Emergic: Rajesh Jain's Blog

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Entries from March 2010

Digital Businesses in India

March 31st, 2010 · 2 Comments

The market cap of China’s top digital companies (Internet and mobile companies) probably exceeds $75 billion. The top two – Tencent and Baidu – are worth over $50 billion between them. All Indian digital companies (private and public) put together have a market cap of sub-$5 billion — probably much lower. Let’s look at this […]

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Internet Portals

March 30th, 2010 · 5 Comments

I was talking to a few friends about their Internet portals that they run. The Internet portals business is about three things: Reach: the raw numbers for a basic free service (on desktop and mobile web) Ads: how can we monetise the free services attention via ads More: how the free user can be monetised […]

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Five Questions

March 29th, 2010 · 4 Comments

As one thinks about one’s business, here are five questions that one should ask: Is the market that we are in large enough to ensure our growth? Can we ensure that the Base business continues to grow? What are the Boosters that we can add through new ideas / initiatives / recruitments to incrementally grow […]

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Blog Past: A Manifesto for Middle India

March 28th, 2010 · No Comments

This is from a year ago (during the election season) – and still very relevant now – on thetop anxieties of Middle India that need to be addressed: More Economic Freedom: An assurance that liberalisation will continue, because that is what creates more jobs and opportunities. Over the past few years, liberalisation has come to […]

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Weekend Reading

March 27th, 2010 · No Comments

This week’s links: When to talk to VCs: David Beisel addresses the question. “In many ways, the old adage is very true: the best way to receive funding is ask for advice, and best way receive advice is to ask for funding.” The Commodification of Education: Atanu Dey writes on what India needs. “The commoditization […]

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Voice Conferencing

March 26th, 2010 · 2 Comments

Over the past six months, I have been increasingly using audio conferencing among two groups of 6 or more that I am part of. I have found it very efficient to keep things moving by doing weekly phone calls that everyone in the group is expected to join in. We use Asterisk, which is an […]

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Restaurant Reco: Jewel of India

March 25th, 2010 · 1 Comment

I have had dinner thrice in the past month at “Jewel of India” at Worli in Mumbai. I recommend it whole-heartedly. The food is extraordinarily good. (I stick to Jain food, and they have no shortage of options.) The ambience is nice – so if one is planning to do a business meeting, it offers […]

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Old Failed Ideas

March 24th, 2010 · 4 Comments

Just because an idea didn’t work at a point in time does not mean it was a bad idea. There are multiple reasons for something failing – and one of them could be that the environment was just not right, and not that the ideas itself was flawed. I say this in the context of […]

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1s, 2s and 4s, 6s

March 23rd, 2010 · 3 Comments

Since this is the season of cricket (IPL), I will use a cricketing analogy to write about an idea that all who are heading businesses or responsible for P&Ls need to think about. In cricket, one needs a mix of the ones and twos along with the boundaries and sixes to get to a good […]

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The 4:40 am Alarm

March 22nd, 2010 · 5 Comments

One of my New Year Resolutions was to re-start my daily walk. It had stopped since last August – and I always found reasons to not wake up early in the morning to go for the walk. As so often happens, a New Year offers the chance for a New Beginning – even though logically […]

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Blog Past: Entrepreneurship in India

March 21st, 2010 · No Comments

I wrote this a year ago: Entrepreneurship is happening in India, but there isn’t enough of it and there isn’t enough of capital being invested into early-stage companies. There are two issues: lack of angel funding (whatever little was there has now almost dried up) and lack of the first-round funding. Ventures need about Rs […]

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Weekend Reading

March 20th, 2010 · No Comments

This week’s links: India Media Industry in 2010: A KPMG-FICCI report. America’s Broadband Plan: from ZDnet. “100 megabits per second download speed AND 50 megabit UPLOAD speed in 100 million homes by 2020, Build the fastest wireless network in world, Community facilities such as schools, hospitals and government buildings should have 1 Gigabit access.” The […]

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A friend from Atlanta

March 19th, 2010 · 1 Comment

This weekend, a friend is visiting from Atlanta, along with his wife and 4-year-old daughter. I am very much looking forward to spending a couple days together with them. Our story goes back to a couple of accidental meetings.  The first meeting was about12 years ago — we met on a bus which was taking […]

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Market Size Matters

March 18th, 2010 · 2 Comments

I was discussing this topic with one of my colleagues the other day. The size of the market opportunity matters. For example, we sell Linux-based mailing solutions. That is a tenth of the spend that companies do on Exchange and Notes. So, the question is: how can we target those users? How we define the […]

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Mumbai Traffic

March 17th, 2010 · 4 Comments

I don’t know if we have any urban planners for Mumbai or measure the slowing average speed of traffic movement through the years. As the number of cars increases and with parts of the roads of the city forever in “Dig” mode, traffic conditions are deteriorating. And no one seems to be bothered. It is […]

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Civic Discipline

March 16th, 2010 · 8 Comments

I think we as a people lack civic discipline. Where we need to queue, we rush. Where we need to walk on footpaths, we walk on the road. (Of course, that may be my habit since most urban areas suffer from a lack of walkable footpaths.) Our driving is more like weaving in and out […]

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Book Club: Books Discussed

March 15th, 2010 · No Comments

A few of you had written in saying that I should share the books we discuss in our Book Club meetings. We had one a few years ago. Here are the books that people talked about: Switch: by Chip and Dan Heath (on Change) Other Colors: by  Orham Pamuk (Nobel Literature Prize winner) The $12 […]

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Blog Past: Extreme Competition

March 14th, 2010 · 2 Comments

From a Tech Talk series written four years ago: Today’s world looks very different from the vantage point of where I reside here in Mumbai, India. It is a world full of infinite opportunities as companies seek to leapfrog the legacy of decades of slow development. It is a world with youthful energy and money […]

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Weekend Reading

March 13th, 2010 · No Comments

This week’s links: The Scary New Rich: From Newsweek. “The global middle class is more unstable and less liberal than we thought.” Building a Better Teacher: from The New York Times Sunday Magazine. “When Doug Lemov conducted his own search for those magical ingredients, he noticed something about most successful teachers that he hadn’t expected […]

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Favourite Websites – 2

March 12th, 2010 · 2 Comments

Continuing with my list of favourite websites: Blog.800ceoread.com I visit this at once a week. It gives very good suggestions on business books. Its reviews expose you to new ideas in the business. The sheer diversity of thought that is out there makes it a fascinating read. Deeshaa.org (On India’s Development) This is my colleague […]

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