills and much more.This is really a smart move played by Reliance jio in order to sustain profit in current market scenario.

Reliance Jio E-Commerce Plan

Reliance jio is converting into an e-commerce. How it is going to hurt an existing e-commerce like amazon, Flipkart showing in this video.Reliance jio is offering his preview services where they have collaborated with 11 smartphone players so through this they are selling smartphone with free data and calls which will become a problem for other e-commerce sites in coming future.

Buy 3 GB RAM Device If Thinking of Buying Reliance JIO SIM

This video is about ,if u are using reliance jio sim then which phone would be preferable.Reliance jio sim should not be run on 1GB or 2 GB ram, it should be run on 3GB Ram because my jio application is already consuming alot of ram so to protect device from unwanted problems,it should be run on 3GB device.

Failed to Understand Reliance Jio $25 Bn Investment vs. Ignoring Acquisition of Incumbent with Market Cap of $ 12 Bn

Reliance Jio is at the verge of launching India's biggest Startup service and it took them six years to lay down the network from scratch. It's really nice to see that some of the Indian Industrialists believe in Indian consumer and are willing to invest fortune to offer low priced service to make the service affordable.

It's also truly admirable aspect that Reliance Jio kept on investing relentlessly without  even thinking that they are risking their investment as many complex technical and business related issues were arising on daily basis.

At the same time, I am just trying to understand that why Reliance Group decided to wait for six years , investment of more than $25 Bn, Shattering their balance sheet from Net Cash positive company to debt laden company. Idea Cellular is one of the most dynamic companies and was in the process of rebuilding the brand coupled with great growth potential. With Reliance Cash generation as well as credit creating capabilities, Idea Cellular was most suitable target for them at that point of time. I am considering today's valuation including debt on their balance sheet and that is just half of what Reliance Jio invested in brand new network which is not even tested with multimillion concurrent users.

In current scenario, Reliance Jio will take another 15 years to recover their cost and incurred interest provided they capture number 1 position and by that time renewal period of spectrum will come whereas in second scenario if Reliance would have gone for Idea Cellular acquisition, by now Reliance could have changed the whole dynamics of Indian Telecom sector.

I failed to understand so thought of sharing with reader and if someone can give their point of view then it would be great.

Failed to Understand Reliance Jio $25 Bn Investment vs. Ignoring Acquisition of Incumbent with Market Cap of $ 12 Bn

Reliance Jio is at the verge oflaunching India's biggest Startup service and it took them six years to lay down the network from scratch. It's really nice to see that some of the Indian Industrialists believe in Indian consumer and are willing to invest fortune to offer low priced service to make the service affordable.

It's also truly admirable aspect that Reliance Jio kept on investing relentlessly without  even thinking that they are risking their investment as many complex technical and business related issues were arising on daily basis.

At the same time, I am just trying to understand that why Reliance Group decided to wait for six years , investment of more than $25 Bn, Shattering their balance sheet from Net Cash positive company to debt laden company. Idea Cellular is one of the most dynamic company and was in the process of rebuilding the brand coupled with great growth potential. With Reliance Cash generation as well as credit creating capabilities, Idea Cellular was most suitable target for them at that point of time. I am considering today's valuation including debt on their balance sheet and that is just half of what Reliance Jio invested in brand new network which is not even tested with multimillion concurrent user.

In current scenario, Reliance Jio will take another 15 years to recover their cost and incurred interest provided they capture number 1 position and by that time renewal period of spectrum will come whereas in second scenario if Reliance would have gone for Idea Cellular acquisition, by now Reliance could have changed the whole dynamics of Indian Telecom sector.

I failed to understand so thought of sharing with reader and if someone can give their point of view then it would be great

Sprint Corp, Turning the Tide Towards Acceptance Among Userbase

At last Softbank, $22 Bn bet Sprint Corp showing positive trend. In just concluded quarter it showed positive net postpaid user addition. At the same time, the churn rate is flat. Sprint Corp management made it clear that they will be achieving EBITA in between $9.5 Bn to $10 Bn which is 20% to 25% more than last year. Sprint is also on right track to achieve $2 Bn saving through cost cutting which will reflect in their bottom line and will help the organization to reduce huge debt level.

