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Forbes Column 08: The Next Indo-China War

Posted on Friday, Mar 28th

Here’s my new Forbes Column: The Next Indo-China War. I look forward to your comments and perspective on the issues discussed in it.

The China Factor: Bain-3Com Deal Withdrawn

Posted on Wednesday, Feb 20th

I reported on Bain’s proposed acquisition of 3Com when it was announced in late September. The deal has been withdrawn due to objections from the Committee on Foreign Investment in the United States (CFIUS). 3Com’s Tipping Point business unit supplies sensitive monitoring equipment to the US Government’s Defense Department.

India’s Development – Not the Tata Nano

Posted on Sunday, Jan 20th

Many of you have been ranting on my previous Tata Nano post about equal opportunity. I will go on record and synthesize my point of view here: I have no problem if people own cars and don’t drive them. Rich or poor. If the car is a status symbol that they need to show off

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Trend Radar 2008: Emerging Markets

Posted on Thursday, Jan 17th

This morning, as I was doing the HP piece, it struck me how big an impact Emerging Markets are having on companies right now! “HP has done well globally, a strong reason for it to be unfazed by the slowing US economy. In 2007, 67% of its total revenue was from outside the US. In

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Trend Radar 2008: Offshoring

Posted on Friday, Jan 11th

Did you know, China now offshores manufacturing to Vietnam? If Pakistan behaved itself, may be India would start offshoring some call-centers over! In 2008, outsourcing, offshoring and globalization are likely to continue as major trends. Rising wages in the most popular offshore centers (especially Bangalore), are eroding the cost advantage that drove this business to

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Nokia and the Indian Handset Market: Raincheck

Posted on Monday, Dec 24th

By Vijay Nagarajan, Guest Author As we saw in the prequel to this piece, India is a very attractive market for handset vendors. Nokia, is perhaps the best prepared to address this exploding market. So, what does Nokia have going for it in India?

Turning Around LeapFrog: CEO Jeff Katz (Part 9)

Posted on Friday, Nov 30th

SM: In the next 10 years, do you see LeapFrog morphing into more of an online company as opposed to a toy company? JK: I think we will be more of a content company, and by that virtue, I think we will be more online. SM: At some level these chips may not be necessary.

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Do We Need More Funds in India?

Posted on Saturday, Nov 24th

Someone posed this very appropriate question in response to my Incubator Fund series. The answer is No. However, what we need is two things: