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Invest Guide July 2023.pdf
- 1. w w w . I n v e s t O n l i n e . i n RESILIENT AND WITHERING THE STORM INDIAN ECONOMY INVEST GUIDE A P R I L 2 0 2 3 A N I N V E S T O R E D U C A T I O N I N I T I A T I V E Laying The Foundation of Vibrant India BUDGET 2023 Will Impact Investing Be Profitable For All? ESG INVESTING A Game Changer For Indian Auto Industry ELECTRIC VEHICLE w w w . I n v e s t O n l i n e . i n RESILIENT AND WITHERING THE STORM INDIAN ECONOMY INVEST GUIDE A P R I L 2 0 2 3 A N I N V E S T O R E D U C A T I O N I N I T I A T I V E Laying The Foundation of Vibrant India BUDGET 2023 Will Impact Investing Be Profitable For All? ESG INVESTING A Game Changer For Indian Auto Industry ELECTRIC VEHICLE w w w . I n v e s t O n l i n e . i n Unmasking the Truth Behind the Hype RECESSIONARY FEARS INVEST GUIDE J u l y 2 0 2 3 A N I N V E S T O R E D U C A T I O N I N I T I A T I V E Can India Achieve Its Ambitious $2 Trillion Export Target Amidst a Slowdown? NAVIGATING ECONOMIC HEADWINDS: UNLEASHING THE POWER OF DOMESTIC INVESTMENTS
- 2. Choose Health Insurance, Choose Investonline DOWNLOAD THE APP NOW Health Insurance Solutions Now On
- 3. WHAT’S INSIDE Navigating Economic Headwinds: Can India Achieve Its Ambitious $2 Trillion Export Target Amidst a Slowdown? How India’s Digital Revolution Can Contribute $1 Trillion in Economy Recessionary Fears: Unmasking the Truth Behind the Hype 06 09 17 27 33 The journey of Indian real estate markets towards institutionalization Unleashing the Power of Domestic Investments
- 4. CEO’S DESK €‚ƒ ‚„ †‡ ˆ ˆ ‰†‡ ‰ ‡ Š ‹Œ Ž ‘ ‰ ’‰“‡ˆ ’”†‡ Ž Š• –Š— –ˆ€—˜ ‰†‰™„ š“†‡ Ž € ‰†‰™ Š• š‡Ž Š • ˆ “”˜ ˆ‘ “˜”› ˆ œ ˆ‘ œ œ‘ ‘ • œ –€ž— †‰ –Œž— œ ‰†‰‰‰†‰™‰ Ÿ ‰ ¡‰†‰‰€ž ‰ Œž¡‰†‰™Ž €ž ¢’ œ ‰†‰‰‰™ œ £” ™¢™¡‰†‰‰ £“‰š • œ œ ¡ ‰†‰‰‰™ š’ –Œž— • œ
- 5. š”‡ œ Ž † ” ‡ ‰ ˆ € ŠŽ ¤Šˆ‰™ Š‰“ “‡“‰“‡› ¤ Š Ž Š¤Š ‘Œž š ‡ ¢’¡‰™ ’“‡ ¡‰™ Œž ”‰‡ ”‡Œž ¢’¡‰™ – — – — „ ˜˜ Œž ¡‰™‰“ ‹ ‰†‰ ˆ ¥ –— ›Œž ¡‰’ š‡ š“‡ –— ˆ‰™€ ’‰“‡ ‰„ –— œ œ –— › Ÿ ¦ § Ž ¨™ 04
- 6. India is riding a wave of optimism as it continues to secure its position as the s e co n d -fa s te s t- g ro w i n g economy for the second consecutive year. £“ £ † £‰ ‰†™† Ž œ „ ˆ Ž • NAVIGATING ECONOMIC HEADWINDS: CAN INDIA ACHIEVE ITS AMBITIOUS $2 TRILLION EXPORT TARGET AMIDST A SLOWDOWN?
- 7. Ž œ „ ˆ Ž • Ž £‰ œ ‰†‰‰‰™ £’“† £™‰‰ € œ £’‰‰ £‰“’Ž š† ”‰ Ž £‰ ©œ ˆ ž Œ ˆ–¡†™†˜— ¨ –€ŒŠ— ‰’“ Ÿ œ ‰††˜ › › ’ œ ¡ ™ Ž › œ †š ¡ ’ ˜ ªš ¡ ª¡‰™ › • œ Ž œ ‹ “ ” Œž ‰ € Œž Ž • œ ¡‰™¡‰’ BUDGET 2023: LAYING THE FOUNDATION OF VIBRANT INDIA NAVIGATING ECONOMIC HEADWINDS: CAN INDIA ACHIEVE ITS AMBITIOUS $2 TRILLION EXPORT TARGET AMIDST A SLOWDOWN? 07 To View More, Scan QR Code. Your retired life is for you to enjoy, not for you to worry about income. Our retirement calculator helps you to calculate how much you need to grow your wealth to ensure a smooth and hassle-free post-retirement life. www.InvestOnline.in +91 22 40713333 / 1800-2222-65 +91 7777024447 wealth@investonline.in Investments in securities are subject to market risks, read all scheme related documents carefully.
