Diapositive 1

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INDO EUROPEAN MARITIME TRADE & TRAFFIC
BEYOND HORIZON
Sept 2015
Global Economic Scenario- VUCA continues
Strategies in an Uncertain World
Global trade growth has been less than 3% in real terms during last 3 years
Commodity prices have witnessed significant retreat in recent years
Copper
Coal
Natural Gas GSCI- Crude
Index
Sugar
WTI
Iron Ore
Price performance since Jan'2014
-29,50%
-30,80%
-34,90%
-40,80%
-40,90%
-48%
•China’s growing influence in
Global Markets.
•Chinese economy decelerates
•China’s exports fall 8.3%, imports
slip 8.1% -- Yuan Devaluation
• Europe's luxury goods firms
feel the pain as China strategises
-58,20%
At G-20, A pledge to refrain from competitive currency devaluations- 5
th
•Grim data keeps stimulus hopes alive
•Greece debt Crisis: question remain
Sept’2015
Welcome to the ‘New Mediocre’ of a world drowning in debt- Christine Lagarde
Global Shipping- Guarded Optimism
Global Maritime Trade-Optimism Abound
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•Moody's: Stable outlook for global shipping reflects modest EBITDA
growth, low fuel prices, cost cuts.
•Fundamental problem of overcapacity continues to cast a long shadow
•Historic low oil prices boosts demand of tankers for storage.
• Depressed Freight levels due weaker macro economic global conditions
and over supply situation in dry bulk sector.
•Box ship owners racing to operate larger and larger vessels in a bid to
lower operating costs and increase fuel efficiency
•Global container carrier industry remains challenged-
Indian Economy: Stable & Positive
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Economic optimism is running high in India- Business challenges persists
Indian economy is expected to move towards high growth phase over the next 3 to 5 years
India’s Nikkei Purchasing Managers’ Index (PMI) for
the manufacturing sector for August’15 was at 52.3,
(July’15= 52.7)
But among Asian economies, apart from Vietnam,
India’s manufacturing PMI was the only one that
showed expansion from the previous month.
All other economies had readings below 50,
5
Economic optimism is running high in IndiaSeahorse Ship Agencies
•India’s economic growth continues, aided by decline in oil & commodity prices and rising
consumer demand.
• 48 % polled believe the national economy is improving (29 % in 2013).
• 48% say their standard of living is getting better, (37% in 2012)
• Increased confidence =Higher consumer spending levels and enhanced economic growth.
Indo Europe Maritime Trade Majors
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Energy, Petroleum &
Petro Products
Chemicals
Infrastructure Development
Engineering Goods
Retail & Luxury
Automotive
Steel & Steel Products
Nuclear Cooperation
Defence Cooperation
Major
Economic
Sectors
Readymade
Garments & Textiles
Drugs, Pharmaceuticals
& Fine Chemical
Agro & Organic Products
India - Major Economic Sectors
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•Infrastructure, Defence & Renewable Power -3 pillars for future growth
• Sectors including Infrastructure, Textiles, and auto components looks
positive.
India’s External Trade in Goods
INDIA WITH THE WORLD
5
500
4,2
441,7
400
300
INDIA WITH FRANCE
Billions of euros
*Billions of euros
270,4
405,2
283
402,8
278,7
IMPORT
EXPORT
200
100
4,6
4,5
4
2012-2013
2013-2014
INDIA WITH EU
37,53
4,5
35
4
36,84
35,45
37,07
25
3
2
1,3
0,5
IMPORT
20
IMPORT
EXPORT
15
EXPORT
TRADE
BALANCE
0
2014-2015
38,54
Billions of euros
35,82
30
3,3
1
0
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10
5
0
2012-2013 2013-2014 2014-2015
2013
2014
2015
COMMODITY-WISE TRADE WITH FRANCE (JAN – MAY) (in M €)
2014
2015
1238.44
%
Growth
5.55
1173.31
French Imports from India
Optical, medical instruments etc
58.85
137.34
133.36
Miscellaneous chemical products
26.91
37.16
Organic chemicals
Nuclear reactors, appliances etc
Pharmaceutical products
54.24
161.68
27.59
Electrical machinery etc..
Plastics and articles thereof
Iron and steel
Articles of iron or steel
Aircraft, spacecraft, and parts
French Exports to India
Source : French Douane
2014
2015
2214.32
2408.64
%
Growth
8.78
Vehicles other than railway etc..
55.83
85.93
53.92
38.12
Apparel and clothing knitted
197.16
230.72
17.02
68.59
197.57
33.66
26.47
22.2
21.97
Nuclear reactors, boilers etc.
Footwear, gaiters etc.
129.48
93.5
149.46
106.64
15.43
14.05
Articles of leather
67.46
76.88
13.97
176.28
203.65
15.53
Apparel and clothing not knitted
241.42
260.55
7.92
41.98
63.21
48.97
301.24
45.27
54.35
42.01
160.11
7.83
-14.02
-14.23
-46.85
Mineral fuels, oils etc.
