Consumption Driven
SECTOR & RESEARCH
PROPELLING INDIA’S STRONG CONSUMPTION DRIVEN ECONOMY
India is the world’s fifth largest global destination in the retail space and is one of the fastest growing markets. Its inherent character is propelling growth and making it the most favorable Investment destination.
- Healthy economic growth, favourable demographic profile, increasing disposable incomes, changing consumer tastes & preferences are aiding Consumption growth.
- Rapid urbanisation with increasing purchasing power has led to growing demand.
- Cumulative FDI inflow in retail as of March 2018 stood at US$ 1,212.34 million making it a favourable destination for global players.
Banking & Financial Services
MAKING INDIA BANKABLE AND BANKING FOR INDIA
India has a diversified financial sector undergoing rapid expansion, both in terms of strong growth of existing financial services firms and new entities entering the market. The country’s financial services sector consists of capital markets, insurance sector and non-banking financial companies (NBFCs).
- Rising incomes are driving the demand for financial services across customer segment; further, financial inclusion initiative from RBI has expanded the target market to semi-urban and rural areas.
- The HNWI population in India is young and therefore more receptive towards sophisticated financial products.
- Further, the shift from physical savings to financial savings across customer segments will
aid growth for the overall BFSI segment.
Education & Healthcare
CEMENTING INDIA’S SOCIAL INFRASTRUCTURE FABRIC
Education, Skill development and healthcare sector have witnessed major investment and developments. Government spending, favourable policy changes and private sector investments have together emerged as a catalyst for growth of these sectors.
Rising income level, greater health awareness, increased precedence of lifestyle diseases and improved access to insurance would be the key contributors to growth. Healthcare has become one of India’s largest sectors – both in terms of revenue and employment.
- The widening gap between tier-1 institutes and other colleges will lead to rising demand for competitive exams (JEE, NEET, etc.), and thereby creating a market for private coaching institutes.
- India’s competitive advantage lies in its large pool of well-trained medical professionals. India is also cost competitive compared to its peers in Asia and Western countries.
Disruptive & Green Technology
INDIAN EDGE: CONNECTING INDIA & BEYOND
Indian IT’s core competencies and strengths have attracted significant investments from major countries. The industry has led the economic transformation of the country and altered the perception of India in the global economy and has become the digital hub of the world.
- Disruptive technologies, such as cloud computing, social media, and data analytics, are offering new avenues of growth across verticals for IT companies.
- Technology adoption & changing customer preferences have significantly penetrated across education, healthcare, consumption, & BFSI, creating opportunities for innovation and investment.
- Indian companies have set up over 1,000 global delivery centers in about 80 countries across the world.
- India ranks third among global start-up ecosystems with more than 5,300 startups.
Infrastructure Services
INTEGRATING INFRASTRUCTURE, ENABLING NATION BUILDING
India’s geographical diversity has created multiple pockets of excellence. This creates large opportunities for infrastructure development. Government’s focus in integrating these projects through private participation (domestic and global players) has created investment avenues across its ecosystem of infrastructure creation, its management and delivery.
- Higher Government spending has led to the entry of domestic and global players in EPC (Engineering, Procurement and Construction) market. Further, the share of organized
companies has substantially increased. - The rise in infrastructure spend has created opportunities for innovative models (lower capex, operationally intensive, high margin). This is enabling growth in sectors like warehousing, travel & tourism, and BPO (business process outsourcing).
- Rising share of e-commerce business and need for seamless customer experience has
enabled growth for logistics and warehousing infrastructure.