- 8. £™‰‰ ‹ ¡‰™ ˜‰ “š ¡‰†‚ £‰†š£™‰‰ Ž • “† ¡‰™ Ÿ Ÿ ™’ ‰ ™ € † €ŒŠ £‰ ” † ˆ ˆ Ž • « –«— › ¬ ¨Ÿ ¤ • œ –€ž— €ž ‰ Ž £‰ ‰†™† • ¡‰™ £’“† £ª” œ Ž › œ œ Ž Ž “† ª† Ÿ –Š— Ž £‰“’¡‰‰ œ €‹®ž ª ¡‰™ NAVIGATING ECONOMIC HEADWINDS: CAN INDIA ACHIEVE ITS AMBITIOUS $2 TRILLION EXPORT TARGET AMIDST A SLOWDOWN? 08
- 9. HOW INDIA’S DIGITAL REVOLUTION CAN CONTRIBUTE $1 TRILLION IN ECONOMY
- 10. „ œ › “š† Ž œ ž œ Ž Since its launch in July 2015, the Digital India program has been a cornerstone initiative of the Indian government, aimed at transforming the nation into a digitally empowered society and knowledge-based economy. › ‰ “š† ‚ ‰ œ ‰™ ‰† ˜ € ¨ • Ž ‰ª† ” ¤ € › ‰†† ‹ ž ™ ‰† ” ‰†› ‚ ¡• ”“ ‰ª‰††† € € ˆ ‚ ˆ ©œ ¨ ¥ ¨ ¨ Š ˆ ˆ ¨ 1.22 billion up from 510 million people with unique biometric digital identities (Aadhaar) 870 million up from 55.8 million Aadhaar - linked bank accounts 98 million up from 6.5 million daily e - government transactions 292,748(as of April 2018) up from 63,000 functional Common Services Centres providing e-services2 26.7 billion up from 249 million Aadhaar authentication transactions2 294 million up from 90 million Social media users 560 million up from 238.7 million Internet subscriptions 200 million up from 30 million WhatsApp subscribers 176.8 million up from 40 million e-commerce users 24.3 billion up from 2.5 billion annual digital payment transactions (digital wallets, net banking, or credit or debit card at point of sale) GOVERNMENT-LED INITIATIVE BUSINESS-LED INITIATIVE HOW INDIA’S DIGITAL REVOLUTION CAN CONTRIBUTE $1 TRILLION IN ECONOMY 10
- 11. Key area Initiative Description Impact eGovernance Common Services Centre ▪ Access points for delivery of electronic services to villages ▪ 290,000 functional CSCs with 72% of all gram panchayats covered ▪ 54,800 women entrepreneurs Digital land ▪ Development of a modern, comprehensive, and transparent land records management system ▪ 31 states and UTs with complete computerisation of land records, as of Nov 2017 ▪ 30 states and UTs with complete computerisation of property registration, as of Nov 2017 DigiLocker ▪ Cloud-based platform for issuing and sharing key identity documents ▪ 15.3 million registered users ▪ 20.5 million documents uploaded Direct Benefit Transfer ▪ Subsidy and benefits disbursements directly to bank accounts ▪ $70 billion disbursed through DBT ▪ 433 schemes from 56 ministries covered Government e-Marketplace ▪ Online marketplace for procurement of goods and services by various government departments ▪ 27,978 buyer organisations and 143,751 sellers ▪ 823,283 orders Agriculture eNAM ▪ Pan-Indian electronic trading portal for agricultural commodities ▪ $4.8 billion value traded, as of August 2018 ▪ 96,118 buyers and 5,076,501 sellers, as of November 2017 Soil Health Card ▪ Crop-wise recommendations of nutrients and fertilisers required for individual farms ▪ 158.7 million Soil Health Cards dispatched in cycles 1 and 2 MKisan ▪ Crucial information, services advisories on farming through SMS ▪ 22 billion text SMSs sent since May 2013 ▪ Kisan call centres answer farmers’ queries in 22 languages Health Rashtriya Swasthya Bima Yojna ▪ Health insurance coverage for families living below the poverty line ▪ Over 36.3 million families enrolled ▪ 8,697 public and private hospitals in 278 districts E-hospitals ▪ Workflow-based hospital management ICT system ▪ 47 million transactions made at indoor patient department, labs, or during registrations since 2015 ▪ Transactions implemented at 319 hospitals To View More, Scan QR Code. Track the latest updates on Indian and Global financial markets on your smartphone. Monitor your investments with portfolio and watchlist latest prices of Sensex, NIFTY and more. www.InvestOnline.in +91 22 40713333 / 1800-2222-65 +91 7777024447 wealth@investonline.in Investments in securities are subject to market risks, read all scheme related documents carefully.
