India

In-depth country-focused analysis on India's economic, political and operational risk environment, complemented by detailed sector insight

Our comprehensive assessment of India's operating environment and the outlook for its leading sectors are formed by bringing together a wealth of data on global markets that affect India, as well as the latest industry developments that could impact India's industries. This unique integrated approach has given us an impeccable track-record for predicting important shifts in the markets, ensuring you’re aware of the latest market opportunities and risks in India before your competitors.

India Country Risk

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Core Views The strength of the electoral win by the opposition Bharatiya Janata Party (BJP) at the lower house (Lok Sabha) elections in India surprised many - the party swept 282 seats of the 543-...

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India Industry Coverage (24)

Agribusiness

Autos

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Over H114, passenger car sales fell by 0.5%, to 1,280,699 units, according to information on the Focus2Move website. This marks something of a recovery for a new vehicle market which declined by 9.8...

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Commercial Banking

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Commercial Banking Sector Indicators  Date Total assets Client loans Bond portfolio Other Liabilities and capital Capital Client deposits Other...

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Consumer Electronics

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BMI View : T he Indian consumer electronics spending is growing rapidly, with robust demand growth for computer hardware and handsets driving spending higher. We expect the total consumer...

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Defence & Security

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BMI View: BMI believes that India's defence ambitions will continue to face challenges for the fiscal year 2014-15. That said, the increase of the foreign investment cap to 49% should boost...

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Food & Drink

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BMI View: Over the long term, the Indian economy presents one of the best growth stories globally. The Indian population is the second largest in the world and i s forecast to continue to grow...

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Freight Transport

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India's state-run major ports continue to be the underperformers in the BRIC country's freight transport infrastructure, with volumes at many facilities struggling to grow. Ports have also been...

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Information Technology

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BMI View: India's IT market continued a run of strong growth in 2013 and and remains one of the leading emerging markets with huge medium term potential. We forecast Indian IT spending will...

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Infrastructure

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BMI View: We remain conservative towards the near-term growth outlook for India's construction and infrastructure sectors. Even though the historic win by the pro-business Bharatiya Janata Party...

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Insurance

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BMI View : As of mid-2014, the latest developments in India's insurance sector confirm our view that the strengths (and opportunities) are considerably greater than the limitations and threats....

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Medical Devices

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Espicom Industry View :  The Indian medical device market ranks among the world's top 20 but, despite strong growth rates, it remains disproportionately small with per capita spending of less...

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Metals

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BMI View: India is set to become a major consumer of metals over the coming years as the government makes pertinent efforts to improve the level of infrastructure in the country . That said,...

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Mining

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BMI View: A greater number of state-owned miners will be keen to expand production along with India's growing economy. However , the country's poor operating environment will continue to impede...

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Oil & Gas

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BMI View: Cambodia's garment industry is a mainstay of the economy, and has the potential to become increasingly important as it moves up the value chain with the help of improved infrastructure...

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Petrochemicals

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Although India's new Hindu nationalist government has swept to power with a pledge to reform the business environment, the impact on the petrochemicals industry will not be immediate. However, BMI...

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Pharmaceuticals & Healthcare

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BMI View: The Pharmaceutical Research and Manufacturers of America (PhRMA)'s decision to list India as a Priority Foreign Country illustrates pharmaceutical companies' escalating dis contentment...

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Power

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BMI View: We maintained our forecasts for the Indian electricity sector this quarter as our assumptions remain relevant. We highlight that certain key themes - namely continued weakness in the...

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Real Estate

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BMI View: The considerable potential of India's commercial real estate sector is being undermined by a weak macroeconomic climate with manufacturing activity and consumer spending growth at multi...

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Renewables

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BMI View: We are maintaining our 2014 forecasts for non-hydropower renewable generation and capacity in India this quarter, and expect generation to grow by 11.2% this year. We are also...

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Retail

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BMI View:   An emerging middle class and a highly urbanised youth population which aspires to new products and brands should result in a strong rise in household spending across all retail...

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Shipping

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BMI View: The primary issue in Indian shipping continues to be the state of the nation's ports. Investment in the 12 major state-run facilities has not kept up with the demand engendered by the...

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Telecommunications

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BMI View: Despite the huge investment opportunities posed by the lack of adequate broadband infrastructure in metropolitan markets and basic services in rural areas, the Indian telecoms market is...

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Tourism

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BMI View: With a population of over 1.2bn, India offers an enormous potential outbound and internal tourism market. The country has a fast growing middle class, and thanks to GDP growth we are...

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Water

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BMI View: India's water sector is in need of inve stment and expansion. W e believe this is likely to occur and so the country offers a large number of opportunities to water management and...

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