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Breaking the Bubble
  An insight into the real world


              - Sanvar Oberoi
2
INFACT, WE ARE!




                  3
INFACT, WE ARE!




YOU JUST DON’T KNOW IT YET
                             4
HERE IS WHY:



               5
NEVER BEFORE IN THE
HISTORY OF THIS COUNTRY
HAS THERE BEEN A TIME
MORE CONDUCIVE TO
ENTREPRENEURSHIP
THAN WHAT IS NOW




                     6
YOU ARE EDUCATING
YOURSELF IN THE FIELD OF
BUSINESS




                           7
FROM THE BEST BUSINESS SCHOOL, LOCATED IN THE
        HEART OF THE FINANCIAL DISTRICT
                   - Sanvar Oberoi          8
IN THE FINANCIAL AND COMMERCIAL CAPITAL OF THIS
                    COUNTRY




                                            9
IN A COUNTRY WHICH IS THE SECOND FASTEST GROWING
              ECONOMY IN THE WORLD




                                            10
AND ALSO THE
THIRD LARGEST
ECONOMY IN THE
    WORLD




           11
WHAT WE HAVE IS A SET OF PEOPLE WHO:

 • ARE BORN AT THE RIGHT TIME
 • BEING PREPARED WITH THE RIGHT SKILLS
 • IN THE RIGHT DISTRICT
 • IN THE RIGHT CITY
 • IN THE RIGHT COUNTRY

WHO ELSE IS AS LUCKY AS WHAT WE ARE?
                                          12
HOW MANY OF YOU HAVE BEEN TO
HYDERABAD?




                               13
14
HOW MANY OF THESE ARE
  INDIAN COMPANIES?


                        15
16
WE AREN’T DOING SO BAD TOO




           - Sanvar Oberoi   17
ICICI OPERATIONAL HQ
SINGLE LARGEST BUILDING IN INDIA




                                   18
HOW MANY OF YOU HAVE BEEN TO
                 HONGKONG?




                         19
NOTICE THE GREAT SKYLINE




                     20
NOTICE THE DEVELOPMENT




                   21
BUT THESE ARE ONLY TANGIBLE MEASURES




                                 22
AS OPPOSED TO HYDERABAD A MAJORITY OF
    THE COMPANIES ARE HONGKONG BASED




                                  23
WHAT’S COMMON BETWEEN THE
      FOLLOWING COMPANIES?




                       24
WHAT’S COMMON BETWEEN THE
           FOLLOWING COMPANIES?
EACH OF THESE COMPANIES AT
   ONE POINT IN TIME WERE
 CONSIDERED UNTOUCHABLE
     IN THEIR RESPECTIVE
 INDUSTRIES. THEY HAD >90%
       MARKET SHARE.
                            25
REMEMBER DARWIN?
                   SURVIVAL OF
                   FITTEST



                     SURVIVAL OF
                   BEST ADAPTIVE

                                 26
CORPORATE STRATEGY 101




                    OR ADAPT FAST
 EITHER CREATE
                         ENOUGH
A NEW MARKET
                              27
LET’S HAVE A DISCUSSION




                          28
YOU HAVE TO START A COMPANY IN ANY INDUSTRY AND IT HAS
TO SURVIVE ATLEAST 20 YEARS WITHOUT CHANGING ITS
METHOD OF OPERATIONS. WHICH COMPANY WOULD IT BE?
                                                   29
HOLY GRAIL OF THE CORPORATE WORLD

          PERCEPTION




                               30
HOLY GRAIL OF THE CORPORATE WORLD

          PERCEPTION




                               31
YOU CAN MAKE ANYTHING OUT OF
         PERCEPTION




                               32
THE CASE OF THE BRITISH ROYAL MAIL




                                33
THE CASE OF THE BRITISH ROYAL MAIL
THE ROYAL MAIL HAD A SUCCESS RATE
 OF 98% FOR THEIR SPEEDPOST. THEY
 WANTED 99% AND SPENT MONTHS
  IMPROVING. ON ATTAINING 99%,
 THEY CONDUCTED A SURVEY WHICH
 REVEALED THAT THE PUBLIC THINKS
   THEIR SUCCESS RATE IS 55-70%.
                                34
THE RIGHT MOVES




                  35
THAT DAY IN
 JULY 2011




          36
37
SO HOW WELL ARE INDIAN
COMPANIES DOING GLOBALLY?




                            38
LIST OF TOP 2000
 SO HOW WELL ARE INDIAN
                   COMPANIES
COMPANIES DOING GLOBALLY?




                             39
NUMBER OF INDIAN AND CHINESE
   COMPANIES IN TOP 2000


                 INDIA, 57



    CHINA, 207




                               40
IS INDIA REALLY INNOVATING?
“Each man, in his lifetime, develops a solution to at
least one problem in his environment” - Cicero



            Are we really focusing on innovation?
         Mukesh Ambani v/s Common Man argument




                                                    41
WHERE THE MAGIC WILL HAPPEN
        CHENNAI
                      PUNE




                  AHMEDABAD




                              42
WHAT IS YOUR BUSINESS BETTING ON?




                              43
POWERING 1.2 BILLION IDEAS
       POPULATION = 1,200,000,000

100 IDEAS = 0.0000083% OF THE POPULATION


        WHAT IF I BET ON IDEAS?




                                           44
UNUTILIZED LABOR




                   45
UNEMPLOYMENT




               46
HOW ELECTIONS IN GREECE AFFECT
   HOUSEHOLD SPENDING IN
   WALKESHWAR, MUMBAI




                             47
June 17 : Elections in Greece


Whether Greece stays in EU


            Euro


     Global currencies


       Indian Rupee


    Foreign investment


 Change in Indian markets


         Profit/Loss            48
CHINA OWNS 10.49% OF US DEBT




                               49
CHINA OWNS 10.49% OF US DEBT




                               50
CHINA OWNS 10.49% OF US DEBT




                               51
THE BIG BAD WORLD OF
SOVERIGN WEALTH FUNDS




                        52
THE BIG BAD WORLD OF
SOVERIGN WEALTH FUNDS




                        53
THE BIG BAD WORLD OF
SOVERIGN WEALTH FUNDS




                        54
WHAT THE GOVT. OF SINGAPORE
       OWNS IN INDIA




                          55
WALK INTO AN IIT DEBATE




   TO REMIND
  YOURSELF OF
WHERE YOU STAND                56
Sources
             • TED Videos
              • Economist
     • Wall Street Journal
        • Financial Times
       • New York Times
          • Investopedia
              • Wikipedia

                         57

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Breaking the Bubble