Strategic Management

Course Contents:

Module I: Introduction & Basic Concepts – Ch 1 Txt book

 Introduction and Course Overview

 Concept of Strategy and Strategic management
 Nature of ‘ International Strategic Management’ – pg no 3
 Evolution of Strategic Management
 Strategic Management Process – pg no 10
 Levels of Strategy – pg no 5

Module II: Role of environment on strategy

 Value chain analysis – Ch 6 Txt book - pg 178

 External environment – Ch 4 Txt book
- Macro & Micro environment (Business Environment)
- Opportunities & threats - 172
- Global business environment
- Internal Environment
- Strengths & weaknesses pg no. 172, 173
- Reading: Internal analysis pg no 193.
- Present strategies, Capabilities & Core Competencies.

MODULE III: Vision, Mission, Business Definition, Goals and Objectives

Of Global Companies – Ch 2 Txt book

MODULE IV: Evolution of Global Corporation

 Why do firms internationalize /Globalize – Ch 5 pg no 137

 Phases of Global strategy – Ch 5 pg no 150 – 151 ( Table no 5.14, 5.15, 5.13)
 Global Strategic Planning/ Management – Ch 5 pg no 145
 Problems in IS Planning – Ch 5 pg no 148, PDF
 Corporate Social Responsibility – Ch 3 pg no 53

MODULE V: Global Strategic Analysis- Building strategic alternatives & choices

 Porter’s 5 Force Model

  ETOP (External Threat & opportunity profile) & SAP Profile –
 SWOT/TOWS Matrix pg no 172, PDF
 BCG, GE Nine Cell Matrix – Ch 9 pg no 290
 Hofer’s Model – Refer PDF
 Strickland Grand Strategy selection model – Refer link written below.

MODULE VI: Formulating International Strategies

 Generic strategies – Ch 7 pg no 217

 Grand strategies – Ch 7 & 8 pg no 223, 276, 279
 Corporate/Business/Functional strategies – Ch 8
 International strategic alliances pg no 243, 378

MODULE VII: Implementation, Evaluation and Control of International strategies

 Operationalising and Institutionalizing strategy –

 Strategic leadership – ch 12 pg no 394
 Managing culture in a global organization – Ch 12 pg no 411 & 412
 Strategic evaluation and control – ch 13 pg no. 427
 Balance Score Card – Ch 13 pg no 435

For reference also read:

[Link]/mgmt/strategy/
[Link]/en229
 ENTREPRENEURAL DEVELOPMENT
REFER PPT
Course Contents:

Unit I
Entrepreneurship: Definition of Entrepreneur, Entrepreneurial motivation and barriers; Internal
and external factors; Types of entrepreneurs; Theories of entrepreneurship; Classification of
entrepreneurship
Creativity and Innovation: Creative Problems Solving, Creative Thinking, Lateral Thinking,
Views of De Bono, Khandwala and others, Creative Performance in terms of motivation and
skills.

Unit II
Creativity and Entrepreneurial Plan: Idea Generation, Screening and Project Identification,
Creative Performance, Feasibility Analysis: Economic, Marketing, Financial and Technical;
Project Planning, Evaluation, Monitoring and Control, segmentation, Targeting and positioning
of Product, Role of SIDBI in Project Management.

Unit III
Operation problems: Incubation and Take-off, Problems encountered, Structural, Financial and
Managerial Problems, Types of Uncertainty.
Institutional support for new ventures: Supporting organizations; Incentives and facilities;
Financial Institutions and Small-scale Industries, Govt. Policies for SSIs

Unit IV
Family and non-family entrepreneurs: Role of Professionals, Professionalism vs. family
entrepreneurs, Role of Woman entrepreneur, Sick industries, Reasons for Sickness, Remedies for
Sickness, Role of BIFR in revival, Bank Syndications.

Unit V
Values and Ethics: Ethical Behaviour, Indian Ethos, Indian Value System and Values, Teaching
from scriptures and tradition (Geeta, Ramayana, Mahabharata, Upanishadas, Vedas, Bible and
Quoran)
Corporate Governance: Issues, need, corporate governance code, transparency & disclosure, role
of auditors, board of directors and share holders; Global issues of governance, accounting and
regulatory frame work, corporate scams, committees in India and abroad, corporate social
responsibility
 Mergers, Acquisitions and Re-Structuring

Course Contents:
Module I: Basics of Mergers and Acquisition
Corporate Restructuring-objectives of merger, demerger, acquisition, types of merger,
competition, Bill 2002 Horizontal, Vertical, Conglomerate, Case studies on Tata Tetley, HLL
Restructuring, OBC-GTB, BSNL; MTNL

Module II: Introduction to Acts and policies

Merger & Acquisition and Amalgamation as per AS-14.

