South & Central Asia Stock Index
India, Pakistan & Central Asia stock index. ๐๏ธ State owned ๐ผ๐ป ESG friendly ๐ ฟ๏ธ Preference shares available ๐๐ Global/regional operations or part of global/regional supply chains
This post is an index for all South Asia and Central Asia stocks covered and tagged under our EM Stock Pick Tear Sheets (plus additional untagged stocks) organized as follows:
Note: The links above to the relevant post sections below will only work for paid subscribers.
And for individual stocks:
๐๐ etc. This is fairly subjective as, for example, many stocks are part of global supply chains rather than domestic companies.
๐๏ธ State owned, controlled, or influenced companies.
๐ผ๐ป ESG friendly stock e.g. renewable energy. This is fairly subjective.
๐ ฟ๏ธ Preference shares available (Note: I donโt see a comprehensive list of preference shares or preferred stocks readily available on the Internetโฆ).
A very short description of the stock with links to the IR page and stock quote(s) on Yahoo! Finance or other sites.
Any Wikipedia page (denoted by ๐ผ) and a Substack stock tag link (denoted by ๐ท๏ธ) linked to any post under EM Stock Pick Tear Sheets.
Titles linked to any good or in-depth research (๐๏ธ denotes an archived piece) from funds etc covering the stock or our posts (denoted by โ ).
* Substack search leaves much to be desired. Inputting common terms or names (e.g. Holdings, etc.) will lead to a broad range of irrelevant results. Inputting a stock ticker (e.g. those that are numbers, etc) without the exchange abbreviation can come up with better Substack search results.
And as always, this post is provided for informational purposes only (and to make your life easierโฆ). It does not constitute investment advice and/or a recommendationโฆ
The goal is to build up a database or index of international, frontier, and emerging market stocks that have research available or are owned by international stock funds.
This means there is considerable room for improvement for these index posts over the coming months e.g. adding an icon link to any Wikipedia page (e.g. via an icon) as such pages usually mention any scandals or problems a stock may have add; tagging and adding additional stocks from 2023 EM Fund Stock Picks posts; organizing stocks by industry for countries that have many stocks covered, etc.
Asia
South Asia
๐ง๐ฉ Bangladesh
๐๏ธ Under the Banyan Tree - Bangladesh: Introducing a Sleeping Giant (HSBC Global Viewpoint: Banking and Markets) 12:21 Minutes (August 2023)
๐ง๐ฉ BRAC Bank (DSE: BRAC) - Provides banking solutions to โunbanked' SMEs. ๐ผ
๐ง๐ฉ Grameenphone (DSE: GRAE) - Bangladeshโs largest mobile telecom. ๐ผ
๐ Square Pharmaceuticals (DSE: SQPH) - Branded-generic drugmaker. ๐ผ
๐ฎ๐ณ India
Tags: India & India Stocks
๐ฐ Macro matters: Indiaโs tax glitch (Portfolio Adviser) November 2024 ๐๏ธ
However, foreign investors may not know that a percentage of their returns are subject to Indian capital gains tax.
This presents an issue for mutual funds โ how do funds handle, report and accrue the added tax, and can it lead to disadvantages for investors?
