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40trendsthatmake2016aYEAROFINFLECTIONINFLECT IONɪNˈFL ƐKƩ(Ə)N/AT IME OFS IGNIFICANT CHANGE , A TURNING PO INT
2010wastheyearofinflectionfortheurbanmetrodesktopinternetusers
91MtotalinternetusersIncreasing3GadoptionBlackberrymessengerdominant inthechatspace1in4usersaccessinginternetthroughMobile
2016isaboutinternetreaching‘Bharat’,notjust‘India’
400Mtotalinternetusersandcounting50MusersonReliance Jio 4Gwithin3monthsoflaunchWhatsAppalonehas160Mactiveusers4 in 5usersaccessinginternetthroughMobile
Internethasfinallystartedimpactinglives
ofthemasses
From1GBto30GBRELIANCEJ IO CUSTOMERSARECONSUMING40-50T IMESHIGHERDATA THANTHEAVERAGE3G
SMARTPHONEUSER
JIO IS ADDING 10MUSERSEVERYMONTH
2G 3G 4G2008 2012 2016
JIO:Themotherofallfreemiumplans
EntertainmentismovingfromTVtoMobile
STARINDIA’S VIDEOSTREAMINGPLATFORMHOTSTAR HAD10MNDOWNLOADSWITHIN40
DAYSOFLAUNCH
Over60%ofIndianmobileYouTubeusersconsumeentertainmentcontent
Vernacular isbiggerthanEnglish
90%OFPR INT READERSININDIA READHINDI AND 25
OTHER LANGUAGES; THEYARE NOWCOMING ONL INE
SHARECHAT
Marketersareshiftingtovernaculartoo
Indiaisnowcreatinglocalmobile-friendlycontent
INDIANSWHONEVERTOOKTOBLOGGINGARENOWUSINGEMOJIS, GIFS, VINES, ANDMEMES
Theresistance totechnology insmallandmedium
businessesisbroken
BUSINESSESAREUSINGONLINEMARKETPLACES,SOCIALNETWORKSANDWHATSAPP TODRIVEGROWTH
Withstartupsorganizingmarketssuchasbeautyservices,cabs,deliveryexecutives,bluecollarsalarieshaveincreased
0
10000
20000
30000
40000
2010 2016
CabDrivers(organized)
Beauticians
ITProfessionals
THE AVERAGESALARY OFA DRIVER INMUMBAIIS HIGHERTHANTHAT OF IT PROFESSIONALS
GROWTH I N SA LAR I ES S I N CE 2 0 1 0
Bluecollarworkershavealsostartedreapingbenefitsofthedigitalexpansion intherecruitment space
Babajobs Mera Labour Badiya Jobs
WorkIndia Aasaan Jobs MeraJob
Videoisdrivingtimespentontheinternet
YouTubestillremainsthe#1videosearchplatformMORETHANA THIRDOF YOUTUBEINDIA VIEWERS
SPENDOVER1.5HOURSPERDAYWATCHINGVIDEOSONTHEWEBSITE
75%visit YouTubeastheirfirststopforvideo
Offlineviewingdrivesmillionsofwatchhours
Webseriesaregettingpopular
MILLENIAL-CENTRICCONTENTISGAININGVIEWERSHIP;SOONWEWILLSEEWEB
SERIESFORTHEMASSES
Manye-commercestoreshavelaunchedproductvideos
ANDAREROLLINGINVIDEOREVIEWSASWELL
Whatsapp videocallingisabigdealforIndia
SKYPE HASABOUT 300MILLIONMONTHLY ACT IVE USERSGLOBALLYWHILE WHATSAPPHAS160M IN INDIAALONE
INACOUNTRYLIKEINDIAWHEREMOSTUSERSDONOTHAVEEMAILADDRESSES,WHATSAPPISGOINGTOBETHEIRFIRST
EVERVIDEOCALLINGEXPERIENCE
Personalbrandingisbecomingvisualtoo
VIDEOANDINFOGRAPHICRESUMES
ARESTARTINGTOSURFACE
Bankingisgettingdisrupted
