We have looked at various contents in different fields so far. How was it? While we could only learn about simple Indian culture before, by exploring cities, markets, jewelry, hotels, etc., we were able to grasp India in more detail. This time, let's go back to our main topic and talk about leading companies in the Indian industry and financial products from an investment perspective. If you listen carefully, your knowledge about India will expand [MUSIC]. Namaste. I am Machuda, the head of the Indian stock market, and with me is Analyst Jung Woo-chang, who knows well about Indian stocks. So far, we have examined the core themes of the Indian consumer market and the consumer goods industry benefiting from those core themes. Now, let's see which are the key companies in the consumer goods industry [MUSIC]. First of all, the favorite Indian consumer goods stock of Mr. Machuda is a jewelry company called Titan Company. Titan Company is the number one jewelry company in India.

The coverage has also started with a buy recommendation, which ranks among the top 30 Indian conglomerates in terms of market capitalization. Please understand it as one of the major Indian conglomerates that is highly trusted by Indian consumers. Operating more than 900 subsidiaries, the Tata Group's consumer goods division is rapidly expanding its business. Do you remember a few years ago in Korea, when we referred to the food company Ottogi as our leather, and its corporate image and profits soared? Therefore, while making money is indeed the primary goal for companies, maintaining a good corporate image as a role model company is also very important. Titan Company, India's leading jewelry company, which is part of the Tata Group known for its focus not only on profit but also on consumer rights protection.

Titan Company also has a very favorable image among consumers, and they have a very high-end image. So, our MV overseas consumer analyst also likes Tata Group consumer companies very much as a consumer. In India, when talking about consumer goods, you can differentiate between Tata Group consumer goods and non-Tata Group consumer goods, to the extent that the trust of consumers in Tata Group companies is very strong. Understanding that the trust of consumers in Tata Group, including Titan Company within it, is very strong among consumer goods companies in India. As of the fiscal year 24, the market share is 5.6%, and we expect the market share to continue to rise over the next three years, so we anticipate that the market share will be 6.6% three years from now.

I am thinking that it will not rise, so Titan Company is expected to increase its market share in the fast-growing Indian jewelry market, so we can see that the growth rates of sales and operating profit for the next three years are growing faster than the past 5 to 10 years. The growth potential of the Indian jewelry market is good, and with the ability to increase market share and strong brand power, Titan Company is considered to have a very high long-term investment attractiveness. The second stock is Reliance Industries. It is the top distribution, communication, refining, and chemical company in India. So, you can think of it as a conglomerate company that combines Korea's E-Mart, SKT, S1, and Lotte Chemical all at once. Not only is it the number one in the consumer market, but also in the Indian stock market, Reliance is leading in market capitalization. This time, they have started covering it with a buy recommendation rapidly in distribution, and

The profit of the communication business sector is increasing, and the market share of the communication distribution business sector is also continuously rising. During the early stages of the COVID-19 pandemic, the market share was around 20%. The company gained strength due to its price competitiveness and the management crisis of its competitor, Boda Phone Idea, steadily increasing its market share in the mobile communication business sector. Therefore, not only in the mobile communication business sector but also in the offline distribution market, it is rapidly increasing its market share. Some viewers ask if there are individual consumer goods, but are there any ETFs? You are very smart viewers. Would you like me to introduce an ETF related to consumer goods in India? There is Tiger India Billion Consumer ETF, with the stock code A479730, where essential consumer goods account for 39.2%. It is expected to grow faster in the overall consumer market in India where the proportion of cyclical consumer goods, which is expected to grow faster, is high by 39.2%.

When we look at it, the proportion of two-wheeler car companies is about 43%, food companies account for about 22%, and household goods companies account for about 17%. Lastly, the investment risk is mainly short-term. Firstly, recently, the stock components of two-wheeler car manufacturers have shown high initial returns. Therefore, if there is a short-term adjustment in the 43% proportion of two-wheeler car companies, it could also affect the ETF returns. Secondly, I expect a recovery in rural consumption, which accounts for 51% of overall consumption in India, in the second half of this year. If rural consumption recovery is supported, it could have a significant impact on our overall ETF returns as an investment risk. However, in the long term, I believe that it is also a good fit for the ETF with India's consumption market showing substantial growth potential. I introduced it as an ETF that could be considered for investment risks. For more detailed information related to ETFs, please refer to Tiger India below.

Please refer to the Billion Consumer Report link, and I will come back with more useful information. Thank you.

인도 대표 튼튼기업 인도 소비 관련 ETF ! 현재 진행형의 인도 경제를 정부장이 알려드립니다 | 타이탄컴퍼니, 릴라이언스 인더스트리, 인도ETF | 나마스테 인디아 6편

스마트한 투자의 시작! 
글로벌 투자파트너 미래에셋증권이 빠르고 정확하게 찾아갑니다.

▣ 평일 오전 7시 30분 - '글로벌 모닝브리핑'
 ✔ 글로벌 팩트 체크
     생생한 금융시장의 뉴스와 미국 주식 중심의 특징주
 ✔ 마켓워치 플러스
     글로벌 시장 변화 요인(지표, 주요 인사 발언) 키워드 정리·한국 증시 전망
  
▣ 주요 VOD 콘텐츠_오후 6시 (업로드 요일)
    성공적인 투자를 위해 다양하고 알찬 투자정보를 전달해드립니다.
   - 월요일 (첫재주, 셋째주) : 보이는 차이나 _ 주간 중국 경제 이슈&산업 분석(정책•지표)
   - 화요일 : 윤선생ETF 교실  _  미국, 한국시장 이슈 ETF분석
   - 금요일 : 월스트리트 파인더 _ 주간 미국 이슈 분석 및 투자 체크포인트
   - 토요일 (둘째주, 넷째주) : 순위를 달리는 남자  _  S&P500 기업 주간 순매수 상위정리
   

미래에셋 '스마트머니'는 성공적인 글로벌 투자를 위해 언제나 최선을 다하겠습니다.


인도 대표 튼튼기업 인도 소비 관련 ETF ! 현재 진행형의 인도 경제를 정부장이 알려드립니다 | 타이탄컴퍼니, 릴라이언스 인더스트리, 인도ETF | 나마스테 인디아 6편

인도 대표 튼튼기업 인도 소비 관련 ETF ! 현재 진행형의 인도 경제를 정부장이 알려드립니다 | 타이탄컴퍼니, 릴라이언스 인더스트리, 인도ETF | 나마스테 인디아 6편

Scripts