India Rising India Shining

India Rising India Shining.

India’s per capita income has crossed 2000$. India at the inflection point of rising income…..

Significance of $2000 mark. Anecdotal evidence suggests that whenever the per capita income mark breaches $2000, the country witnesses nonlinear jump in discretionary spending.

It is happening in Indonesia already. Graphical user interface, application Description automatically generated.

India’s journey from Basics to Exotics.

Indian consumption is ready to take the leap….. Are you ready yet?.

LICMF has got something interesting for you coming soon….

From Reforms To Revolution.

Govt OK's big telecom reforms Allows A-year moratorium on dues, ED', PLI scheme for auto, drones REFORM.

FY21 Share in total 3% -6.8% - . India's Exports - Top 10 countries (2Y-CA6R) China Hong Kong Bangladesh Germany Nepal Netherlands Belgium Dec-19 7.5% 6.5% 3.8% -8.9% -6.2% -6.0% -3.0% -2.4% -0.6% Mar-20 Jun-20 0.8% -20.3% -3.3% 17.4% 3.6% -20.8% -23.2% -31.4% -7.8% 32.6%' -10.2% - -8.1% -23.5% t 37 7S -4.7% 32.0% -13.1% -32.9% sep-20 1.3% 15.7% -23.8% -17.1% -4.6% -2.5% -10.3% -6.8% -15.5% Dec-20 6.3% -1.2% -19.7% 5.1% 0.1% 2.0% 1.0% -16.9% -10.6% Mar-2i 6.6% 18.8% -16.5% -8.6% 17.3% 6.3% 3.9% 13.9% -4.4% 9.3% Jun-2i I Sep-21 11.6% 273%1 -108% 2.7% I 28.0% | -0.4%1 3.4% | -12.4% 20.6%1 20.7% 14.1% -3.1% -5.0% 323% 12-1% 7-6% 14-0% 15.4% 32.4% Dec-2i I 20.6% -0.4% 42.0% 165% 10.3%1 24.8% 355% 22.4%.

Private capex cycle to turn a corner Capex intention: IEM Part A* filings move up Value cr) 800,000 7,00J00 aoo.ooo 4,00.ooo 3,00J00 Environmental approvals increase number of approvals FDI Investments pick up growth in % 10 20) 0 -50 Industrial investments to rise 30% in FY22 to FY24 Industrial capex to rise 1.3x over FY22-24 vis-å-vis FYI 8-20 Different catalysts for industrial capex (t lakh cr) 4.5 4.0 3.0 2.5 2.0 1.0 0.5 0.0 Metals Oil & gas Delever* 01 industrid firms (espescially metals and cement operating ata high utilisation rate, brownfield calm) (data centre) Inårstrial cycle recovery determinants pu=o (13 sectors ecosystem, energy transition, especially in metals and cement) Others include FMCG. pharma, chemicals. paper. textiles, etc.

Power Goldi Solar Malabar Gold Cement East Shyam Wtalks Covestro Ondia) Poly Films Emmvee Thermax Gujarat Bourse power Arn&arn Epsilon Lctus Footwear V rajesh Nitin Spinners Estates hnovative Chenna J v RX Asset Jay Chemial Kims Health Meghmani Organes Mist Orissa Wtauurgical Pragna Chem Premier Energies Sameera Ware Simßeenergy Vem Techndogies Welspun MetaUics Chher Air transport Élfra electricRy ITES Chernial Scx»nge iron Minerals Cement Housing Refinery Ber & alcohol Ship"ng transp•crt Cotton & blend«i varn Fharmaceuticals Two & three whelers Commercia I complex Transport Iceistics Natural gas Pesticides Inuganic cherncals Process«l foods Consumer 984 374 1 25 109 108 105 104 98 93 85 73 57 55 53 48 46 45 43 39 Renew power Charge C CC V L LC Mitsu Gangavaram Port Century Te&s & Inds. Bravo Spmge J S W Energy Everyon& Development Rungta Mnes Cubitpv bido Asia Ccoper Jayaswal Inds. Semaliva Energy g M M Isc»t Microsoft Corporation Ramcharan Co. GreenkO ACE ni Enterprises J S W Energy Bhushan Power & Steel S N V Aviaton Reliance Sunwo& Tapaz Info parks Aarti Industries Hditech Irdia Tinplate co. Of Wabco Kutch Ctemkal bids. Hindustan Unilever Star Cane m Coburtex Industries Gujarat Lar*2ri & Toutro Lulu Intermtional N xtgen Welspun One Logistics Rashmi Forgings India Tata Sarda Energy & Minerals hdianod L N G J S W Utkal Steel Bharat Cement Tata Steel Causis E -mobility Tata o o o o 9 -4 2.

Why choose one theme when you can have all in one ?.

China plus one' model. A picture containing map Description automatically generated.