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From a Cyclical Downturn to a Structural Upturn
MSAP20140511319152-The Next India.pdf
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Preface 3
Summary 5
The Next India – Key Figures 7
The Next US$ 5 trillion Economy 8
GDP: A Journey from US$1.9 trillion to US$5 trillion by 2025 18
How Will India’s Consumption, Investment and Exports Evolve? 20
From Growth to Returns 22
The Next Profit Boom 23
The Liquidity Supercycle 27
A Stock-picker’s Land 30
Forecasting Long-term Equity Returns – US$4 Trillion Market 32
Chart Scan 36
Growth Trends: Transitioning to a High-Growth Trend 37
Consumption – Macro: India’s Consumption to GDP To Decline 39
Investments: India’s Capex to GDP to Increase 41
External Trade: Exports as % of GDP Is Steadily Increasing 43
Appendix 1: Economy At a Glance 46
Appendix 2: Markets At a Glance 48
Appendix 3: How Have the Macro Environment and Equity Market Evolved Over the Past 20 Years? 50
Appendix 4: India – Summary of Reforms Implemented Since 1991 52
Appendix 5: Interesting Facts about India 54
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