- 12. State Description Scheme Impact Bihar ▪ Implemented energy billing software, mobile apps in the North Bihar Power Distribution Company across 21 districts and South Bihar Power Distribution Company across 17 districts ▪ ICT-based solutions help in project monitoring, handling grievances, spot electricity billing through mobile app, building an appropriate management information system to monitor revenue collection and other variables ▪ Helps in greater transparency between electricity board and its consumers ▪ Smart Energy Infrastructure and Revenue Administration System ▪ Is an integrated framework of web, mobile, and GIS technology to aid electrical infrastructure ▪ Covers 9.8 million rural consumers across Bihar ▪ Monthly revenue has grown from about $53 million in 2014–15 to more than $98 million in 2017–18 ▪ Energy bill distribution on time increased revenue by $297 million annually Andhra Pradesh ▪ Ration card data is digitised and Aadhaar seeded ▪ Monitors the movement of inventory from the Food Corporation of India godown, or warehouse, to fair-price shops until it reaches consumers ▪ Aadhaar enabled Public Distribution System ▪ Entirely digitised PDS with supply chain management, fair shop transactions automated with Aadhaar-based biometric ID enables PoS devices ▪ 13 million monthly Aadhaar beneficiaries (ration card holders) ▪ Resulted in $165 million in savings ▪ 28,132 total shops with 12.2 million availed cards and 12.4 million monthly transactions Karnataka ▪ Connects to Karnataka State Natural Disaster Monitoring Centre for weather data and calculates compensation based on term sheets under MWBCIS ▪ Transparent and farmer-friendly system for enrolment, registering claims, compensation calculation, and payment of compensation to farmers ▪ SAMRAKSHANE is an end-to-end e-governance solution to handle crop insurance under Prime Minister’s Fasal Bima Yojana programme and Modified Weather Based Crop Insurance Scheme ▪ 1,059,801 enrolments under Kharif (2016) and 1,395,933 enrolments under Rabi (2016) ▪ 1,425,976 enrolments under Kharif (2017) as of August 18, 2016 ▪ 126,928 CSC enrolments with a premium amount of $2.6 million West Bengal ▪ Exclusive virtual workspace in Kanyashree online system where girls can share their experiences and take part in e-learning initiatives ▪ Scheme has two transfer components: – Annual incentive of $11.50 to be paid to girls 13 to 18 years old – One-time grant of $385 to be paid after a girl turns 18, provided she was engaged in an academic or occupational pursuit and was unmarried ▪ Kanyashree Online 5.0 is a flagship programme of the West Bengal government to improve the status and well- being of girls, specifically those from socioeconomically disadvantaged families through conditional cash transfers ▪ Serves 4.2 million girls ▪ 15,826 registered institutions ▪ Over $600 million disbursed ▪ 9 million applications sanctioned out of 9.4 million applications received Some examples of state - level initiatives in e-governance
- 13. Ž • € ¤ œ ‰† ™™‰† ‰˜† • ” ¤ € ” Œ ˜™Œ ‰† ’‰† ˜Ž ‰†‰† ” ˜œ ‰“ ‰† ™ ’ • • Ž ž ‰† “ Ž •© ¨ ¨ © © œ Significant Government Investment In Foundational Platforms Has Helped Accelerate Digital Adoption AADHAAR UID 12-digit unique identification number based on biometric and demographic data E-SIGN Replaces manual paper-based signatures by allowing Aadhaar holders to electronically sign documents 26.7 billion Aadhaar-based authentications, as of January 23, 2019 597 million Aadhaar payment bridge accounts linked, as of May 2018 8.7 million eSign transactions in FY17 222 % Y-o-Y growth over FY16 DIGILOCKER Platform for issuing and verifying documents digitally using cloud storage linked to Aadhaar Paperless