September 2, 2020 @ 5:30 PM – 6:30 PM
Vikas Khemani – Founder, Carnelian Capital
India is at the cusp of manufacturing cycle turn-around, primarily led by 3 factors: 1) Import Substitution 2) Rising exports opportunity 3) Market consolidation whereby big becomes bigger
A. ) Over the last 5 years, a lot has happened in term of following reforms in the Indian economy that should result to increase in manufacturing in the coming years :
B.) India makes eco-system conducive to boost Manufacturing :
Thus, 3 – Fold impetus to Indian Manufacturing :
Import Substitution: is a major trend triggered by COVID and the Geopolitical situation, the Indian government and manufacturers are looking at ways of stepping up manufacturing in India. Import substitution across sectors like pharma, electronics, computer hardware, machinery, etc.
Export Opportunity: Globally as countries look for a China plus one strategy, India has a lot of things going for her to gain global export markets. Global majors like Ford, General Motors, Apple, IBM, etc are setting up manufacturing facilities in India to create a reliable and stable source of products.
Market Share Consolidation: As the crisis unfolds in all forms, companies with a healthy balance sheet and access to capital with good product development and research capabilities will become bigger and gain market share. Effectively, these companies will also create moats and barriers to entry and ensure successful multiyear growth strategies.
List of sectors that will benefit from Manufacturing boost and are expected to be part of Carnelian Capital PMS – “The Shift” Strategy focused on Indian Manufacturing: Chemicals, Capital goods, Consumer Electronics, Auto & Auto Ancillaries, Défense, Footwear, Metals, Papers.
Carnelian “The Shift” Strategy
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