The Venture Intelligence Blog

A South China Morning Post article  quotes Venture Intelligence data on the rising Chinese VC investments in India. While Western venture capital firms still dominate the investment of India’s tech world, statistics show the influence of Chinese money is on the rise. Last year, at least 23 deals signed by Indian tech start-ups involved Chinese investors, according to market research firm Venture Intelligence. By contrast, the figure was only eight in 2015.  Venture Intelligence is India's longest serving provider of data and analysis on Private Company Financials, Transactions (private equity, venture capital and M&A) & their Valuations in India.

A Factordaily article  on Alibaba's strategy in India quotes Venture Intelligence data on it's  India investments: Venture Intelligence  is India's longest serving provider of data and analysis on Private Company Financials, Transactions (private equity, venture capital and M&A) & their Valuations in India.

Here's an extract from the Rise Capital Blog : ... the differences between China and India matter just as much as the similarities. We believe that there will be quite a few investors who get “burned” by buying at lofty valuations this time around who subscribe fully to the convenient idea that India is the “next China”, and that Internet companies there are the “____ of India” (fill in the blank with any successful Chinese Internet startup). At Rise, we are eerily reminded of the rush of investment capital that flooded into Brazil a few years ago, with VCs believing that Brazil could also become the “next China”. At one point, the overnight flights from Kennedy (NYC) to Guarulhos (Sao Paolo) were packed with American VCs, startups were getting funded at a breathtaking clip, and early-stage valuations well north of >$100m were not uncommon. So what happened? A dip in the Brazilian economy combined with a realization by VCs that Brazil is actually quite different than China has...

From the article in Forbes by Journalist Rebecca Fannin. India’s entrepreneurial journey is at least five years behind China’s path. There’s no Jack Ma or Robin Li in sight or a big-time IPO like Youku. India lacks the entrepreneurial buzz and fast pace of China tech clusters. Indian entrepreneurship has been led by grassroots efforts, and the government hasn’t always been venture friendly. If India is ever to break through, it needs to ditch an image as just for outsourcing or low-cost engineering and business services—a major challenge for the world leader of the booming $500 billion global outsourcing market. But India could eventually become a tech minipower and grab some of the limelight from China. Contemporary corporate centers such as Whitefield on the outskirts of Bangalore and the Gurgaon satellite city in Delhi showcase that India is rising. For sure, India needs a lot more deals with the stature of online travel site MakeMyTrip, a deal that barely gets noticed next to Chin...

In an article for Businessworld, Omkar Goswami provides one of the stronger opinions - by a business/economics person - on China-India relations. Let’s have no doubt about a few things. China will always support Pakistan, come hail or high water. It will sooner or later start damming the Tsangpo (which becomes the Brahmaputra in India) and the Sutlej. My unlettered guess is that the work is about to start, or has just started — especially across the Sutlej. It will continue to make strident claims on Arunachal Pradesh. It will significantly strengthen its capabilities to move troops, artillery and other fire-power along its borders with India — both across Ladakh, Himachal and Uttaranchal in the west and Arunachal in the east. It will incessantly complain about the Dalai Lama if he visits border areas. It will never allow India a hope in hell of a permanent UN Security Council seat. And block any move that gives India a greater role in today’s league of nations. China is no friend of ...

Arvind Singhal of Technopak has an article in the Business Standard comparing India and China. Both got their independence around the same time, had similar scale of economies and challenges, and then both lost a few decades due to misplaced ideology. China started its reform process in 1978, while India did it in 1991. Yet, today, even the most optimistic on India would not claim that India in 2022 will be where China is in 2009. If a single word can explain the difference between China and India.., it is “audacity” in case of China, and lack of it when it comes to India. At different stages in its history, Chinese rulers have dreamt audaciously and executed their dreams resolutely and ruthlessly. At different stages in Indian history, the rulers have chosen to negotiate, compromise, take the path of least resistance, or have left things to divinity. Post-Independence, we have even misinterpreted the Gandhian notion of austerity to justify our very “small” thinking, and have taken sh...