For the last many year, Sprint struggled to retain their customer base due to some of the strategic mismanaged investment on network upgrade that led its competitor to snatch its premium postpaid customer base. Its competitor left no stone un-turn to create a perception among customer base that Sprint network is inferior than others.

The current management strategic move with product and network upgrade coupled with steep discount in pricing helped Sprint to snatch back some of the lost customer base and at the same time re positioned itself as revived service provider with major focus on customer management.

In my point of view, FY18 will be the year of Sprint and for investor looking for value generating company; they should invest in Sprint Corp and treat it as Pension fund.

Disclaimer - Consult your financial advisor before investing

Recent Terror Attack Started Showing its Impact on French Industry

French the central focal point of most dreaded terrorist group and continuous attack on innocent people in France shattered the social life. The sequence of blast to shooting and subsequently imposition of emergency started taking toll on overall confidence of citizen as well as Industry. The Industrial production went down by 0.5% in May followed by strike by Oil and Refinery sector because of Oil sector transformation. The fall in industrial production of coking and refinery sector coupled with food industry led the overall fall in Industrial production by 0.8% in June. It is also expected that the industrial production fall will continue for next few more months before getting stable. It is very important that the sentiments of French society overcome the shocking assaults on them and should try hard to move forward. The fall of industrial production will lead to industrial restructuring and subsequently may lead the country into recession which will be major setback for EU associated countries. In my opinion, French government will do everything to ensure that its citizen and industry sentiments goes up and kick start the growth path gains

US Auto Market - Ford Calls it Car Recession vs. Tata Motor Calls it Emerging Opportunity

Post bad second quarter result, Ford Motor announced that US is going through Car Recession which impacted its share price dearly with around 17% in 4 session. In July both Ford and GM failed to show growth in car sales and struggling for the last few months. The recent recall of around 830 K vehicle with side door problem also impacted Ford image.

Interesting on the other side, Tata Motor who bought Jaguar and Land Rovers from Ford Motors is showing extra ordinary growth in US. Since Tata communications bought these two brand, these brand became the backbone of Tata Motor while it struggle in domestic business.

It clearly indicate that precise vision and calibrated execution is very important to ensure that one don't get trapped unaware.

I believe that it's not late for both Ford and GM to realign their business and send a clear signal to their union that it's the best interest of the organization if ecosystem player works seamlessly by keeping the financial benefits at the sideline. If they fail to do so then it's not far away when they will be needing government assistance

Why Oil Price Must Rise for the Stability & Growth of Global Economy

The Global economy is goingtowards downwards spiral. Russia, China, Japan, EU, Brazil all are struggling to revive their economy . Regarding Middle East countries they are worst hit area. The real culprit is drastic fall of oil which dented many countries such as EU, Whole Middle East, Venezuela, Russian economy. Most of the developed countries gets big orders from Oil generating countries as well as other product line. The fall in oil price prompted these countries to halt any further upgrade and went into current account deficit.

In my point of view, the competition between OPEC controlled countries attitude to keep the Shale gas producer out of the business impacted the initiator dearly. OPEC countries also refused to reduce the production quota in a fear of losing market share to non OPEC oil producing countries. In my point of view, both OPEC and Non OPEC Oil producing countries should sit together to create an strategy to stabilize the Oil price around $65 to $70 per barrel so that these countries start making some money and get some free cash flow which they can reinvest in their economy. In the current scenario, it wont be far when Oil producing countries with huge pile of cash burns most of their cash in order to maintain their countries social security. The new order from these countries will reignite the cascaded order process which will lead to new employment and revival of the organization.

Bharti Airtel Tariff Plan - Open Challenge to Reliance Jio

The buzz is everywhere in the Telecom sector that Reliance Jio will be coming out with very aggressive tariff which will be bundled with cheaper device from LYF as well as device from their panel. Reliance Jio intention is to focus on the data revenue through series of data centric applications or games or services whereas offering subsidised voice or free voice.

