20060208

Chindias Regal

2005 was the year China became passé. Everybody pulled out of the Middle Empire and invested massively in India where developpers speak perfect English and bubbles (real estate, financial, political, social, ecological, stock-marketal, Mittal...) are less likely to burst in the very short term. Besides, luxury brands eventually realized India would soon become their main market (the country will go from 11 to 20% in about the same time it takes a Ferrari to go from 0 to $200 fines).
Wireless India gained 3.5M subscribers last January and if big metrocities keep claiming the bulk of Bollywood consumer bases, mobile network operators seem committed to roll out in rural India and lower handset retail prices as much as they can : the race has started with the promoters of "fixed-wireless" solutions, supported by your usual suspects from Redmond, WA or Santa Clara, CA, but also by ambitious WIMAX players from Asia.

Don't expect a massive crop of antennas across the Indian horn fields, though : medium-sized cities are big enough for a sound business model, and Monsanto already sprayed Roundup everywhere.



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