Technology, Venture Capital, Private EquityTechnology, Venture Capital, Private EquityVenture capitalist with HSBC Private Equity in Mumbai. Articles
Best places in the world to do business in the wired world
2007-08-30 10:01:00 Be surprised (like I was) to see what tops this list of cities do business in the wired world according to Business 2.0. Click below. Best tech cities according to Business 2.0 More About: World , Places , The World , Wired
Media measurement ? In a state of perennial mess
2007-08-27 08:12:00 ?Lies, damn lies and statistics? is an expression that aptly fits the media measurement industry across the board cutting across all media types. Right from the oldest media form - print to the newest ? internet and all the intermediate ones (television, outdoor etc), procuring precise statistics for audience related information has been as fruitful ... More About: Media , State , Mess
Out of bloffice
2007-08-20 16:28:00 Have been having a hectic travel and work schedule last few days and should be back shortly.
Behavioral targeting - hotting up
2007-08-14 12:40:00 I notice that not too many people talk much about Hotmail these days. It appears that given the plethora of “Ajax based” and other popular email services such as Gmail and Yahoo! mail, Hotmail seems to have taken a backseat. Yet, I would rate Hotmail as one of the epoch making events in the evolution ... More About: Oral , Targeting
TV content distribution industry in India in a state of flux
2007-08-10 12:17:00 With great change comes great opportunity. And the India n TV content distribution industry today, with its heady mix of gargantuan size, steep growth and a rapidly changing dynamic presents just that. Before we dive into the giant soap opera that is the television industry in India, lets just look at a few facts that establish ... More About: Industry , Distribution , Content , State
Sky Click- Finally a mashup that actually ?rings?
2007-08-07 06:29:00 “Web 2.0″ is a phrase that I’m beginning to loathe using these days. It is typical of most concepts in technology. At first, it is catchy and trendy to get hooked on to and talk about. Then, gradually from there, it goes to becoming mainstream to mundane and finally it gets so abused and its ... More About: Click , Rings , Finally , Mashup , Fina
Loudcloud and Exodus - A tale of two companies
2007-07-31 09:00:00 Those who have been following Marc Andreessen’s blog (which btw is a must read for those interested in tech and entrepreneurship) would have read about the recent acquisition of his company Opsware by HP for $1.6 bn. Opsware is actually a reincarnation of an earlier company, Loudcloud, which went bankrupt during the dot com bust. ... More About: Companies , Tale , Compa , Exodus
An economist?s viewpoint of the Indian IT industry
2007-07-28 05:15:00 The preceding posts on Infy have set a good base for me to discuss something that I had intended to, which is the concept of “value creation” in a capitalistic system. We often come across this phrase “value chain”, a common platitude that we get to hear all the time being - “we are trying ... More About: Economist , Industry , Indian , Viewpoint , Econ
Infy - Time to ?grow up? (Part II)
2007-07-27 10:12:00 My earlier post on this topic (where I had suggested that Infy should take the lead in jacking up offshore billing rates) had evoked a lot of discussion, including one of the readers, who had some adverse remarks on it suggesting that mine was the “worst analysis” of Infy’s results. I had responded by saying that ... More About: Time , Part , Grow
11 immutable laws of internet branding, now 9?
2007-07-25 11:20:00 I recently picked up a book at an airport bookstore called “The 11 Immutable Laws of Intern et Branding ”. Completed it over a couple of flights. The part interesting and part disappointing aspect of the book, as it turned out was that this was a pretty old edition. From the pre-Google era, so to speak. So, ...
Why private equity is going public
2007-07-18 06:53:00 The recent Blackstone IPO and forthcoming KKR IPO has got the whole world speculating on the reasons why PE firms are going public. Various folks have conjured numerous theories, some authentic, some not so authentic. These range from PE firms trying to exploit the liquidity in global equity markets to senior partners cashing on the high ... More About: Public , Private Equity , Private , Riva , Going
Globalization and innovation (Part 3)
2007-07-16 05:50:00 Came across this article on Economic Times over the weekend, which talks about some of the work that the Honeywell Research Center in Bangalore is doing. It mentions some of the innovations of the exact same nature that I have been discussing over the past few posts on the the topic of innovation in developing ... More About: Globalization , Innovation , Part , Part 3 , Inno
Infy - Time to ?grow up?
2007-07-12 08:49:00 Infy’s results y’day was the big talking point in the Indian business world as it missed its guidance after a very long time. Infy is of course known for its policy of issuing conservative guidances and for their mantra of “underpromising and overdelivering”. In fact, some people in the past had questioned this approach since ... More About: Time , Grow
Globalization and innovation (Part 2)
2007-07-09 07:46:00 In my last post on the same topic, I discussed how technology development centers in emerging (and typically low cost) markets could play an important role in nurturing disruptive technologies. In this post, I’d like to present the flip side, which is that globalization also has the opposite effect on innovation, of shrinking the window ... More About: Globalization , Innovation , Part , Inno
Globalization and innovation (Part 1)
2007-07-03 14:58:00 One of the most common ways in which one tends describe technological innovation is that it is “disruptive”. Ask an entrepreneur what he is upto and chances are he will say that he is working on a “disruptive idea”. Ask a VC what his funding theme is and he’d probably say that he is looking ... More About: Globalization , Innovation , Part , Inno
Will the idiot box turn smart some day?
