January 2017

Tuesday 24 January 2017

Todays Stock Market Summury - Chart of the Day 24 Jan 2017


Note : Any blog OR content suggestion you have , please mail me on prabhakara.dalvi@gmail.com

So exporting our way to prosperity is out of the question. As per the latest trade data, exports are flat (i.e. up 0.75% YoY) in the first nine months of FY17. This, after a steep fall over the last two years. 

So what about domestic investments. Unfortunately, today's chart does not present a happy picture. For 'Make in India' to succeed, speedy clearances are a must. In fact, this was one of Modi's main election promises. 

It was widely believed, if stalled projects could be cleared, India's GDP growth would get a boost. We will never know because they are still stalled! 

As per CMIE data and reported in the Mint, the total number of stalled projects are still rising. Surprisingly, four out of the last five quarters with the highest stalling rate on record, have been during the Modi government's tenure. A fifth of stalled projects are held up because of lack of government clearances. 

A deeper look at the data shows that there are three primary culprits: lack of funds, lack of promoter interest, and lack of environmental clearances. 

Lack of environmental clearances is holding up 14.48% of all stalled projects. This is about two-thirds of all projects stalled due to lack of government clearances. 

A lack of funds is an easy problem to explain. Banks are loaded with bad loans and are not likely to provide more funds without all clearances in place. Equity financing is also very difficult because of a high risk aversion to such projects. There's not much the government can do about this. 

A lack of promoter interest is a fascinating subject. It could be a reflection of disillusionment with either the Indian economy's prospects or with the government... or both. 

Whatever the case may be, one thing is clear to us; corporates are in no mood to make big investment commitments. This was true even before demonetisation. Now the wait will get longer. 

Thus, we believe only patient investors who can wait for a revival in the investment cycle, will be the ones to benefit from any positive surprise on this front.

Now that US plans to pull out, the deal may not happen. Even if it does without US, it would lose much of its significance as US alone accounts for a giant share.

Anyway, that's good news for India. This is because TPP could pose a serious blow to India's trade ambitions, especially when it comes to exports.

India is among the top textile exporters. A lot of companies in the organized and unorganized sector get a lion's share of their revenues from supplying to member nations of TPP.

With Trump abandoning the TPP, Indian textile manufacturers will heave a huge sigh of relief. A textile stock Richa recommended in 2015 in Hidden Treasure, holds good upside potential for long-term investors. This niche player has created a name for itself and is the preferred supplier to top quality shirt manufacturers around the world. Its unparalleled quality controls enable it to stay well ahead of competition. However, the stock crossed its maximum buy price today. 

Here is the lesson that should be learned. We may never be able to predict geopolitical events like Trump's election or his policies. But by buying fundamentally strong stocks for the long-term when they are available cheap, you can put the odds of winning in the market, firmly in your favour.
 
After opening the day in the green, the Indian stock market indices moved further into positive territory. Auto and capital goods, stocks were leading the gains. 

At the time of writing, the BSE Sensex was trading higher by 222 points (up 0.82%) and the NSE Nifty was trading higher by 73 points (up 0.86%). The BSE Small Cap and BSE Mid Cap indices are trading higher by 0.6% and 0.7% respectively.

Is India ready for Make in India? 

The India story is India. Not the world. 

If we look at some basic data - say, the per capita consumption pattern across the world - India stands in the lowest cadre. 

Consider the following:
  • Autos - India: 18 cars per 1,000; US: 800 cars per 1,000
  • Footwear - India: 1.66 pair per annul; developed nations: 6-7 pairs p.a.
  • Broadband - India: 1.4% of the total population; US: 28% of the total population
  • Airports - India: 464; US: 15,079

The above data clearly shows India is an 'India story'. The opportunity to catch up to global counterparts across sectors is huge. 

However, it is important to note that make in India for India will only succeed if it is at competitive prices compared to the world. 

Lead generation Marketing - change your view for Digital world


In this blog, we discuss revolutionary lead generation tactics for better double-figure ROI. We focus global trend, techniques on social media like Facebook, twitter etc.

We give advertise on newsletter named paper advertising /classified and telemarketing it’s outdated for business.

