IMA Analysis & Opinion Papersmore

Ongoing updates on critical business issues for peer group members

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  Executive Briefings Politics & Economy: American Foreign Policy

  Monday January 20, 2025

  Most analysts believe that Mr Trump’s comments on Canada, Panama Canal and Greenland are more bluster than threat. However, it would be wrong to underestimate his resolve. Perhaps, Mr Trump’s statements should be treated as a tactic to begin negotiations. This has actually put the Danes, Canadians and the Panamanian authorities on the back foot, disorienting them

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  Resilience and Opportunity: The Future of India's Chemical Industry

  Tuesday January 14, 2025

  The Indian chemicals sector stands at the crossroads of innovation and opportunity, poised to emerge as a global powerhouse. A 2023 McKinsey report highlights India's rise to its current position as the world’s sixth largest producer of chemicals, with a market size of ~USD 114 billion, which is increasing at 7-8% a year. Fuelling this growth are an embrace of China+1 strategies by global players; and a ramping-up of local capacity to meet domestic demand and capitalise on export opportunities. India's long-standing advantages – including a large domestic market and skilled workers – also position it for growth. However, the sector’s journey is riddled with challenges, including rising raw material costs, supply-chain vulnerabilities and a stringent regulatory landscape. To navigate these complexities and seize emerging opportunities, a strategic focus on innovation, sustainability and resilience is paramount

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