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Disneyland on the Ganges

Posted on Sunday, Oct 9th

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!

The Case for Calcutta

Posted on Tuesday, Sep 6th

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

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Cricket on Cell Phones: India’s killer app

Posted on Tuesday, Aug 9th

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.

India’s Hardware Prospects

Posted on Monday, Aug 8th

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

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India, Inc.: Wake up!

Posted on Tuesday, Jun 21st

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?

Amidst the VoIP action

Posted on Saturday, Jun 18th

https://www.rediff.com/money/2003/nov/03it.htm

P-A-L-M to the boonies?

Posted on Tuesday, May 24th

Wall Street Journal reports that the two Palms are showing signs of wanting to getting back together. “PalmOne Inc. said it is acquiring full rights to the “Palm” brand name and will change its name to Palm Inc. later this year. Milpitas, Calif.-based PalmOne also said Tuesday that it has renewed its license of the

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Boonies may be the next big opportunity

Posted on Monday, May 23rd

SME. SME. SME. Those Farms and Fisheries in India are mostly SMEs. How big are these segments? Large enough to tip the market share war in Wireless OS that today is dominated by the Symbian OS, with its largescale support from Nokia, in favor of some lesser players like Microsoft and PalmSource? Could these grassroots applications for the bottom of the pyramid become killer apps in the quest for seducing the next billion computer / telecom users?