In this post, we make the strategy for three tried-and-true lead generation tactics ( direct mail, trade show, and cold calling) and four emerging digital lead generation tactics ( email marketing, SE marketing, display advertising, and SMO Advertising).

Lead generation Marketing - change your view for Digital world
Lead generation Marketing - change your view for Digital world

Marketer, who want achieve target like business ROI doubled in short period, using all seven of these tactics for predictable future.

Some marketer frequently asks what a difference between brand awareness and lead generation is.

Brand awareness Vs Lead generation

In general, the marketing world is ruled by Brand awareness and Lead generation marketing.  The two disciplines are big brothers of marketing and they have kind of relationship with each other. We just target in a post how to attract customer with a technique of lead generation marketing.

Difficult to measure the exact percentage of companies who use lead generation marketing technique. Most of the organization use traditional lead generation technique like the trade show, direct mail and cold calling) without taking help of online measures (nos.)

Lead generation – specifically target set of customer who has need product and services.

In brand awareness/marketing creative and instinctive (easy to use and understand) and for the lead generation we used mathematics and analytics.

In brand marketing, we create imagination like bright idea OR think outside of box kind of discipline. With this create the impression in prospect’s and customer’s mind with displaying and broadcasting.  With approx. no’s we finalize our branding going success.

Lead generation marketing is all about the science of approach. Creativity is involved but small.

In next post, we will deep dive into ….. Product and quality measure with two disciplines and how to save every penny from wasting.



Note : Any blog OR content suggestion you have , please mail me on prabhakara.dalvi@gmail.com

Tuesday 17 January 2017

Make Big Money in Cyclical Stocks in Intra, BTST, Client Mode, short Term


Cyclicals are the most misunderstood of all the types of stocks. It is here that the unwary stock picker is most easily parted from his money, and in stocks that he considers safe. - Peter Lynch 

Cyclical Stocks in Intra, BTST, Client Mode, short Term
Cyclical Stocks in Intra, BTST, Client Mode, short Term


But it's certainly prevalent in the stock market, isn't it? 

The excitement-to-fear rollercoaster ride is exactly what investors feel when they put their hard-earned money in cyclical stocks. 

As Peter Lynch rightly points out, they are the most misunderstood stocks in the market. Many of them are large caps, which are easy to confuse with bluechips. So unwary investors think cyclicals are fairly safe bluechip-like stocks. , But they aren't. 

Cyclicals, no matter how big or small, must be seen as a separate category. 

latest Hidden Treasure recommendation... Cyclicals are of two types.

The first type are companies directly related to the economy - i.e. any contraction or expansion in the economy affects them. Auto companies, capital goods, and banks fall under this category.

The second type of cyclical is a business where pricing, earnings, and cash flows are dependent on the demand-supply of their products or raw materials. Metals, sugar, and chemicals fall under this category.

So why should these stocks give investors the goosebumps? It is almost impossible to accurately predict the cycles for either of the two types.

So, while a low PE ratio would be attractive for most stocks, it is not always true for cyclicals. When a cyclical stock's PE ratio is very low, it's usually at the end of a favourable period. This is because of the disproportionate expansion in the earnings in the upturn of the cycle.

This is often a signal of cycle reversal. And once the cycle reverses, the stock falls quickly and the PE ratio adjusts higher.

This is why Peter Lynch said the worst time to buy a cyclical stock was when the past financial performance was at its best. In another words, when the trailing PE ratio of a cyclical stock is low, it usually means the stock is nearing the end of the cycle. 

This is where investors get on the wrong ride. They think they are buying a cheap stock. Then the cycle turns and the price falls. They're stuck on a train going down fast, and it could be years before the cycle turns up again. 

So how do some investors (including Peter Lynch) make big money on these stocks? 

There are two methods. Pick the one you are more comfortable with. 

The more common of the two is the timing method. Basically, you try to pick the bottom of the cycle and ride the stock all the way up to the top of the cycle. 

This is very difficult to do. Even if you are successful, you will have to endure a rollercoaster ride on the way up. That's because the markets are wary of any sign of a change in the cycle. 

Remember, everyone wants to sell at the top. So these stocks tend to react more to negative economic news than the rest of the market. This makes them extremely volatile even on the way up. 

