Case Analysis
Manu Antony
INDIA’S ROAD TO FUTURE;
BUILT WITH BRICS!
Why BRICS?
Source: WORLDBANK 2
Why BRICS?
Source: WORLDBANK 3
43% of World’s Population!
32% of World’s GDP!
27% of World’s land surface!
GDP Growth rate – Developed world.
Source: World Economic Outlook By IMF (Oct 2018) 4
2.21%
1.65%
2.33%
2.45%
1.73%1.81%
1.51% 1.58% 1.58%
0.29%
0.00%
0.50%
1.00%
1.50%
2.00%
2.50%
3.00%
US UK FRANCE GERMANY JAPAN
2017
(Actual)
GDP Growth rate – BRICS.
Source: World Economic Outlook By IMF (Oct 2018) 5
6.85% 6.68%
1.54%
1.00%
1.31%
6.62%
7.74%
1.80%
2.41%
1.73%
0.00%
1.00%
2.00%
3.00%
4.00%
5.00%
6.00%
7.00%
8.00%
9.00%
CHINA INDIA RUSSIA BRASIL SOUTH
AFRICA
2017
(Actual)
2020
(Predicted)
Source: Exim Bank Analysis 6
Share of BRICS in World Exports Share of BRICS in World Imports
GDP Distribution
Source: World Economic Outlook By IMF (Oct 2018)
7
CHINA,
67.%
INDIA,
13.%
RUSSIA,
8.%
BRASIL,
10.%
SOUTH
AFRICA,
2.%
BRICS – GDP
SHARE (2017)
BRICS –
The Indian Experience!
Br ie fin g a D e c a d e !
BRICS – The Indian Experience
9
Trade Deficit
No significant progress in Intra Regional Exports
India’s Intra-Regional Exports
43.6
71.4
92.1
68.7
105.8
134.6
140.5
150.7
158.5
136.4132.5
141.7
12.3 14.4 16.9 15.1
26.2 28.3 28 30.7 28.5
18.1 16.7 17.9
0
20
40
60
80
100
120
140
160
180
200620072008200920102011201220132014201520162017
Intra-BRICS Exports in Billion US$
CHINA
BRASIL
RUSSIA
SOUTH AFRICA
INDIA
Source: Exim Bank Analysis 10
Country CAGR
CHINA 13.5%
BRASIL 13.1%
SOUTH
AFRICA
12.3%
RUSSIA 6.8%
INDIA 4.4%
11
India’s Intra-Regional Imports
Source: Exim Bank Analysis
BRICS – The Indian Experience
Source: World Economic Outlook By IMF (Oct 2018)
12
Trade Deficit
No significant progress in Intra Regional Exports
Lack of successful bilateral trade arrangements
The Chinese Dominance
www.presentatiostemplate.com 13
The Road Ahead
H ow the Sleeping Giant c an
Tr iumph?
• 4th Industrial Revolution
• Improving the Production Capacity
• Large work force
• Research & Development
• Strong Service Sector
1.PartNIR
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• Strategic Advantage
• Sagarmala Project
• Offshore oil Explorations
• Marine Resources
• Coastal Tourism
2. Ocean Economy
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3. Augmenting Middle Class
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• Improving Effective Demand
• Huge domestic market
• Global Advantage
• BRICS Experience
• EMDC Policy
• DFTP Scheme
• Proximity
4. African Outreach
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•Solar Energy
•Oil and Natural Gas
•Hydel power for North East
•TAPI & IPI
5. Energy Cluster
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FR
Concluding..
• The past experience
• Untapped potential
• China Factor
• Can India step into the
mandarin shoes?
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Thank You.
Manu Antony
9567 320 002
cmanuantony@gmail.com
www.slideshare.net/Manuantony

INDIA AND BRICS