KYC process, verifying subscriber’s identity and address electronically through Aadhaar e-KYC 6.7 billion eKYC transactions, as of January 23, 2019 17.4 million users, as of January 23, 2019 23.0 million documents uploaded, as of January 23, 2019 GSTN Unified indirect tax administration platform for the entire country to handle invoices, returns, registrations, and payments Enables all bank account holders to send and receive money instantly using smartphones, without bank account information UPI 3.7 billion cumulative transactions from Jan 2018-Dec 2018 $1.4 billion monthly value in 2017–18 10.3 million businesses registered, as of March, 2018 HOW INDIA’S DIGITAL REVOLUTION CAN CONTRIBUTE $1 TRILLION IN ECONOMY 13
- 14. • ¨ œ Ž € € šª™š™ –®« — œ “’˜†† Ž ¨ ¨ ¬ œ Ž Œˆ ¬ © Internet subscriptions, million 22 267 560 +293 +245 Internet subscriptions 2011 2014 2018 Average monthly mobile data consumption per user, MB 89 8,320 2014 2018 93x Mobile Data Consumption 100 720 1,222 2011 2014 2018 +502 +620 People enrolled, million Aadhaar Mobile subscriptions, million Mobile phone subscriptions 894 944 1,191 2011 2014 2018 +247 +50 HOW INDIA’S DIGITAL REVOLUTION CAN CONTRIBUTE $1 TRILLION IN ECONOMY 14
- 15. ¤œ ‰† “ © « œ œ ¢Š € • œ Ž ¨ Œ ˆ „ ‚ ‚ £™†† ‰† š ¨ Ž ¨ ¨ Œ• ‹ © © Š £™† ‰ ‰†††† › £‰š‰† ˜ £’ ‰†‰† ª† • ¬ ¨ ¨› • ‰†††† Ž œ œ ”š œ œ • ™†† Ž –— ‹ • ¯ ¯ ° ¯ ¯ ° ¯ ¯ ° ¯ ¯ • ‰† † • ‰† ™ ‰† ” ª† • ‰ • ¬ Ž ‰† œ œ ‰† ‰ ±¡€ ¯± ¡ €¯ œ Ž ‰† “ ž« Ž • HOW INDIA’S DIGITAL REVOLUTION CAN CONTRIBUTE $1 TRILLION IN ECONOMY 15
- 16. ESG INVESTING: WILL IMPACT INVESTING BE PROFITABLE TO ALL ESG INVESTING: WILL IMPACT INVESTING BE PROFITABLE TO ALL ‹ “’ˆ ‰“““ ‚‰† š œ Ž ¨ “†† ††† Ž ¨ œ œ ‰† ” ¡ ¡ ‚Ž €Ÿ †† œ œ • œ Š • Ž Š œ • ‰† ” ”š˜ £‰† ± ¨ ¨ © š† ™†††††Ž ª” ‚ œ ††††† “ ±¡€ Žˆ ˆ „ ±¡€ ¨ Ž‰™ © ¨ € € –€€— ‚ ˆ ¨ Ž Ž ‹ ™ ™† ‹ • ‹ ™“ “’˜†† €€ Ž ‰† “ š “™ To View More, Scan QR Code. If you are planning for retirement, higher education, saving for wedding or even buying a house or a car, InvestOnline’s goal based calculator can help you to get a rough estimate of the money you require to fulfil each goal. www.InvestOnline.in +91 22 40713333 / 1800-2222-65 +91 7777024447 wealth@investonline.in Investments in securities are subject to market risks, read all scheme related documents carefully.
- 17. Unmasking the Truth Behind the Hype RECESSIONARY FEARS
- 18. Ž œ œ Ÿ ‰†‰‰‰™ ‰†‰™ “ œ ‚‰†‰ œ « œ ‰†‰™‰’ ¨ œ Ž Ž ¤ ‚ Ž ‰†‰™ œ Š ˆ • –ˆ— ‰†‰‰Ž œ ˆ œ œ Ž œ ž © Ÿ Ž œ œ ‰†‰™ Ž œ © œ œ ² ¨ œ ²€ Ÿ œ œ ³ ³ œ Ž ¨ • Ž “ ‰†‰™ œ ‚ ‰†‰ ˜‰†‰™ œ ˆ‰†‰™
- 19. Global PMI Note: Level of 50 corresponds to no change in activity and a reading above 50 denotes expansion and vice versa. ‰†‰‰‰™ Ž ¬ ›‘« – ‰†‰™— Ž ˆ ™ ‰†‰™ € ˆ ‰†‰™ Š œ œ –Ž— ˆ Ž € œ–— œ° © ˆ‰†‰™ – ˆ — ¨ Ÿ ‰†‰™ œ © ¤ € œ‰†‰™ Global GDP Growth Nowcast [adjusted series, (q-o-q)] •–ˆ— š “’‰ ‰†‰™ “™’ › ˆ ’ªš ‰†‰™ ˆ ‚‰†‰ ““’ œ ˆ ž ˆ RECESSIONARY FEARS: UNMASKING THE TRUTH BEHIND THE HYPE 19
- 20. ¤£˜’ ‹¨ €–‹ €—Ÿ ¤£”“ ˆ ‹ Baltic Dry Index Commodity And Food Prices D: Gold B: Food Prices A: Bloomberg Commodity Index C: Brent RECESSIONARY FEARS: UNMASKING THE TRUTH BEHIND THE HYPE 20
- 21. – ˆ —Š ‰™ ™“ ˆ © ¨ –’‰ —€ –† — ” ˆ ž œ Inflation (Y-o-Y) A: Advanced Economies B: Emerging Market Economies C: Core Inflation in AEs D: Services Inflation in AEs To View More, Scan QR Code. If you are planning for retirement, higher education, saving for wedding or even buying a house or a car, InvestOnline’s goal based calculator can help you to get a rough estimate of the money you require to fulfil each goal. www.InvestOnline.in +91 22 40713333 / 1800-2222-65 +91 7777024447 wealth@investonline.in Investments in securities are subject to market risks, read all scheme related documents carefully.