Module III: De-mergers and Reverse Mergers

De-merger, spin off, split up, tax advantages of demerger, Reverse Merger (L & T-Grasim).

Module IV: Role of SEBI

SEBI regulations on Merger & Acquisition, Takeover Code

Module V: Defensive Strategies

Defensive actions on takeover bids

Module VI: Merchant Banking and M&A

Role of Merchant Bankers in Mergers & Acquisition

Module VII-IX: M&A Models and Theories

Valuation Models on Merger & Acquisition: (a) DCF Model, (b) Public Enterprises, (c) Book
Value, (d) Adjusted Book value (e) Three Stage growth model,

Module X: Ratio Analysis and Valuation Strategies

Swap Ratio, Valuation Practices in India, LBO, MBO, Case Study-Tata Tetley

Module XI: Taxation Aspects in M&A

Treatment of goodwill, premium & Taxation aspects 72A, 2(140, Tax Benefit of Merger &
Acquisition.

Module XII: Post Merger Analysis

Success and failure of Merger & Acquisition, International Cases: AOL & Time Warner
 Corporate Tax Planning
Course Contents:
Module I
Basic term and concept: person, assessee, previous year, assessment year, rate of taxes, income,
total income, scope of total income and residential status& income exempt from tax. Tax
planning in respect of residential status Concepts: Tax planning, tax avoidance, tax evasion. Tax
avoidance v tax evasion. Tax planning v tax management
Module II: Income under the head salary
Employer–employee relationship, basis of charge, meaning of salary, treatment of gratuity,
pension, encashment of leave, , allowance, perquisites, profit in lieu of salary, leave travel
concession, provident fund, standard deduction, entertainment allowance. Tax planning with
respect to salaries
Income under the head house property
Basis of charge, essential condition for taxing income under this head, concept of deemed
ownership, determination of annual value, deduction from annual value.

Income under the head of profit and gain of business & profession-
Chargeability of income under the head profit and gain of business and profession, expenses
deductible, amount not deductible, maintenance of accounts by certain person carrying out
business and profession, compulsory audit of accounts.
Income under the head capital gain
Basis of charge, type of capital asset, transaction not considered as transfer. Computation of
capital gain
Income under the head income from other sources
Chargeability, Deduction, Computation under this head
Module III
Setting off of losses inter heads of income and carry forward of losses to next year
Module IV
Corporate tax in India; types of companies; residential status and tax incidence; taxation of
companies; carry forward and set off of losses. Tax planning with respect to companies.
Module IV
Computation of total income, net taxable income, and tax payable in case of individual and
company. Deduction under sec 80CCC to 80U, rebate u/s 88,88b, 88c. Filing of return,
assessment procedure, provision of advance tax, tax deducted at source, taxation authorities.
Minimum alternate tax. Value added tax

INVESTMENT BANKING AND FINANCIAL SERVICES

Course Contents:

UNIT 1 :Financial Theory and Structure(6 sessions) :Financial Regulations ,Corporate

Finance ,Quantitative Finance

UNIT II: Financial Markets and Institutions(6 sessions) : Financial Institutions , International
Securities Markets ,Securities and Options . Valuation of Securities ,Options, Futures and
Derivatives ,Trading and Money Markets ,Fixed income ,Portfolio Management ,Forex and
Money markets

UNIT III: Financial system and market: Constituents and functioning. RBI – Role and
functions. Regulation of money and credit, Monetary and fiscal policies, Techniques of
regulation, and rate. Foreign exchange market, financial sector reforms in India, Financial
services: nature, scope and uses etc.

UNIT IV: Investment Banking Process : Investment Banking introduction,

i. M&A and Private Placement : Industry Overview , Market Overview ,Client ,
Valuation, Process
,Buyer/Investor ,Descriptions
ii. Financing : Industry Overview , Market Overview, Client - Positioning , IPO
Valuation, Marketing , Pitch Process

UNIT V: Banking: Commercial banks: Industry, constituents, performance, limitations etc.

