DTZ2010年6月印度区域经济研究报告.pdf

DTZ Insight Special Economic Zones in India Expanding Contours 3 June 2010 • As government support for the old regimes of Software Technology Parks of India (STPI)/Export Oriented Units (EOU) nears expiry, we believe Special Economic Zones (SEZs) are the way forward for export led companies planning to expand in or enter India. Contents • Relocation and consolidation in SEZs are likely to continue to face multiple operational challenges due to regulatory impositions on the Executive summary 1 migration from STPI/EOUs to SEZs. Introduction 2 Macro review 3 • The markets are in a readjustment mode as the economic recession has City reviews triggered many exits, and we expect only the proactive states, suitable Delhi NCR 7 locations, right formats and capable players to emerge stronger in the Bengaluru 8 SEZ space in the short to medium term. Mumbai 9 Chennai 10 • We believe the states of Karnataka, Andhra Pradesh, Tamil Nadu, Pune 11 Maharashtra and Gujarat are likely to set the pace in the short term for the Kolkata 12 future SEZ landscape. We expect ‘the others’ in the race to ride the Hyderabad