Oak Investment Partners has set up a $200 Million venture fund to focus on the retail boom in India. Veteran retail investor Jerry Gallagher visited India and was astounded by the revenue per square feet in the Malls and Stores. He came back and convinced his partners to commit capital. Many of my VC friends
In an enchanting concept arbitrage, Shiv Sagar is on his way to creating India’s own version of Disneyland, except with characters from the rich and colorful stories of Hindu mythology!
Dave Chen forwarded me a link to an article in the McKinsey Quarterly called: Ensuring India’s Offshoring Future. Below are the synopsis points of the article, which I think is worth a read: * India’s lead in offshoring stems from its pool of well-trained, low-cost engineers for IT services. * That pool is smaller than
For Yahoo and Nokia, this is an example to take some cues from: Understanding the cricket ecosystem will provide numerous clues into the consumer psyche of a few hundred million Indians, and working that understanding into their local strategies would prove immensely lucrative.
Hardware System design or manufacturing has never been India’s sweet-spot. However, as the country becomes a major consumer of electronics systems, especially computers, consumer electronics and cellular handsets, it makes more and more sense to do more hardware design and manufacturing locally. EETimes reports on a couple of acquisitions: PCB manufacturer Austria Technologie & Systemtechnik
What the Chinese are doing is doing leveraged buy-outs on big, fat, powerful American brands reeling under margin pressures, and applying what they do really well: low-cost manufacturing to shave the fat off, while at the same time gaining access to brand power and distribution channels. This leads me to wonder how long India, Inc. will remain asleep at the wheels?