Even Bharti Airtel Chairman Mr.Sunil Mittal also admitted that Reliance Jio entry will change the tariff dynamics of Indian mobility segment and it will take an year to settle down the dust. The impending price war will also force some of the running Telco to go for merge or will be acquired by big fish.

In the meantime, In order to create non breakable wall to protect their high APRU user Bharti Airtel came out with myPlan  Infinity. In the two plan segment, Under 1199 plan user will get free voice call , few free SMS and 1GB of 3G/4G data free along with Wink movie and music whereas under 1599; the data pack offering is increased to 5GB.

I call the proposition a master proposition as Bharti Airtel is well aware that average data consumption per user per month stands at 0.9GB and at the same time, they will promote their in-house product  which will trigger user to use higher data at the same time reduce the Bharti Airtel user acquisition price for those product by INR 50 .Bharti Airtel is also well aware that the average ARPU per user is around $3.2 on a consolidated basis but when it comes to postpaid it comes up around $10. In new plan they will increase the ARPU by $7. On  contrary, in 1599 plan, Bharti Airtel is trying to attract very heavy data user and am sure that they will be putting the new plan attached user under priority based queuing access mechanism to ensure the best QoS ( Quality of Service).

The proposed plan will also attract many prepaid users who will be willing to convert into post paid given the fixed rate as it include all the options of calling including roaming. At the same time,  In my point of view many users from other network who is not happy with their service providers will opt of Mobile Number Portability and switch over to Bharti Airtel

It will be interesting to see Reliance Jio marketing strategist movement to super counter Bharti Airtel classic move. I also believe the further delay by Reliance Jio will put Reliance Jio in difficult position to lure away high APRU userbase from competitor.

How Ongoing pain in E-Commerce Segment will Impact Many Device Manufacturers

Indian E-Commerce companies are going through the transformation phase as per my view. The investors pulled back with their wallet and now more demanding with these companies to be self reliant instead of relying on cash burn to gain userbase as well as market share.

We all know that around 60 to 70% of their GMV is coming from Electronics segment predominantly from Smartphone segment. The fall in funding and more pressure to make the organization EBITA positive, E-Commerce companies in India are cutting down commission to discount which is making them less attractive for consumer to sellers on the portal. We must note that many of the retailer took an advantage of E-commerce portal and used as a platform to sell their idle inventory without making any losses.

The change in E-Commerce companies dynamics will have direct impact on Smartphone companies relying heavily on E-Commerce companies for their sale while appointing 3rd party servicing outlets. On a contrary the established home grown Smartphone player's are going to regain the market share in the second half of FY17. The home grown Smartphone player posses strong retail presence as well as relationship and stood with the retailer when the onslaught was going on.

The loss of market share by E-commerce companies in total Smartphone sell through percentage will also impact E-Commerce companies valuation as their chunk of GMV comes from Electronics section.

Smartphone Player's Using Online Portal Based Sell is Going to Lose Market Share in Coming Months in India

Indian Smartphone sell through mechanism is again taking a U turn towards the retail segment. It is a known fact about Indian consumer that they love to get attracted towards the discount and never loses that opportunity. The sudden growth in online segment fueled by investor money and subsequent rush by those online players to attract userbase landed many International as well as domestic Smartphone companies to mint out the sell. The Online industry also understood it well that Mobile Smartphone and accessories is one of the area which will bring user onto their portal and it happened.

The international players more specifically tapped Online companies to enter into Indian market as well as to grab the market share without losing anything. On a contrary, Online companies lost millions of $ to gain as well as retain the userbase.

The slide in online companies funding forced them to reduce the discounting which is now reflecting in their market share going down to 31% from 37 % as per 91mobile.com  published report. Companies like One plus, LeEco, Cool pad, lenovo, In Focus and host of other companies heavily relies on Online companies like Flipkart, Amazon, Snap Deal as well as smaller player for the major chunk of their sale through exclusive launch of their Smartphone through mentioned E-Commerce  portal. The reduction is discounting will neutralize the E-Commerce portal based pricingwith retail pricing.

