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Keynote session on Billions of Entrepreneurs - how China and India are re-shaping their future and yours?, Prof Tarun Khanna, Jorge Paulo Lemann Professor, Harvard Business School
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Keynote session on Billions of Entrepreneurs - how China and India are re-shaping their future and yours?, Prof Tarun Khanna, Jorge Paulo Lemann Professor, Harvard Business School

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Keynote session on Billions of Entrepreneurs - how China and India are re-shaping their future and yours?, Prof Tarun Khanna, Jorge Paulo Lemann Professor, Harvard Business School

Keynote session on Billions of Entrepreneurs - how China and India are re-shaping their future and yours?, Prof Tarun Khanna, Jorge Paulo Lemann Professor, Harvard Business School

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    • 1. NASSCOM Mumbai Tarun Khanna HBS February 15, 2008
    • 2.  
    • 3. Machimaar Village, Mumbai
    • 4. Machimaar Village, Mumbai “ The fishermen were here first ... when Bombay was a dumbbell-shaped island tapering, at the center, to a narrow shining strand beyond which could be seen the finest and largest natural harbor in Asia.” Midnights’s Children. Salman Rushdie
    • 5.  
    • 6. Property Rights China Err in direction of public interest India Err in direction of private rights
    • 7. Caijing Tehelka Information
    • 8. Information China Noise-free but biased India Noisy but unbiased
    • 9. China and India Infrastructure Scorecard China India Roads  Power  Phones  Legal System  Intellectual Property  Risk Capital  CEO Market  Tailored to MNCs Indigenous
    • 10. China and India China Leads India Leads Consumer Autos Pharma Software Electronics Mass Specialty Biotech Films, Banking Advertising Source: Adapted from “China & India: The Race to Growth” Roundtable discussion: Sinha, Khanna, Woetzel, Farrell. McKinsey Quarterly September 2004 Haier Huawei Wahaha Infosys Wipro Biocon
    • 11. Shanghai Stock Exchange National Stock Exchange Equity Markets
    • 12. “ DEERE JOHN, I HAVE FOUND SOMEONE NEW.” The Mahindra Company ©2006 Mahindra USA, Inc. _____________________________________ An independent survey says it all. 82% of folks who’ve owned both a Mahindra tractor and a Deere said they’d buy another Mahindra. We don’t blame the competition for being green with envy. Stop by sometime at mahindrausa.com. Cultivate your dreams ® _____________________________________ <
    • 13.  
    • 14. From Nashik to Nanchang “ We’ve ensured that the handful of Indian expatriates all report to Chinese bosses; they are none the worse for it.” Institutional ownership. Global capital. Indian engineers. Nashik Chinese senior management & ops. Nanchang Tractors to California
    • 15. China + India The Power of 2! Suspension Mexico Monterrey System China Beijing 117 Parts Asia Korea , Taiwan 4 Parts W. E U 4 Parts 22 Parts USA, Canada 18 Parts 360 Parts 47 Parts Generator India Bangalore 122 Parts N. Africa Morocco 23 Parts E . E U Poland 1 Part 1 Part Photo Proteus MO-03
    • 16. Huawei, Haier Where to Innovate?
    • 17.