普标前瞻：2023进入印度时刻报告（英文版）

VIP专享

3.0 村上 2024-09-03 90 16 4.85MB 67 页免费

侵权投诉

Volume 3 | August 2023

India’s Moment

Look Forward

2 Look Forward Journal August 2023

ur world is in the midst of

an unprecedented period of

transition and uncertainty,

but one fact that unites all

observers is that India faces

a defining opportunity to

capitalize on this moment.

Economically and politically,

there are few global issues

that can be solved without the cooperation of India, a

fact that is highlighted by the country’s agenda for its

presidency of the G20 in 2023.

As in our previous Look Forward reports, our analysts have leveraged their deep sector and

geographic knowledge as well as our data and insights to take a deep dive into a specific

subject. This time, we look at the opportunities, risks and potential for India to strengthen its

claim to be a true global superpower in the next 10 years.

We hope this research will help our customers around the world understand one of the most

dynamic and fast-changing countries on Earth. From energy transition to the global economy,

agriculture to transportation, supply chains to technological innovation, India is at the center of

it all. However, the road ahead is far from straight, and navigating it will require decision-making

that considers a vast array of potential scenarios, both at home and globally.

This report has been organized by the S&P Global Research Council, which is focused on

the key global themes of energy security, climate and sustainability, technology and digital

disruptions, supply chains, capital markets and geopolitical shocks. The foundation of the

report is the work we do every day to deliver essential intelligence to our customers and the

market — on India and on other topics that matter.

CRISIL is driven by its mission of making markets function better as India’s foremost provider of

ratings, data, research, analytics and solutions. This report also shows the value of being part

of S&P Global as it marries local expertise with global perspectives and leverages capabilities

across the organization.

Amish Mehta

Managing Director & CEO, CRISIL

3 Look Forward Journal August 2023

Dr. Lindsay Newman

Executive Director, Head of Geopolitical Thought Leadership,

S&P Global Market Intelligence

lindsay.newman@spglobal.com

Deepa Kumar

Head of Asia-Pacific Country Risk,

S&P Global Market Intelligence

deepa.kumar@spglobal.com

Dr. Atul Arya

Chief Energy Strategist,

S&P Global Commodity Insights

Co-chair, S&P Global Research Council

atul.arya@spglobal.com

Paul Gruenwald

Global Chief Economist,

S&P Global Ratings

paul.gruenwald@spglobal.com

As the world finds itself in the midst of disruption, everyone is watching India.

The country is chairing the G20 under the slogan “One Earth, One Family, One

Future,” reflecting how the years ahead will be defined by shared global challenges

including economic growth, climate risk, the energy transition, trade relationships,

disruptive technologies and pandemics.

Countries across the development and political spectrum are adopting pragmatism

to navigate the heightened risks and expanded opportunities of the next decade.

Following this trend, India will cooperate across spheres of mutual interest and

compete where national interests collide. To rise to this moment, India has set

ambitious targets for itself — both in the domestic arena and on the global stage.

At home, India’s realized and unrealized potential will continue to reflect the successes and prospects of its diverse states and

their relationship with the constitutionally strong central government. The macro challenge in the decade ahead will be to achieve

sustained high, stable and inclusive growth, which has thus far been elusive.

On the global stage, India hopes to be a guiding force for emerging economies on the journey toward net-zero emissions.

Developing countries will be watching as India tries to balance the goals of achieving high growth and reducing the carbon

intensity of its economy.

India will need to adeptly utilize both multilateral and bilateral relationships. It will rely upon established and diverse multilateral

affiliations, such as the Quadrilateral Framework, BRICS, the G20 and the UN Framework Convention on Climate Change, to

transition from being a “balancing power” to becoming a “leading power.” The country will also leverage emergent bilateral trading

relationships, including with the US and Australia as well as countries in the Middle East and Africa.

A paramount test will be whether India can become the next big global manufacturing hub, an immense opportunity. Developing

a strong logistics framework will be key in transforming India from a services-dominated economy into a manufacturing-dominant

one. Unlocking labor market potential will largely depend upon upskilling workers and increasing female participation in the

workforce. Success in these two areas will shape India’s ability to realize its demographic dividend, particularly with the population

projected to grow over the next decade. A booming domestic digital market could also fuel expansion in India’s high-growth startup

ecosystem in the decade ahead, especially in financial technology and consumer technology. In the automotive sector, India is

poised for growth, building on infrastructure, investment, innovation and inclusiveness.

This edition of S&P Global’s Look Forward Journal shines the spotlight on India and its potential over the coming decade as the

country contends with multiple overlapping transitions. With the world eagerly watching India navigate multidimensional changes

in economics, energy, logistics, technology and demographics, the future rests on the shoulders of its people.

India’s Moment

研报加载中……请稍候！
如果长时间未打开，您也可以点击刷新试试。

下载研报到电脑，查找使用更方便

免费 16人已下载

立即下载

标签： #印度

摘要：

Volume3|August2023India’sMomentLookForward2LookForwardJournalAugust2023urworldisinthemidstofanunprecedentedperiodoftransitionanduncertainty,butonefactthatunitesallobserversisthatIndiafacesadefiningopportunitytocapitalizeonthismoment.Economicallyandpolitically,therearefewglobalissuesthatcanbesolvedwi...

展开>> 收起<<

普标前瞻：2023进入印度时刻报告（英文版）.pdf

共67页,预览10页

还剩页未读，继续阅读