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Catalysing the Capital Market growth – The need of the hour

 

Na Vijayashankar

1995 

The success of capital markets in a country depends largely on the communication link between the capital market and the investors. Press obviously is the medium for this communication. With increasing curbs on corporate advertising, particularly in the New Issue scenario, press reports are becoming critical in recent times.

 

Warning the prospective investors about various malpractices the promoters may indulge in, or revealing facts, which have been deliberately or ignorantly suppressed by the Merchant Bankers is an essential aspect of financial journalism. However, the press also has a positive role to play in the capital market development. Investor protection ca, not only be achieved by preventing losses but also by increasing their overall gains. During the times of the capital market boom, in the CCI days, the need for investor protection was not felt as much as it is now because want an investor lost in a couple of issues, was more than made up elsewhere due to the conservative pricing mechanism then prevalent in the market.

 

Today, the margin of profits in successful investment decisions is coming down due to aggressive pricing, institutional investors are taking the first cake where opportunities are good and therefore the average return of an ordinary investor is coming down. While SEBI’s intention of creating an institutional market for IPOs has some logic, it is impossible to imagine that such a wholesale institutional market will exist in the absence of a fertile retail market. If an exclusive wholesale market is to be created for IPOs then the retail investor should feel that the wholesaler is adding value to the product, which could happen only in Bought out Deals. Otherwise, the two markets should be allowed to thrive together. Encouraging retail investors would therefore be essential to keep both the wholesale and the retail markets alive and kicking.

 

The role of press in terms of satisfying the needs of the institutional investors and the retail investors is different. While institutional investors look at press to provide news inputs, which they would analyse themselves, retail investors need analytical prescriptions. Informed investors are able to digest the detailed analysis carried out in any report where as a large number of lay investors would absorb the cryptic message contained in the captions ignoring what is written inside. When it comes to influencing a lay investor, the sub-editor who creates the headlines wields more power than the analyst who writes the report. In order to satisfying the differing needs of the institutional and the retail investors, the press may have to adopt niche market focus. This could either be as a specialized publication dedicated to the common interest or the institutional interest or through specific supplement / columns.

 

There are two major contributors to the pathetic stage of the capital markets today, which can be eliminated / curtailed with the efforts of the press. They are:

 

  1. Imbalance in the capital market demand and supply; and
  2. Imbalance in the time perspective of investors.

 

Demand and Supply Imbalance

 

In the last few years, the Indian capital market has developed without a planned regulation of capital demand and capital supply. In the early days of the CCI, its main function was to regulate supply to the available market potential. This was subsequently forgotten since the supply of capital exploded with the boom conditions prevalent in the market place. SEBI has not been focusing on this subject. Even if they so, perhaps SEBI would restrict its role to preventing capital issues or deferring them. This would be a less desirable means to achieve the desirable. The press on the other hand could contribute more positively and increase the supply of capital to match the needs of the capital issuers by creating new investors and encouraging existing investors.

 

It is necessary that people who are interested in investor protection should immediately focus their attention on expanding the investor base and prevent breaking of the system. At present the focus of the regulatory agencies is towards promotion of institutional investors, which can only further shrink the investor base. The reduction of public issue component from 60 per cent to 25 per cent of issued capital, reduction of mandatory collection centres from around 58 to around 4, forcing issues into OTCEI, encouraging aggressive pricing etc. can by no stretch of imagination be construed as measures that would contribute to the growth of the investor base. In fact, it can only have an opposite effect hastening the breaking of the over-stretched demand-supply relationship.

 

The press therefore has a vital role in carrying the message on the benefits of investing in the capital markets to the nooks and corners of the country. In fact, the vernacular press has a critical role to play in this aspect.

 

For example, the recent studies by CMIE and the UTI Institute of Capital Markets have clearly indicated that sustained investments in IPOs have given returns of over 100 per cent to the investors from offer date to one year after listing. This has been a trend over the five year period 1990-95 as well as during the period 1992-94. The short term benefit from offer price to listing price has in fact provided an average return of over 300 per cent not only for the above 5 year and 2 year terms, but also as recently as the month of October 1995.

 

The studies also indicated that the secondary market investments in the same securities yielded returns of around 50 per cent per annum.

 

The secondary market returns of other companies (other than newly listed companies) who are small in size also showed a distinctly positive divergence compared to the mega companies who showed a substantial fall. We all know that fall in the value of mega company prices leads to the fall in the SENSEX and creates a feeling of gloom in the market. The divergence indicated that even in the falling markets, small companies formed a profitable niche.

 

The press does not seem to have highlighted the facts of the above studies, which indicate “Fabulous Returns for IPO investors” and “Attractive returns in Secondary Markets in small company shares”. Instead, the few reports that have appeared on the subject have highlighted that “Indian IPOs are still under-priced”. It is difficult to understand why press should be so pessimistic.

 

It is possible that if any investment weekly had highlighted the study and indicated “Ignore SENSEX Fall – Invest in New Issues on offer or 6 months after listing”, it would be dubbed as a motivated writing written in self-interest. But this is the kind of optimistic outlook that is perhaps necessary for the growth of the markets.

 

Imbalance in the perspective of Investors

 

The above studies also reveal another interesting aspect that even in the IPO scenario, short-term investors appear to make more money than the long-term investors. It is strange that investors in new issues who hold on to the investments for the project completion period should earn less returns than those who merely hold it on up to the time of listing. It appears that bearing the “Public issue success risk” is more profitable than bearing the “Project implementation risk”.

 

This trend is not conducive to the long-term growth of the capital markets. The market need investors who take project implementation risks to invest in new issues and also investors who later on speculate in the secondary market on “How the project is progressing” and subsequently on “ How the business is being managed”. The second and third category of investors would be buying the shares listed in the secondary markets and provide liquidity to the shares. The first category of investors is the long-term new issue investors and they should get the maximum average returns. This balance in the investor configuration can be brought about by an effort from the press who should indicate the ideal time perspective for every new issue and also systematically report on project progression. Today there is no information flow on the progress of a project once the issue is subscribed until the company announces the financial results.

 

In fact the research analysts who report in the press should systematically visit the project sites after the issue and report on the project implementation status.

 

In this connection it is pertinent to suggest that between the date of preparation of a draft prospectus for a public issue and the opening of the issue itself there is substantial time gap in which the project could have taken a few steps forward or backward. It is necessary for SEBI to make it mandatory for companies to announce through a newspaper advertisement the “Status update” highlighting the progress made in the project from the date of prospectus and the impact on the schedule of implementation as indicated in the prospectus. This would be vital information for investors to assess the progress of the project and the likely time span of project implementation. In the absence of such mandatory report, press should perhaps fill in this gap with a special repost on the issue opening date on the recent progress made on the project.

 

To summarise:

 

  • Press reports should project a more balanced outlook on the prospects of the industry / company.

 

  • Press should help in creation of new investors and geographical expansion of the market.

 

  • Press should sustain an information flow on projects for which new issues are made from the “Draft Prospectus” stage on wards until at least the project is completed and subsequently whenever financial results are announced. This would enable investors to enter and exit as per their investment perspectives.

 

  • Such information flow could be:

 

    1. Just before issue opens
    2. Just before listing
    3. As the project progresses
    4. On completion of a project
    5. Whenever financial results are announced