Technology, Venture Capital, Private EquityTechnology, Venture Capital, Private EquityVenture capitalist with HSBC Private Equity in Mumbai. Articles
The time to enter Indian markets is now
2011-08-05 05:46:00 I write this post as the Indian markets have plunged 1.5% yesterday with indications that they will plunge by another 3% today, the US markets have seen their worst day since the financial crisis and there is just gloom and doom all around. But, my view is that now is as good a time as ... More About: Markets , Time
Will Apple?s iCloud rain on the Wintel parade?
2011-06-07 07:07:00 Back to writing after a long time and will try to be more consistent from now on. Lots happening in the world, but thought of picking on the tech headline today, which is Apple ’s announcements on its cloud services – iCloud. If there is any one trend that should have MS worried more than anything ... More About: Rain
Headland Capital Partners invests Rs. 40 crore in Microqual Techno Ltd.
2010-12-16 05:36:00 Microqual Techno Ltd. one of India?s leading telecom infrastructure providers has raised growth funding of Rs. 40 crore from a wholly owned subsidiary of The Headland Asian Ventures Fund 3 Limited (HAV3), a fund advised by Headland Capital Partners Limited (Headland) (Formerly HSBC Private Equity (Asia) Limited). This is the second round of funding received ...
We are now Headland Capital
2010-12-07 06:27:00 The management team of HSBC Private Equity (Asia) Limited, the regional private-equity arm of HSBC Group Holdings PLC, has completed its buyout and has renamed Headland Capital Partners Ltd. Headland’s management team now owns 80.1% of the company, while HSBC retains a 19.9% stake. HSBC also remains one of the largest investors in the funds ...
Indian telecom industry ? bracing up for phase 2
2010-06-08 10:49:00 For long, the Indian telecom industry has been an object of study globally for the path breaking and innovative operational & business models that they introduced to the world. While the success of the Indian telecom companies in building an industry with enviable profitablity despite operating in the world’s cheapest ARPU market has evoked wonder, ... More About: Industry , Telecom
HSBC Private Equity invests in Avitel Post Studioz
2010-06-03 05:30:00 Avitel Post Studioz Ltd, a Mumbai-based company providing post-production and related services to the media & entertainment industry, has raised Rs 50 crore from The HSBC Asian Ventures Fund 3 Ltd, a $700-million closed-end fund for private equity investment in Asia. The fund is advised by the HSBC Private Equity Asia Ltd (HPEA) Group. With ...
The Dubai situation ? A personal account
2010-01-19 05:57:00 Was in Dubai for a few days on work and had the chance to witness the view from the top of the highest building on earth – the Burj Khalifa. And, there couldn’t be a more apt metaphor for the situation in Dubai than the Burj itself. While there has been much drama about both ... More About: Personal
Mobile internet ? the new paradigm
2010-01-05 14:03:00 Morgan Stanley’s annual technology report has been released for the year that just passed i.e. 2009, downloadable here. This edition focuses on the mobile internet. I have been a regular reader of these reports for the past few years, and have to admit that the 2009 edition has been the best so far. The theme ... More About: Internet , Mobile , Mobile Internet
HSBC PE invests in FINO
2009-12-14 04:24:00 Financial Information Networks and Operation (FINO) has raised Rs 70 crore in a new round of private equity funding from HSBC Private Equity. Existing investors Intel Capital and International Finance Corporation (IFC) have also participated in this round. FINO provides transactional systems to the unbanked sector and also provides enrollment for customer acquisition. It provides ...
Boom bust cycles ? fueled by media?
2009-12-01 07:59:00 The news flow this week and the manner in which media, especially Indian media has reacted to it has in many ways corroborated what?s been on mind for some time now, which is ? the media?s role in precipitating boom bust cycles. From the ?World is coming apart, again, because of the Dubai debt crisis? ... More About: Media , Bust
On Microsoft?s search strategy
2008-05-30 14:45:00 Last week, there was an extremely interesting exchange of views on Microsoft ’s search strategy between Tim O’Reilly and Michael Arrington. See: http://radar.oreilly.com/archives/2008/05 /microhoo-corporate-penis-envy.html http://www.techcrunch.com/2008/05/25/the- importance-of-a-competitive-search-market / http://radar.oreilly.com/archives/2008/05 /why-search-competition-isnt-the-point.ht ml Tim seems to think that MS’s efforts are directed in the wrong direction since search as we now know it is essentially a “done deal”. On the other hand, Mike argues that Google is headed ... More About: Strategy , Search
Where?s the VMWare for the network?
2008-05-16 06:38:00 I was reading a post by Henry Blodget on how Google ’s search income is beginning to close in on MS’s revenues from Windows, which is unnerving the latter. In the comments section, there were many who remarked, “Why should MS feel threatened? After all, there is no connection between the two.” However, the fact of ... More About: Network , Ware , Vmware
Microhoo - the circus has just begun
2008-05-05 07:08:00 Looks like the business world in the US has taken a penchant for frenzied activity over the weekends. If it was the Bear Stearns episode a few weekends back, it was the Microhoo - will they, won’t they saga unfolding in all its drama last weekend finally ending pretty unventfully with leaders of both companies ... More About: Yahoo , Circus
Congratulations to UTI Ventures
2008-04-24 07:20:00 One of the factors holding back entrepreneurial activity in India has been the lack of enough motivational success stories. An important turning point in the history of PE investing in India was the stupendous success of the Bharti Telecom investment by Warburg Pincus. The multiple times return on capital they earned made other foreign investors ... More About: Congratulations , Ventures
Stagflation may actually benefit the US
2008-04-02 06:48:00 Amidst all the gloomy news coming out from the US economy, the one silver lining has been the uptick that its exports have been demonstrating for the past few weeks. This is mainly attributable to the plunge in the dollar against most world currencies, rendering exports more competitive. Given the recency of this phenomenon, its ... More About: Stagflation , Benefit
The myth of ?recession proof?
