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FDI in India – Pros and Cons

March 5th, 2021

With the occurrence of globalization, foreign direct investment (FDI) has become a subject of popular interest. FDI has acquired a clearly critical role in the International Economy after the Second World War. They have opened new avenues for National Markets which are now open to International business. Local markets need to explore resources beyond borders to boost the influx of funds and to progressively acquire improved technology, boost their domestic rates and improve their economy. For the underdeveloped and developing nations FDI implies foreign exports and access to international markets and currencies. The advantages of FDI are numerous. FDI brings with it plenty of employment opportunities and technical capability. FDI also enhances the competitiveness of local firms. It ensures flow of money to businesses across the countries that have good growth prospects. It brings with it competitive advantages and diversity. The benefits for both investors and recipients are numerous. It has also been observed that foreign direct investments have revived and supported nations during times of economic strife. The 1997 Asian financial crisis for instance, where other major cash inflows suffered major setbacks, FDI was held steady. Transfer of resources in terms of capital and technical knowledge is another boon. FDI opens up a wide range of opportunities in trading of goods and services, holding good for both imports and exports. It plays a crucial role in improving the productivity of the host nations. The quality of goods and services is also enhanced as an outcome. Income through taxation on FDI also helps increase the revenue for the Recipient nations Government.

While all these factors stand both the Investor and the recipient in good position, FDI has its fair share of cons as well. FDI’s are subject to an outrageous degree of risks leading to changes in the political scenarios of the host country in no time. The investor could thus find his investment in serious danger. Cultural differences between the participating nations could also provoke hordes of disputes which would ultimately lead to a failed business venture. It is also often argued that FDIs generate negative externalities in the labour market of the host economy. This is based on the fact that all parties are viewed as profit maximizing entities. It also has baleful effect in depriving and destructing the local employment market. Some also argue that allowing foreign players would most definitely disrupt the balance of the economy, for instance allowing FDI in India would render millions of retailer’s jobless, closing the small windows of opportunities they have.

India is the largest democracy in the world with innumerable resources. It provides countless opportunities for investments, both domestic and foreign. The Indian Government has plunged into drastic economical reforms since 1991 in terms of the International markets. FDI was liberated tremendously through review of the country’s FDI policies. Liberalizing the stringent regulatory control on industries, simplifying investment policies and promoting FDI in India had supported its cause and stand on the International scene as a powerful player and a preferred investment hub. India has one of the most liberal and transparent policies on FDI among the emerging economies. FDI up to 100 percent is allowed under automatic route in all activities and sectors except few sectors like manufacturing of cigar and cigarettes of tobacco, electronic aerospace and defense equipments, etc.

The Indian government recently announced a range of reforms, including allowing foreign direct investment (FDI) in multi-brand retail up to a level of 51%. Wal-Mart the American retailing Giant has hit headlines since. Foreign players would help in setting up better supply chain and logistical capabilities favoring significant improvements in infrastructure. This has however received a mixed response from opposition leaders and economists. The Indian Government is also currently considering proposals to lift caps on Insurance and pension industries. In a nutshell India Has marked its arrival on the global economic scene and Stands out as a preferred hub for foreign investments and certainly is one for the future.

This Aerospace Company Is Ready to Blast Off

February 5th, 2021

Twenty years ago, we arrived on the surface of another planet. This marked one of the most important moments in space exploration history. It was 1997: the first successful touchdown on Mars via the Pathfinder rover.

Now, space exploration has expanded beyond our own government program, NASA. It has become the passion of some of the most revered, forward-thinking minds in the world.

In 2000, Amazon CEO Jeff Bezos began a side project called Blue Origin. Although most of its activities are kept somewhat secret, Bezos has stated that its near-term goals involve space tourism and satellite TV. Then, in 2002, Elon Musk began a company called SpaceX. This company was started with the sole purpose of colonizing Mars, even before Musk founded Tesla.

Right now, a main goal of NASA is to be the first to have a manned Mars mission. And now, there is increased competition from private companies, SpaceX in particular, as well as a multinational race, similar to that of the race to the moon.