- 22. „ œ ˆ ”‰†‰™ ¤ Ž „ ‹ ˆ € –‹ˆ€— ˆ ™ ‰†‰™ Ÿ Ž ¤ †˜ ¤Ÿ œ ˆŽ ˆ € –ˆ€— †™ € – — – ˆ — Ž ¤‹ ˆ€–‹ˆ€— ‰“ ˆ™ ‰†‰™ œ Š ‰“ ˆ ˆ Š“† €– €— ‰“ ˆ To View More, Scan QR Code. Your retired life is for you to enjoy, not for you to worry about income. Our retirement calculator helps you to calculate how much you need to grow your wealth to ensure a smooth and hassle-free post-retirement life. www.InvestOnline.in +91 22 40713333 / 1800-2222-65 +91 7777024447 wealth@investonline.in Investments in securities are subject to market risks, read all scheme related documents carefully. Global Financial Markets A: Equity Indices (MSCI) B: US Government Bond Yields C: Currency Indices D: Portfolio Flows to EMEs
- 23. Monetary Policy Actions A: Advanced Economies B: Emerging Market Economies ˆ € ª†† ™†† ††† š†† € € ‰“ ˆ‰†‰™ ‚ˆ ‰“ œ Ž œ ‰†‰™‰’ Ž € –— ‰†‰‰ ‹ – — ‰†‰™ Œž “ ¢’¥‰†‰‰‰™ Œž ”š ¢ ¥‰†‰™‰’ « œ ‰†‰‰‰™ š” Ž © ’’’ †’ Decomposition of Export Growth in 2022-23 A: Relative Contribution to Export Growth B: Performance of Petroleum Exports
- 24. ‰†‰™ Œ Ž –ŒŽ— € Š ˜” ŒŽ ‰† ” Ž š Ž œ ˆ ‰†‰™ ˆ• –ˆ— “”‰ ™ š‰†– ‰† †— Ž ‰†‰™ ¤£ ’ªª šª ’ Ž • œ ‰†‰™¤£ “‰ Ÿ œ ‰†‰‰‰™ œ ¤£”‰š Š œ„ Relative Contribution to Import Growth and Sources of Merchandise Trade Deficit A: Relative Contribution to Import Growth (April 2023 over April 2022) B: India’s Merchandise Trade Deficit Against Major Countries Purchasing Managers’ Index (PMI) A: Manufacturing B: Services
- 25. › €¬ ™ ¨ –‹«— Š ”‰ –— ˆ Ÿ ‰†‰™ œ ¬ • ¨ Ÿ ¨ –¤‚€€— ¨ ¢’¥‰†‰‰‰™ Ž –›€Š— « € ‹ ›€Š ” ª ˜ šˆ “‰†‰™ Policy Corridor and Money Market Rates A: Policy Corridor and Call Rate B: Money Market Rates ž š ˆ ™ ‰†‰™ ™ –Ž— œ –€ž— –€—œ –‚€— ˆ €ž¨₹†‰” ‰†‰™‰’– ˆ †“— ₹†™™ €€ ₹ “ ‰†‰™‰’– ˆ “— Ž „ ˆ €•–ˆ€— ¤ RECESSIONARY FEARS: UNMASKING THE TRUTH BEHIND THE HYPE 25
- 26. To View More, Scan QR Code. Kotak Gold ETF has delivered an CAGR return of 12.90% in the last 5 years. -Gold is considered as a safe-haven asset. -Investment in gold can act as a shield against volatility. www.InvestOnline.in +91 22 40713333 / 1800-2222-65 +91 7777024447 wealth@investonline.in Investments in securities are subject to market risks, read all scheme related documents carefully. Ž † Œ –”‰š‡Œ‰†™™— œ ”‰‰ ’”†† ˆ™‰†‰™ ‰†‰‰ †Œ šªª ˆ “‰†‰™Ž © ˆ‰†‰™ –— œ –£ ª— –£†‰—ž š™†‰†‰™œ ˆ– “ — £‰‰ A: Gross and Net FDI - India B: Country-wise FDI in Semiconductor Industry in 2022 œ œ‰†‰™‰’² Š• ‰†‰™ Œž ”˜ –— ™” – ‰† ª‰†— Ž ¨ Ž ‚ Foreign Direct Investment Flows to India
- 27. THE JOURNEY OF INDIAN REAL ESTATE MARKETS TOWARDS INSTITUTIONALIZATION Š œ œ ¨ Ž
- 28. ELECTRIC VEHICLES: A GAME CHANGER FOR INDIAN AUTO INDUSTRY? –Š Ž— Š Ž Ÿ Š Ž©œ ¨ Ž ¤ Š Ž ¬ Ž ‰† ª ˆ œ‰†‰†œ • Š Ž ž Š Ž Ž Š Ž ˆ Š Ž € Š Ž ‰††† ± € India’s 3 listed office REITs- combined USD 7 bn market capitalization -19% of Nifty realty index companies’ market cap Operational office stock under REITs tripled to 74.4 mn sq ft as of 31st March’23 from 24.8mn sq ft as of 31st March’19 Technology sector clients accounted for an average of 43% share of rental revenue across the REIT office portfolio as of 31st March 2023 REITs hold 9.6% of India Grade A office stock- substantial potential to expand the REIT market size India’s Grade-A rent-yielding office space offers 393.7 mn sq ft REIT worthys asset for listing Incremental investment potential of USD 