FINANCIAL SYSTEM AND MARKETS



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CONTENTS 1. FINANCIAL SYSTEM AND MARKETS Concept of Financial System Financial Concepts Financial Assets Financial Intermediaries Financial Markets Financial Rates of Return Financial Instruments Foreign Exchange Market 2. DEVELOPMENT OF FINANCIAL SYSTEM IN INDIA Nationalization of Financial Institution Reserve Bank of India Unit Trust of India Development Banks Institutions for Financing Agriculture Institutions for Foreign Trade Institutions for Housing Finance Stock Holding Corporation of India Ltd. Mutual Fund Industry Venture capital Industries Credit Rating Agencies Weaknesses of Indian Financial System 3. MONETARY POLICY Meaning of Monetary Policy

Objectives of Monetary Policy Role of Monetary Policy in Developing Economy Scope of Monetary Policy in Undeveloped Countries Limitations of Monetary Policy in Developing Countries Instruments of Monetary Policy 4. FISCAL POLICY Meaning of Fiscal Policy Components of Fiscal Policy Features of Fiscal Policy of India Limitations of Fiscal Policy 5. FINANCIAL SECTOR REFORMS IN INDIA Need for Financial Reforms Main and Sub-objectives of Financial Reforms Introduced in 1991 Major Reforms After 1991 6. INTRODUCTION TO BANKING Origin and Growth of Banking Meaning and Definition of a Bank Types of Banks Functions of Commercial Banks Management of Commercial Banks Banking System Organizational set up of Commercial Banks in India Interest Rate Utilization / Employment of Funds Liquidity and Profitability 7. MERCHANT BANKING Concept and Nature of Merchant Banking Functions of Merchant Banker Merchant Banking Regulations Parameters of Evaluating a Merchant Banker Features of Merchant Banking in India 8. NATURE AND SCOPE OF FINANCIAL SERVICES Meaning of Financial Services Classification of Financial Services Industry Scope of Financial Services

Causes for Financial Innovation New Financial Products and Services Innovative Financial Instruments Challenges Facing the Financial Services Sector Present Scenario 9. INSURANCE Nature or Characteristics of Insurance Functions of Insurance Pre-requisites for the Success of Insurance Limitations of Insurance Scope or Classification of Insurance Principles of Insurance 10. MANAGEMENT OF RISK IN FINANCIAL SERVICES Concept of risk Types of risk Risk management Self assessment questions 11. MUTUAL FUND Concept of Mutual Funds Origin of the Fund Types of Funds/Classification of Funds Importance of Mutual Funds Risks Associated with Mutual Fund Organization of the Fund Operation of the Fund Facilities available to Investors Net Asset Value Investors Rights General Guidelines Mutual Funds 2000 Selection of a Fund Commercial Banks and Mutual Funds Mutual Funds Abroad Mutual Funds in India Reasons for Slow Growth

Mutual Funds for whom? 12. LEASING AND HIRE PURCHASE Concept and Essentials of Leasing Classification of Leasing Steps involved in Leasing Transaction Advantages of Leasing Limitation of Leasing Legal Aspects of Leasing Contents of a Lease Agreement Income Tax Provisions relating to Leasing Sales Tax Provisions pertaining to Leasing Accounting Treatment of Lease Structure of Leasing Industry in India Problem of Leasing Prospects of Leasing Hire Purchase 13. DEBT SECURITISATION Concept of Securitization Securitization Vs. Factoring Modus Operandi of Securitization Structure for Securitization/Types of Securities Securitizable Assets Benefits of Securitization Securitization and Banks Conditions for Successful Securitization Securitization Abroad Securitization in India Causes for the Unpopularity of Securitization in India 14. HOUSING FINANCE National Housing Bank Housing Finance System New Developments

15. CREDIT RATING Concept of Credit Rating Functions of Credit Ratings Origin of Credit Rating Credit Rating in India Benefits of Credit Rating Caution to Use Credit Rating Rating Process Types of Rating Credit Rating Agencies in India Practical Problems of Credit Rating Future of Credit Rating in India 16. CREDIT CARD Concept of a Credit Card Types of Credit Card Parties to a Credit Card Procedure at the time of purchase at member establishments Benefits of Credit Cards Demerits of credit cards Credit card business in India Future Prospectus 17. VENTURE CAPITAL Concept of Venture Capital Scope of Venture Capital Steps to Provide Venture Capital Importance of Venture Capital Origin Initiative in India Methods of Venture Financing Indian Experience Suggestion for the growth of venture capital funds

18. DISCOUNTING, FACTORING AND FORFEITING Discounting Factoring Modus Operandi of the Factoring Terms and Condition in a Factoring Agreement Functions of Factoring Types of Factoring Factoring Vs. Discounting Cost and Benefits of Factoring Benefits of Factoring Factoring in India Forfeiting Factoring Vs. Forfeiting Working of Forfeiting Benefits of Forfeiting Drawbacks of Forfeiting Forfeiting in India 19. DEVELOPMENT FINANCIAL INSTITUTIONS Meaning of Development Banks Objectives of Development Banks Factors Responsible for Growth of Development Banks Functions of Development Banks Development Financial Institutions (DFIs) in India Indian Financial Institutions - A Profile Achievement Handicaps Growth of Institutional Financing in India Factors of Growth Industrial Development Bank of India (IDBI) Industrial Credit and Investment Corporation of India (ICICI) Industrial Finance Corporation of India (IFCI) Small Industries Development Bank of India(SIDBI) State Financial Corporation (SFCs) Unit Trust of India (UTI) Life Insurance Corporation of India (LIC) National Housing Bank (NHB) NABARD

Regional Rural Banks (RRBs) Non Banking Finance Company NBFCs 20. REAL ESTATE INVESTMENTS Setting Real Estate Investment Objectives Determinants of Value Real Estate Valuation Estimating Market Value 21. MERGERS AND ACQUISITIONS Meaning of Terms Reason for Merger and Acquisition Types of Mergers Corporate Restructuring Forms of Corporate Restructuring Anti-Takeover Defenses Financial Considerations in Mergers and Acquisition Formulating Merger and Acquisition Strategy Major Causes of Failure of Mergers and Acquisitions Regulation of Mergers and Takeovers in India Keywords Summary BIBLIOGRAPHY INDEX