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Lachminiwas (‘LN’) Sadani, is Managing Director, Nomura Group and Chief Investment Officer of the Infrastructure/PE investments platform at the Nomura Group, one of the World’s leading investment banks. In a four part interview Mr Sadani and I discuss the subject of Private Equity investments in India. Starting with what promoters expect, we cover

  • what has impacted PE investments in India in 2012,
  • valuations in India and the smart Indian promoter,
  • PE investment and exit from Paras Pharmaceuticals etc.

No discussion of the subject is complete without covering the PE investment in Indian Infrastructure development – what’s gone right and what needs to be addressed. 

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In the light of Wall Street Journal report in early July 2012 that "overall, investment by private equity firms in India in the first quarter (of 2012) stood at $1.8 billion, just half of the total investment made in the same period last year", in part 2 of the podcast LN Sadani discusses the Indian Private Equity scenario.

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LN says valuations in PE deals tend to be higher in India than other countries like China. He gives credit to the Indian promoters for that. We discuss the sale of Anchor Electricals and Paras Pharmaceuticals. We examine if that is an indicator that more first-generation Indian entrepreneurs would like to sell off their businesses.

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In the final part of this podcast LN Sadani talks of political will, and policy measures for PE investments in Indian Infrastructure.

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IIT Alumnus, Mr. Vinod Aachi, who is Head of Regional Markets at Standard Chartered Bank in Singapore talks to me about transformation in Nigeria.

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Dr. Shekhar Mitra Sr. VP Corporate R&D Proctor and Gamble spoke at the PanIIT APAC 2012 conference on 7 Apr 2012. Here is the audio recording of the talk.

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Mr. Ananth Krishnan Chief Technology Officer of Tata Consultancy Services spoke at the PanIIT APAC conference held in Singapore on 6-7 Apr, 2012. Key points he made were -

  • "Frugal Innovation delivers more value at lower costs to more people."
  • "Frugality could be on many dimensions"
  • Examples - Swach water filter, Tata Nano Car, Low cost surgical devices, Quality health care for people below poverty line and many more
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In Part 3 of the podcast Dr. Mitra speak about the importance of science education and using it for developing products to improve people's lives.  Students who do not have an aptitude for pure theoretical science need not face a dilemma says Dr. Mitra who has worked at the intersection of science and consumer for many decades.

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In the Second part of the podcast Dr. Mitra explains how innovation and science is used to provide  water purifying chemicals in sachets to the poor in Africa at low cost. Also about the initiative to help farmers in Himachal Pradesh in India to grow rare fragrant herbs and buy them back.

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Dr. Shekhar Mitra Sr. VP Corporate R&D Proctor and Gamble on Take Away from PanIIT APAC 2012 conference. This is a 3 part interview I had with Dr. Mitra. In the first part, Dr Mitra Speaks of his experience at the conference and the learning take away that was there. "This has been one of the better conferences I have been to as I attend a number of them as a speaker or as a participant. Well organised, the theme is so relevant.

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