MVNOs in India

MVNOs are welcome!!!
This is what Indian govt is saying as of now for its second fastest telecom market in the world.
Question is however the feasibility and timing of MVNO entry in Indian market. With spectrum and new licenses already been given to so many player to create competition , MVNO entry will surely deplete margins and might have negative impact.
MVNOs are typically opened in market where market is close to saturation and carrier want to seek new avenues of revenue. Whereas in India, teledensity is still around 24%.
Entry of MVNO will see price decline and as well negative competition , much more churn and might not be positive for Indian markets as of now.

Time for Indian govt to think again

China Inflation at 8.7%

China came out with their inflation figure and it is 8.7% which is actually a high figure. Inflation is directly linked to price rise including commodity prices which effects country growth trend.
This shows that in globalised world, however secluded a country remains cannot be left alone from global economic signs like slowdown or growth.

China too has been impacted by slowdown in western world and has seen 15-20% correction their markets too. Time to see how China copes with its image to maintain its country business in coocon environment policy.

Indian Budget 2008

India is gearing up for next election for biggest democracy. On one hand where global market is going through sub-prime crisis and talking themselves into recession, India still confident of its growing economy along with dfferent challenges.
Indian bidget by PC has been a right balance on tight rope. On one hand current congress government is trying to lure voter for next election by populist budget, on the other hand it has to be seen that India keep growing with its current rate.
Budget 2008 is very much for Aam aadmi, with tax slabs being changed showing straight saving of 50K for average person. Auto industry said cheers with PC announcing subsidy for small car. I am sure Nano effect is already showing its 'side effects'

The question now is whether the plans announced will show positive signs on Indian economy.

IPO mania- Is this the end of the road....

India growing at 9% and going on.... Halt!! It is time to sharpen the saw.

Economy can never be trained or set as a process.It needs constant revisit for the road to future and to design a clear strategy for growth sector.Big money cycles which originates with foreign investments are now showing how wild these demons can get. Current down trend in global market will see emerging market revisit their strategy.Time has come where focus need to turn around from just infra and IT to manage Rupee-Dollar ratio and foreign investments.
Recent example $3bn IPO from big industry house which attracted $100bn of application, only thing is that is opened and closed at 30% discount. I think issue was too aggresively priced without even a single project going live. This can be linked to complacency getting developed in Indian markets. Assumptions made are optimistic appraoach on earning 100% return on every rupee invested. Last week too, Emaar, Builder of famous Al- Burj, World tallest tower of the world failed to attract investors for IPO which led to company withdrawing its IPO, same with another company Wockhardt. SO I think people should expect the blame that they thought of such IPO with so much of hype and when things went bad, thewy blame markets, company etc etc. People, please accept that dreams are going irrational now.
Today India talks about high growth, development. Recently started New Delhi- Gurgaon expressway and woes that is being witnessing daily reflect that we still are far away from infra experts. New international bangalore airport still doesnt have road connectivity, and we talk about development. I think infra story still need a revisit here to be so optimistic about this grwoth sector.
Market correction is giving India its real valuation, which means Indian market were overheated and I am surely positive that this correction was for good future of India

Stock Market Crash- What Next??

January 21, 2008 was yet another Black Monday followed by Black Tuesday.
Indian Sensex fell by more than 2000 points along with other Asian markets which corrected by 6-10%.
Reason- Growing speculation of US recession. There has been concerns growing about US recession, which will also impact global economy. Emerging economies like Taiwan and China are highly dependent on US exports, which range upto 60% of GDP for taiwan.
For Japan, it is concern on growth on internal japanese economy which got fuelled up by US factor.

US Fed has taken immediate emergency step by rate cut of 0.75% highest ever since 1984. US want to influx confidence in Global market to delete concerns of US economy and recession.
Indian market howevver saw lot of negative action. $160bn gone in 4 hours. In India, market had touched 21000, wherein lot of speculation has taken in place. Power stocks which had een great bull run were deeply hurt which corrected upto 70% in stocks.
Correction might be seen as good opportunity for buying stocks but here are few advice for you:
- Let the market stabilise, retail investors stay away and dont jump in to average in falling market

- Stay invested, what goes down will see its way up

- learn from this burn and invest in stocks based on fundamentals

- Don't run and invest your major part of portfolio in one sector

Supply chain and Marketing- Both gets innovative

Ever thought of food supply chain and finance.... read on for the answer!!!

After achieving six sigma, delivering excellence lectures at IIM Ahmedabad and attracting students from Haword, Dabbawallas have again gone innovative.

Reliance Money has just got new marketing channel via dabbawallah to promote upcoming and most looked after Reliance Power IPO. Dabbawallaa has most extensive network in Bombay which is very difficult to scale to by any other network. Reliance on other hand is all set to make a record breaking IPO offer for its Power company. Reliance marketing team has roped in Dabbawallas to deliver Reliance Money/Power IPO form along with every dabba delivered. Since they cater to people who are working and has huge financial aspirations, Reliance has got a right hit at target market.

Advantage- Reliance power gets marketing and Reliance Money attracts new customers seeing IPOs rush.

Reliance has always been known to focus on retail customer and with this innovative way of marketing, both Dabbawallas and Reliance have proved their innovation yet again to be the leaders.

Funny moment

It is embarassing too!!

When you are in queue to enter a lift and you realise that it just got filled before you could enter.

Man!!! its really funnt to see face expression on person who is standing outside the life..(with all 10 person inside the lift glancing at the other person.... Poor!!