The second method is less popular but more effective. Here's what you should do...

Pick an industry that's coming out of a major capex binge, so that more capacity won't likely be added at a fast pace.



Avoid industries where competition from new entrants is heating up.

Identify the best companies in the industry using fundamental analysis.

Find stocks that cater to a large set of clients to avoid client concentration risk.

Narrow down the ones with the healthiest balance sheets and cost-conscious managements.

Eliminate those with debt to equity higher than 1.

Don't pay more than 1.5 times book value.

Invest for the long term (3-5 years) to let the cycle play out.

This is not an exhaustive list. But it is more than enough to place you head and shoulders above most investors. 

Investing Mantra
"A prediction about the direction of the stock market tells you nothing about where stocks are headed, but a whole lot about the person doing the predicting." - Warren Buffett


Note : Any blog OR content suggestion you have , please mail me on prabhakara.dalvi@gmail.com

Todays Stock Market Summury - Chart of the Day 17 Jan 2017


Note : Any blog OR content suggestion you have , please mail me on prabhakara.dalvi@gmail.com

Talking about cyclical industries, commodities are the first thing that come to our mind. Commodity prices can have a huge impact on inflation data as well. As per the latest wholesale price index (WPI), WPI inflation accelerated to 3.39% in December 2016 as compared to -1.06% during the corresponding month of the previous year. For November 2016, WPI stood at 3.15%. 

The rise in WPI inflation is mainly on the back of rising global commodity prices and an unfavourable base effect. 

Can Inflation Come Back to Haunt the Economy?
   
Fuel and Power index rose sharply (on YoY Basis) on the back of the recent decision by the Organization of the Petroleum Exporting Countries (OPEC) to reduce crude oil output. Even oil producers outside the group led by Russia agreed to reduce the output. The low base effect of last year also contributed to a sharp increase of fuel and power index. 

Manufactured products inflation, which largely contributed to the uptick in December 2016 WPI came in at a 14 month high of 3.37%. However, food inflation has turned negative for the first time since August 2015 at -0.7% in December 2016 as against 1.54% in the previous month. 

In the coming months, it looks like WPI could inch up and CPI might soften. The RBI is scheduled to hold the next meeting of the monetary policy committee on 8 February and is likely to keep a close watch on these numbers.

The International Monetary Fund (IMF) has cut its GDP growth forecast for India by a full percentage point to 6.6%. This is on the back of disruption caused by demonetisation. With this, India may lose the 'fastest growing major economy' tag to China in 2016-17. 

Todays Stock Market Summury -  Chart of the Day 17 Jan 2017


In its World Economic Outlook (WEO) Update, the IMF said India is likely to grow 6.6% in FY17. The IMF also expects India's growth to pick up at a slower pace in FY18, at 7.2%, against its earlier estimate of 7.6%. 

As per the IMF, the growth forecast trimmed for the current and next fiscal year primarily due to the temporary negative consumption shock induced by cash shortages and payment disruption associated with the recent currency note withdrawal and exchange initiative. 

Earlier, the World Bank has lowered its economic growth forecast for India to 7% after taking into account the impact of demonetisation and the fall in private investments. Similarly, the growth projection by the Central Statistics Office (CSO) released earlier, has lowered economic growth to 7%. This is mainly due to an industrial slowdown and this doesn't include the impact of demonetisation. 

With GST likely to be rolled out from 1 July 2017, it will be interesting to see how economic growth estimate pans out for FY18. 

Talking about GST, as per the latest development, GST is set to be rolled out from 1 July instead of 1 April after the centre and the states struck a consensus on the contentious issue of sharing of administrative powers. The deferred implementation date gives some time for the industry to prepare after the shock of demonetisation. Immediate rollout of GST would have created disruption and discontinuity in the system. 

What remains now are the rates for various goods and services which will be decided in the near future. The real benefit of GST comes from a 'level playing field'. A common floor tax across India means that the most efficient producer will win the consumer. 

If you would like to dig deeper into the practical implications of GST, I strongly recommend you download Vivek Kaul's free report, What the Mainstream Media DID about NOT TELL YOU GST.
After opening the day in the green, the Indian stock market indices slipped into the red around noon time. IT, FMCG, and capital goods, stocks are leading the sectoral gains. 