It is evident that in coming months, Smartphone player's relying heavily on E-Commerce portal will see drastic fall in their sell and it may lead to recalibration of market leaders to laggards

Invest in Fortis Healthcare - Medium to Long Term Bet

After painful restructure of domestic and international business, Fortis Healthcare is back to profitability during Q1FY17. It is also encouraging to observe that equity price of the company is going up. Fortis Healthcare is more or less done with their capex cycle to increase the total bed offering and invested millions of $'s in the last three years. At the same time, they exited from International market in order to focus on domestic business. The sellout of International Business helped Fortis to reduce their debt level and ultimately helped the EBITA on the positive side.

The recent talk of monetizing the pathological unit post the successful IPO of Dr Lal Path Labs and Thyrocare Technologies; Fortis Healthcare management formed a committee to explore the opportunity to increase the shareholder value. The committee tenure ends by 30th August 2016 and it is widely expected that committee will propose IPO of some of the units of Fortis Healthcare to unlock value.

In my point of view, investor who is willing to invest on delivery basis should pick Fortis Healthcare during the down day of Street and accumulate it for the better return in medium to long run.

India GST Bill - What's there for Taxpayers

Indian Media to Parliament is talking about GST bill passage and considering it as game changer for the growth of both States and Country. Everyone is forecasting that correct implementation of GST will remove multiple taxes like Octroi, Service tax, Cess and other with single GST taxes. 

It is really overwhelming news for the business w.r.t to ease of doing business in India and its impact on overall cost of the goods. At the same time, it will also increase the consumption which will indirectly attract FDI towards India. I want to know being a naive in taxation that how I will be beneficial being  Indian citizen. At the end of the day  I have to pay 18% if I go out with my family for vacation to eating joints on top of regular tax paid by citizens. Is there any provision in GST which resolve the double taxation in one way.

Disclaimer : It's an author point of view

Idea Upcoming Result - Competition and Finance Cost May Dent Profitability

Idea is going to release their result and it is widely expected that revenue, EBITA, EBIT and APRU will be scrutinized by the analyst community. Idea debt level went up due to spectrum buyout and heavy capex to rollout 4G network to compete with Incumbents like Airtel, Vodafone and upcoming Reliance Jio. It is expected that minute and data usages per user will be higher but it will be interesting to see the realization. The finance cost will impact the overall profitability. All will be interested to hear from the management about their plan around 4G to fend off hotly talked about competition with Reliance Jio. For the next two to three quarter, Idea will be spending heavily in advertisement and high ARPU based userbase to secure their main source of revenue.

For Investors, it is advisable to be stay away from the equity delivery or F&O market when it comes of Idea Cellular.

It is also recommended that Investor should not miss the chance if equity price goes down to INR 80 in next 30 days and hold it for more than 12 months to expect handsome return.

Disclaimer : Consult your financial advisor before investing

Second Phase of Startup Funding Happening Around Enterprise Business Segment

  

The recent glut in Indian Startup segment focused towards D2C or C2C or B2C and failed in big way other than few exceptions. Post burning their fingers, many investors pulled down the ongoing investment or went very cautious while approving funding. Most of new investment in Startup' happening in Analytics to B2B segment. During the first phase of Startup, most of the startup kept end user as prime customer without any business model. They kept burning cash to acquire user and keep losing them. The phase two of startup segment is focusing business to business channel as end customer.

Now Enterprise Mobility reappeared after few years of lull. We all consider Enterprise Mobility as Email access through BYOD. Earlier most of the businesses were reluctant to open their contextual based server access due to security concern.

In current environment, many startups are working or offering business to business trading platform connected with Commerce whereas connected the businesses through secure communications. The mechanism of pull request initiated push response helped startup to create virtual network without compromising the engaged partner.

