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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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HP Looks Recession Proof

Posted on Thursday, Jan 17th

Gartner and IDC have just released preliminary results for Q4 that declare Hewlett Packard Co (NYSE:HPQ) as the leader of the worldwide PC market in 2007. Gartner says it has 18.2% share versus Dell at 14.3%. In 2006, HP and Dell were in a tie for the top slot. It was not just the PC

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Accenture Should Roll-Up Indian Services Companies

Posted on Tuesday, Jan 15th

Is Accenture (ACN) still in the body-shop business model? Yep. Why ruin a good thing when it’s working, some would ask. And India continues to be a strong leverage point for Accenture’s outsourcing activities, with a new consulting center opened in the last quarter. This was also reflected in the 40% increase in staff being

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Infosys In Light of Recession Fears

Posted on Monday, Jan 14th

The general feeling of the West has been that the rise of the rupee would slow down the immense growth of business being funneled into India. The reality is that growth continues to boom in India, barely slowed by currency exchange rates. The short term looks alright for Infosys (Nasdaq: INFY). Infosys’ Q3 revenues posted

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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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Trend Radar 2008: SaaS in the Enterprise

Posted on Monday, Jan 7th

A Gartner report from August 2007 predicted that SaaS adoption in the Enterprise will be rising at a 22% CAGR through 2011. Worldwide total software revenue for software as a service (SaaS) within the enterprise software markets is projected to surpass $5.1 billion in 2007, a 21 percent increase from 2006 revenue ($4.2 billion), according

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Kiva Needs Businesses to Fund

Posted on Tuesday, Dec 25th

This holiday season, if you are looking to make a contribution, find a micro-entrepreneur to fund through Kiva. Kiva brings together microlenders with microentrepreneurs at 0% interest. MFI’s can access this debt capital to finance businesses in their portfolio. Watch this video. Or if you need someone really persuasive explain the concept to you, listen

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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?