7. India - at an Inflection Point… Growth in Tele-density Source: Capitaline, SBIMF; CAGR between ’92 – ’06 ~ 23% % Tele-density Net Profit of all Listed Cos. Rs Cr. CAGR (’00 – ’06) ~ 26%
8. India - at an Inflection Point… Stupendous Growth in Consumer Electronics Source: FICCI
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16. Why this is more than a “blip”… A demographics-driven , consumer-led growth… Population (m)
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18. Why this is more than a “blip”… … making India the third largest economy in the world by 2035 Together, these factors will lead to sustained GDP growth over the next decade and several years after… Demographics Consumer Spend Infrastructure Spend 6% ~ 8% GDP Growth 3 rd largest economy in the world ~ 2035 2005 - 2015 2005 - 2015
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20. The World in 2050… Source: http://doku.cac.at/world_by_geography_2.jpg
21. The World in 2050… Source: McKinsey Quarterly, Nov ’04 (“The scrutable East”, Marc H. Goedhart, Timothy Koller, Nicolas C. Leung Forecast GDP ($ trillions)
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