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印度宏觀經濟環境展望(2021)

India's Macroeconomic Environment Outlook, 2021

出版商 Frost & Sullivan 商品編碼 1015036
出版日期 內容資訊 英文 33 Pages
商品交期: 最快1-2個工作天內
價格
印度宏觀經濟環境展望(2021) India's Macroeconomic Environment Outlook, 2021
出版日期: 2021年06月07日內容資訊: 英文 33 Pages
簡介

根據截至 2021 年 3 月的普遍情況,預計印度經濟在 2021 年至 2022 年間將增長 11.3%。然而,隨著第二波 COVID-19 的開始,經濟前景發生了變化。因此,2021 年至 2022 年的增長率預計為 9.4%。但是,該預測可能會根據第二波的發展、政府的反應以及鎖定後的經濟表現而有所變化。

全球大流行的主要影響之一是全球供應鏈的變化。中國作為製造基地的地位正在下降,生產商的目標是分散到海外。印度已成為替代方案,支持政府促進國內生產的願景。然而,受第二波病毒的影響,印度作為投資目的地的吸引力在短期內有所下降。儘管如此,相信隨著感染人數的減少、中央和邦政府提供支持製造業的激勵措施以及結構性改革的實施,投資者對印度的興趣將會增加。...

本報告考察了印度的宏觀經濟前景,包括印度 2021 年第一季度的增長前景、增長和製約因素、全球趨勢和事件的影響以及製造業。提供印度前景等信息。

目錄

戰略要務

  • 成長困難
  • 戰略要務 8 (TM)
  • 三大戰略要務的影響
  • 增長機會對增長管道引擎 (TM) 的影響

增長機會分析-印度宏觀經濟環境

  • 印度宏觀經濟環境-概覽
  • 主要經濟指標
  • 增長因素
  • 生長抑制

印度的宏觀經濟展望

  • GDP 增長前景
  • 全球增長背景下的 GDP 增長
  • 預算案(2021-2022)-主要亮點
  • 全球經濟趨勢及其對印度的影響
  • 全球供應鏈變化與製造業復甦
  • 各州 FDI 流入和投資政策
  • 貿易分析(2021 年)
  • 結構改革
  • 疫情主導的行業贏家

增長機會宇宙

  • 增長機會 1-中國生產轉移的新製造機會
  • 增長機會 2-私有化機會導致結構性改革
  • 增長機會 3-大流行主導的行業轉移
  • 展品清單
  • 免責聲明
目錄
Product Code: PAE8

A 2nd Wave of COVID-19 has Slowed Down Economic Recovery; a 9.4% GDP Growth Rate is Forecast for 2021-2022

The Indian economy was forecast to record an 11.3% growth in 2021-22, based on prevailing conditions in March 2021. Since then, however, the economic outlook has changed with the start of the 2nd wave of COVID-19. Consequently, a 9.4% growth is anticipated in 2021-22. However, this forecast is subject to changes based on the evolution of the 2nd wave, government responses to the same, and the performance of the economy in the post-lockdown period.

This Frost & Sullivan research service is designed to provide insight into India's growth trajectory for the next 4 quarters and shed light on the implications of the 2021-22 Budget, the recently launched Production Linked Incentive (PLI) Scheme, and ongoing and impending structural reforms, among other aspects that will highlight the country's near-term economic prospects and outlook.

One of the important ramifications of the global pandemic has been the shift in global supply chains. China's position as a go-to manufacturing location has weakened, and producers are looking to diversify outside the country. India has emerged as an alternative, and this will fuel the government's vision of boosting domestic production. In this regard, the government launched the PLI Scheme in 2020, which aims to attract foreign supply chains. However, India's attractiveness as an investment destination has been dented in the short term due to a 2nd wave of the virus; nevertheless, investor interest in the country will grow as the number of cases reduces, as central and state governments offer incentives to support manufacturing, and as structural reforms are implemented.

Structural reforms are a priority for the government - evidenced by reforms such as disinvestment and the establishment of bad banks (announced in the recent budget). Mining reforms were also cleared, and they will augment mining production and curtail imports. The government is also working on a national logistics policy that will slash logistics costs.

Some of the key industries that have received a boost from the pandemic include eCommerce and EdTech. eCommerce growth will soon spill over into the B2B space. Furthermore, the cold-chain industry stands to benefit from India's eGroceries boom and the potential large-scale vaccination program.

Investors should look out for new government incentives to spur manufacturing. It is important to drive economic recovery after the second wave subsides and lockdowns are eased. Opportunities for privatization will open up as the government has indicated a long-term vision of industry-wide privatization, barring a few strategic sectors.

Key Issues Addressed:

  • What is India's Q1-Q4 2021-22 growth outlook? How will the country's growth compare with the growth of the major economies?
  • Who are the winners and losers in Budget 2021-22?
  • What are the key near-term growth drivers and restraints to the Indian economy?
  • How will global trends and events, such as rising oil prices and a change in the US administration, impact India?
  • What is the outlook for India's manufacturing sector?

Table of Contents

Strategic Imperatives

  • Why Is It Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top Three Strategic Imperatives on India's Macroeconomic Environment
  • Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis-Macroeconomic Environment in India

  • India's Macroeconomic Environment-An Overview
  • Key Economic Metrics
  • Growth Drivers
  • Growth Restraints

India's Macroeconomic Outlook

  • GDP Growth Outlook
  • GDP Growth in the Context of Global Growth
  • Budget 2021-2022-Key Highlights
  • Budget 2021-2022-Key Highlights (continued)
  • Global Economic Trends and their Impact on India
  • Global Supply-Chain Shifts and the Resurgence of Manufacturing
  • State-wise FDI Inflows and Investment Policies
  • 2021 Trade Analysis
  • Structural Reforms
  • Pandemic-driven Industry Winners

Growth Opportunity Universe

  • Growth Opportunity 1-New Manufacturing Opportunities will Arise amidst Production Shifts away from China
  • Growth Opportunity 1-New Manufacturing Opportunities will Arise amidst Production Shifts away from China (continued)
  • Growth Opportunity 2-Privatization Opportunities Tied to Structural Reforms
  • Growth Opportunity 2-Privatization Opportunities Tied to Structural Reforms (continued)
  • Growth Opportunity 3-Pandemic-driven Industry Shifts
  • Growth Opportunity 3-Pandemic-driven Industry Shifts (continued)
  • List of Exhibits
  • Legal Disclaimer