Russia
aur Ukraine ke war ne ek ajib sa high volatile environment tayyar kar dia hai aur
issi ke wajah se aaj har jagah high volatility dekhne ko mil raha hai fir chahe
wo global markets ho, inflation ho, ya fir international oil prices ho! Indian
markets ka bhi kuch khaas haal nahi hai balki market lagatar downtrend mai hi
hai. In fact, Russian sanctions ke fear se kaafi sectors ke shares toh ‘decline
mode’ mai hi hain.
Lekin aise situation mai bhi Indian Government LIC ka IPO ke liye tayyar hai. In fact, ab toh LIC mai foreign direct investment bhi hoga. Aayie chaliye dekhte hain ki agar LIC ka IPO iss mahine aaya toh kya Russia-Ukraine war ka impact iss IPO pe bhi hoga?
Isse War ka Impact India Par Bhi Padega aur Saath hi Badhega Inflation
The invasion of Ukraine is leading to rise in oil prices,
and it can pose a risk to India’s rising inflation. Well, kyunki India 80% oil
import karti hai – toh jaise hi oil ka price badhega india ka balance sheet bhi
bigdega kyunki import billing badhega. Aur fir kharab hoga India ka capital
flow aur external position.
Analysts ke hisaab se agar 10% bhi oil prices mai hike hua
toh India ka current account deficit almost $15bn bhad sakta hai – which will
have a negative impact on INR. After all, India is world’s third largest crude
oil importer.
Iske alawa crude-oil se related products ‘Wholesale price
inflation’ basket mai kuch 7.3% ka weightage hota hai. Toh agar 10% bhi oil
price badha toh direct aur indirect impact milake kuch 1% increase ho sakta hai
wholesale price inflation mai.
Edible Sunflower oil ke liye bhi India imports par hi
dependent hai especially Ukraine. India har mahine kariban 2 lakh ton sunflower
seed oil import karti hai aur kabhi kabhi ye 3 lakh ton tak bhi jaata hai.
Aapko bata dun agar India 100 litre sunflower oil import karti hai toh 70 litre
Ukraine se aata hai, 20 litre Russia se aur 10 litre Argentina se – jee han,
India ka 90% imported sunflower oil Ukraine-Russia se aata hai, isliye iss war
ka asar India ke cooking oil pe toh padega hi.
Aur agar NATO ne Russia ke Oil products par sanctions laga diye, toh oil
prices aur bhi badh hi jayenge
Crude oil mai 10% increase matlab every litre of petrol and diesel will
increase by 8 or 9 rupees. Aur agar ye
conflict escalate hua toh crude oil prices bhi badhenge, petrol diesel bhi
badhenge, cooking oil bhi badhenge aur saath hi badhenge hamare energy bills.
War ke baad toh oil prices kam ho jaane ki umeed hai, lekin abhi yeh
nahi pata yeh war kab tak chalega.
Ab aate hain LIC ke IPO par –
Government aur Finance Ministry har wo koshish kar rahi hai jisse ki LIC
IPO ek successful IPO saabit ho sake. Government ne LIC mai 20% tak ka Foreign
Direct Investment bhi allow kar dia hai. Jiska matlab hai ki foreign portfolio
investors bhi ab LIC ke shares secondary market mai kharid sakte hain.
Yeh ek kaafi positive signal hai investors ke liye aakhir India apne aap
ko ek attractive investment destination saabit karne ke koshish mai hai, aur
global investors ko bhi acha khassa mauka de rahi hai LIC ke IPO mai. Aur ab
foreign investment LIC mai hi nahi balki dusre corporate bodies mai bhi aayenge.
LIC ke valuation ko leke kaafi analyst aur experts pareshan hain aur
unka maan-na hai ki investors ko LIC IPO se dur hi rehna chahiye, lekin agar
LIC ka financial records, profits aur historical record dekha jaye toh ye IPO
ek golden chance hai especially LIC policyholders ke liye jinko shares
discounted price pe mil rahe hain.
Toh agar aap LIC Policyholder hain, aur aap LIC IPO mai invest karna
chahte hain toh aaj hi apna PAN apne LIC Policy ke saath link karein (today
being the last date to link). Agar aapka abhi tak Demat account nahi hai toh
apna free demat account kholiye Angel One ke saath. Dhyaan rakhiye agar aapke
paas demat account nahi hai toh aap LIC policyholder hone ke baujud bhi LIC IPO
mai invest nahi kar payenge.
So, what are you waiting for, open your paperless Angel one demat account today.
Happy Investing!
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