59.0-62.6 bn in REIT worthy office assets Revised budget provisions to soften tax impact to unitholders Retail and Hospitality sector to provide additional REIT worthy investment avenues. APAC markets - Leading The New REIT Launches 99% 1% 81% 14% 4% 1% 81% 69% 19% 9% 3% 54% 19% 22% 5% 39% 26% 28% 5% 1% 37% 18% 28% 8% 9% 30% 20% 32% 10% 8% 30% 20% 32% 10% 8% Africa / Middle East Asia/Pacific Europe Latin America and Caribbean United States and Canada 1990 1995 2000 2005 2010 2015 2021 2022 Asia / Pacific witnessed a strong increase in number of REITs 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% THE JOURNEY OF INDIAN REAL ESTATE MARKETS TOWARDS INSTITUTIONALIZATION 28
- 29. ELECTRIC VEHICLES: A GAME CHANGER FOR INDIAN AUTO INDUSTRY? Š Ž Ž Š Ž –Š Ž— € › ‹ ¨ Š Ž © ¬ Ž Š Ž Ž • ¬ Š Ž “†‡•Œ¬ Š Ž › ¤ Š Ž € œ Š Ž € Š ŽŽ Š Ž „ ¨ Country Enacted Year % Of Global REIT INDEX United States (US-REIT) Japan (J-REIT) Australia United Kingdom (UK-REIT) Singapore (S-REIT) Canada France Hong Kong Belgium (BE-REIT) South Africa Malaysia India South Korea (K-REIT) New Zealand Saudi Arabia Philippines Germany (G-REIT) 1960 2000 1985 2007 1999 1994 2003 2003 2014 2013 2015 2014 2001 2007 2016 2009 2007 67.01% 7.48% 3.87% 4.85% 3.50% 2.98% 0.98% 1.37% 1.60% 0.53% 0.09% 0.22% 0.08% 0.30% 0.19% 0.03% 0.04% Global Americas Asia/Pacific APAC Europe Middle East / Africa MENA Year Return (Total) Dividend Yield Return (Total) Dividend Yield Return (Total) Dividend Yield Return (Total) Dividend Yield Return (Total) Dividend Yield Annual (including year to date) 2019 2020 2021 2022 23.58 -9.16 23.04 -23.58 3.89 4.02 3.25 4.34 25.06 -10.23 41.38 -24.44 4.02 3.95 2.74 4.16 20.22 -10.43 -1.82 -12.41 3.66 4.27 4.39 -12.41 27.33 -1.67 10.06 -40.2 3.63 4.27 4.39 4.51 4.4 -39.94 28.55 -4.83 8.25 7.41 5.13 5.71 THE JOURNEY OF INDIAN REAL ESTATE MARKETS TOWARDS INSTITUTIONALIZATION 29 To View More, Scan QR Code. Track your investment on the go Pull your investments and manage them on the mobile itself, without anyone’s dependency www.InvestOnline.in +91 22 40713333 / 1800-2222-65 +91 7777024447 wealth@investonline.in Investments in securities are subject to market risks, read all scheme related documents carefully.
- 30. Š Ž –€ŒŠ—““‡ ‰‡Š Ž ‰†‰ ‰†‰™ ‹ ‰†‰™ ‚ « ‚„Š ŽŽ Š ŽŽŽ ‰˜š‡ ”ªª‡ Š Ž ‰†‰‰ Ž Ÿ € ˆ ‚ › Š Ž ¬ € ‰˜š‡ ”ªª‡ › €žœ‹¬ Š Ž ’”‡ Ž Š Ž ¨ Š Ž ˜˜‡ Š Ž „‰††˜Ÿ Š Ž ž Š Ž Š Ž ¬ ž Š Ž “‡Ž œ ¬ Vacancy Trends In Office Assets 7% 13% Listed REIT REIT worthy assets Other assets Mar-20 Mar-21 Mar-22 15% 14% 4% 5% 6% 7% 24% 27% 30% 31% Mar-23 Lease Rental Trends (INR per sq ft per month) 68 65 Listed REIT REIT worthy assets Other assets Mar-20 Mar-21 Mar-22 68 72 81 82 83 85 73 76 76 79 Mar-23 REITs In-place office rents v-s REIT Worthy Asset Rents 100 80 60 20 40 0 March’ 20 March’ 21 March’ 22 March’ 23 Monthly rent per sq ft (Rs) 68 81.1 19% 65 26% 81.7 68 22% 82.9 84.9 72 18% 30% 20% 10% 0% In-place Rent REIT worthy assets avg. MTM% Š Ž• ¬ Š Ž Ž ´ – ´— ¬ š™‡ €ž –€ž— To View More, Scan QR Code. Do You Know? By investing just Rs. 10,000 every month, you can potentially accumulate corpus of Rs. 3.24 crore* in 25 years! www.InvestOnline.in +91 22 40713333 / 1800-2222-65 +91 7777024447 wealth@investonline.in Investments in securities are subject to market risks, read all scheme related documents carefully.
