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I Issue 03 ♦March 2007

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Previous Issues

A snapshot of India’s economic scene

India most preferred business locale: AT Kearney report

For all the falling markets, India is the most preferred location for business in the world. The latest global services location index by AT Kearney shows India ranks favourably in its people assets in terms of education, experience and security of intellectual property, reports CNBC-TV18. India continues to be the best place to start a business. That is what the latest global services location index by AT Kearney indicates. And the people of India seem to have given it its prime advantage. The report says the large, educated labour force with relevant work experience gives India an unbeatable advantage. 

For Australia, India's land of opportunities

 

After China, it is India that Australian businesses are looking to head to cash in on the immense opportunities that its phenomenal growth is expected to present over the next few decades. Assuming the Indian government continues to set growth-supporting policy, there is ongoing reform and no major adverse shocks, India's economy could rival the size of the largest European countries by 2020 and outstrip Japan by 2032, according to an Australian government report released by Trade Minister Warren Truss. This would make it the world's third largest economy after the United States and China. The report - 'India's Services Sector: Unlocking Opportunity' highlights the possibilities for Australian business in India's services-led economic growth.

EU expects US$ 25 billion FDI from India in 2007

 

The Foreign Direct Investment (FDI) outflow from India to the European Union (EU) can cross the 25 billion dollar mark this year, according to a joint finding by two European investment bodies from France and Germany. The trade bodies-'Invest in France' and 'Invest in Germany' expect the FDI inflow in EU from India to rise over 56 per cent from an estimated USD 16 billion in 2006. "Indian companies are investing in Europe mainly through big acquisitions and with more number of acquisition and investment proposals coming from the Indian companies we expect the investment figure to well cross 25 billion dollars this year," French Ambassador for international investment and President of Invest in France Philippe Favre said. The 25 billion dollar figure includes over 12 billion dollar worth of Tata-Corus deal and over 6 billion worth of Birla-Hindalco deal, he said.

India retains leadership in manufacturing excellence

 

When Japan Institute of Plant Maintenance (JIPM) confers the TPM Excellence Award on 16 companies in a special ceremony in Japan, it will be a celebration of India having embraced Total Productivity Management as an integral part of business. While India remains amongst the countries with the highest tally for the year, the total number of TPM Excellence Awards winners now stands at 111 – no small achievement. To drive the TPM mission in India, Confederation of Indian Industry, in line with its mission to promote competitiveness in the Indian industry set up the TPM Club in association with the JIPM-S in 1998. “This is a momentous occasion for CII, as it signifies the culmination of our efforts to build a quality culture in India with the valuable support from Japan Institute of Plant Maintenance”, said Head Manufacturing Services, CII.

 

Mukesh Ambani to be world's richest Indian

 

Mukesh Ambani, Chairman and Managing Director of Reliance Industries Limited (RIL), is on his way to becoming the richest Indian in the world, overtaking Lakshmi Niwas Mittal, CEO and MD of Arcelor Mittal. After the proposed preferential issue of equity shares to promoters, Ambani will control 54.8 per cent of the equity holding in RIL, India’s largest private sector company.

GDP at 8.6 per cent in third quarter

 

Indian economy continued to grow at a rapid pace of 8.6 per cent in the third quarter of the current financial year, led by the manufacturing and services sector. The 8.6 per cent expansion during October-December 2006-07 followed the growth of 8.9 per cent and 9.2 per cent in the first and second quarters of this fiscal, taking the average growth so far this year to just below nine per cent.

 

Semiconductor policy aims at US$ 10 billion investment

 

In a move that is perceived as a partial victory for the high-tech manufacturing sector in India and expected to attract investments of over $10 billion, besides generating employment, the central government has announced a host of incentives in its much-awaited semiconductor policy, to buy the semiconductor ecosystem. The government will bear 20 per cent of the capital expenditure in the first 10 years if a unit is located inside Special Economic Zones (SEZs) and 25 per cent in case of other units. The countervailing duty (CVD) on capital goods would also be exempted in case of units outside SEZs. For semiconductor manufacturing (wafer fabs) plants, the threshold Net Present Value (NPV) of investments would be Rs 25,000 million and the NPV of investments for manufacturing other products would be Rs 10,000 million. Assuming the projects have a 1:1 debt to equity ratio, the government is likely to restrict its participation to around 26 per cent of the equity. The remaining “will be in the form of interest-free loans, tax subsidies, and concessions,” according to Union Minister for IT and Communications, who announced the semiconductor policy.

