IMA Analysis & Opinion Papers

IMA Analysis & Opinion Papers

IMA Analysis & Opinion Papers

Browse through IMA India’s extensive library of research-based papers, conclusions papers, monthly and quarterly updates, and opinion pieces on the macro-economy, politics and policy-making, geo-politics, and business strategy and operations

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Highway to Prosperity: Unleashing India’s Road Network
Research Papers

India’s road sector is on a transformative path. Propelled by the Bharatmala Pariyojana – an ambitious plan to construct 34,800 km of new highways and expressways – the country’s highway network expanded by 60% in the decade to 2024. However, roadblocks remain, clouding both the near- and the long-term view. In the current fiscal year, owing to a host of issues (including national elections), the government is likely to fall well short of its target of building or upgrading 13,000 km of highways. From a longer-term perspective, it remains a challenge to ensure strong private-sector participation in the secto

Monday, 24 February 2025

highway-to-prosperity-unleashing-india-s-road-network
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Moving Towards Cleaner Fuels
Research Papers

As climate changes intensify, consumers across segments are demanding sustainable alternatives – and the automotive industry is no exception. Clean(er)-fuel options make up a rising share of India’s passenger vehicle market and this trend is expected to only strengthen in the years ahead

Tuesday, 18 February 2025

moving-towards-cleaner-fuels
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What Indian Weddings Reveal About the Evolving Consumer
IMA Insights

We often think of Indian weddings as the most traditional of social events, steeped in age-old rituals and elaborate ceremonies. However, a closer look reveals that they serve as a powerful lens to understand broader socio-economic shifts shaping the country. With the youngest of the Millennials and the oldest Gen Zs now of marriageable age, the wedding industry reflects evolving consumer preferences that go beyond mere expenditure, touching aspects such as financial independence, personalisation, sustainability and the influence of digital trends.

Friday, 14 February 2025

what-indian-weddings-reveal-about-the-evolving-consumer
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IMA India's Q4FY24 BCPI - Highlights - January 2024
BCPI

IMA’s quarterly Business Confidence and Performance Index (BCPI) survey tracks the business outlook of organisations across industries. Regularly conducted for over a decade, the headline BCPI index is strongly correlated with economic growth, and thus, is a good lead indicator of future GDP data releases. Over 155 CEOs and CFOs responded to the Q4 FY24 edition of the survey, run earlier this month.

Saturday, 25 January 2025

ima-india-s-q4fy24-bcpi-highlights-january-2024
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Executive Briefings - Yen Carry Trade
Executive Briefings

Markets across the world came under a bout of bear hammering on the 5th August. US unemployment which had fallen to a new set of lows, began edging up again and inflation pressures eased. All of this contributed to the sell off, but the key reason was the unwinding of the yen carry trade - which involves borrowing in yen at minimal cost and investing in higher yield assets overseas.

Friday, 23 August 2024

yen-carry-trade
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Executive Briefings - Bangladesh
Executive Briefings

The recent developments in Bangladesh, leading to the ouster of Prime Minister Sheikh Hasina Wazed, were in many ways not dissimilar to what happened in Sri Lanka a few years ago. Civil Society anger against the ruling establishment had been pent up for several years, so when a peaceful demonstration by students began a couple of months ago, it quickly turned violent

Friday, 23 August 2024

bangladesh
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India Brief - August 2024
India Brief

Its first Budget behind it, India’s new government will now focus on the nuts and bolts of policymaking while managing the fallout of a change of leadership in Bangladesh. The attached August 2024 edition of the India Brief summaries our view of the macroeconomic and political/policy environment

Monday, 05 August 2024

testing-hel
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Executive Briefings : Investment and Unemployment
Executive Briefings

Youth unemployment in India, specifically amongst graduates, stands at an alarming 17%. This is despite the fact that, over the course of the last several years, the government has invested unprecedented sums in the creation of infrastructure. This has surely generated jobs, but not nearly enough for those with college degrees. A report by Citibank suggests that a growth in GDP of 7% generates between 8 and 9 million new jobs a year. Apparently, in order to absorb new entrants to the workforce, India needs to create about 12 million work opportunities annually. Under the current economic structure, this seems a hard act.

Monday, 05 August 2024

testing
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Operating Environment Assessment Paper - September 2023
Ops

India’s Q1 (Apr-Jun) GDP growth, at 7.8%, was strong, yet mildly below what analysts had expected. Coming off a high base from a year ago, this number looks very credible and is indicative of strong growth momentum. On current trends, Q2 growth is likely to be only mildly lower. However, the second half of the year could prove more challenging, with inflation, a weak monsoon and a slowing global economy all weighing down.

Wednesday, 22 May 2024

operating-environment-assessment-paper-september-2023
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India Brief - September 2023
India Brief

At 7.8%, India’s first-quarter (Apr-Jun) GDP growth was robust but slightly below market expectations. Manufacturing showed signs of lethargy but the services sector grew at just over 10% and construction expanded by nearly 8%. Even as Q2 growth is likely to stay buoyant, rising inflationary risks and slowing global trade volumes are likely to trigger a deceleration in the second half of the year.

