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Company Asia India Consumer Agriculture 1 April 2008 Global Markets Research Sugar Update Destination Brazil Priyanko Panja Research Analyst (+91) 22 6658 4055 priyanko.panja@db.com Market Update LIFFE Sugar Futures ($ / Kg) May-08 0.40 0.38 0.36 Oct-08 Anuj Singla Research Associate (+91) 22 6658 4172 anuj.singla@db.com 0.34 0.32 0.30 0.28 May-07 Oct-07 Nov-07 Dec-07 Sep-07 Mar-08 Mar-0...

Angel Broking T M Service Truly Personalized March 28, 2008 Steel Sector Update Government toils to control prices Steel is an essential commodity and is used in various applications like Automobiles, Construction, Transportation, etc. Soaring steel prices have increased the cost for these user industries. To protect consumers' interests and curb inflation, which is now well above the RBI's ...

November 8, 2007 November 8, 2007 India: Energy: Gas India: Energy: Gas Looking for winners beyond gas producers; initiate on 4 companies Industry context We believe the spotlight in the Indian oil and gas sector in the medium term will be on the supply-led surge in natural gas demand and the companies benefiting from it. Among these, we prefer companies having high operating leverage, bette...

INDIA 22 February 2008 India property sector Tight money markets not a cause for worry Event Short-term rates are moving up sharply in India. However, Macquarie's strategist and banks analyst Seshadri Sen believes this is temporary and will ease by April, and that rates will head down thereafter. He maintains his view that interest rates will fall over 2008, which should benefit the property s...

Foreword The Indian entertainment industry is on the threshold of emerging as a large market globally. Future growth of the industry is expected to be led by rising spends on entertainment by a growing Indian middle class, regulatory initiatives, increased corporate investments and the industry's dynamic initiatives to make strategic structural corrections to grow. In addition to the Indian m...

Report of the Committee on India Vision 2020 Chairman Dr. S. P. Gupta lR;eso t;rs Planning Commission Government of India New Delhi DECEMBER, 2002 d` " .k pUæ iUr K. C. PANT mik/;{k ;ks t uk vk;ks x Hkkjr DEPUTY CHAIRMAN PLANNING COMMISSION INDIA lR;es o t;rs FOREWORD Every country needs a vision statement which stirs the imagination and motivates all segments of society to greater e...

MORGAN STANLEY RESEARCH March 13, 2008 Research India India Strategy Morgan Stanley India Company Private Limited+ Ridham Desai Ridham.Desai@morganstanley.com +91 22 2209 7790 Sheela Rathi Sheela.Rathi@morganstanley.com +91 22 2209 7730 How to Cope With a Bear Market Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors shou...

INDIA’S SERVICES SECTOR: Unlocking Opportunity INDIA’S SERVICES SECTOR Unlocking Opportunity Australian Government Department of Foreign Affairs and Trade Economic Analytical Unit DFAT ©Commonwealth of Australia 2007 This work is copyright. Apart from any use permitted under the Copyright Act 1968, no part may be reproduced by any process without prior written permission from the Commonweal...

The India Retail Opportunity Group 5 Atisha Banjare Ramesh Narayanaswamy Rashie Ratan Sandeep Divakar Thamaraiselvi A Agenda • Backdrop – Then and Now; India and Retail • A changing India… – Macro: Economic, social, regulatory – Micro: Psychographic • … and a changing retail scenario • Current scenario • Perspectives Backdrop Backdrop: then and now Then • • • • • Self reliant mindset; c...

McKinsey Global Institute Tapping Into the Indian Consumer Market The India-Europe Investment Forum 28 June 2007 HOW WILL INDIA’S CONSUMER MARKET EVOLVE IN THE FUTURE? India’s economy has been growing rapidly … • What impact has growth had on Indian incomes and how quickly will they grow in the future? • How is the distribution of income changing? When will its middle class take off? What...