India adds more to StanChart's kitty

 

India Inc’s drive for overseas mergers and acquisitions (M&As) has had its rub-on effects on the profits of global banks in India. A sharp rise in profit in corporate banking led by corporate advisory and corporate finance has helped Standard Chartered Bank's Indian operations to report a 69% rise in profit for the calendar year 2006 to $403 million. The bank had reported profit before tax of $238 million  in 2005. Incidentally, the profits from the Indian operations in 2006 jumped to 12.68% of the group profits as against 8.8% in the previous year. India is the third largest generator of profits for the British Bank after Hong Kong ($888 million) and Korea ($454 million). Standard Chartered  reported a 19% growth in profit before taxation to $3.17 billion from $2.68 billion in 2005. StanChart is the only foreign bank in India whose Indian operations contribute substantially to the global operations.

FDI inflows increase 6-fold at US$ 2.04 billion

 

India witnessed a nearly six-fold increase in Foreign Direct Investment (FDI) inflows in December 2006 at 2.04 billion dollars as against 350 million dollars in the same month in 2005.  "This is the highest ever FDI inflow into the country in a single month," Commerce and Industry Minister said in a statement. Total FDI inflows for April-December 2006 stood at 9.3 billion dollars, as compared to 3.5 billion dollars in the corresponding period last fiscal.   India is likely to receive 12 billion dollars of FDI during the current financial year as compared to 5.5 billion dollars in the previous fiscal, he said.

Hyundai plans to set up LCV plant at Pune

 

Hyundai Motor Corporation, Korea, plans to set up a light commercial vehicle (LCV) manufacturing plant in India. The company is understood to have chosen Chakan in Pune as the location for the new plant. According to sources close to the development, Maharashtra Industrial Development Corporation has agreed to allot about 700 acres to the Korean company for its new plant in India. An MoU between the company and the State Government is expected to be signed soon.

US GlobalLogic to invest US$ 50 million in India

 

US-based outsourced product development firm GlobalLogic will invest $50 million in India in the next year and is looking to acquire small and midsized companies, to expand its presence. The company is also targeting $100 million in revenue globally in the coming fiscal, with India contributing 15-20 per cent from 9 per cent currently, GlobalLogic, Director Marketing, told media. "We will also ramp our Indian headcount to about 3500 in the next two years from currently over 1500," he added. "The company will invest $50 million in India in the next year. Our focus will be on inorganic growth through mergers and acquisitions and we are already in talks with various companies regarding this," he said.

Foreign airlines may ply Indian skies

 

The government may finally allow foreign airlines to acquire up to 26% stake in domestic passenger airlines. The foreign direct investment limit in domestic carriers might also be hiked to 74% from 49% now.   According to government functionaries, the Civil Aviation Ministry has mooted a proposal to this effect. They said the move had the backing of the Finance and the Commerce & Industry Ministries. Civil aviation Minister had recently indicated that foreign airlines might be allowed in domestic cargo operations.

Lehman sees GDP growth at 10 per cent in '07-08

 

India's economic growth rate will touch nearly 10 per cent in the next fiscal year ending in March 2008, driven by robust investments and exports, a senior Lehman Brothers economist said. "You have got rising incomes, very strong credit growth still, positive wealth and confidence effects from the high asset prices, that is countering what is happening on the monetary policy front," Lehman's Chief Economist for Asia, excluding Japan, said in an interview this week. The US investment bank forecasts the Indian economy to grow at 9.9 per cent in the fiscal year that starts on April 1.

FDI in telecom raised to 74 per cent

 

In a move that could bolster investment in the fast growing telecom sector the government  decided to raise Foreign Direct Investment up to 74 per cent, up from prevailing ceiling of 49 per cent. Along with raising the FDI limit, the Union Cabinet also approved revised conditions for such direct investment, Information and Broadcasting Minister said after a meeting of the Cabinet, Chaired by Prime Minister.  

Industrial production up 10.9 per cent

 

Production at factories, utilities and mines increased 10.9 per cent from a year earlier, following December’s revised 12.5 per cent gain, the Central Statistical Organisation said in New Delhi. Analysts expected a rise of 10.1 per cent. “The production data suggests consumer demand continues to be strong,”’ said, an Economist at the Institute of Economic Growth in New Delhi. “The central bank may have to raise borrowing costs to remove excess monetary accommodation.”

 

 

 

India seventh largest steel producer in the world

 

International Iron and Steel Institute (IISI) has ranked India as the seventh largest steel producer in the world with an overall production of about 40 million tonnes in 2006, Lok Sabha was informed. Replying to a written question, Minister of State for Steel informed the House that India's ranking in terms of annual steel production increased from ninth in 2004 to seventh in 2006. He said the government is not taking any direct steps to push India's global ranking but considering the importance of the sector, it is aiming at achieving production level of 110 million tonnes by 2019-20.