In my point of view, most of the Enterprise now wants to reach out to their potential customer to partners through single communication channel and offering them seamless button based solution. The next one year will be critical to get evolved and may bring newlease of life in Startup segment of India.

Why Indian IT Giant should enter into Mobile Application Market place

As we all know that India is the place of Information Technology and global firms opinion is simple- "Indian Software engineers can do anything". Indian IT companies design to manages complex systems world over and are very competitive. The global economic glut even created more opportunity for Indian IT firms given their competitive pricing power. The global serving companies also adopted Indian IT firms approach and now price war situation is in the marketplace during new contract or renewal of contract.

Last three years global IT environment changed wherein startup's started taking the center stage with tons of funding by PE, VC or Hedge fund and attracted the best mind of the IT industry. The change in dynamics increased the attrition rate in IT industry especially in India. It impacted Indian firm in training, retraining and retaining cost and ultimately started impacting their margin.

In my point of view, most of the Indian IT firm are cash rich with number of resources sitting on bench. Indian IT firms should open startup business unit and start developing their own services or platform or application covering both B2C and B2B segment.

Down the line, post successful adoption of product line from Startup business unit across global level given their current reach, they can easily transfer those product line and get the valuations. In my point of view, they can reduce the risk factor attached with current  or future IT spending and at the same time create value for their shareholders.

Impending threat to Video Centric Mobile Applications - More player's than User base

Indian economic directions and subsequent entry by players are generally dominated by one successful use case. In India, most of the companies hesitate to take the first step whereas the case is just reversed when it comes to other developed companies. That is the reason that being one of the greatest mind aggregator, Indian companies always act as service providers instead of owner of product or services or applications or be it anything else.

With the ongoing revolution underway in Telecom sector and slow death of Telecom operator centric Mobile VAS segment due to very stringent regulatory guideline in India; many VAS companies moved into Applications or platform or service category to survive. Reliance Jio, helped the ecosystem with a hope that India will be the market of data user and data centric products or applications or games or anything else will get adopted like forest fire.

Indians are generally fond of music, movies and cricket. The fall of MVAS business at operator level prompted major players like Hungama and Saavn to quickly change their strategy and moved into Application based content delivery through Device manufacturing delivery. Hungama even went one step further an launched their movie based applications. The slight success of both the player brought in number of players like Sony, Zee, Star, VIU, Eros and many more. Ironically, most of them went with open wallet and acquired user through heavy promotional activities instead of organic growth. Indian Telecom sector with Data ARPU of less than $2.25 in best case scenario trumped most of them as their content adoption went high for free content or till the offer period whereas they failed to get the expected growth rate for the paid userbase. I do agree that Indian Smartphone segment is growing but at the same time the mindset of the end user is to access default Video application YouTube.

In my point of view, the video applications player should come out with disruptive engagement model with end user wherein user start paying for the content instead of relying on advertisement which is not long term option

Indian Mobile Advertisement - Opportunity for Disruptive Innovation Player

This article is in continuation to my earlier article " Indian Mobile Advertisement - ShootingBlindly". In my point of view, it is important to know the problem before identifying the opportunity out of it. In my previous article, I categorically pointed out that how blind communications channel impacted the advertisement dearly both in adoption, usages and return on investment.

Still the segment is not fully evolved wherein End users are offered advertisement as per their needs. There are few companies who tried to execute the location based targeting based on the contextual behavioral pattern of the user but they failed to yield any result. The continuous struggle by the Advertisement sector prompted advertisers to change their model and started focusing on retention and Return on Investments. The move is going to impact Incent wall players in coming months while companies engaged in innovation which comprises of Indian regulation would be able to come up with disruptive model as it will help them to identify the end user for today or tomorrow. In my point of view, Even big advertisement giant from all geography missed that part in big way. Article can be considered as indicator where innovator may choose to think. If anyone want more information are free to ping me anytime.

