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India - Politics and Business  Rafiq Dossani [email_address]
India’s puzzles till 1989 ,[object Object],[object Object],[object Object],[object Object]
Governance: fundamental change ,[object Object],[object Object],[object Object]
Up to 1989, the ruling class was a person – the Prime Minister MP: dormant species, reports to SCM Cabinet ministers: fixers, coterie member.  Bureaucrat: intellectual arm of coterie State Chief Minister: manages MPs Reports to PM
Why governance was ineffective and unstable ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Post-1989 Coalition MP: still dormant species State Chief Minister: regional party leader  National party executive committee: fixers, coterie members Bureaucracy: depoliticized
Why governance is effective and stable ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Impact of regionalization of politics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Doing Business in India
Impact of good regulation: 3 new cellphone users/s ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The media – lively, newsworthy, but reflects weak civil society
 
 
2008 Ambassador 1962 Fiat 1100D 1943 Willys MB 2008 Mahindra Jeep 1956 Morris Oxford 2004 Premier Padmini 2008 Tata Nano Business wasn’t always easy
Big business is thriving The IT industry will add 360,000 jobs in 2008, or 3 jobs for every minute of a working day. 13 19 18 21 29 26 OPM 112000 46000 44000 46000 49000 56000 Rev/Emp p.a. 71000 49000 55000 80000 88000 108000 Employee NA 11 7 10 6 6 Qoq 48 54 48 26 32 37 Yoy 2000 560 600 920 1100 1500 Q.Rev $m (4Q2007) Accenture* Satyam Cognizant Wipro Infosys TCS
So is small business
Servers of a NY bank maintained from Indore, India
The source of daytime power
India’s Skills: English   Dawa Doma Sheupa Debbie White 50 million speak good English
Another 250 million speak some English Literacy 60%
Even as 1 new college opens daily, 700 m are left behind
A.K.Ramanujan’s definition of Indian Village Time:  indefinite, continuous, anywhere between a few decades ago and the medieval centuries.  30% of rural population consumes less than1600 calories/day % or underweight rural children below 5 years: 50%(40%) % of rural adult females with severe anemia: 80% (50%)
Space at $700/square foot $6,000 for 20’x15’ City of hope
The slums of Dharavi in Mumbai have an average of one toilet per 1440 persons.
Long-term business view ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Entry Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
India V China ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions?

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Dossani

  • 1. India - Politics and Business Rafiq Dossani [email_address]
  • 2.
  • 3.
  • 4. Up to 1989, the ruling class was a person – the Prime Minister MP: dormant species, reports to SCM Cabinet ministers: fixers, coterie member. Bureaucrat: intellectual arm of coterie State Chief Minister: manages MPs Reports to PM
  • 5.
  • 6. Post-1989 Coalition MP: still dormant species State Chief Minister: regional party leader National party executive committee: fixers, coterie members Bureaucracy: depoliticized
  • 7.
  • 8.
  • 10.
  • 11. The media – lively, newsworthy, but reflects weak civil society
  • 12.  
  • 13.  
  • 14. 2008 Ambassador 1962 Fiat 1100D 1943 Willys MB 2008 Mahindra Jeep 1956 Morris Oxford 2004 Premier Padmini 2008 Tata Nano Business wasn’t always easy
  • 15. Big business is thriving The IT industry will add 360,000 jobs in 2008, or 3 jobs for every minute of a working day. 13 19 18 21 29 26 OPM 112000 46000 44000 46000 49000 56000 Rev/Emp p.a. 71000 49000 55000 80000 88000 108000 Employee NA 11 7 10 6 6 Qoq 48 54 48 26 32 37 Yoy 2000 560 600 920 1100 1500 Q.Rev $m (4Q2007) Accenture* Satyam Cognizant Wipro Infosys TCS
  • 16. So is small business
  • 17. Servers of a NY bank maintained from Indore, India
  • 18. The source of daytime power
  • 19. India’s Skills: English Dawa Doma Sheupa Debbie White 50 million speak good English
  • 20. Another 250 million speak some English Literacy 60%
  • 21. Even as 1 new college opens daily, 700 m are left behind
  • 22. A.K.Ramanujan’s definition of Indian Village Time: indefinite, continuous, anywhere between a few decades ago and the medieval centuries. 30% of rural population consumes less than1600 calories/day % or underweight rural children below 5 years: 50%(40%) % of rural adult females with severe anemia: 80% (50%)
  • 23. Space at $700/square foot $6,000 for 20’x15’ City of hope
  • 24. The slums of Dharavi in Mumbai have an average of one toilet per 1440 persons.
  • 25.
  • 26.
  • 27.