- 31. ¤ ¯ œ¯ œ Ž œ – — Ž Š Ž Ž © © « Š Ž • œ € †‡ Œ¬ Š Ž › Š Ž ¬ ¨ Š Ž ¬ Ž •Œ¬ Š Ž ¤ž“ªš™ ˆ Š Ž © žœ Š Ž© œ Ž ‹ ‚Ž¡Š Š Ž › ¨¤ž”Š Ž ª‡ ¨ ‚Ž¡ Š Ž œ Š Ž Ž ‚ ‚„ Š ŽŽŽ © ¤ Ž Š Ž œ œ –’““‰‡— Ÿ Performance Of The Listed REITs versus Nifty Realty Apr 21 Index May 21 Jun 21 Jul 21 Aug 21 Sep 21 Oct 21 Nov 21 Dec 21 Jan 22 Feb 22 Mar 22 Apr 22 May 22 Jun 22 Jul 22 Aug 22 Sep 22 Oct 22 Nov 22 Dec 22 Jan 23 Feb 23 Mar 23 Apr 23 May 23 170 160 150 140 130 120 110 100 90 80 Income distribution to REIT unit holders Interest Dividend Rental Income Amortisation / Repayment of shareholders Loan Taxable Taxable Taxable Non-Taxable Existing Provision Union Budget 2023 provisions No change No change No change Specified sub taxable Tax treatment for REIT unitholders
- 32. š†Š Ž Ž Œ š œ Š Žµ‚®Ž • Š Ž š“šª Š Ž Ž‰µ™ Œ › Ž Š Ž • Ž Š Ž • Ž • Whether you want to plan for higher education, calculate a home loan EMI or want to invest through SIP, our calculators make it easy for you Find out how to meet your financial goals only on
- 33. › Ž œ • • Ž µ Ž Ž ¥ › Ž UNLEASHING THE POWER OF DOMESTIC INVESTMENTS
- 34. Ž œ œ Ž Ž ¥ › Ž • Ž •ˆ • – — • –«— ©œ Ž œ • Ž ¥ Œ œ › Ž Ž • €‚ƒ ƒ Ž • • š œ ‰†‰‰‰™ ”‰ Ž • ’“ œ • Jul 2020 Jan 2021 Jul 2021 Jan 2022 Jul 2022 Jan 2023 30.00% 20.00% 10.00% 0.00% -10.00% -20.00% -30.00% -23.2 -5.6 1.7 2.5 21.6 9.1 5.2 4 13.1 6.2 6.5 6.1 Expansion of Indian Economy ¬ œˆ ™ ‰†‰™ Œž œ ₹’™š‰ ₹’ ‰ œ ‰†‰ ‰‰ Ž ”‰‡Œž Ž œ • UNLEASHING THE POWER OF DOMESTIC INVESTMENTS 34
- 35. Ž © • œ µ – µ®€—œ • –Ÿ‚— œ –ž— œ • ‰“”‰ ˆ ‰†‰™ •‰’’’ ˆ –— ‰†“š ‰†‰’ ž ™ ‰†‰‰ Ž „ œ œ œ œ Ž œ › Ž ‰†‰‰ £ £“ œ –€—ž «ŒžŒž œ ‰†‰‰‰™ š ₹‰”‰’ – £™™† —Ž œ ₹‰™’” – £‰˜’ — ‰†‰ ‰‰ • Ž • €‹®ž ª ª ‰†‰ ‰‰ œ Ž • • ‰† ¡‰™ Ž œ œ • Ž • • Ž œ • UNLEASHING THE POWER OF DOMESTIC INVESTMENTS 35
- 36. Services to be provided by e-commerce entity to the vendors at arm’s length and in a fair and non-discriminatory basis. Sale price cannot be directly or indirectly influenced by marketplace entity. • € Ž • Ž œ œ • › ¨ Ž ‰†‰‰ ¨ –«— © ¤ Ž ‰††† £š† ®€ Ž £š š ‰†††¶ 2015 2016 2017 2018 2019 2020 60 40 20 0 19.7 16.2 26.18 37.41 46.55 47.58 75.94 56.47 2021 2022 80 Investment In Billion U.S Dollars India's Share of Investments • œ œ “ ‰†‰ ‰† ‰†‰‰Ž ¯€ ¶ ¯ • Ž œ œ • Ž • Ž ¨ Ž œ • œ Ž œ œ „ ‰†‰‰ µ®€ ¤£ ‰ ”™ Ž ‰†‰‰ µ®€ ¤£”ª“ Ž ¡‰‰– — ¤£ ˜™ µ®€ œ •
