1、Draft Discussion Paper Blockchain: The India Strategy 2 This page has been intentionally left blank Draft Discussion Paper Blockchain: The India Strategy 3 Acknowledgments In writing Blockchain: The India Strategy, Arnab Kumar, Tanay Mahindru, Punit Shukla and Aalekh Sharan have made valuable contributions. The support of several of our partners and contributors are also thankfully acknowledged. A list of all partners and contributors is appended at the end of this Strategy document Anna Roy Sen。

2、证券研究报告 1 特色原料药生态重构特色原料药生态重构，高高ROE的印度的印度Divis成为我们对标研究的公司成为我们对标研究的公司 特色原料药产业进入生态重构期，产业趋势和估值中枢成为投资新课题。特色原料药产业进入生态重构期，产业趋势和估值中枢成为投资新课题。2017 年以来， 中国特色原料药公司基于国内产业链的重构，进入发展的新阶段，中游 API 环节因环保、 DMF 备案等因素产业进入集中度加速提升的阶段，下游制剂基于集采的影响集中度提升 也是未来重要的趋势，这为整个产业链的加速重构提供了难得的窗口期（我们在历次报告 。

3、Aarshi Tirkey The 5G Dilemma: Mapping Responses Across the World Aarshi Tirkey The 5G Dilemma: Mapping Responses Across the World 2020 Observer Research Foundation All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means without permission in writing from ORF. Attribution: Aarshi Tirkey, The 5G Dilemma: Mapping Responses Across the World, Observer Research Foundation, May 2020. Observer Research Foundation 20 Rouse Avenue, Institutional Area N。

4、Research knightfrank.co.in/research Catch Them Moving Report on Transit Retail Think India. Think Retail. 2020 FOODMALL DUTY FREE Bus Station RAILWAY STATION www.knightfrank.co.in/research Mumbai HO Knight Frank (India) Pvt. Ltd. Paville House, Near Twin Towers, Off. Veer Savarkar Marg, Prabhadevi, Mumbai 400 025, India Tel: 022 6745 0101 / 4928 0101; Bengaluru Knight Frank (India) Pvt. Ltd. 204 Chennai Knight Frank (India) Pvt. Ltd. 1st Floor, Centre block, Sunny Side, 8/17, Shafee Mohammed Roa。

5、How India Shops Online An insight into consumer trends and the future roadmap Arpan Sheth and Shyam Unnikrishnan Copyright 2020 Bain Bain analysis Less than 10% shopper penetration Steep increase in shopper penetration driven by lower data prices and investments to improve customer experience Surge in annual transactions per customer Cautious early adoption “Massification” Growing stickiness 231 Sources: Forrester Analytics: Online Retail Forecast, 2018 to 2023 (Southeast Asia); GlobalData; eM。

6、深 度 报 告 【 行 业 证 券 研 究 报 告 】 农业行业 关注疫情影响下的印度农业 新冠疫情与全球农业专题一 核心观点核心观点 印度农业世界地位突出印度农业世界地位突出 印度农业用地与耕地占据该国逾一半土地面积，是世界耕地面积的 10.99%， 农业人口为世界农业人口的四分之一， 农业 GDP 近年来显著上升。 2019 年糖 产量跃升世界首位。出口方面，印度已保持大米第一出口国地位 8 年之久，且 长期保持花生出口世界领先地位。家禽产业方面，印度为第五大鸡肉生产国和 第三大鸡蛋生产国。 印度新冠疫情或将成为下一个爆点印度新冠疫情或。

7、科技先锋系列科技先锋系列报告报告101 Helo：字节跳动的“印度本土化”之路：字节跳动的“印度本土化”之路 许英博许英博 首席科技产业分析师首席科技产业分析师 陈俊云陈俊云 前瞻研究高级分析师前瞻研究高级分析师 中信证券研究部 前瞻研究 2019年6月18日 图片来源：TikTok , Helo, ByteDance APP 1 1 印度互联网用户数及渗透率预测（单位：亿）印度互联网用户数及渗透率预测（单位：亿） 印度互联网市场：兼具高存量和高增速特性印度互联网市场：兼具高存量和高增速特性 资料来源：Statista（含预测），中信证券研究部 当前，印度的互。

8、India Wind Outlook Towards 2023 Looking beyond headwinds Disclaimer Copyright May 2020 This document contains forward-looking statements. These statements are based on current views, expectations, assumptions and information of the Authors. The Authors and their employees and representatives do not guarantee the accuracy of the data or conclusions of this work. They are not responsible for any adverse effects, loss or damage in any way resulting from this work. Permissions and Usage This work is。

9、1 State of influencer marketing in India REPORT Talkwalker 2 Table of contents 1. Introduction 2. Top Findings 3. Method 4. The WOW Factor 5. Influencer marketing is a top priority 6. How important is Influencer marketing for your brand/agency 7. Why do brands collaborate with influencers? 8. How do brands select influencers to collaborate with? 9. What are the main criteria for selection of influencers? 10. Why dedicate a person to influencer marketing? 11. What is the budget for influencer mar。