424.5
449.73
5.94
Organic chemicals
131.04
130.42
-0.47
Electrical machinery etc..
120.83
118.7
-1.76
Residues , animal fodder
70.21
57.73
-17.77
Top Exporters / Importers
Imports from North continent/Europe
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Exports to North continent/Europe Imports from Le Havre
545346 Teus
16011 Teus
Exports to Le Havre
SCHENKER DEUTSCHLAND AG
SDV LI
UPM KYMMENE OYJ
SDV LI
SARJAK CONTAINER LINES PVT LTD
KUEHNE & NAGEL INTERNATIONAL AG TOTAL SA
HERPORT SA
WACKER-CHEMIE AG
DHL GLOBAL FORWARDING GMBH
SDV LI
SCHENKER INTERNATIONAL (HK)
KUEHNE + NAGEL AG & CO KG
DHL GLOBAL FORWARDING (UK)
EXXONMOBIL CORPORATION
UTI FRANCE
UPM KYMMENE OYJ
SCHENKER SINGAPORE PTE LTD
SEAWAY LOGISTICS BREMEN GMBH ATC TIRES PVT LTD
ST JOHN FREIGHT SYSTEMS UK LIMITED
SARJAK CONTAINER LINES PVT LTD
BRAID LOGISTICS (UK) LIMITED
DACHSER FRANCE
KUEHNE & NAGEL AG & CO KG
CONTIBRIDGE SCHIFFAHRT U SPED
SCHENKER DEUTSCHLAND AG
DAMCO HONG KONG LIMITED
KERRY ADCO LOGISTICS
KUEHNE + NAGEL INTERNATIONAL AG AMATRANS
SIPLEC
LUBRIZOL ADV. MATERIALS EUROPE BVBA
MASCAREIGNES TRANSPORT INTNL
PANALPINA TRANSPORTS INTNL
REEMTSMA CIGARETTENFABRIK
BDP INTERNATIONAL NV
UPS SCS (UK) LIMITED
HOYER FRANCE
GEODIS
UNIEXPRESS LIMITED
C H ROBINSON WORLDWIDE FRT I
MANU FR DE PNEUS MICHELIN
SOCIETE LECOFRUIT
SPEEDLINE SPEDITION GMBH
ATC TIRES PVT LTD
GEODIS WILSON FRANCE
PIRAMAL GLASS LIMITED
EXXONMOBIL CORPORATION
CEVA LOGISTICS ESPANA SL
BALGUERIE LOGISTIQUE
GLOBUS TRANSITOS PVT LTD
SAPPI LOGISTICS WESEL GMBH
MIRZA INTERNATIONAL LTD
LOTUS INTL FREIGHT EXPRESS
EMC CASINO DISTRIBUTION SNC
MUELLER + PARTNER GMBH
HERPORT SA
ECU LINE FRANCE
DHL GLOBAL FORWARDING
STORA ENSO LOGISTICS AB
WAL-MART STORES INC
GKN FREIGHT SERVICES LIMITED
PANALPINA WORLD TRANSPORT
BASF S E
SEAHORSE SHIP AGENCIES PVT LTD
DHL GLOBAL FORWARDING GMBH
CLEARSHIP FORWARDERS PVT
DHL GLOBAL FORWARDING GMBH
IKEA AB
SARJAK CONTAINER LINES PVT LTD GEODIS WILSON FRANCE
DSV AIR & SEA LTD SWORDS
DEBENHAMS RETAIL PLC
DHL GLOBAL FORWARDING FRANCE BAT (SUPPLY CHAIN WE) LIMITED
LANXESS EUROPE GMBH & CO KG
SCHENKER INTERNATIONAL (HK) LTD
ARKEMA
SARJAK CONTAINER LINES
SDV LI
VILAS VISHNU SHINDE
INTERFLOW
KUEHNE & NAGEL
EVONIK DEGUSSA GMBH
UTI FRANCE
BALGUERIE
VELOGIC
IMERYS
UNITED PHOSPHORUS LTD
RENAULT SAS
SCHENKER SINGAPORE PTE LTD
SEAWAY LOGISTICS BREMEN GMBH
DHL DANZAS LEMUIR PVT LTD
SAGA FRANCE
CARREFOUR HYPERMARCHES
source:SA
CMA- CGM
TOTAL
EAGLE MARITIME PVT LTD
LANXESS EUROPE GMBH & CO KG
TOTAL SA
478827 Teus
27260 Teus
Indo Europe Trade - Major Factors
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EU-India Free
Trade
Agreement
Conclusion of long pending FTA
with EU could bring in significant
improvement in Indo EU Volumes
Goods &
Services Tax
To ensure supply chain efficiencies
and higher volume growth
Foreign Direct
Investment
Relaxation of FDI norms is
expected to facilitate
enhancement of trade volumes
significantly
Easing –
simplification
and elimination
of non tariff
barriers
viz: Phytosanitary requirements,
and facilitate trade in agro and
food products, Pharma exports and
exports of chemicals etc
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