Approach large Geographic Spread in Defense, Telecom, Railways & Healthcare Ecosystem
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This Independence Day Eve the mood is one of relection and review and not so much of Celebration and big Joy because of prevailing conditions of general slowdown and policy
anxieties. In last four months or so, some policy initiatives on local manufacturing ( Cluster Manufacturing ) and Semiconductor JV have been initiated to pump up the market though.This
should pep up the local economic activity eventually, past the bureaucratic hurdles of approvals
and clearances.As an outfall the T&M industry ,at least the Global one should benefit.
Likewise on the local manufacturing and assembly of Smartphones ,a definitive big step has happened by both the local manufacturers and the giant International OEMs. We have also seen small
MNC firms moving in India through the FIPB approvals on technology /Defense side and some modest activity on the aerospace SME side too. All this will help the T&M Capex involved on the manufacturing and factory floor testing projects. The similar things need stepping up on the Railways related technologies where getting niche technology from abroad and developing locally should be relatively easier ,less Expensive to set up and no of end units to be consumed in Indian Network are high.
I think the Apps driven Economy catering to sectors like Medicare, Healthcare and Public Health Systems Delivery is huge and underpenetrated as the leverage to big numbers hasnt been realised here.The success will depend upon mass development of local apps and finding mobile and Tablet hardware platforms to ride on.A combination of startups, IT integration capability, Domestic market for social sector and Government incentivising coupled with venture capital can be the boost.Real benefit will however come if we get fair amount of FDI as well as the local capital to invest. I will
continue writing on these opportunities in succeding posts too.
On a Personal note, I had been getting lot of encouragement from different quarters (friends,past colleagues and industry veterans etc) to register thoughts here.However more recently our Roorkee
Class of 1971 has been reconnected -in the virtual world - to reboot my enthusiasm. To this E&C
batch ( 1967-71) at University of Roorkee I dedicate this blog. Happy Independence Day !!
