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 While there is still a high degree of uncertainty over the end results, we are leaning towards a victory for the opposition (and more market-friendly) Bharatiya Janata Party (BJP)....

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India Industry Coverage (24)

Agribusiness

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BMI View: We hold a positive view on India 's agribusiness sector , as the country will remain an agricultural powerhouse and is likely to maintain high levels of self-sufficiency for major...

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Autos

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According to the Society of Indian Automobile Manufacturers (SIAM), Indian auto sales for December 2013 came in at 232,918 units, a decline of 12.9% y-o-y. Looking at recent trends, our full FY2013/...

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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: BMI projects that Indian consumer electronics spending will grow by about 17% in US dollar terms in 2013 to US$37.5bn, fuelled by rising incomes, growing affordability, and the fact...

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Defence & Security

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BMI View: Given the current regional security context, it is perhaps unsurprising that Q114 saw India engage in high level defence and security dialogues with both Japan and South Korea. Increased...

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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 continues to perform well and remains one of the leading emerging markets . We forecast Indian IT spending will increase 12 .4% to INR1.21bn in 2014 with...

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Infrastructure

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BMI View: We have turned slightly more bearish towards the near-term outlook of India's construction and infrastructure markets and have revised down our forecasts for both sectors accordingly....

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Insurance

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BMI View : As of early 2014 , it remains the case that the strengths and opportunities of the Indian insurance segment outweigh the weaknesses and the threats. Challenges include an idiosyncratic...

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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, the market remains disproportionately small with per capita spending of...

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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: India's mining industry will continue to be characterised by regulatory and bureaucratic hurdles, while corruption will stifle growth in an already poor operating s ector. We forecast...

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Oil & Gas

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BMI View: Q2 2014 should see some significant changes in the Indian oil and gas sector. Firstly, the government set gas price will double to US$8.4/mnBTU on April 1 creating greater...

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Petrochemicals

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BMI View: The structure of the Indian market is likely to be affected by the combination of an economic downturn and rupee depreciation. BMI's latest India Petrochemicals Report notes slower than...

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Pharmaceuticals & Healthcare

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BMI View: Pharmaceutical firms in India are reporting improved performance for the quarter ended December 2013. This is an early indication of a recovery in the Indian pharmaceutical industry,...

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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: Rapid urbanisation, positive demographics and rising income levels means that the Indian commercial real estate sector has attracted significant investment over the past few years,...

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Renewables

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BMI View: We have revised up our 2014 forecasts for non-hydropower renewable generation and capacity in India this quarter on the back of new data and continued government support for renewable...

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Retail

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BMI View: An emerging middle class and an expanding 21 -plus years age group resulting in a strong rise in household spending across all retail subsectors means that India's retail sector is...

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Shipping

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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 rapid economic...

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Telecommunications

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BMI View: The Indian telecommunications market has experience d a considerable number of challenges in the last few years due to constant regulatory disputes and a hostile business...

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Tourism

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BMI View: We see a very healthy future for the tourism industry in India. The country offers investors an enormous potential domestic market, with GDP growth in recent years providing a...

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Water

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BMI View: India's water sector is in sore need of investment and expansion. However , we believe this is likely to occur and so the country offers a large number of opportunities to water...

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