Wednesday, 22 May 2024

india-brief-september-2023
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Executive Briefings : BRSR
Executive Briefings

Business Responsibility and Sustainability Reporting (BRSR) involves disclosure requirements of a company’s non-financial performance, including but not limited to its environmental, social, and governance practices. It is intended to provide stakeholders with more than just numerical scores. In fact, it is the wholesome perspective on a business’s impact towards the environment, society and ethical dimensions.

Wednesday, 22 May 2024

executive-briefings-business-management-brsr
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Executive Briefings Business & Management: AI And The Work Place
Executive Briefings

Analysts suggest that private consumption in India will touch USD 6 trillion by 2030. Perhaps, this might seem optimistic but the reality remains that the growth anticipated over the coming 5 to 7 years would certainly be brisker than that demonstrated over the last decade.

Wednesday, 22 May 2024

executive-briefings-business-management-ai-and-the-work-place
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The Operating Environment Assessment Paper - June 2023
Ops

India’s GDP expanded by a faster-than-expected 6.1% in Q4 (Jan-Mar), taking full-year growth in FY23 to 7.2% - again, higher than both private and official forecasts. The strong growth momentum appears to have carried into the new year, with most lead indicators pointing solidly upwards. Inflation is also moderating and external conditions are more favourable than they were a few months ago. A potentially weak monsoon may impact rural growth in the second half of the year and consumer markets are a mixed bag. All considered, however, growth this year is likely to be close to the upper-end of the 6-6.5% range.

Wednesday, 22 May 2024

the-operating-environment-assessment-paper-june-2023
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Executive Briefings Business & Management: Nandan Nilekani
Executive Briefings

Nandan Nilekani played the formative role in creating the basic infrastructure - Aadhar - upon which various offerings and government services have been stacked. He advised UPI, ONDC and informally worked with the government on several projects.

Wednesday, 22 May 2024

executive-briefings-business-management-nandan-nilekani
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India Brief - December 2023
India Brief

Sunday’s unexpected election results from three crucial Hindi heartland states have shortened the odds of an NDA victory in next year’s general elections. 6 months is an eternity in politics but the clear mandate the BJP received in Madhya Pradesh and Chhattisgarh strengthens its hand and weakens the prospects of a viable opposition coalition replacing it. On the policy front, the Winter Session of Parliament will see a legislative push, with 19 bills scheduled for consideration, including 7 new ones.

Wednesday, 22 May 2024

india-brief-december-2023
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India Brief - January 2024
India Brief

January 2024 INDIA Political & Policy Issues to Watch The Winter Session saw much rancour but also significant legislative action Parliament’s short Winter Session was both, highly acrimonious and unusually productive. 146 opposition MPs were suspended for ‘disorderly conduct’ and one was expelled for ethical misconduct. Despite the opposition’s repeated protests and walkouts, the government managed to introduce 10 bills and pass a total of 17. These included 3 bills to replace colonial-era criminal laws and procedures; a bill repealing 65 redundant laws; one that changes the selection procedure for Election Commissioners; and a new telecommunications law that may potentially impinge on personal privacy. Outside of the legislature, the Supreme Court’s formal nod to the abrogation of Article 370 was a shot in the arm for the government and clears the way for the restoration of full statehood for Jammu & Kashmir. Ayodhya’s Ram Temple and the Interim Budget will be in focus this month Two

Wednesday, 15 May 2024

india-brief-january-2024
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India Brief - April 2024
India Brief

As India’s general elections get underway shortly, the focus will soon turn to what policy measures the new government will undertake. The attached April 2024 edition of IMA’s India Brief summarises our current view of the economic and policy environment. In summary

Tuesday, 14 May 2024

india-brief-april-2024
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Executive Briefings Business And Management: Gen Z
India Brief

Gen Z are different to their bosses. Their job is only a small part of their identity and they make that abundantly clear in the work place. They value empathy at work and frequently consider it a precondition. Their bosses, on the other hand, do not place as high a value on this attribute.

Tuesday, 14 May 2024

executive-briefings-business-and-management-gen-z
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Executive Briefings Business And Management: Strategy
India Brief

The use of consultants, towards the formation of business strategy, has had mixed results. Some companies claim they were a game changer, whilst others strongly disagree. It’s hard to conclude authoritatively with numerical evidence, either way. But what is clear is that they charge a lot. What is not clear though is whether what they do cannot be done internally.

Tuesday, 14 May 2024

executive-briefings-business-and-management-strategy
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Executive Briefings Business and Management: CXO Talent
India Brief

A retirement age of between 58 and 62 years, leaves a decade for active engagement. Some prefer to use this freedom, from regimented employment, to pursue personal interests and leisure. Still others seek to remain professionally involved by lending their skills and knowledge, acquired over decades, for the benefit of others. It is a win-win, where the individual monetises her experience and an organisation, gains from it in a cost effective manner.

Tuesday, 14 May 2024

monday-april-29-2024-executive-briefings-business-management-brands-customers-careful-be
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