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India to gain in PE investments?

A Coller Capital report suggests that India and China might be net beneficiaries of the degradation in PE returns in developed markets. It predicts that PE investments in India and China will continue to climb despite higher risk. Key question: will it happen just in growth investing, or also in venture capital?

WSJ – iPad for Small Businesses in India

I penned some thoughts on how iPad kind of device can be used to create SAAS offerings for SMB customers in India, across healthcare, hospitality and other sectors. The ease of use led by touch interface, the table top usage scenario, bundling hardware with software and service, and disconnected operations could be some of the […]

Next frontiers in Online Travel

Online travel market has been one of the most exciting ones over past few years from a growth standpoint. Starting with IRCTC, and then followed up by Online travel agents (OTAs), this category has seen a decisive shift online. Amongst other things, it has also helped bring a large base of shoppers online, and demonstrated […]

Incubators – hot or not?

WSJ India Chief Mentor has an interesting article on incubators being an important engine of growth of entrepreneurship. It is an interesting observation, and makes me think about what will make these successful. Incubators have been known before to have an adverse selection problem. Simply stated, if an entrepreneur has an option to either get […]

Die another day

Very interesting post on why “fail fast” philosophy might be ill-founded. I think partly this mantra is open to interpretation – if an idea is not working, do you wish to spend $10M on it and then realize it, or quicker? In the manner that this article refers to it, its valuable to learn and […]

IBF Media event on Cloud Computing

IBF Media, through Capital Connection, is organising an event around Cloud Computing on February 25, 2010 at Ista Hotel, Bangalore The Latest Trends in Cloud Computing: An Operators and Investors Perspective This event showcases some of the latest trends in cloud computing and looks at some of the successful business models and companies in this […]

Getting into minds of Angel investors

Canaan hosted a breakfast discussion with around 30 angel investors late december on sidelines of TiE Entrepreneurial Summit. It was a great discussion, and personally I learnt a fair bit from fellow investors. The interesting part were the linkages that are developing in biases that exist between venture and angel funding, and as a result […]