Global Themes

Contrarian strategies & a “global heat-seeker”*

In a post on Intel’s new global investment strategy, EETimes Chief Editor, Richard Wallace remarks that, “Venture capitalists, however, tend not to be very global in their outlook, or their capital placements”.

I will comment on that another time (the former is probably not true anymore while the latter may still be the norm – for very good reasons)…nevertheless, this excerpt from Richard’s post is thought provoking:

“My read is this: when it comes to venture capital investing in the high technology sector, Intel is going global, and as goes Intel, so goes the globe.

So a good contrarian investment strategy to the 20-minute rule would be to keep a close eye on the emerging technologies and the emerging markets that Intel invests in.“

You may also want to jump on to this post: 20-minute rule & the Global Entrepreneur 

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* This is Richard’s label – neat!

April 3rd, 2007 Posted by Shantanu | Emerging Markets | 3 comments

India VCIG Event + Oct ‘07 visit to India

I am very pleased to announce India-VCIG’s first event for the year… We are partnering with CBC at the Global Technology Innovation Forum on May 14, ’07 in London  

There is a great line-up of speakers including Kanwal Rekhi, Prof. Ashok Mishra, Sir Richard Sykes and Dayanidhi Maran…and a very promising agenda…

The group is also considering a visit to India in late October (plans still being chalked out) which will expose members (and others on the visit) to some of the leading edge technology and innovation happening in India and offer opportunities for networking/intereaction with a few leading VCs on the ground.

I am very excited by the idea and we are working hard to make it happen…It is still a few months away but if you would like to be kept updated, please email me and let me know.

April 3rd, 2007 Posted by Shantanu | India | one comment