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IT- IT enabled
Pharmaceuticals
Textiles
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India Fundamentals
Core Strengths
Area’s of Concern
India Long Term Viewpoint
Advantages over other EMs
Global India
FDI ’06
India’s Surge
Developments in the future
India Calling
Indian Market Outlook
Sectors of Interest
Developments in the future
Oil & Gas finds in KG Basin transform India’s BoP
US-India nuclear deal alleviates Power scarcity
External trade burgeons, with recent FTA & other diplomatic initiatives
Textiles (largest employer in India) growth transforms unemployment
Infrastructure: SEZs, airports, por
t
s, roads
Rural India kicks in, with reforms & penetration in credit, IT, telecom, electrification, transportation & irrigation
Indian markets a safe haven, decouples from other EMs
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