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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The Unicorn Way: Redefining Excellence
India Brief

Set up in 2008, policybazaar.com, with over Rs 20 billion in revenue today, has emerged as one of In

Saturday, 16 April 2022


Executive Briefings Business & Management: Adapting Brands
India Brief

We had previously written a piece on how careful one may need to be, in tweaking heritage brands. Based on client requests, we have done one on how some successful adaptions have taken place. I hope you find it in order.

Tuesday, 14 May 2024


Executive Briefings Business & Management: Brands & Customers
India Brief

Heritage brands command a premium in the market place but are also constraining, in the sense that they may not be able to target a new emerging customers segment.

Tuesday, 14 May 2024


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


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: 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


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 - 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 - 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 - June 2023
India Brief

India’s fourth-quarter (Jan-Mar 2023) GDP growth came in at a stronger-than-expected 6.1%, lifting full-year growth to 7.1% - slightly above the official forecast. This momentum has carried over into the new year, with the PMI numbers, GST receipts, vehicle sales etc all holding strong. Inflation is also trending downwards, making it almost inevitable that the RBI will hold steady on policy rates at this week’s MPC meeting. On the other hand, foreign trade continues to shrink.

Wednesday, 22 May 2024


India Brief - October 2023
India Brief

At the half-way point of FY24, India’s economic indicators remain unexpectedly strong and Q2 (Jul-Sep) GDP growth is likely to remain in the 6.5%+ range. However, a below-normal monsoon, stubborn inflation and slowing world trade are big risk factors that will weigh on growth in the second half of the year.

Wednesday, 22 May 2024


India Brief - August 2023
India Brief

The lead-up to 2024 is intensifying, with 26 opposition parties clubbing together to form a new ‘INDIA’ alliance that aims to present a united front against the BJP on a seat-by-seat basis. In response, the BJP has been busy shoring up its own alliances. Meanwhile, in Parliament, the continuing rancour over Manipur has disrupted proceedings but the government has continued to push through its legislation.

Wednesday, 22 May 2024


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 - 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


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