January 2008 Mukul Singhal Emerging Opportunities In High Growth Areas 26 th  January PAN IIT Mentoring Workshop
India Macro Trends Outsourcing boom continues * Source - Ministry of Commerce, GOI Sustained high GDP growth Passenger Veh...
Mobile VAS <ul><li>Mobile Penetration, Handset Prices, Tariffs, Usage Behavior </li></ul><ul><li>Opportunities </li></ul><...
Internet <ul><li>Access, Convenience and Discovery </li></ul><ul><li>Opportunities </li></ul><ul><ul><li>Information Servi...
Software Products – Emerging Markets <ul><li>Scale and Centralization </li></ul><ul><li>Price Performance Gap </li></ul><u...
Managed Services <ul><li>Outsourcing Still Lucrative! </li></ul><ul><li>Opportunities </li></ul><ul><ul><li>KPO – Analytic...
Entrepreneurial Feedback Source: Venturewoods 233 Votes
Venture Catalysts for Next-Generation Market Leaders <ul><li>Early and Mid Stage Venture Capital Firm </li></ul><ul><li>Se...
Thank You www.canaan.com
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India - Emerging Opportunities

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Emerging Opportunities in High Growth Sectors in India

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India - Emerging Opportunities

  1. 1. January 2008 Mukul Singhal Emerging Opportunities In High Growth Areas 26 th January PAN IIT Mentoring Workshop
  2. 2. India Macro Trends Outsourcing boom continues * Source - Ministry of Commerce, GOI Sustained high GDP growth Passenger Vehicles White Goods Strong growth in consumption Teledensity 33% Vacations 30% Mortgage 29% 11% 8.3 % CAGR Increased foreign direct investment 3.2 5.5 15.7 0 2 4 6 8 10 12 14 16 18 2004-05 2005-06 2006-07 FDI ($ B) 120 %
  3. 3. Mobile VAS <ul><li>Mobile Penetration, Handset Prices, Tariffs, Usage Behavior </li></ul><ul><li>Opportunities </li></ul><ul><ul><li>mCommerce – Mobile Banking, Ticketing, Travel & Holidays </li></ul></ul><ul><ul><li>Advertising – SMS, WAP </li></ul></ul><ul><ul><li>Payment Infrastructure </li></ul></ul><ul><ul><li>Entertainment – Group Messaging, Games, Dating, Chatting </li></ul></ul><ul><ul><li>SMS & IVR Based Data Services – Fleet Management, Sales Force, Alerts </li></ul></ul><ul><li>Challenges </li></ul><ul><ul><li>Payment infrastructure </li></ul></ul><ul><ul><li>Revenue share between operator and content provider </li></ul></ul><ul><ul><li>Low GPRS adoption </li></ul></ul>
  4. 4. Internet <ul><li>Access, Convenience and Discovery </li></ul><ul><li>Opportunities </li></ul><ul><ul><li>Information Services – Navigation, LBS, Travel & Holiday, Local Search </li></ul></ul><ul><ul><li>Classified – Property, Auto </li></ul></ul><ul><ul><li>eCommerce </li></ul></ul><ul><ul><li>Online Financial Services – Comparative Shopping, Wealth Management </li></ul></ul><ul><li>Challenges </li></ul><ul><ul><li>Internet Penetration </li></ul></ul><ul><ul><li>Differentiation </li></ul></ul><ul><ul><li>Payment Infrastructure </li></ul></ul>
  5. 5. Software Products – Emerging Markets <ul><li>Scale and Centralization </li></ul><ul><li>Price Performance Gap </li></ul><ul><li>Opportunities </li></ul><ul><ul><li>Enterprise Automation – BFSI, Retail, Sales Force, CRM </li></ul></ul><ul><ul><li>Micro Payments – P2P Transfer, Pre Paid Top Ups, </li></ul></ul><ul><ul><li>Financial Inclusion </li></ul></ul><ul><li>Challenges </li></ul><ul><ul><li>Target the right segment </li></ul></ul><ul><ul><li>Volume </li></ul></ul><ul><ul><li>Sales Capabilities </li></ul></ul>
  6. 6. Managed Services <ul><li>Outsourcing Still Lucrative! </li></ul><ul><li>Opportunities </li></ul><ul><ul><li>KPO – Analytics, Market Research </li></ul></ul><ul><ul><li>Direct to Consumers – Online Tutoring, Desktop Support, Personal Assistance </li></ul></ul><ul><li>Challenges </li></ul><ul><ul><li>Sales Capabilities </li></ul></ul><ul><ul><li>Scale </li></ul></ul>
  7. 7. Entrepreneurial Feedback Source: Venturewoods 233 Votes
  8. 8. Venture Catalysts for Next-Generation Market Leaders <ul><li>Early and Mid Stage Venture Capital Firm </li></ul><ul><li>Sector Focus - Technology and Healthcare </li></ul><ul><li>Celebrating our 20th anniversary in 2007 </li></ul><ul><li>$3 billion under management across 8 funds </li></ul><ul><li>Current fund: Canaan VII - $450 million </li></ul><ul><li>Developed over 250 venture companies </li></ul><ul><li>116 successful exits to date – 51 IPO’s and 65 M&A’s </li></ul>
  9. 9. Thank You www.canaan.com

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