- 37. ‹ ‰†‰‰ ¤£ “† € Ž ¤£”††˜†† ‰†‰‰Ž ´ œ Ž ¤£”“ € €€ ® ® ® ±Š ¤£‰†† ‹¬ Š Ž• œŠ –Š Ž— ¤£š“ ©–‹—Ž Œ ‹ • ‹ ¤£ “† œ±€ Ž ±€ ¨ ž –Š‹— Šš† –¤£”“— ‹ ‚ ª ¤ ‚ € ¤€ €¨ €€ Š ™‰š –¤£ šš — ® • ‚ –‚— Š ‰‰“† –¤£ ‰˜‰ — ‰‰“‡Ÿ «–Ÿ«— Œ® œ ¤£™š ®‚ žˆ Ž ŽŒ € Ž ± ˆ Ž ± ˆ¤–ˆ¤— Œ± Š ’˜†† –¤£ š‰†‰™ — • œ ‰†‰‰‰™ ” ₹’††“ ₹™””† œ ˆ–œ— ™ ˆ ‰†‰™ œ• ¤ ˆ –¤ˆ— ˆ ‰†‰™ ₹™ª’‰†™ ¤ˆ₹’††’š™˜ Ž œ ₹™”“šš˜‰“” ₹™””†‰ª“”ª ˆ ‰†‰‰‚ • ¤ˆ –— ₹ ’‰”š†š ˆ ¤ˆ ₹š˜™‰ªš‰’ To View More, Scan QR Code. Abchlor PMS Beats The Market Again! Since its inception, Abchlor Classic Equity has delivered 17.45 vs SP BSE 200's 9.70 % in the same period. Proven track record of wealth creation. Long-term investment view. www.InvestOnline.in +91 22 40713333 / 1800-2222-65 +91 7777024447 wealth@investonline.in Investments in securities are subject to market risks, read all scheme related documents carefully.
- 38. Ž œ œ › • • Ž ž Ž –žŽ— Š Ž Ž Ž ˆ « œ ¨ ‰ª€«« ¥ €› Š€ € € ‹ Ÿ ›€ • Ž œ • † ‚ Trend in High-Frequency Indicators Power E-Way Bills Exports Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Mar-21 May-21 Jul-21 Aug-21 Nov-21 Jan-22 Mar-22 May-22 Jul-22 Sep-22 Nov-22 Jan-23 Feb-21 Apr-21 Jun-21 Sep-21 Oct-21 Dec-21 Feb-22 Apr-22 Jun-22 Aug-22 Oct-22 Dec-22 0 20 40 60 80 100 140 160 180 120 TW Sales GST Collection Rail Freight Rail Freight Vehicle Registration PV Sales Indexed, Feb 20 = 100 21.2% 10.5% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% -30.0% -40.0% May-12 Sep-12 Jan-13 May-13 Sep-13 Jan-14 May-14 Sep-14 Jan-15 May-15 Sep-15 Jan-16 May-16 Sep-16 Jan-17 May-17 Sep-17 Jan-18 May-18 Sep-18 Jan-19 May-19 Sep-19 Jan-20 May-20 Sep-20 Jan-21 May-21 Sep-21 Jan-22 May-22 Sep-22 Jan-23 TW Sales PW Sales 12M Trailing, YoY% Trade In Passenger Vehicle And Two Wheeler Sales ‚‡ € Rural Economy Tracker Shows The Worst Is Behind Mar-19 125 115 105 95 85 75 65 Jun-19 Sep-19 Dec-19 Mar-20 Jun-20 Sep-20 Dec-20 Mar-21 Jun-21 Sep-21 Dec-21 Mar-22 Jun-22 Sep-22 Dec-22 First wave of the pandemic Second wave of the pandemic Rural Tracker, Indexed CY19= 100 Rural Tracker(ex TW and Tractor sales) Occupation Wise Share In Total Employed Jan-19 Mar-19 May-19 Jul-19 Sep-19 Nov-19 Jan-20 Mar-20 May-20 Jul-20 Sep-20 Nov-20 Jan-21 Mar-21 May-21 Jul-21 Sep-21 Nov-21 Jan-22 Mar-22 May-22 Jul-22 Sep-22 Nov-22 Jan-23 0 50 100 150 200 250 300 350 400 450 Millions Business Salaried Employees Small Traders Wage Labourors Farmers ‚ ˆ‰ BUDGET 2023: LAYING THE FOUNDATION OF VIBRANT INDIA 38