2008-03-11 07:50:00 It goes without saying that recessions by definition are difficult times for businesses in general. Yet, often we hear how some businesses/economies/countries are more protected from recession than others. But, on closer examination, it becomes evident that such defences from downturns are either mythical or marginal at best. The three instances of this from the ... More About: Proof , Recession , Myth
Top 20 banks in the world
2008-02-28 10:06:00 One of the purported strengths of India over China is supposedly our well developed financial and banking infrastructure. Therefore, it came as a surprise to me to learn that 3 of the top 5 banks (by mkt cap) in the world today are from China and the Indian banks are nowhere in the picture. HSBC, btw ... More About: World , Banks , The World
The Wockhardt debacle, and what it means
2008-02-08 06:28:00 It’s been one hell of a week for the markets, swinging wildly like a yo-yo and if all that wasn’t enough, in the midst of it, we have the Wockhardt IPO fiasco. I can’t recall any other instance in recent memory when such a renowned company had to withdraw its IPO the way Wockhardt has ...
Sub prime ruminations (Part 2)
2008-01-15 07:15:00 Discovered how hard it is to get back to writing after a long break. Hence, the second part of the post on this topic comes after a while. However, developments in the past week have provided the ideal backdrop for this piece. Tata’s launch of the “world’s cheapest car”, Nano and Citigroup and Merrill Lynch ... More About: Part , Prime
HSBC Private Equity invests in Newgen
2008-01-08 04:48:00 Announcing our first investment of 2008 (though it was actually consummated some time back). We have invested USD 7.5 million in Newgen Software Technologies Limited, a New Delhi headquartered software product company. Newgen makes Business Process Management (BPM) and imaging solutions related software and is by far the market leader in the domestic market and ... More About: Private Equity , Private , Equity
New year greetings!
2008-01-01 04:58:00 Wish everyone a happy 2008! Was on an extended year end vacation and will now be resuming my regular blogging. More About: New Year , Year
Sub prime ruminations (Part 1)
2007-11-27 11:52:00 For the past few days, I have been mulling over the fallouts and developments post the sub prime crisis in the US, and there are two strong thoughts that emerge - a)Have the global financial markets become too complex for their own good? and b)Is the US on the verge of losing its position of ... More About: Part , Prime
Imminent slowdown?
2007-11-22 04:40:00 I’m in Hong Kong for a few weeks on work and things don’t seem very bright here (I mean on the business front). The Hang Seng Index has had the second largest fall this year and all the pink papers and business channels don’t seem too optimistic either. Nobody’s uttering the “R” word yet, but ...
On Google?s alliance strategies
2007-11-14 08:04:00 Techville’s headlines in the recent past have been hogged by the two big initiatives launched by Google viz. Open Social and Android . Was reading this piece on MARS which likened Google’s Android to Microsoft’s Windows strategy. The gist of this article as also many others that have appeared elsewhere is that by opening up the social net and ... More About: Strategies , Alliance
HSBC Private Equity invests in Trivitron
2007-11-05 04:48:00 Announcing our first invetsment here since I joined. We have invested $11 million in Trivitron, a leading medical equipment manufacturer and distributor based in Chennai. Our co-investor in Trivitron is ePlanet Ventures, a leading US based VC (with strong operations in Asia as well) boasting of such blockbuster investments as Skype, Baidu and Focus Media. ... More About: Private Equity , Private , Equity
Is the current VC model ripe for disruption?
2007-10-19 09:20:00 Have been irregular for the past few days in posting, mainly on account of a heightened deal activity here. Expect things to clear up in a couple of weeks and resume regular blogging. Meanwhile, happened to visit the site of a SV based early stage investor - First Round Capital. Their investment thesis had an ... More About: Venture Capital , Current , Model
A corporate finance conundrum (Part 2)
2007-10-01 09:20:00 The valuation question posed in my last post had three responses. Two readers suggested that the cash needs to be added back and one said that it needs to be left alone. And now for the right answer - neither is correct. It in fact needs to be subtracted. Let me “prove” that to you. More About: Finance , Corporate , Part , Fina , Corporate Finance
A corporate finance conundrum
2007-09-24 09:52:00 Ok, so you think you are a finance pro. Then answer this valuation puzzle - Suppose you are trying to value a firm. You do a DCF for the Free Cashflows to the Firm (FCFF), which means, you leave out any financing charges such as interest payments. So, at the end of the exercise you arrive ... More About: Finance , Corporate , Fina , Corporate Finance
Imminent slowdown - Blame the ?YouTube effect?
2007-09-19 12:19:00 It appears that after nearly 3-4 years of frenetic activity, VCs, entrepreneurs and technologists are entering a phase of self reflection. Ref. - Fred Wilson’s piece, Read Write Web et al. The dampening impact of the sub prime crisis is already too well documented for further elaboration. The big question now is whether and to ... More About: Youtube , Effect , Blame , Lame
LBOs demystified
More articles from this author:2007-09-07 09:44:00 Given all the publicity (both positive and negative) that PE firms are getting these days in the media, some of the industry related vocabulary seems to be coming into the fold of common parlance. One such term that seems to have successfully garnered some popular attention (in India), thanks to the likes of Tata (Corus) ... More About: Myst 1, 2, 3 |
 |
|
 |