From CityWire : Sustaining Indiaโs long-term growth (1:01:26 Hours - May 2024) at the 21 minute mark (and covered in our June 9, 2024 post):
โ Quick Service Restaurant (QSR) Stocks in India (May 2024)
๐ฎ๐ณ 3M India, Ltd (NSE: 3MINDIA / BOM: 523395) - Manufactures & trades products for health care, manufacturing, automotive, safety, electronics, energy, commercial solutions, transportation, & design & construction. 4 segments: Safety & Industrial, Health Care, Transportation & Electronics, & Consumer. ๐ผ ๐ท๏ธ
๐ฎ๐ณ 360 One WAM (NSE: 360ONE / BOM: 360ONE) or 360 One Wealth - One of India's largest asset and wealth management firms. ๐ท๏ธ
๐ Aarti Industries (NSE: AARTIIND / BOM: 524208) - Manufacturer of specialty chemicals & pharmaceuticals with a global footprint. Diverse portfolio. ๐ท๏ธ
๐ฎ๐ณ Aavas Financiers (NSE: AAVAS / BOM: 541988) - Housing loans, primarily, in the un-served & un-reached markets. ๐ผ ๐ท๏ธ
๐ฎ๐ณ Adani Ports & Special Economic Zone (NSE: ADANIPORTS / BOM: 532921) - Cargest commercial ports operator in India. 13 domestic ports. Subsidiary Adani Logistics Ltd. operates 3 logistics parks. ๐ผ ๐ผ ๐ท๏ธ
๐ฎ๐ณ ADF Foods Ltd (NSE: ADFFOODS / BOM: 519183) - Manufacture, sale & distribution of packaged & frozen Indian foods. Includes international cuisines, from Italian to Mexican. ๐ท๏ธ
๐ฎ๐ณ Aditya Birla Capital (NSE: ABCAPITAL / BOM: 540691) - Holding company for the financial services businesses of the Aditya Birla Group. ๐ผ ๐ท๏ธ
๐ฎ๐ณ Amber Enterprises (NSE: AMBER / BOM: 540902) - Most backward integrated market leader in the Indian Room Air Conditioner (RAC) industry. Components space & finished goods in the HVAC industry. ๐ท๏ธ
๐ Ami Organics (NSE: AMIORG / BOM: 543349) - R&D, manufacture, & sale of pharmaceutical intermediates in India. Preservatives (cosmetics, animal food & personal care) & specialty chemicals (cosmetics, dyes, polymers, & agrochemicals). Exports its products. ๐ท๏ธ
๐ฎ๐ณ Apcotex Industries (NSE: APCOTEXIND / BOM: 523694) - Emulsion Polymers (synthetic latex & synthetic rubber): Tyre Cords, Carpet, Construction & Water-proofing, Textiles, Gloves, Footwear & Micro sheet, Conveyor belts, Hoses & Automotive components. ๐ท๏ธ
๐ฎ๐ณ Aptus Value Housing Finance India (NSE: APTUS / BOM: 543335) - Home Loan Company for the self employed belonging to Low & Middle Income Families primarily from semi urban & rural markets. ๐ท๏ธ
๐ฎ๐ณ Asian Paints Ltd (NSE: ASIANPAINT / BOM: 500820) - Manufactures a wide range of paints for decorative and industrial use + Wall Coverings, water proofing, adhesives & services under its portfolio + bath & kitchen products.ย ๐ผ๐ท๏ธ
๐ฎ๐ณ Ashoka Buildcon Ltd (NSE: ASHOKA / BOM: 533271) - Fortune India 500 company. One of the leading highway developers in India. Integrated EPC, BOT & HAM player. ๐ท๏ธ
๐ฎ๐ณ Avenue Supermarts Ltd (NSE: DMART / BOM: 540376) d/b/a DMart - One-stop supermarket chain offering a wide range of basic home & personal products under one roof. ๐ผ ๐ท๏ธ
๐ฎ๐ณ Axis Bank (NSE: AXISBANK / BOM: 532215 / FRA: UZC) - Third largest private sector bank in India covering Large & Mid-Corporates, MSME, Agriculture & Retail Businesses. ๐ผ ๐ท๏ธ
๐ฎ๐ณ Balaji Amines Ltd (NSE: BALAMINES / BOM: 530999) - Manufacturing Methylamines, Ethylamines, derivatives of Specialty Chemicals & pharma excipients. Worldโs largest producer of Dimethylamine hydrochloride. ๐ท๏ธ
๐๐ Barbeque-Nation Hospitality (NSE: BARBEQUE / BOM: 543283) - Leading casual dining chains having pioneered the concept of โover the table barbequeโ live grills embedded in dining tables. ๐ท๏ธ