Making of the first “made in India” drug
Businessworld has a detailed cover story on how a clutch of Indian pharmaceutical firms are venturing forth to discover new drugs. If it does clear phase III, (Dr. Reddy’s diabetes…
Why did the Jet-Sahara deal crashland?
Businessworld has a “blow by blow” account of how and why the $500 million Jet-Sahara fell apart and what it means for the the two airlines. Arun Natarajan is the…
The Godrej view on China
Businessworld has an interesting interview with Gordrej Chairman Adi Godrej on the group’s China stragegy. Everybody understands China’s dramatic economic success and people are very curious about it — what…
Will this East India Company exploit someone too?
Recent months have seen quite a few IPO filings in the US markets by “blank check” or Special Purpose Acquistion Companies (SPACs) which aim to acquire a business in India…
Can chip design and product development outsourcing cos scale?
Sramana Mitra is bearish on Indian chip design outsourcing companies: There is a shortage of skilled resources, and the discipline is not one in which people can be trained en…
“VCs should embrace bubbles”
Wonder why VCs – including those with super smart executives – suddenly rush and overfund sectors like online travel, online classifieds, mobile content, etc.? Paul Kedrosky, himself a VC, has…
A primer on Indian PIPEs
Investment banker Krishna Mony has a nice primer on PIPE deals and what IBs look for when they do due diligence for such deals. Some extracts: PIPE investors give the…
Band of Angels web site launched
Band of Angels, the New Delhi-based angel investment group, has launched a pleasant looking web site. The site includes a listing of the names (and in some cases, profiles) of…
IPTV pilots in India
Businessworld has a profile of the IPTV pilot projects by major telcos in India. Sometime this July, MTNL will become the first to launch Internet protocol television (IPTV) service (See…
Praj Industries: Vinod Khosla’s Indian Ethanol bet
Businessworld has a profile of Pune-based Praj Industries, a listed Ethanol technology company in which Vinod Khosla has picked up a 10% stake. Arun Natarajan is the Founder of Venture…