2016 Predictions in the Connected Healthcare Marketplace

Daniel Ruppar, Research DirectorNancy Fabozzi, Principal AnalystVictor Camlek, Principal Analyst

Koustav Chatterjee, Senior Research Analyst

2/4/2016

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New Research Insights & Analyst Perspectives

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Focus Points

Key questions answered during the webinar

What are the key macroeconomic trends in South Asia and why is India a frontrunner in the region?

How are Make in India, Digital India, and Smart Cities Mission shaping India’s investment climate, and what are the near term investment opportunities?

What is the trajectory for start up growth in India? What is the government doing to support startups?

What are some of the major on-going infrastructure projects and what are some of the near-term investment opportunities?

What are some of the key trends across the automotive industry. Where and why should you invest in the Indian automotive sector?

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South Asia Leads Global GrowthSouth Asia is estimated to experience over 7% growth in the next five years compared to under 5% growth across other regions, largely supported by India’s robust growth.

Real Gross Domestic Product (GDP) Growth, Select Regions and Blocs, 2012-2020

Sub-Saharan Africa

European Union

South Asia

Latin America and the Caribbean

G7 economies

5.1

6.5

6.8 6.87.0 7.2

7.3 7.4 7.4

-1.0

0.0

1.0

2.0

3.0

4.0

5.0

6.0

7.0

8.0

2012 2013 2014 2015 2016 2017 2018 2019 2020

Real G

DP

Gro

wth

(%

)

Real GDP Growth, *South Asian Countries, **2012, 2015, 2020

Country 2012 2015 2020

Afghanistan 14.0 2.0 6.0

Bangladesh 6.3 6.5 6.7

Bhutan 6.4 7.7 6.5

India 5.1 7.3 7.7

Maldives 1.6 2.9 4.7

Nepal 4.8 3.4 3.8

Pakistan 3.8 4.2 5.2

Sri Lanka 6.3 6.5 6.5

Source: International Monetary Fund (IMF) ; Frost & Sullivan

* Includes the exhaustive list of South Asian countries as defined by the IMF** 2012 reporting year for India is April ‘12-March ‘13, Bhutan and Pakistan is June ‘11- July ‘12, Nepal is August ‘11-July ‘12

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An Improving Business EnvironmentAccording to Doing Business 2016 prepared by the World Bank, 75% of South Asian economies made at least one reform in 2014-15 to make business easier to do.

Share of Economies Which Made At Least One Reform to Make Business Easier to Do & Average

No. Of Reforms Per Economy, Global, *2014-15

Source: Frost & Sullivan; World Bank- Doing Business 2016; World Bank

Share of economies with at least one reform (%)

Average number of reforms per economy

**

0

0.5

1

1.5

2

2.5

0

20

40

60

80

100

* June 2014-June 2015 ** Latin America and the Caribbean

In South Asia, between 2009-10 and 2013-

14, Sri Lanka and India implemented the

most number of reforms in South Asia making business easier to do, with 12 and 7 reforms respectively.

How has India been Working to Improve its Business Environment?

Time required to start a business in India:2013- 32 days 2015- 29 days

Elimination of minimum paid up capital of $1600 for private companies and $8000 for public companies in 2015.

$$

Removal of the need for private companies to secure a Commencement of Business certificate in 2015.

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India: Country SnapshotIndia’s growth is expected to continue on an upward trajectory to touch 7.7% by 2020 while inflation appears to be in check.

Real GDP Growth & Inflation, India, *2012/13-2020/21

0.0

2.0

4.0

6.0

8.0

10.0

12.0

Perc

enta

ge (

%)

Real GDP GrowthInflation

* Reporting Year for India is April-March

** Repo rate- Rate at which Central Bank lends to commercial banks Source: Frost & Sullivan; IMF; The World Bank

Political

2014 ElectionsNarendra Modi appointed as Prime Minister with infrastructure and investment reforms and transparency in governance being among his policy priorities

Foreign Policy18 countries were visited within the first year of NarendraModi’s tenure, helping to improve India’s global positioning

Economic

Falling Interest Rates**Repo rate brought down to 6.75% by September 2015, the lowest since May 2011, to ease borrowing costs and spur growth

Policy ReformsEasing of FDI norms, phased reduction of government stake in public sector banks, Make in India, Digital India

Social

Young Population• World’s largest youth

population(10-24 years)• 2020 average age:

India- 29; US- 40; Japan- 47

Growing WorkforceProportion of India’s working age population (15-64 years) is likely to grow from 64% in 2010 to 67% by 2020

✔

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Digital India: An IntroductionDigital India strives to augment digital infrastructure, enhance e-governance, and digitally empower citizens, and calls for greater information and communications technology (ICT) related investments.

Launch: July 2015

Objective: India as a digitally empowered country and knowledge economy

Some Program Targets:

• Optic fiber network across 250,000 village panchayats by December 2016

• Net zero electronics imports by 2020

• Mobile connectivity to 55,619 villages that lack coverage by 2018

• Setting up of public wi-fi hotspots across cities with a population greater than 1 million and also at tourist centers

Source: Frost & Sullivan; Department of Electronics & Information Technology

Digital Locker

• Personal cloud storage space for documents such as PAN(permanent account number) card, passport etc.

• Allows for sharing of documents across government agencies.

• Over 1 million users at present.

Phones Sales at Post

Offices

• India Post, Bharat Sanchar Nigam Limited (BSNL)*, and PantelTechnologies Private Limited have tied up to sell feature phones across post offices with free talk time of 1,999 minutes offered by BSNL.

BSNL expected to set up 40,000 wi-fi hotspots across the country in the next three years via means of public-partnerships

Examples of Initiatives Launched:

*India Post and BSNL (telecommunications company)are state owned

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