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市场调查报告书

印度宏觀经济环境展望(2021)

India's Macroeconomic Environment Outlook, 2021

出版商 Frost & Sullivan 商品编码 1015036
出版日期 内容资讯 英文 33 Pages
商品交期: 最快1-2个工作天内
价格
印度宏觀经济环境展望(2021) India's Macroeconomic Environment Outlook, 2021
出版日期: 2021年06月07日内容资讯: 英文 33 Pages
简介

根据截至 2021 年 3 月的普遍情况,预计印度经济在 2021 年至 2022 年间将增长 11.3%。然而,随著第二波 COVID-19 的开始,经济前景发生了变化。因此,2021 年至 2022 年的增长率预计为 9.4%。但是,该预测可能会根据第二波的发展、政府的反应以及锁定后的经济表现而有所变化。

全球大流行的主要影响之一是全球供应链的变化。中国作为制造基地的地位正在下降,生产商的目标是分散到海外。印度已成为替代方案,支持政府促进国内生产的愿景。然而,受第二波病毒的影响,印度作为投资目的地的吸引力在短期内有所下降。尽管如此,相信随著感染人数的减少、中央和邦政府提供支持制造业的激励措施以及结构性改革的实施,投资者对印度的兴趣将会增加。...

本报告考察了印度的宏觀经济前景,包括印度 2021 年第一季度的增长前景、增长和制约因素、全球趋势和事件的影响以及制造业。提供印度前景等信息。

目录

战略要务

  • 成长困难
  • 战略要务 8 (TM)
  • 三大战略要务的影响
  • 增长机会对增长管道引擎 (TM) 的影响

增长机会分析-印度宏觀经济环境

  • 印度宏觀经济环境-概览
  • 主要经济指标
  • 增长因素
  • 生长抑制

印度的宏觀经济展望

  • GDP 增长前景
  • 全球增长背景下的 GDP 增长
  • 预算案(2021-2022)-主要亮点
  • 全球经济趋势及其对印度的影响
  • 全球供应链变化与制造业复苏
  • 各州 FDI 流入和投资政策
  • 贸易分析(2021 年)
  • 结构改革
  • 疫情主导的行业赢家

增长机会宇宙

  • 增长机会 1-中国生产转移的新制造机会
  • 增长机会 2-私有化机会导致结构性改革
  • 增长机会 3-大流行主导的行业转移
  • 展品清单
  • 免责声明
目录
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