Samsung Should do a Survey to figure out the accident happen when user uses Headphone Jack - Apple will get an Edge

According to the report publishedin Times of India, there have been rumors that Apple might be dropping  the idea of removing Headphone jack in his upcoming phones IPhone7, IPhone 7 plus. Instead, headphones will have to connect to your phone either via Bluetooth, or through a Lightning connector. Also at the recent event in New York while revealing the Samsung Note 7 featureand specification, Samsung Marketing VP Justin Denison made a sarcastic comment that his device comes with a headphone jack "Want to know what else it comes with?" He asked. "An audio jack. I'm just saying," he added with a quirk as the audience laughed. He didn’t mention exactly that what he is talking about but it's clear that he was commenting Cupertino-based Company.

Also its not yet clear that Applehas decided to remove the Jack, they are more focusing on to make their product water resistant than IPhone 6 and 6 plus and that elimination may result in extra space that can be used for other components as well. Things are not yet cleared it just a rumor. According to a report in BBC 3 Lakh people signed a petition urging apple not to remove its headphone jacks and at the same time that petitioner should understand that there are more than 100 mn users are using Apple device.

Most of the accident happens when user is using phone with headphone while driving and ignoring the traffic. Similarly, in developing countries user uses headset while crossing the road or shopping. If rumors around Apple comes true then it's basically an act of saving life of end user and if they even manage to save one life then also its worthwhile. It's not always money, human life is more valuable.

Releasing date of iPhone 7 is september of 12 2016 -

Apple New Models here  : Apple Gearing Up For Major Launch Iphone 7

Invest in Hindustan Zinc Limited - Stand Out Company

Vedanta owned listed company Hindustan Zinc Limited is one of the Jewel. The Indian government also own the part of the company and time to time uses its cash to generate cash for the government. Recently Hindustan Zinc limited announced 1200% special dividend post government put pressure to announce the same. It impacted its other earning segment and overall impacted the result.

With the Indian economy on the path of recovery, I believe that commodity based companies will do extremely well. HZL still sitting on multi billion $ cash and its debt free company. Vedanta group is trying hard to buy government share to fully own HZL which will impact indebted Vedanta Group corporate rating by rating agencies.

It is advisable to play the strategic move with long term delivery based buying during dip and hold the equity with a horizon of 3 to 5years. I am sure that in any scenario, high yield HZL will give strong return.

Play out with its cash position, handsome dividend, Vedanta eagerness to buy government share and economy recovery.

Disclaimer - Take the advice from your financial advisor before investing

Invest in Adani Ports - Expect Great Return Post Economic Recovery

Adani Port is into port operation and management and owns many ports. The Adani group company in on buying spree in recent years and taking advantage of distress port valuation due to global economic meltdown.

Most of the analyst and investors are staying away from the Adani Ports with a view of their high level of debt and continuous buying approach. We must recognize that their SEZ business is doing extremely good and with new acquisition, organization will start to add more incremental revenue. Indian export grew for the first time after few months of negative growth as well as slow and steady recovery in economy will add more firepower to organization financial aspect. They are trying to create port corridor to grab business from other ports located in different countries.

The profitable organizations post reverse split faced the investor agony and the share price went down from around 350 range to 230 INR. It is expected that the share price will go back to that level in next 12 month and may give you good 40% return.

Regarding debt, one should be worries as their assets value is more than their debt level and along with that their EBITA margin is good which is helping the organization to maintain the debt servicing. The recent downgrade by rating firm dented the investor community confidence but few good quarter will change the whole scenario.

Disclaimer - Take the advice from your financial advisor before investing

Economic Slowdown in Russia, China, Middle East, Europe - Boom for Indian Equity Market

Global economy is going from bad to worst. Many diplomatic to economic trigger is impacting global economy in such a bad manner that it will not be far when some of the countries will go bankrupt. Exactly four years back, Greece, Portugal, Spain triggered the recessional nose pin in European Union economy which in turn forced International Monetary Fund to jump in to safeguard some of the countries to get defaulted on their debt servicing to repayment. The government led social welfare cut an increase in taxes impacted the citizen buying power as well as increased the price point. The self inflicted financial tornado started gripping whole European Union and its member countries since then poured inBillions of Euro to support financial weak countries. It crippled the industrial growth.