Indian Real estate - Parkwayz Wakad in Pune

Parkwayz is a premium residential township by Mittal Construction Group at Wakad, Pune.
With growing industrial activity in pune, wakad area is seeing upswing in real estate activity.
There is Parkwayz yahoogroups - http://groups.yahoo.com/group/parkwayz_pune/

This group is association of owners of apartment in Parkwayz,Wakad and people related to it.The objective of this group is to bring people together and form a nice environment in our Parkwayz!!!
Poeple and owner at Parkwayz can interact thorugh parkwayz_pune@yahoogroups.com

Formula1 - Delhi - 2009 ..... Its Official!!

India has won the rights to host Formula One race in 2009... its official now

Indian govt have to be on their toes now for getting required infrastructure in place within 2 years timeframe which is a big challenge. But I feel we can do it :)

Its race against time now... China we are going to be there too ;)

Amp'd goes bankcrupt

MVNO in US are in trouble. Next one to file for chapter 7 is Amp'd Mobile, an MVNO.

As per media reports, Amp'd could not keep up with its IT systems for its growing customer base and things went bad from operational point of view.

I came to know Accenture was their systems integrator, which means MNC which is known for its "tiger" could not help a small player to keep up with IT systems.???

I believe Indian vendors like Patni, Infosys etc are doing great job as partner with growing companies in US and Europe specially for convergent service providers.

I believe it is not just about making your employee "Tigers" but also far more important making your customers as "Tiger", "Lion" too..

Sausalito moments

Sausalito gives am amazing view of SFO and Golden gate bridge.

Lovely place and drive...

John Tucker Must Die!!!!

Chill.!! Noone is getting killed here ;)

This is one real romantic comedy flick ...some 2006 year debut.

John Tucker Must Die is a 2006 American high school comedy film about a trio of girls (played by Ashanti, Sophia Bush, and Arielle Kebbel) who plot to break the heart of manipulative basketball star John Tucker (Jesse Metcalfe) after they learn he has been secretly dating all three and pledging each is "the one". They recruit cute wallflower Kate (Brittany Snow) in their scheme to publicly humiliate the cad.

Events unfold and there are moment which will take guys like you (and me) back to college days for sure ;)

Exclusively for back benchers....and those front benchers studious people please stay away from this one since you will never get the feel of this flick :P)

Microsoft new creativity

Here is latest innovation from Microsoft, and its worth mentioning a praise.... Its their 'Surface'
Minority report has arrived.. and UI just getting new defination...

I am not sure how much will it click for home users initially but it looks fine to me for business users. Hospitality , Retail and other customer oriented business will see it usefull for business.

Bill Gates and Steve Jobs appear together

Windows and Mac.... rather I would say its always Windows OR MAC.

But recently it was Gates AND Jobs together at D5,All things digital.. making historic appearance together.

It was interesing conversion as I read in Wall Street Journol and each other even appreciated other point of view.. Jobs acknowledged the fact that Gates did good job to make PC for masses with windows.

Gates too was supportive of fact that Jobs is real creative person and his ideas are great.
Any consolidation here ;)

For more, read it at http://online.wsj.com/article/SB118066046287520886.html?mod=googlenews_wsj




Can we smell any consolidation here ;)

Airliner giant to recycle aircraft

Airplanes are now treated like paper... well I am not talking as cost but the way they will be processed.

French Airliner maker Airbus and US based giant Boeing have decided to recycle airliners now.

This is real good initiative to reduce pollution and dumping. Companies has set up R&D team to design process for recycling.

Normally, dumped airliners are moved to resting area near hanger and they are left for rusting. Now, this will not only give more space but also help airlines to recover cost.

With aviation market growing fast in emerging countries like China and India, this will help Boeing and Airbus to imporve their margins too...

Good initiative!!!

European telecom authorities plans new regulation

Telecom authorities in Europe are planning to form new telecom authority body and design new policy for making market more competitive and decrease monopoly of telecom giants.

If you see a map of operators, europe has maximum telecom giants with average $30bn revenues...thats huge
www.wsj.com

California west coast drive

Amazing and Awesome ....these 2 words fit good here and true for the drive parallel to pacific coast of US and then you have lovely phiffer beach.

The road goes through hillside and and then you have these wonderful cliff..

will write in detail... need to finish off the work ;)

pics are here

Hongkong Experience- A funny one

Connecting flight to SFO landed at HKG and then I went through something funny. After 3 hours of flight from Singapore to HKG, all the pasengers were requested to board off the flight and then after coming out were went throught one more round of security check and screening. Going through one gate and entering again from other was indeed funny.
I dont know even you know, but current HKG aiport is new airport built recently after its old airport develop safety concerns being in middle of the city.Since HKG has space crunch , authorities actually filled up portion of sea linked to the land and made this modern airport over it including the runway. Amazing I must say!!
But yeh!! someone traveling from CHangi to HKG will surely see lack of experience in terms of shopping etc at HKG airport.

Singapore experience- after 3 years again

Got a chance to travel again by Singapore airlines on my way to US. Singapore airlines has been rated best airlines globally and it truly reflects in their services, right from the way they make passengers board the aircraft to their in-flight services.
Had a connecting from singapore so enjoyed my time at Changi airport, which once again has won best aiport award many times and it truly deserves it.Spend some time at their ineresting internet kiosks and then some shopping at attractive duty-free shops.And how can such an interesting trip be completed without somethng interesting. So, I did made some blunder which ofcourse I cant mention here, but was lucky to get over it.
Even got a complimentary singapore trip for 2 hours from SIA,which made me remembered my time which I had in Singapore some 3 years back। Truly a global city.

Google Blog - Ab Hindi may bhi

गूगल कि यह नयई करामात.
अब हम हिंदी में भी blog कर सकते है!!!

बस्स फिर इंतज़ार किस बात का.... जय गूगल :)