10 thoughts on “Beyond outsourcing, India as an innovator”

  1. hey om,

    John is speaking today (thursday) at the Taj in Bombay. I was at the hotel in the afternoon and ran into the top guy at Cisco India – Rangu. Things are going very well for them in india and everyone is talking about broadband in india.

  2. While this is laudable and a local confidence booster, the fact is that what India (and China) need to develop is a large solid middle class. So in large part this is all quite dependent on the pols, which ironically favors China.

    I for one hope that India has seen the error of its recent pasts, which seeded the economic boom in China, and decides to be steadfastly pro-growth and anti-protectionist.

    All things being equal, India should really best China in the race towards mature economies. But thats why they play the game.

    Go WhiteSox.

  3. I appreciate your post and the opportunity in India, but I have to disagree with you on this point:

    “India is a big market, perhaps not as big as China, but equally lucrative in the long run.”

    While I do think there are huge opportunities in India I can’t imagine them rivaling the opportunities in China in long-term profits.

  4. Why would a communist country with a slightly larger population offer more opportunities than the world’s largest democracy which also has the world’s largest middle class?

  5. Seems like the tip of “Iceberg India” is showing to the Titanic crew, what a shock. Yet more astounding is how this country has been discounted as a player or potential partner for so long. A more important regional democracy of this size, stability and markets would be hard to find.

  6. Preston and Charlie, I think it is clear that India and China are not the same. My trip last year, and subsequent chats with folks who visited in recent days have me convinced that there is a need for a more symbiotic and co-dependent relationship between India and US. China’s economic model is completely growth oriented, while Indian economy is a consumer based one, and a lot of activity inside the country is what presents the real opportunities. I think they are slowly developing the middle class, and while population and corrupt politicans remain a singular problem, a whole new generation is growin up without paying any heed to the socialist sins of the past.

  7. To me, India is the king-maker as to who–US or China– will have the most influence in Asia and, subsequently, perhaps the world. There has been a noticeable thaw in relations between China and India as China seeks to build some sort of Asian solidarity with India. It is a nice try, but it won’t work. India has scored a number of diplomatic goals with the US and I think each is looking to the other for partnership.

  8. One further thought… I don’t have any numbers but my gut tells me there is a bigger middle class right now in China than there is in India. So this large middle class is fueling growth and change in China right now. The Indian middle class will follow, but its growth will be several years behind China.

  9. This investment mean more jobs in India. But how do you relate ‘inventions’ to help build the core of India??

    Will cheap broadband instrument will be suffice for village??

    CISCO may not have direct answers nor we should expect same from their business plan, but Indian govt. should judiciously use this opportunity to make roots firm.

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