IBM to invest US$ 6 billion in India by 2009

 

US technology giant IBM said it will invest six billion dollars in India by 2009. "We have invested two billion dollars (in the last three years). We will spend six billion dollars by 2009," the IBM President of Asia Pacific, told Prime Minister Manmohan Singh during a roundtable organised by The Economist magazine.

DP World to invest US$ 2 billion in India

 

Global container terminal operator DP World plans to invest about $2 billion in Indian operations, top company officials said. DP World operates five container terminals in India. "Port investment is crucial for growth of industries," DP World Senior Vice President and Managing Director told media. Pointing out the significance of investment in ports, gives the example of Chennai container terminal that is being maintained by DP World. "Before we took over, the terminal was witnessing a growth rate of 9 per cent per annum. But now it is clocking 22-23 per cent," he said. Besides Chennai, the company handles container terminals at Kochi, Mundhra, JNPT and Vishakapatnam. The terminals at Kochi and Vishakapatnam are DP World's while Mundhra, JNPT and Chennai's container terminal came under the company after its acquisition of P&O last year.

Made-in-India BMWs

 

The India-assembled high-end BMW cars are set to formally roll out at the company’s assembly facility near Chennai, when the plant’s operations are officially inaugurated. It will initially roll out the BMW 3 series from the new assembly plant in Chennai. BMW’s plant has come up in Mahindra Global City, about 40 km south off Chennai. The company has initially invested close to $26 million in the plant, which will be used to assemble completely knocked down (CKD) kits, imported from Europe. It is expected to provide direct employment to about 200 people.

 

Fiscal Statement 2007-08

 

Even as Finance Minister tabled the Union Budget for 2007-08 in the Lok Sabha, news trickled in about the Indian economy having grown at 8.6 per cent in the third quarter of the current financial year. This year's Budget, which stresses on the farm sector, announced a number of proposals to perk up agriculture. The Government plans to bring in five million farmers into the banking system during the present fiscal year. Prime Minister said the prime focus of the recent budget was on education and healthcare, as he reaffirmed his Government's commitment on increasing spending on the social infrastructure.

Highlights:

  • Manufacturing growth rate estimated at 11.3 per cent.
  • 9.2 per cent GDP growth rate estimated in 2006-07. Average growth for last three years is 8.6 per cent.
  • Saving rate of 32.4 per cent, investment rate of 33.8 per cent will continue.
  • Average inflation in FY '07 to be 5.2-5.4 per cent; confident of managing inflation, says Finance Minister P Chidambaram.
  • Bank credit rate grew by 29 per cent during first ten months of 2006-07.
  • Inflation during 2006-07 estimated at between 5.2 and 5.4 per cent against 4.4 per cent during the previous year.
  • A number of proposals to perk up agriculture to be announced.
  • Additional irrigation potential of 24,00,000 hectares to be implemented, including 900,000 hectares under Accelerated Irrigation Benefit Programme.
  • Economy in a stronger position than ever before.
  • 15,054 villages have been covered under rural telephony and efforts to be made to complete the target of covering 20,000 villages by 2006-07.

Eco Survey: Industry logs impressive growth

 

The Economic Survey 2006-07 has lauded the impressive growth of the industrial sector propelled by robust growth in the manufacturing sector, which has continued unabated during the current year so far. Year-on-year industrial growth of 10.6% in the first nine months of 2006-07 was the highest recorded since 1995-96. In seven of the eight months of the current year, the year-on-year growth of the manufacturing sector was in double digits. The survey feels that the lower contribution of industry to GDP growth relative to services in recent years does not adequately capture the signs of industrial resurgence. The growth of industrial sector, from a low of 2.7% in 2001-02 revived to 7.1% and 7.4% in 2002-03 and 2003-04, respectively, and after accelerating to over 9.5% in the next two years, touched 10% in 2006-07. Since 1951-52, industry has never consistently grown at over 7% per year for more than three years in a row before 2004-05.

IIP grows 11.1 per cent; manufacturing up 11.9 per cent

 

The Index of Industrial Production (IIP) in December 2006 went up 11.1% over the corresponding month of the previous year, according to the latest data released by the government. Manufacturing sector, which has an almost 80% weightage in the Index, went up by 11.9%. With this, the overall IIP has between April-December 2006 grown by 10.8% over the previous year, when 8% rate of growth was recorded during this period last year. Addressing reporters, Commerce and Industry Minister said "the government is expecting this rate of growth is further enhanced in the last quarter of the year, so that during the entire financial year, i.e. 2006-07, the growth rate of industry can touch 11% and the manufacturing rate of growth go beyond 12%".