2007-06-25 08:09:00 Every once in a while, I come across an article on how the television is going to become very smart in the future. It is one of those fantasies that just refuses to die. Interactive television, the merger of the TV and the PC, browsing while watching television, online chatting and sharing instantaneous feedback on ... More About: Smart , Idiot , Turn , Some
CK Prahalad v/s Porter - Who?ll win?
2007-06-18 06:45:00 Apart from the Five Forces model, which I discussed in my previous post, another of Michael Porter ’s contributions to business economics has been the concept of the “Diamond Model”, which describes the competetive strengths of a nation. One of the important arms of a nation’s “diamond” is the so called “Demand Conditions” of the local ...
Can India become a manufacturing giant?
2007-06-14 06:20:00 The common refrain amongst most economic observers and commentators is “India will be the back office of the world and China will be the low cost factory of the world.” Even someone as distinguished as Steve Roach, the chief economist of Morgan Stanley advised that India stop trying to get into manufacturing and instead focus ... More About: Giant , Manufacturing , Manu , A Man
Now, wireless electricity!
2007-06-08 06:16:00 Came across this news article, which states that scientists at the MIT have discovered a new way of transmitting electricity without wires. While I believe that it may be some time (maybe even a long time, if ever) before it becomes mainstream and actually starts powering heavy duty appliances like heaters or washing machines, the ... More About: Wireless , Electricity , Electric , Less
?Investepreneurs? - The new VC model in town
2007-06-06 06:42:00 For some time now, I had intended to write about the tectonic shifts that the VC industry is currently undergoing. These shifts are the consequence of the changes in the base foundation on which the VC superstructure itself stands on, which is - the technology industry itself. Industry pundits, management gurus, entrepreneurs and VCs alike ... More About: Model , Town , Invest , Step , Este
RailTel and WiMax related announcements
2007-06-04 07:11:00 Two articles over the weekend that were important from standpoint of improving broadband connectivity in India. One was by Rail Tel, which announced its intentions to lease out its giant raliway telecom network to external clients. Railways has one of the most extensive OFC networks in the country amounting to 30,000 route KMs, a lot of ... More About: Wimax , Late , Related , IMAX
Aerosmith - Brought to you by Accenture
2007-06-01 06:56:00 Was in Bangalore the last couple of days visiting some really interesting companies (surprisingly a couple of non-tech as well). The optimism in the entrepreneurial community there was palpable with all of them gearing up for strong anticpated growth. Little wonder that the Indian economy today reported another Chinaesque growth number for the just concluded ... More About: Aerosmith , Smith , Accenture
Manipal Education Group Acquires MeritTrac
2007-05-29 07:51:00 We have successfully exited from MeritTrac , an investee company of ours. Manipal Education Group , possibly the largest education group in India, has acquired controlling stake in MeritTrac. MeritTrac provides assessment and testing services to large corporations in India primarily for recruitment purposes. It focuses on corporate clients in the IT and BPO sectors. With all ... More About: Ducati , Acquire
Facebook entering a new phase
2007-05-28 06:46:00 The big news in the social net world last week was Facebook ’s announcement that they were going to open up their platform to third party application developers. For those wondering what the big deal is (after all, almost all web sites these days provide APIs to interact with them), this is a little different. In ... More About: Enter , Teri , Phase , Erin
Captives and India
2007-05-25 05:57:00 Venture Intelligence points to two somewhat related articles on captives / product development in India . One refers to the closing down of the Bangalore development center of hi-profile startup Riya.com. The other is a report by Forrester on the challenges being faced by captives in scaling up their India operations. In fact, the current issue of ...
Aggregators - New King Makers
2007-05-23 15:47:00 “Content is king” - is perhaps the most hackneyed phrase in the media world. However, some time back, a Bear Sterns analyst came up with this v.interesting report, which said that content aggregators are the new king makers. I have looked at and also helped prepare a few aggregator business plans in the past, and ... More About: King , Makers , Gator , Greg , Gators
Internet in India - Still ?Nice to Have?
2007-05-21 06:37:00 Generally speaking, there are two kinds of products and services - the “Nice to haves” and “Can’t do withouts”. Talking specifically in the context of India , one way of looking at the market here is that it becomes attractive only when the product or service graduates from the “Nice to have” to the “Can’t do ... More About: Internet , Still , Intern
Barbarians drive through the gate
2007-05-17 09:39:00 The major headline this week in the PE world was the acquisition of Chrysler by PE firm Cereberus for $7.4 billion. It was not so much the size of the deal thats got people talking. While $7 billion may seem large, my guess is that it wouldn’t even count amongst the top 10 largest deals of ... More About: Gate , Drive , Through , Barbar , Barbarians
Why I?d go long on Tata Motors
2007-05-14 08:29:00 So, Reliance has set some kind of a record by selling a million cell phones in a week. The India n telecom story never ceases to amaze one. If there is any phenomenon that has caught the fancy of the international business community (investors and companies alike) in recent times, it’s been the mobile wave in ... More About: Motors , Long , Tata Motors , Tata
Your friendly neighbourhood VC
More articles from this author:2007-05-10 07:22:00 I hope to write a little bit in future posts on some of the changes that are taking place in the VC world and how VCs and VC models are evolving in response to those changes. In this post, I’d like to talk a little on the location of portfolio companies that VCs like to ... More About: Friendly 1, 2, 3 |
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