INDIA’S LARGEST PUBLIC SECTORBANKGROVELSTOSELL ITSAPP TOUSERS
MovingtowardsCashless
LAUNDYRMEN,COOKS, PLUMBERSANDOTHERLOCALSERVICEPROVIDERSARENOWACCEPTINGPAYTMPAYMENTS
0
200
400
600
800
2012-13 2013-14 2014-15 2015-16
MobileWallet,partofPPI(Volume inMn)
0
200
400
600
800
2012-13 2013-14 2014-15 2015-16
PrepaidPaymentInstruments(Volume inMn)
FintechshowstherealaddressablemarketinIndia
ACCESSTOFINANCEWILLBOOST REVENUESACROSSINDUSTR IES
UnitedPaymentsInterface(UPI)tochangethepayments
landscape
30bankshavealreadyrolledoutUPIenabled
apps
Totransfermoney,paybills,buyrailwayandmovietickets,among
others
24/7available, includingpublicholidays
Demonetizationof1000and500Rupeenotes
DIGITALPAYMENTSGETA BIGPUSHASCASHONDELIVERYORDERSFALL
AirtellaunchesIndia’sfirstpaymentsbank
•ACHI EVE F I N ANC I AL I N CLU S I ON OB J ECT I VES
•COMPET I T I ON FOR UN I VERSAL BAN K S•ENCOURAGE D I GI TAL PAYMENTS
OVER10,000ACCOUNTSOPENEDWITHINTWODAYSOFGOINGLIVE
RegulatoryReforms
LEVIEDONMANUFACTURE, SALE ANDCONSUMPTIONOFGOODSANDSERVICES
UNIFORMTAXONGOODSANDSERVICESACROSSTHE COUNTRY
DISSOLVESDIST INCT IONBETWEENGOODSANDSERVICESONTAX
SUBST ITUTE FOR INDIRECT TAXESONGOODSANDSERVICES
GSTatlastlookssettobecomereality
TheInsolvencyandBankruptcyCode
0
2
4
UK US SouthAfrica
Pakistan Brazil India
T IME TO RESOLVE INSOLVENCY (YEARS)
THESE DE LAY S AR E C AUSED DUE TOT IME TAKENTO R ESOLVE C ASES IN COURTS, AND CONFUSION DUE TOA LACK OFC LAR I T Y ABOUT THE CURR ENT BANKRUPTC Y FR AMEWORK
TheCodewillmakeiteasiertoexitor
attemptrevivalofabusiness,
therebyimprovingtheNPAsforthefinancial
servicessector
TheCodecreatestime-
boundprocessesforinsolvencyresolutionofcompaniesandindividuals
Demonetization isflushingoutblack
money
Bigboosttoorganizedbusinesses,both B2Band
B2C
$217Bworthofcash
demonetized
Governmentisactingagainstblackmoney
Govt.ispromotingstartupsandsettingup
funds
RS.2,000CRINDIA
ASPIRATIONFUND
ARS.10,000CRFUNDOF
FUNDS
STATEGOVERNMENT
FUNDS
SECTORSPECIFICFUNDS
ATALINNOVATIONMISSION
Transformingagricultureandagrobasedindustries
GOVERNMENT IS INVEST ING IN
CREAT ING DIG ITALPLATFORMSTOAID
FARMERSIN INCREASING
AGR ICULTURALPRODUCT IVITY
FDIinelectronics
manufacturingatanalltime
high
0
9.2%4.7% 4.4%
9.7%
34.9%
13.3%
0%5%10%15%20%25%30%35%40%
0
5
10
15
20
25
FY10 FY11 FY12 FY13 FY14 FY15 FY16
CumulativeFDIinflow(USDB) %change
Infrastructureisimproving
WHILEPHYSICAL INFRASTRUCTUREIS CATCHINGUP, INDIA ALREADYHASTHEBEST TECH
INFRASTRUCTUREFORSTARTUPS
THEDEFICIT WASASHIGHAT13%ADECADEAGO
Forthefirsttimeever,Indiadoesnothaveapowerdeficitsituation
024681012
PowerDeficit(%)Surplusenergyis
anticipatedat3.3percentand6.9percentinthesouthernandwesternregions,respectively.