Domestic savings continue to rise

 

India can boast of being among the top nations in terms of savings, which shot up to 32.4 per cent of GDP. The quantum of savings gave the nation a much needed platform to raise the investment level, which touched 33.8 per cent, a fact that helped the economy to "take off from a phase of moderate growth to a new phase of high growth", the Economic Survey presented in Parliament said. Public sector contributed Rs 7,12,620 million in 2005-06 due to higher savings of both non-departmental as well as departmental enterprises, the Survey said. A dramatic element in the savings profile of the Indian economy has been the sharp rise in the savings rate of the private sector for four years in a row. The private sector rate for 2005-06 has been pegged at 8.1 per cent, the Survey pointed out.

Aircel to invest US$ 400 million for expansion

 

Cellular service provider Aircel will embark on an over $400-million pan-India network expansion to double its subscriber base of 5 million over 18-24 months. Announcing Aircel’s successful test trials for 3G technology in Chennai, Group Chief Executive Officer, Aircel, said the company was hoping to invest over $400 million in rolling out its services in other regions of the country in the next couple of years. The company has a presence in nine telecom circles, and has obtained licences to launch services in the remaining 14 circles of the country. Last year, the company invested close to $300 million in expanding its network, he added. The company’s subscriber base has just crossed the 5 million mark, he said.

Informatica to expand India operations

 

Informatica, the $325-million data integration software products company, is looking to grow its customer support services business in India, in Bangalore. Handling around one-third of its customer support services work from Bangalore, Informatica will be expanding its team not only to handle such activity in India, but for the Asia-Pacific region as well. CEO, Informatica, said that the Bangalore centre is one of the fastest growing and the largest centres outside its headquarters in the US. Informatica launched its India operations in Bangalore in 2003 and currently has around 150 people engaged in R&D, customer support services and sales and marketing. Its investment in India started with a few million dollars in 2003 and has been doubling every year with the cumulative figure now standing at $20 million.

Italian companies in India: Fiat India

 

Fiat was amongst the first foreign automobiles companies to enter the Indian market. It began selling its vehicles in India in 1905 through a sales agency - Bombay Motor Cars Agency. In 1959 Fiat entered into a license agreement with the Indian automobile company, Premier Automobiles Limited (PAL).The agreement involved the license production of the Fiat 500 and later the Fiat 1100.Though this agreement expired in 1972, the model continued to be built in India under the brand name Premier Padmini. In 1981 Fiat signed its second technology agreement with PAL, which further strengthened the relations between the two partners. In the 1990s, with India's market opening up for foreign investment, Fiat identified a huge potential in the Indian car market. In 1995 it announced its 'World Car Project' that was specifically designed for emerging markets and included India as a production hub. Against the background of its longstanding connection with PAL and its World Car Project, Fiat opted for a two-pronged entry into the Indian car market. It entered into a technical collaboration with PAL in 1996 for the import and assembly of the Fiat Uno from completely-knocked-down (CKD) kits.The Fiat Uno assembly was conferred to PAL and established at PAL's manufacturing site in Kurla in Mumbai (Maharashtra). Simultaneously, Fiat set up its wholly owned greenfield plant for the production of its World Car model range. To realise this project, Fiat founded a new subsidiary, Fiat India Auto Limited (FIAL), and bought a factory site in Ranjangaon near Pune (Maharashtra).The project entailed manufacture of 100,000 cars beginning by end of 1999.

 SonicWALL to start R&D centre in India

 

The Sunnyvale-headquartered $175 million Nasdaq-listed firm with sales and support offices in Bangalore, New Delhi and Mumbai has announced that it will spend at least 78 per cent of its capital expenditure earmarked for the 2007-08 in India. Unified threat management (UTM) is a term used to describe network firewalls that have many features in one box, including junk e-mail filtering, anti-virus capability, intrusion detection (or prevention) system and World Wide Web content filtering, along with the traditional activities of a firewall. According to a recent IDC report, SonicWALL has a 24.8 per cent market share. Matt Medeiros, President and CEO of the company, told Business Standard that the R&D centre, to be located in Pune, would be operational by the end of April this year. Initially, the company is planning to hire 150 engineers for the centre which will also function as a technical support centre of the company for its Indian and global customers.

 

   

Some Important Websites:

Ministry of External Affairs :  http://meaindia.nic.in/

Ministry of Finance: http://finmin.nic.in

Ministry of Commerce and Industry:http://commin.nic.in

Confederation of Indian Industry (CII) : www.ciionline.org

Federation of Indian Chambers of Commerce & Industry (FICCI) : www.ficci.com

India Trade Promotion Organisation (ITPO) : www.indiatradepromotion.org

Trade-India.com : www.trade-india.com / Indian Exporters : www.indianexporters.com
Exporters India : www.indiamarkets.com /  India Mart : www.indiamart.com