麦格理-印度-宏观经济-印度宏观经济会议反馈：保持积极的推力

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1、INDIAIndiaeconomicsRobustTrendinFDIInflowsFeedbackfrommacromeetings–12MonthlyFDI,US$bn,LS801012monthtrailingFDI%ofGDP,RSPositivethrusttoremain608Conclusion640WemetpolicymakersinDelhilastweektounderstandthegovernment’s420thoughtprocesswithregardtothemacroeconomicoutlookandthewa

2、y2forward.Thekeythemewhichwascommonacrossthedifferentmeetings00wasthatthegovernmentisinanactivemodetoimprovethegrowthoutlookwithafocusonenergizingtheinvestmentcycle.Sep-07Sep-08Sep-09Sep-10Sep-11Sep-12Sep-13Sep-14Sep-15Sep-16Sep-17FourKeyTakeaways:Source:CEIC,MacquarieResearch,

3、November2017Robustpipelineofforeigninvestments:OurmeetingwithInvestIndiaTrendinroadconstruction(NHAI)undertheDIPPindicatedthattheexpectedpipelineofforeigninvestmentsoverthenextfewyearsisrobustataboutUS$80bn.Thesectoralinvestment(Km)patternsalsolookinterestingwithinvestmentsexp

4、ectedininfrastructure,3,5003,000construction,automobiles,logisticsandrailways-stationredevelopment.The2,500aimofInvestIndiaistobeafacilitatorofforeigninvestmentsandtheyare2,000alsoworkingoncreatingacommonworkplacewhereaforeigninvestorcan1,500seekapprovalfromalldifferentnodalage

5、ncies.1,0002,6932,8442,6283,0002,2052,2481,9011,987NHAIconfidentonexecutingBharatMala:Thegovernment’sambitious5001,6841,7831,501BharatMalaProgramme,whichinvolvesbuilding83,677kmofroadsoverthe0next5years,includes34800kmtobeexecutedbyNHAI.Inthisregard,inourFY08FY09FY10FY11FY12FY

6、13FY14FY15FY16FY17PFY18Emeeting,weunderstoodthatNHAIisconfidentofexecutingtheprojectintheSource:NHAI,MacquarieResearch,November2017saidtimeline.Thefinancingoftheprojectwillbeamixofgovernmentfinancinganduseofinnovativemethodssuchasassetrecyclingi.e.thetollTrendinprojectsunderimp

7、lementationoperatetransferbyNHAI.OntheToT,theNHAIwilllikelyusethisasamechanismtostreamregularrevenuesbybuildingapipelineandbiddingYoY%GovernmentTotalthematregularintervals.ItwasalsoindicatedthatworkontheBharatmala20%Privatehadstartedsomemonthspriortotheannouncementandthusdetail

8、edproject15%reportsforamajorityoftheprojecthavebeenpre