Determination of commercial interest rates: fixed and floating. Sources of funds and their
utilization. Profitability vs. liquidity. Liability management. Management of capital funds-
capital adequacy norms. Gap analysis. Non- performing assets. Strategies for making them
viable.
 Global sourcing and business development
REFER PPT
Course Contents:

UNIT I:

Current Business Landscape & Changing Demands, Global competitive Pressures, Survey
findings on International Sourcing, characteristics of future winners. International economists
view on importance of sourcing

UNIT II:

Basic understandings. Sourcing and few other similar terms often used in this context. Reasons
& Benefits of outsourcing; Variation in  themes and Types & Hierarchal levels of sourcing of
business functions. Potential Drivers leading to Make or Buy Decisions & Strategies in
International Context

UNIT III:

Business/Global Competitive Index & Country of Origin Factors .Market Research & Selection
of Service Provider & Process steps. Challenges & Issues Involved in Outsourcing

UNIT IV:
Global Compacts 10 Principles (UN) Charter

Potential Risks – Country/Vendor/Process/Cultural/Perceived. Wrong & Right ways –Terms to

be covered in the negotiation to avoid pitfalls

UNIT V:
Ensuring seamless & effective integration. Factors for achieving success

Managing global relationships; Managing Global Teams & Working Practices in action. Unique
aspects of Global Sourcing. Achieving Excellence in Global Outsourcing

UNIT VI:
Offshore outsourcing of IT work, offshore outsourcing, Global Sourcing Standards , Understand
how standards help global sourcing; Understand affects of standards on project outcomes
 Export Import Documentation And Logistics
Course Contents:

Module I: Introduction
Export Documentation Framework – brown book
Module II: Documents for processing export order and legal implications
Processing of an Export Order – Ch 15 Green Book
INCO Terms - Project
Foreign Exchange Regulation Act and introduction to FEMA – Ch 26 Green Book
Module III: Export Finance and documents
Export Payment Terms – Ch 2 Brown Book
Export Finance – Ch 16 Green Book & Ch 4 Brown Book
Forward Exchange Cover – Pg no. 34 brown book

Module IV: Central excise clearance

Customs Clearance of Export Cargo – Pg no 576
Customs Clearance of Import Cargo
Role of Clearing and Forwarding Agents – pg no 523
Shipment of Export Cargo – pg no 584
Negotiation of Export Documents
Module V: EXIM Policy Framework
EPCG Scheme – pg no 652
Duty Exemption Scheme
Export Oriented Units and Export processing Zones – pg no 665
Exercise on Negotiation of Export Documents.

International Institutions And Trade Implications

Course Contents:
Module I: International Trade Environment (23,24,25,29)
Multilateral Trading System
Institutional Framework for Multilateral Trading System – WTO
Legal Framework for Multilateral Trading System
Implications of Uruguay Round – The Indian Perspective
4th Ministerial Meeting – Doha Declaration

Module II: Multinational Organizations

Role of World Bank & IMF in International Trade- Project
UNCTAD – PG NO 51
MIGA - Project
International Trade Centre ( ITC ), Geneva
Centre for Promotion of Imports from Developing Countries

Module III: Regional Trade Blocks

EU, NAFTA (45), ASEAN, SAARC, LAIA, CARICOM ( 284,293,308,309)

Module IV: Trade Information for Exports

Ministry of Commerce (169)
Export Promotion Councils and Commodity Boards (169)
India Trade Promotion Organization (170)
Export – Import Bank of India (171)
Export Credit and Guarantee Corporation ( ECGC ) of India (172)
Federation of Indian Export Organizations (FIEO ) (173)
DGCI & S (173)

Module V: Settlement of Trade Dispute

Litigation, Conciliation, Arbitration
Action against Erring Exporters (689)
Quality Complaints (696) and Settlement Mechanisms (697)

Module VI: FEMA and Export

FEMA and Exchange Control Regulations(637)
Manner of Realizations of Export Proceeds(638)
Exchange Control Declaration(639)
Write Off of Unrealized Export Bills(641)
Liberalized Exchange Rate Management System.(646)

Module VII: India’s Foreign Trade

Trends and Direction in India’s Exports (107&118)