MAY 16, 2014

“Modi”fiedINDIA

Narendra ModiPrime ministrial Candidate of

NDA(BJP)

2

Outlook of Indian Democratic Election

2004 2009 20140

50

100

150

200

250

300

350

218

262

57

181 159

338

144122

148

United Proressive Alliance

National Democratic Alliance

Others

Congress lost 205 Seats

Maj

ority

@ 2

72 S

eats

3

Outlook of Indian Democratic Election

NDA(BJP) is in Clear Majority

4

BJP- Bhartiye Janta Party

1984 1989 1991 1996 1998 1999 2004 2009 20140

50

100

150

200

250

300

2

83

120

161

182 182

138

116

283

BJP past Performance

BJP

Higest Numbers since 1984

5

UPA - What went WrongYrs in past 10 Yrs

• Coal Scam-$31 Billion and 2G Scam-$29 Billion• Policy paralysis• Uncontrolled Inflation• Current account & Trade account Deficit-$10.1Billion• Poor Governance• Corruption• Indian Growth story (from 9% to 5 % growth decline in last

10 yrs)• Infrastructure Growth not keeping with Development• Rupee Devaluation by 25+%

6

US$ INR Conversion

Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 54.00

56.00

58.00

60.00

62.00

64.00

66.00

60.45

65.70

62.52 62.33 62.44 61.88

62.50

61.77

59.87

58.92

Rupee appreciated due to Stable Govt

US$ to Rupee Conversion

7

Expected to change post-election

• No compulsion of coalition as NDA (BJP) has absolute Majority

• Strong, decisive and quick decision making by Central Govt

• Strong foreign policies

• BJP is known to be more business friendly than INC• Development is the Key Agenda of BJP which will speed up