The BSE Sensex is trading lower by 37 points (down 0.14%) and the NSE Nifty is trading lower 11 points (down 0.13%). The BSE Small Cap and BSE Mid Cap indices are trading higher by 0.4% and 0.16% respectively.

( Reported by Equitymaster)

Tuesday 10 January 2017

Data Appending Services - Stay One Step Ahead to Own B2B Competition for ROI



In my last blog Why Marketer use B2B contacts list for Event ROI we talking about contact list & its benefits for ROI with Appending service.

In this post, we explaining role of Appending in B2B world for business ROI.

Everyone needs clean and accurate database with perfect prospect details which are useful for sales & marketing division for various campaigns. They need one step ahead of market competitors in business, advanced technology with update information. 

Data Appending Services - Stay One Step Ahead to Own B2B Competition for ROI
Thanks - cas-online

This is not possible with existing database, the company needs data append services provider who appends their contacts with current updated information. 

Append missing information like name, phone number or with the help of mailing address or demographic data to reach the target audiences. Data appending services is like CPR to a company by updating its contact data information with 100% accuracy. 

Data append services are useful for decision-making for data that is easily available. Every vendor does not provide perfect data, suppose you used for business it's harmful in future. Contacts with accurate details of prospects, decision makers, C-level etc., for generate business leads with better judgment.

Data append

With particular research study after appending data, give boost quality business lead increase by 72%.  

It’s uncontroversial, your business fund not going wasted suppose you hiring this kind of service vendor for improving OR Double your ROI.

A number of vendors globally, providing database appending services with high suit prices. 

Below factors, why you hire Appending service provider 
  • Refresh old data - It will help you in getting the latest prospects details like name, title, phone, e-mail ID etc., 
  • New ways of advertising and marketing - Once you have new appended data source in hand, you can touch business leads with multi-channel marketing like direct advertising and marketing strategy with a mix of e-mail, direct mail, advertising, and telemarketing tasks and you improve business relationship with client/prospects/customer. Improvement response rates of email marketing campaign with Email appending services.  
  • Save Time and resources - collecting, collating, managing as well as updating the data source and know How Data Append Services helps to your Business.
  • Competitive advantage - Right leads at the right time, you step ahead in the competition. The cost of obtaining new clients is much more than keeping the old ones, so take advantage of the potential of your existing calls.
  • You can also target specifics of your prospects while adding - such as age, sex, revenue, credit score, and so on. This will assist you in understanding your market and also craft extremely targeted advertising and marketing methods.

Note : Any blog OR content suggestion you have , please mail me on prabhakara.dalvi@gmail.com

Friday 6 January 2017

Why Marketer use B2B contacts list for Event ROI


Prospects are always looking for most effective ways for boost their marketing and sales ROI and strive for no.1 optimum position in the globally competitive market. Every company wants to expand business with current clients OR add some customer with B2B contact list which can be helpful for to boost a number of sales conversions. In a global market, many vendors OR sellers can offer online accurate B2B contact lists for launching effective email marketing campaigns.



Data Sourcing and Append Solution can build, scrub, append and enrich contact databases in your CRM and other campaign platforms; identify the right contacts in your target audience universe and help you gain best returns from sales and marketing efforts for high ROI.

Data Sourcing and Append is a proven solution for all your direct marketing campaign needs, including email marketing data, calling data and direct mailing data. With the rare advantage of robust technology, a practitioner’s domain expertise and astute business proficiency, engineers B2B contact databases that address your pain areas, taking your database quality to a completely new level.

B2B contact lists

B2B contact lists consists of full contact information of potential customers such as phone numbers, email addresses etc. necessary for the launching marketing and promotional campaigns. With accurate b2b contact list, a business enterprise can directly get in touch with the prospects and making confirm, closure of business lead & invite for invest in products and services.

B2B data append services

In present, all companies are realizing the benefits of using direct emails list for increasing sales figures, there is now a growing demand for reliable B2B data append services. Company offering data source appending services with high accuracy rates and with these services, you could have a reliable data source that will help double each advertising and marketing dollar you spend.


Note : Any blog OR content suggestion you have, please mail me on prabhakara.dalvi@gmail.com