It would be great to be able to invest in a company with such a unique and monopoly-like focus as SpaceX and Blue Horizon, but unfortunately that’s not an easy option; these companies are not publicly traded. However, I believe the next best option is investing in the systems that make these companies’ rockets “go.”

Rocketing Into History

About 98% of the material that’s launched into the sky during liftoff is related to propulsion. And it doesn’t just get the rocket off the ground. Complicated propulsion systems are also necessary to maneuver the ship once it’s in space.

With this being said, I believe I’ve found the best investment in the space industry right now.

It’s a relatively small aerospace and defense company here in the United States. Its specialty is propulsion systems, which comes in handy when working with rockets and other space-traveling vehicles. In fact, it’s the largest producer of space propulsion and power systems in the U.S.

The company also has a huge client for whom it does most of its business: NASA.

In the past, most of the business it has done for NASA involved the space shuttle. This includes 30 trips to and from the International Space Station; it also supplies the batteries used to keep the station running. In fact, the propulsion system that it designed and built guided the shuttle for 135 missions with a 100% success rate, making it the world’s most reliable rocket ever built.

But going forward, one of the major reasons for demand will be American-manned space launches. Although we have not had a manned space launch since 2011, this activity will be revitalized with the goal of making it to Mars.

This will be done via NASA’s Space Launch System (SLS), which is expected to take off for the first time in 2019. But the SLS is just the launching vehicle; the crew capsule that will carry the passengers is called Orion, and the company I’m recommending today is making the propulsion system for just about every component for both of these crafts.

It really is making history with this project, as no manned spacecraft has ever been designed to take humans into deep space, potentially to Mars and even the asteroid belt.

Another project this company has been selected to work on is the propulsion system for the Defense Advanced Research Projects Agency (DARPA)’s Experimental Spaceplane. In this project, it is collaborating with Boeing to make a hybrid airplane/traditional launch vehicle that will be used to send military satellites into space.

The Defense Department’s goal is to have this vehicle fully functional and tested by 2020. So, while this is a smaller project, it is still something coming up within the next few years.

A Sudden Growth Phase

Of course, any company can sound like a great investment, but it still has to be financially stable to actually be a great investment.

That’s why I believe Aerojet Rocketdyne Holdings Inc. (NYSE: AJRD) is on the verge of newfound growth in revenue due to the revitalized space program.

This year, its first-half sales increased by 13% after just 4% growth over the previous two years combined. And over the past year, expectations for revenue have grown A year ago, Aerojet wasn’t supposed to make over a billion until 2020.

You know a company is in a sudden growth phase when its expected revenue is accelerated by three years.

Lastly, when a company enters a growth phase, it’s important to make sure it has enough cash to fund its future operations. Over the past two years, Aerojet has brought in millions in cash from operations, essentially doubling its cash position in anticipation of its projects ahead.

Looking at Aerojet’s stock price, it’s obvious that the market has discovered the company’s growth potential. The stock has gone up about 100% over the past year. But I still believe it has plenty of room to grow going forward.

As a company, Aerojet is still valued cheaply, which is less than 1.5 years’ worth of revenue. And soon enough it’ll be making more than its value in just one year.

Overall, in the aerospace and defense industry, it is the seventh-cheapest company in terms of valuation out of 28 companies, and that’s after its price went up 100% in the past year.

Clearly, as Aerojet continues to grow, more and more investors will realize its potential and buy into its stock.

Ian Dyer is one of the top internal analysts for Banyan Hill Publishing. He graduated from Duquesne University with a degree in finance. He has passed the Level 1 and 2 CFA exams to become a Level 2 CFA, and will soon complete the final Level 3 exam. Becoming a Level 3 CFA demonstrates an analyst’s thorough command of economics, accounting, portfolio management, stock and bond valuation, and more. For the last few years, Ian has utilized these skills to analyze valuable investment recommendations for Banyan Hill’s 300,000 readers.