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GLG News by this Author

The Automobile Industry - lessons from history. (Vijay Mathur. Inapex Pvt.Ltd.)

September 18, 2007

Analysis of:Suckers or Predators? Foreign governments are suddenly buying American companies. Should we worry? | www.slate.com

1.Globalisation, which is spreading rapidly, implies a multicentric as distinct from the earlier unicentric view of the world. At the corporate strategy level in the developed world, this change of viewpoint is moving much slower than the actual pace of globalisation. Old boy networks, and the consequent unicentric Boards are actively slowing the fundamental changes in corporate thinking that are now essential, and thereby severely limiting the actual opportunities now open to them in Asia. 2.A clear indication of this is the much greater success of Asian companies in Asia(e.g. Suzuki, Hyundai, LG,etc in India)when compared with GM,Ford,VW,& Renault. 3.In the longer term, this lack of adequate expansion into Asia will affect them in their countries of origin as well.It needs to be recognised that the earlier one way flow of finished goods and technology into the developing world is now becoming a two way street.

Volvo Sale- fall out of a Euro-centric Board? Vijay Mathur(Inapex Pvt.Ltd.)

September 13, 2007

Analysis of:Ford May Put Volvo on the Block As North American Woes Deepen | online.wsj.com

The fact that Asian car companies are bidding for Volvo makes one wonder why Ford is not considering holding on to it and powering a Volvo thrust into Asia itself?

FDI - the Indian perspective- Vijay Mathur(Inapex Pvt.Ltd.)

September 11, 2007

Analysis of:Starbucks may take 2 yrs to enter India | timesofindia.indiatimes.com

From the Indian standpoint, FDI makes sense if: 1.It brings in technologies/products/services that are seen as needed. 2.Does not unduly disrupt existing employment structures in the short term, i.e. adds to entrepreneurship and employment rather than jeopardises it. 3.Does not aggravate our balance of payments regime.

The limitation of a Euro-US centric Board. (Vijay Mathur,Inapex Pvt.Ltd.)

September 10, 2007

Analysis of:Alan Mulally's Report Card | www.businessweek.com

While developed world auto markets are huge and therefore dominate thinking, there is too little perspective on Asia and its rapidly escalating impact on future global markets. This needs to change, and the change needs to be recognised by CEOs.

How investors need to use media information. (Vijay Mathur,Inapex Pvt.Ltd.)

September 10, 2007

Analysis of:Elementary | www.economist.com

The question itself is invalid. If journalists were to become complete technical experts, like scientists/technologists their ability to communicate with a layman would be correspondingly reduced. Moreover, no single individual has the capacity to completely understand the huge spread of technologies current today. An investor therefore uses these reports only ot identify areas of interest - thereafter further understanding and analysis is upto him.

The Special Opportunity that India Represents for Li-ion batteries. (Vijay Mathur, Inapex Pvt.Ltd.)

September 4, 2007

Analysis of:How to build a battery that lasts longer than a car | www.powermanagementdesignline.com

The pollution problems of densely populated countries are creating opportunities quite different from those in the developed world. Strategies to leverage these conditions need to be discussed, and in cases found feasible, implemented.

Hybrid Cars- the Indian opportunity(Vijay Mathur, Inapex Pvt.Ltd.)

September 3, 2007

Analysis of:Toyota to Test Plug-in Electric Hybrids | online.wsj.com

Between global warming, and diminishing fossil fuel reserves, the need to progressively introduce hybrids in the mass car market is a no brainer. However,clear links with the consequences of this in terms of availability of special raw materials(e.g.lithium, platinum,etc.)need to be included in the analysis.

Perceptions of luxury in emerging markets. Vijay Mathur(Inapex Pvt.Ltd.)

August 27, 2007

Analysis of:If everyone has one, do you still want one? | www.canada.com

The analysis is valid for the saturated and mature markets in the developed world, but the double digit growth is ocurring in markets like India which has a rapidly growing middle class, and a newly emergent wealthy class. There, the demand is very different, and the newly 'very rich' need to flaunt their wealth. In addition, there is also the expectation of customisation to their tastes and priorities - the earlier willingness to accept Western tastes is diminishing with the growing consciousness of a new 'self-identity'.

Auto components industry - the need for a strategic rethink. (Vijay Mathur, Inapex Pvt.Ltd)

August 17, 2007

Analysis of:Battered Auto-Parts Makers Could Face More Pain | online.wsj.com

With the major shifts in design technology and production methods, manufacturing has become increasingly 'geeky'. Given the lower costs of considerable competence in these areas in India, the entire industry in the US & Europe needs to synergise this development optimally with their plans for the next decade. The opportunity to ease the pain of doing so in the short term can be significantly reduced by taking advantage of the huge growth in the Indian market, and building this into a 'win-win'plan of action. Success would, however, depend on a clear understanding of the drivers of change in India. It is surprising how many senior managements seeking to enter India have not realised the importance of this, and have rushed with initiatives, joint ventures, etc. and have later been frustrated and angry with the unanticipated consequences!

The fix Indian Civil Aviation needs( Vijay Mathur- Inapex Pvt.Ltd.)

August 13, 2007

Analysis of:The Flying Elephant | www.economist.com

Until barely two decades ago, airlines and airports in India were owned and run by the Government and its agencies. Aviation was considered an elite form of transport that could be heavily taxed and more or less to its own devices. All this has changed drastically- airlines and airports are progressively moving out of the Government's ambit, and air travel and cargo has rapidly become 'democratised' - i.e. the much vaunted 'common man' is now travelling by air.Ticket prices are thus much more of a public issue than they were earlier. What is holding progress back,however, is the fact that legislation and policy making has yet to catch up and adapt to these fundamental changes. This offers new entrants a huge opportunity, as well as a threat! The key to success thus lies in a clear understanding of the drivers of the many changes occurring in the sector of the economy.

The Russian Automotive Industry

August 10, 2007

Analysis of:Report: Russian billionaire buys 5 percent stake in GM | www.autonews.com

Mr.Deripaska must have the intention to use such links to create backward links to the Russian vehicle market, which we all know holds huge potential. Logically, therefore, he should be looking for similar opportunities in India,which again could provide significant opportunities for backward links in to Russia as well.

Impact of Indian markets on Vehicle design.(Inapex Pvt.Ltd)

August 8, 2007

Analysis of:Muzzling the Guzzlers: High Gas Prices Drive Effort to Remake SUVs | online.wsj.com

With the rapid growth of the vehicle market in India, the need to factor in the design features based on demand here will grow. The need to reduce weight and cost will also be driven by the growing demand for low pollution engines and relevant product features.  Those companies with the most foresight have already established design teams here, and I believe this is a trend that will grow quickly. Even Western markets will be soon impacted by these developments, so product development strategies should take this in to account. Vijay Mathur

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