Smartcitymissionhas
begun
PROJECTSHAVEBEENLAUNCHEDINAHMEDABAD,PUNEANDBHUBANESHWAR
ThePlan• 100smartcitiesinIndia
Whataresmartcities?• Thesecitiesaretechnologydrivenanduseplannedinfrastructuretoimprovethestandardofliving
Budget• OverRs 100M allocatedforAMRUT,'SmartCities'Mission
ConnectivityisimprovingBOOST TOROAD, RAIL, SEA, AIR CONNECT IVITY
Aviationistakingoff
India’sAviationMarketisonahighgrowthpathand
aimstobethethird-largestmarketby2020andthelargestby2030
Governmentplans50newairportsinthenextthreeyearstoboostregional
connectivity
Inthefirstphase,22airportsarealreadyin
placeandflightscanstartasandwhenairlinesplan
Indiaisintheprocessofdeveloping newsearoutesandshippingservices connectingvarious countries
Thegovernment’s grantoffresh$2Bforinfrastructurewillenablecorridorsforsub-regionalconnectivity amongBanlagadesh-Bhutan-Nepal-India
GooglebringsfreeWiFi toIndia’srailwaystations
AmazonWebServiceshavelauncheditsdatacentersinIndia
INTERNATIONALPLAYERS ARERECOGNIZ INGIND IA AS A POTENTIALLY H IGH-GROWTHMARKETFORONLINE SERV ICES
TheopenAPIpolicy,Indiastack
APAPERLESSDELIVERYSYSTEM,THELARGESTAPIONTHEPLANETSETTOBRIDGETHEDIGITALDIVIDEINA COUNTRYOF1.25B
Aadhar
eKYC
UPI
eSign
Digilocker
Shiftinconsumerbehavior&lifestyle
Healthconsciousness,alternative
medicine,organicfoodsarenolonger
afad Interestovertime
GOOGLE S EARCHTREND FOR TOP I CS RELATED TO
“ALTERNAT I VE AND NATURAL MED I C I N E”
Communityworkspacesareproliferating
UrbancommutersareshowingdependencyonOla,Uber
UBER POOL ANDOLA SHARE ARE PROVIDING USERSWITHABR IDGEBETWEENPUBLIC ANDPR IVATE TRANSPORT
Olaclaimstogetmorethan1Mbookingrequestsper
day
Theyhaveafleetof300k+cabsin100+
cities
Ubersaysithas400k+driver
partners
Flipkartsoldabout15.5millionproductsduringitsfive-daysale
ESSENT IAL EXPENDITURESSUCH ASMOB IL E PHONES,REFR IGERATORSHAVE NOWSHIFTEDTO E - COMMERCE PLATFORMS
ConsumertrustinonlineshoppinghasstrengthenedESPECIALLY IN THE CONSUMERDURABLESSEGMENT
CONVOCAT ION GOWNS AND HATS GI VE WAY TO I ND I AN ATT I RES I N RAJ AS THAN UN I VERS I T I ES
Indiansaregoingbacktotheirroots
AGROWING NUMBER OFENGL ISH L ITERATURE BOOKSDRAWTHE IR INSPIRAT IONFROM INDIAN MYTHOLOGY
AT THE SAME T IME ,THEY ARE AL SO ADOPT INGWESTERNIDEAS
Socialmediaisdrivingconsumptionacross
sectors
Socialmediafirstisthenorm
ARTISTSARE GAINING STARDOMUSING ASOC IAL MEDIAFIR ST APPROACH; OLDER ,ESTABL ISHEDCELEBR IT IES ARE AL SO TAKING TO SOC IAL MEDIATO ENGAGE WITHMIL LENNIAL S
SNAPCHAT S TAR VARUN
THAKUR
NEHA DHUP I A’ S AUD IO TALK SHOWLAUNCHED ON
SAAVN AP P
Onlinebrandsbegantoblossom
2outofTop5women’sbrandsonMyntra arebuiltonline
•1.Forever 21•2.VeroModa•3.FabAlley•4.Only•5.TokyoTalkies
ONMYNTRA, NEWBRANDSARE BEAT ING DECADESOLDWESTERNWEAR BRANDS
BOOMINGONLINE ORDER ING ANDHOMEDELIVERYSERVICESARE HELPING TODR IVE THE GROWTHOFTHE FOOD INDUSTRY
FoodtechisheretostayDOMINOS STOCKPR ICE TANKSAS IT S MONOPOLY IS NOW
BROKENBYFOODTECHCOMPANIES
‘Beauty&Fashion’isthefastestgrowingcategoryonYouTubeIndia
VLOGGING ISTHE NEWWAY
FORWARDIN THE BEAUTYAND
FASHION INDUSTRY
Tech-aversepeoplesuchasdoctorsareusingdigitalplatforms
19%% OF TOTAL DOCTORS I N I N D I A
ON N ETWORK WI THI N 1 2 MONTHS
OF LAUNCH
Tier1cities 29%
Tier2cities 36%
Tier3&4cities 35%
DOCTORSFROMT IER 2 AND3 C IT IES WERE EARLYADOPTORS
OFTHE PRODUCT
Segmentstowatchoutforin2017
Education Gaming Healthcare PersonalFinance
ALTHOUGHTHERE HAVE BEENALOT OFFAL SE STARTSIN THESE SECTORS,WE THINK THAT THIS T IME IT WIL L
BE D IFFERENT
