IMA Insights

At a recent all-India peer group forum webinar, we asked three industry stalwarts to provide an outlook for the critically important construction and real-estate sectors.

Highlights and a preliminary assessment of FM Nirmala Sitharaman’s third Union Budget.

Economic activity appears to be reviving faster than many expected. In early January 2021, IMA ran the Q4FY21 (Jan-Mar) edition of its quarterly Business Confidence and Performance Index (BCPI) survey. Covering over 250 firms across sectors and sizes, the BCPI measures how companies view the macroeconomy and their own businesses, tracking both past performance and the quarter-ahead outlook. Additionally, the survey tracked corporate expectations from the upcoming budget and how they vary across sectors. The podcast provides perspectives.

The surprising run of the stock market has been a matter of some debate in recent months. Since the Covid-induced crash of March 2020, equity indices have more than made up their lost ground and are currently trading at unprecedented levels. Whilst it is true that an economic recovery is taking place it is by no means comprehensive or guaranteed. Several risks can still play out and it would seem that the markets have run ahead of reality. The attached paper explains why this may be so and, consequently, what could cause this to reverse. 

Key takeaways from a recent India CHRO Forum webinar on how businesses are strategising for the future of work and the workplace.

India’s defence sector faces multiple challenges, including budget constraints, manufacturing-related issues and decades of high import dependance. Recent steps by the government go some way to addressing these issues, but may not be enough.

Insights from IMA India’s CXO Priorities: Life after Covid report on how the crisis has caused CEOs’ to reassess their personal time commitments, and their decision to delegate, hire or commit new resources in specific areas.

e-Invoicing will radically change the way tax is administered under the GST. It will bring significant benefits but will also create a host of new issues and unknowns.

The Indian automotive sector appears to be in the midst of a sharp recovery. A deep-dive into the sales numbers provides a more nuanced picture.

There are unprecedented demands on CEO’s  time, requiring high levels of physical emotional and mental energy. Do they have the right skills to cope? What gaps do they see in their skill sets and how are they addressing them? This podcast, based on IMA India’s latest research report, ‘CXO Diaries: ‘Life After COVID-19‘, offers some insights.