10、Supported by Landscape of Green Finance in India Report August 2020 AUTHORS Jolly Sinha Analyst, Climate Policy Initiative Shreyans Jain Analyst, Climate Policy Initiative Rajashree Padmanabhi Analyst, Climate Policy Initiative This report was led under the guidance of Mahua Acharya Asia Director, Climate Policy Initiative ADVISORY GROUP Copyright 2020 Climate Policy Initiative www.climatepolicyinitiative.org All rights reserved. CPI welcomes the use of its material for noncommercial purposes, s。

11、BENEFITS OF PROGRAMMATIC AUDIO AT XAXIS AUDIO FORMATS SUBWAY AUDIO CASE STUDY XAXIS AUDIO ONBOARDED ADVERTISERS 9 10 11 12 2 THE STATE OF PLAY Mobile is the primary driver of digital growth in the Indian market The Future The future in India for the digital audio industry looks bright. There is considerable headroom for untapped advertising opportunities in the digital audio space, as consumption expands with the countrys explosive smartphone adoption. The number of smartphone users in the count。

12、For updated information, please visit www.ibef.org August 2020 INSURANCE Table of Contents Executive Summary.3 Advantage India.4 Market Overview .6 Trends and Strategies.23 Growth Drivers.21 Opportunities.26 Useful Information.31 For updated information, please visit www.ibef.orgInsurance 3 EXECUTIVE SUMMARY The insurance industry in India is expected to reach US$ 280 billion by 2020. Life insurance industry in the country is expected to grow 12-15 per cent annually over the next three to five y。

13、2020? ? 2020.6.1 ? ? ? ?IT? ?IT?2020? 13?82? ? ?/? ? Part 1? Part 2? Part 3? Part 4? ? ? ? ? I.?8? ?4.5?34.5% II.?76%? III.? IV.8?&? V.? ? VI.?1000? VII.? ? VIII.?1%?2021?20 ?CAGR? IX.? X.?82? 1.?GDP?1? ?9?64.5% 2.?99%? 3.?91%?56? 4.9?&? 5.? ? 6.?1600? ? 7.。

14、The era of consumer A.R.T. March 2020 Indias Media we expect it to overtake print by 2021 2020 estimates have been created prior to the advent of the coronavirus and we will update the same once we are in a position to quantify its impact. 11 Key trends in 2019 Growth was driven by direct-to-customer segments 39.8% 30.9% 20.3% 10.2% 9.5% 8.9% 8.3% 6.4% 5.0% -3.2% -7.5% Online gaming Digital media Animation and VFX Live events Filmed entertainment M it now comprises 13% of total digital segment r。

15、For updated information, please visit www.ibef.org August 2020 PHARMACEUTICALS Table of Contents Executive Summary.3 Advantage India.4 Market Overview .6 Recent trends and Strategies.14 Growth Drivers.18 Opportunities.28 Useful Information.30 For updated information, please visit www.ibef.orgPharmaceuticals 3 EXECUTIVE SUMMARY Source: 1 FICCI - Trends domestic generic drug market is expected to reach US$ 27.9 billion in 2020 Due to their competence in generic drugs, growth in this market offers 。

16、For updated information, please visit www.ibef.org August 2020 RETAIL Table of Contents Advantage India. 5 Market Overview and Trends.7 Strategies adopted.15 Growth Drivers.18 Key Industry Organisations.29 Useful Information.31 Executive Summary.3 Opportunities.26 For updated information, please visit www.ibef.orgRetail 3 EXECUTIVE SUMMARY Retail market in India (US$ billion) 672 950 1,200 0 200 400 600 800 1,000 1,200 1,400 201720182021F Consumer expenditure in India (US$ billion) Notes: CAGR -。

17、india tourism statistics, 2019 Government of india ministry of tourism market research division oFFicErs oF marKEt rEsEarcH diVision associatEd WitH tHE PrEParation oF india tourism statistics, 2019 shri. P.c. cyriac additional director General sh. Fakhre alam director ms. aqsa ilahidy. director ms. Kirti Gaikwaddy. director shri s.K. mohantaProgrammer smt. charu aroradEo Grade. “c” contEnts chapterPage chapter- 1important statistics on tourism 1 chapter-2inbound tourism7 2.1inbound tourism in。

18、INDEX S. No Table No. SubjectPage Number 1Important Facts About Tourism, 20181 21Inbound Tourism, 2001-2018 2 32Month-wise Foreign Tourist Arrivals in India, Jan 2017June 20193 43Share of India in International Tourist Arrivals (ITAs) in World and Asia & the Pacific Region, 2001 2018 4 54Top 10 International Check Posts for Foreign Tourist Arrivals in India in 2018 (Provisional)5 65Top 10 Source Countries for Foreign Tourist Arrivals in India in 2018 (Provisional)6 76Share of Major Countries of 。