ValueNotes Connect
Hope you are well. As fears of a double-dip recession loom over the world economy, India has some positive news to offer…

In this month’s issue of ValueNotes Connect, our analysts cover the M&A activity in Q2 2011 and the effects of SEBI’s new takeover norms on M&As in India; explore opportunities available in India’s growing LED market; analyse the effects of the new Product Patent Regime on India’s pharmaceutical sector; and look at the opportunities for foreign players in the Indian waste water management sector. As always, we thank you for taking the time to go through this, and we look forward to your feedback.

Warm regards.

Can the new takeover norms turn the tide for plunging Indian M&A?
– by Aniket Pargaonkar
SEBI has come up with new takeover norms which are expected to simplify and boost mergers and acquisitions in India. Because of these new regulations, India could be an attractive target for private equity firms that want to acquire chunky minority stakes but not buy out the entire public listed company.
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LED spotlight – at the bottom of the pyramid
– by Samanvay Sharma
The growth of the LED market in India will be driven by public awareness of energy-efficient and eco-friendly lighting systems. LED sales in India grew by 70-80% p.a. in the last three years. Given the huge opportunity, LED manufacturers should focus on the country’s burgeoning middle class.
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Product Patent Regime in India – the journey from imitation to innovation
– by Sayli Vaidya
Indian pharmaceutical firms were known to be imitators or reverse engineers. With the reintroduction of the product patent regime in 2005, the R&D scenario has undergone a rapid change which is evident from the R&D efforts and drugs in the pipeline making it to clinical trial phase.
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Charting through India’s waste waters
– by Samanvay Sharma
By 2025, India’s requirement for industrial water will grow four-fold to 120 billion cubic metres. Commercial water treatment in India currently stands at USD 2.2bn and has been growing at 10-12% for the last 5 years. There is a huge opportunity for foreign players as the Indian government allows 100% FDI in this sector.
more>>
September 2011: ValueNotes is the media partner for FICCI’s 8th annual capital markets conference to be held in Mumbai next month. The theme of this year’s conference is ‘Developing capital markets to develop the economy’.
Commissioned research
Some client requests we have helped with:
Market intelligence on North America’s outdoor sporting equipment industry
Market trends and usage of cutting fluids in the Indian lubricants industry
White labelled report on the challenges of gathering market intelligence in India
Survey-based report on corporate governance and the functioning of corporate boards in India
Company profiles of global biotechnology solutions firms including their product offerings, strategic initiatives, and competitive positioning
Report on the views of financial services companies on the changing needs of customers in the medium-longer term
Free downloads
Research report: Is global insurance BPO ready to grow up?
Survey findings: Engineering services outsourcing – perception vs reality
Case study: Due diligence on a prospective joint venture partner
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