South & Central Asia Stock Index

India, Pakistan & Central Asia stock index. 🏛️ State owned 👼🏻 ESG friendly 🅿️ Preference shares available 🌐🌏 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:

• Asia

  • South Asia

    • 🇧🇩 Bangladesh (3)

    • 🇮🇳 India (214)

    • 🇵🇰 Pakistan (4)

    • 🇱🇰 Sri Lanka (6)

• Central Asia

  • 🇬🇪 Georgia (3)

  • 🇰🇿 Kazakhstan (4)

  • 🇲🇳 Mongolia (2)

  • 🇺🇿 Uzbekistan (1)

Note: The links above to the relevant post sections below will only work for paid subscribers.

And for individual stocks:

• 🌐🌏 etc. This is fairly subjective as, for example, many stocks are part of global supply chains rather than domestic companies.

• 🏛️ State owned, controlled, or influenced companies.

• 👼🏻 ESG friendly stock e.g. renewable energy. This is fairly subjective.

• 🅿️ Preference shares available (Note: I don’t see a comprehensive list of preference shares or preferred stocks readily available on the Internet…).

• 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 🇼) and a Substack stock tag link (denoted by 🏷️) linked to any post under EM Stock Pick Tear Sheets.

• Titles linked to any good or in-depth research (🗃️ denotes an archived piece) from funds etc covering the stock or our posts (denoted by ✅).

* 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 easier…). It does not constitute investment advice and/or a recommendation…

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.

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Asia

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South Asia

• List of Asian stock exchanges - South Asia (🇼)

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🇧🇩 Bangladesh

• Dhaka Stock Exchange (DSE)

• Dhaka Stock Exchange (DSE) (🇼)

• List of companies of Bangladesh (🇼)

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🎙️ Under the Banyan Tree - Bangladesh: Introducing a Sleeping Giant (HSBC Global Viewpoint: Banking and Markets) 12:21 Minutes (August 2023)

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1. 🇧🇩 BRAC Bank (DSE: BRAC) - Provides banking solutions to ‘unbanked' SMEs. 🇼

2. 🇧🇩 Grameenphone (DSE: GRAE) - Bangladesh’s largest mobile telecom. 🇼

3. 🌐 Square Pharmaceuticals (DSE: SQPH) - Branded-generic drugmaker. 🇼

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🇮🇳 India

Tags: India & India Stocks

• Bombay Stock Exchange (BSE)

• Bombay Stock Exchange (BSE) (🇼)

• National Stock Exchange of India (NSE)

• National Stock Exchange of India (NSE) (🇼)

• List of companies in India (🇼)

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📰 Macro matters: India’s tax glitch (Portfolio Adviser) November 2024 🗃️

• 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 – how do funds handle, report and accrue the added tax, and can it lead to disadvantages for investors?

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• From CityWire : Sustaining India’s long-term growth (1:01:26 Hours - May 2024) at the 21 minute mark (and covered in our June 9, 2024 post):

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✅ Quick Service Restaurant (QSR) Stocks in India (May 2024)

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1. 🇮🇳 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. 🇼 🏷️

2. 🇮🇳 360 One WAM (NSE: 360ONE / BOM: 360ONE) or 360 One Wealth - One of India's largest asset and wealth management firms. 🏷️

3. 🌐 Aarti Industries (NSE: AARTIIND / BOM: 524208) - Manufacturer of specialty chemicals & pharmaceuticals with a global footprint. Diverse portfolio. 🏷️

4. 🇮🇳 Aavas Financiers (NSE: AAVAS / BOM: 541988) - Housing loans, primarily, in the un-served & un-reached markets. 🇼 🏷️

5. 🇮🇳 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. 🇼 🇼 🏷️

6. 🇮🇳 ADF Foods Ltd (NSE: ADFFOODS / BOM: 519183) - Manufacture, sale & distribution of packaged & frozen Indian foods. Includes international cuisines, from Italian to Mexican. 🏷️

7. 🇮🇳 Aditya Birla Capital (NSE: ABCAPITAL / BOM: 540691) - Holding company for the financial services businesses of the Aditya Birla Group. 🇼 🏷️

8. 🇮🇳 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. 🏷️

9. 🌐 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. 🏷️

10. 🇮🇳 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. 🏷️

11. 🇮🇳 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. 🏷️

12. 🇮🇳 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. 🇼🏷️

13. 🇮🇳 Ashoka Buildcon Ltd (NSE: ASHOKA / BOM: 533271) - Fortune India 500 company. One of the leading highway developers in India. Integrated EPC, BOT & HAM player. 🏷️

14. 🇮🇳 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. 🇼 🏷️

15. 🇮🇳 Axis Bank (NSE: AXISBANK / BOM: 532215 / FRA: UZC) - Third largest private sector bank in India covering Large & Mid-Corporates, MSME, Agriculture & Retail Businesses. 🇼 🏷️

16. 🇮🇳 Balaji Amines Ltd (NSE: BALAMINES / BOM: 530999) - Manufacturing Methylamines, Ethylamines, derivatives of Specialty Chemicals & pharma excipients. World’s largest producer of Dimethylamine hydrochloride. 🏷️

17. 🌍🌏 Barbeque-Nation Hospitality (NSE: BARBEQUE / BOM: 543283) - Leading casual dining chains having pioneered the concept of “over the table barbeque” live grills embedded in dining tables. 🏷️

    1. ✅ Barbeque Nation (NSE: BARBEQUE / BOM: 543283): India’s Successful Homegrown Casual-Dining-Restaurant (July 2023)