At the same time, Wide spread conflict in Middle East and Africa impacted many countries ability to kickstart new projects. To add the fire further, the main source of their earning from Oil dipped down by 60% and they started supporting their countries through their foreign reserve to win the heart of local citizen. New investment dried down.

Latin America based countries like Brazil, Venezuela and battery of other counties are struggling to maintain their economy. Given the size vs population; those countries are not that big that they generate local demand.

We all know Japan few days back announced stimulus package to kickstart their economy whereas China economy isslowing down faster than expected. China being the center point of major commodity to energy buyer started slowing down their activities and many indirectly government supported companies who took huge debt in order to invest overseas as well as locally is on the verge of collapse.

On a contrary; Indian Central Bank, RBI government took very conservative and cautious channel to protect India from any direct or indirect impact of global financial turbulence and steered India to  stage where growth started picking up. I must admit that government also took proactive approach to protect local industries from dumping. The recent reforms on bankruptcy, Land reform and many others offered great deal of confidence to International investor community to start investing in India. The major beneficiary of such investments is Indian Mid cap companies who is catering Indian consumer more than International one. Their equity price is going up like wild fire as their financial performance is better than large Cap companies.

With recent indication from government released data, it is expected that Q3, FY 17 result from corporate India will be fabulous. The good earnings report of Q1,FY17 is the clear indication of the same. Its the right time to invest your hard earned money and leave that money as pension fund and enjoy the return in 2 to 3 years horizon as it is guaranteed that Foreign Institutional Investors will be major buyer of Indian equity in coming weeks, months and years

Disclaimer Consult your advisor before investing. Above is author personal view

US Economic Strategy- Collaborate with India to fill the Economic fallout with Latin America, Russia, China & Middle East

The US economy is on the verge of coming out of multiyear downturn. The recent job and other reports are encouraging and it is expected the Fed will increase the interest rate again in coming months. In order to maintain its growth especially in election year, US government is trying hard to ensure that corporate win International contract. In US there are lots of resentment within the locals that Foreign companies are taking out local job and it impacted the government image as they failed to control that which they promised during last presidential election.

At the same time; US is alsofacing tough situation in their bilateral relationship with Russia, China andMiddle East. The US initiated initiative to impose International sanction against Russia is hurting more the US based companies compared to Russian establishment given their strong relationship with third world countries.

With China, US is at loggerhead due to South China Sea issue. Blame game is at the peak. Chinese got very cautious about US movement in South China Sea and it is turning into flash point and ofcourse in due course it will start to show the impact on US economy as US government will slow down their dependency on China to procure low cost product and now focusing hard to re-established their own manufacturing hub.

In my point of view, US main trading partners are based out of Middle East region and their US is bleeding their taxpayer $ to safeguard countries with their interest. Saudi Arabia economy is in shamble due to their engagement in Yemen, low oil price and higher cost on social welfare scheme. It impacted Saudi Arabia government to go for the free hand based new technology to other infrastructure upgrade. At the same time; major unrest in Iraq and Syria impacted the neighboring countries will to spend more on new initiatives.

Most of the counties in LatinAmerica is struggling with their depreciating currencies to major slowdown in economy along with political unrest in some of the countries.

Given the above environment, US wasted no time to extend its arm towards India with clear approach of tapping Indian marketplace as well as rebalance its strategic positioning in Asia Subcontinent. Once the reluctant US while offering India any warfare system to any other technology is now changed their approach while dealing with India. Post Honorable Prime minister of India initiative of "Make in India"; US companies through their government diplomatic channel is offering to setup manufacturing hub in India that include the technology transfer covering all sector to grab the much needed business in India. 

Indian government recent decision to modernize infrastructure to Smart cities to Railways to Defence itself is more than $300 Bn business opportunity for next 8 to 10 years. In the mean time; China proximity with Pakistan also prompted US to come closer to India to neutralize China growing clout. Given the above circumstances, Indian Honorable Prime minister with his master strategic move wasted no time and attracted the leaders of most of the countries on the discussion table and trying hard to bring in investment which India needed the most at this point of time.

