Vision India 2020: Renaissance

For years, I had been disturbed by the demolition of architectural heritage in India in the name of development. [If you haven’t already, please read my very personal account, As India Builds.]

Texas Instruments: Mobile Market Strategy

By Vijay Nagarajan, Guest Author I mentioned in the last segment of this series that I was not happy with TI’s wireless and mobile market strategy. Let me try to explain why.

India’s Labor Arbitrage Strategy

It has been an interesting few days of being on the receiving end of tremendous hate mail due to my widely syndicated and (looks like) read and discussed Death of Indian Outsourcing article.

Broadcom: The Breadth and The Blur

By Vijay Nagarajan, Guest Author In the prequel, I discussed the positive aspects of the breadth of Broadcom’s portfolio. A broad product range certainly comes with its issues as well. Perhaps my biggest worry about Broadcom is its loss of focus at times. My point: You cannot be the jack of all trades and master

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Interdigital: Valuation

By Vijay Nagarajan, Guest Author “Seventy Five dollars! That cannot be,” was my own reaction when I first glanced at the result of my valuation analysis. The number sounded outrageous compared to the current stock price of IDCC – $20.13 after hour on Jan 30th, 2008. It was also 65% above my highest estimate of

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What Does India’s Middle Class Want?

McKinsey says, they want a more comfortable life, and to be able to spend more on discretionary stuff.

India’s Development – Not the Tata Nano

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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India’s Real Estate Boom & Architecture

And this one, since we have been talking about Government intervention and its pros and cons … city planning, including the aesthetics and architectural vision of a city, are the government’s responsibility. In all the emerging markets, a real-estate boom is raging. Nowhere is this boom more pronounced than in India and China. You have

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