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Showing posts with the label emerging markets

What I've been reading this week

I think that participants in the TMT industry need to read widely in order to understand the present and future dynamics of the market. To that end, this post is a collection of the articles that have caught my eye. This (last!) week – Daily, RIM blow their own trumpets, DSL trumps cable in the UK, why startup investing isn’t like Moneyball and how Africa is becoming a creative force in media Digital Media The headline here is that The Daily (of Murdoch ownership/ fame) is the highest grossing iPad app... currently and only in the US. Apple doesn’t release global or granular statistics, so who knows what this really means. http://blog.thedaily.com/post/18196083686/betcha-cant-guess-whats-currently-the App download volumes keep rising – to be expected given the vast number of devices sold every quarter – however per person this isn’t a big number. In reality, most people don’t download many applications and when we do, they’re the most popular ones. We’re herd animals, after all. http:/...

India awakening

Just a short post from me - I've just spent the day at a client in Gurgaon , just outside New Delhi. Frankly I was amazed by the tangible sense of progress in the city, which resembles an Indian-flavoured Seoul (with the exception of the typically abysmal India road system). Big tech' names were everywhere, as was glass and steel, which completely dominate the skyline. Compared to the wide boulevards of colonially-styled New Delhi, this was a major shock. I was also very impressed by the ambition of the client in question - a palpable sense of energy and ambition permeated their (very large) corporate headquarters. Could it be that India is finally emerging from it's 20 year funk and becoming a genuine high tech challenger to China? Let's hope so...