Rajnikant The Superstar Who Can Standstill Country

Today I am talking about a very strong and interesting personality Mr. Rajnikanth and I term him as an a superstar who can standstill country, given the recent release of his film Kabali .A 65 years old south Superstar who is still showing his talent with his blockbuster movies.The Kabali had already earned a 3 hundred and 50 crore revenue within a 6-7 days ,none of the another Indian films did it till now. We should learn from him that what he do and how he can help our country.The most important thing is that he always available for his people and his fans anytime that shows his kind nature toward its people.

Virat Kohli : Nothing is Impossible

Here are some facts about  Virat Kohli for which there is nothing impossible.He set an example for a world and a very famous cricketer. He has implemented 6c’s in his life which makes him different from the other Human being and also it  shows his positive frame of mind behind his implementation.

1. Conviction. He has a desire to do something  for which he dreams of and apply it accordingly in his work to reach to his goal.

2.Committed-he is committed and he takes everything not as his responsibility but accountability too.He want  to make his india win.

3. Concentration- That commitment comes only with concentration.He has a good concentration power.

4.Communication-He has a good communication power  with good leadership qualities.

5. Capacity-He has that stamina and capacity to play for hours without any stoppage.

6.Care –He has a care for his team members and most importantly care towards his nation.He doesn’t want  to let other people head down because of his any wrong move.

Donald Trump Should Forget to be the Next President of USA - Competitor of His Own; Hillary Clinton should Relax

I am following USA presidential race very closely for the last 2 decade but never felt that candidate attitude and approach can go so low. Post Democratic Party convention, Donald comment on Muslim Soldier mother is unwarranted. At the same time, his defence on his sacrifice for USA is indefensible. His request to Russian President Mr. Putin to get Mrs. Hillary Clinton email hacked shows his perception about Mr. Putin. Mr. Donald Trump, you placed Honourable President of Russia under Hacker group.

I would like to ask Mr. Donald Trump few queries:

• ·         How many Muslim Client your great hotel severed since its inception! Learn to respect religion. you are running for USA presidential election.
• ·         How many Muslim & Hispanic worked till now for your organization? Why you or your management offered them the job when you hate them so much. If anyone from those communities worked for you then you should be sorry. They Sacrificed their life for your comfort.
• ·         How you will bring peace in Middle East when you already showed your intentions about Muslim and openly commented that you will bar them to enter into USA?
• ·         How you will improve your relationship with China, North Korea and Iran?
• ·         How you will change your law which will force companies to bring back their cash which is stashed aboard to avoid US tax law?
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• ·         How you will bring down the Country debt level? Since you are master of business and hence all should expect this answer and also the time frame?
• ·         How you will change the mind of borrow innovation to create one?
• ·         What will be your policies towards Cuba and Venezuela?
• ·         By when you are promising to put in wall on Mexican border which run in 1000's of km?
• ·         What will be your policy to attract manufacturing in USA instead of relying on China?
• ·         How you will control some of your allies who openly support non social activities?
• ·         How you will bring security in USA based School and Colleges where shooting is very common these days.

Its very easy to come out and give big talk on the basis of well educated advisor note but very difficult to implement. Your notion that Muslim's are bad is incorrect. You should learn respect Muslims or any other community. you should invite them and discuss the problem. In the similar way immigrant or Hispanics are not from different planet but human beings. If you want to throw them out then rest assured that USA economy will crumble again. Undermining other countries head of state or keeping such a low mindset show the negative mindset.

Hillary Clinton should be worriedabout her competitor as he is a competitor of his own. The recent poll of showing Donald Trump closing the edge will evaporate and once there will be F2F debate on American TV when his advisors will not be there then his real knowledge set will come out in Open and that will be the transition point.

Mr. Donald Trump, Arrogant people always fall without support. Still its not late and change your attitude towards society, religion and embrace all of them. Then only you will have some change.