SEBI Reg. Investment Advisor

Download App

Help Center Pricing

Recent:

India’s reform and policy support for infra, mfg to drive steel consumption: Moody’s

18 Aug 2016 Evaluate

International rating agency Moody’s Investor Service in its latest report titled ‘Steel-Asia: Lower Earnings Keep Outlook Negative’ has said that India’s reform and policy support for infrastructure and manufacturing, as well as increasing urbanisation, will drive steel consumption. The report said that steel demand in India will outpace the regional average as the country’s Gross domestic product (GDP) growth of around 7.5 per cent in 2016 and 2017 based on their forecast, remains among the highest in Asia, while profitability of domestic steel companies will outperform regional peers on account of increase in domestic demand.

Moody’s further said the profitability of Indian steel companies such as Tata Steel and JSW Steel will outperform that of regional peers owing to rising domestic demand and Indian government’s protectionist measures in the form of minimum import prices and anti-dumping duties. In addition, the expected ramp-up of Tata Steel’s greenfield Kalinganagar operations and JSW’s brownfield expansion will help raise the companies’ earnings in 2016.

Rating agency said that it anticipate the profitability of the rated steel producers to remain higher than the regional industry average because most of them are leaders in their respective countries, sell high-margin premium steel products and benefit from business integration and diversification. Asian steel demand will continue to decline by a low-single-digit percentage in the next 12 months owing mainly to slowing demand from China’s manufacturing and property sectors. Also the volume of steel exported from China will grow by a low-single-digit percentage in the next 12 months and flatten out towards the end of 2017, down from 20 per cent year-on-year growth in 2015.

Report stated that Indian and Southeast Asian demand will rise but would not offset the decline in China, which accounts for about 70 per cent of Asian steel consumption. According to China’s General Administration of Customs, countries are taking steps to limit the import of cheap steel, primarily from China, in an effort to protect their own steelmakers, as a result the growth in Chinese steel exports slowed to 9% per cent during the first half of 2016.

India, which accounts for 8 per cent of Asian production, will increase steel production to meet rising domestic consumption but this increase would not be enough to prevent the aggregate regional production decline. Production in other major countries excluding India will also decrease. Japan, Korea and Taiwan, which export around 40-50 per cent of their steel output, have reduced their production due to flat domestic demand, the lower demand from China, overseas price competition and trade barriers.

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Fiduciary-first advisory model.
As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
Deep fundamental research + robust valuation discipline.
Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
Process—not predictions.
We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
Technology + Human Intelligence.
We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
Partner with Clients.
We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

Investing in stocks, mutual funds, debt, and gold
Quality-at-Reasonable-Price way of investing in stocks
Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
Periodic review and rebalancing
Clear Buy-Sell-Hold, and Position-sizing frameworks

PROPRIETARY FRAMEWORK

Portfolio
Architecture >
Stock Picking.

Stop managing a collection of "tips." Access the ABC Framework to build a portfolio that survives cycles and compounds wealth.

Core for Stability

Booster for Alpha

Amplifier for Exponential Wealth

Build a Stress-Tested Portfolio.

Our Sapphire Advisory uses the ABC Concept to ensure you never have to panic during a market correction.

Core Stocks

STABILITY

Booster Stocks

GROWTH

Amplifier Stocks

ASYMMETRY

● Conflict-Free ● SEBI Registered ● 15Y+ Track Record

Access Sapphire ABC Strategy →

Limited Capacity for New Fiduciary Partners

India’s reform and policy support for infra, mfg to drive steel consumption: Moody’s

MoneyWorks4Me Premium

Follow us at

MoneyWorks4Me

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
Logo:
Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
Brand Logo:
SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
Registration:	Non-Individual
BSE Enlistment No:	1187
Address:	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045
Compliance officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com Telephone: +91 98609 19463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com Telephone: +91 91758 99463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.