从这里了解印度人对中国的看法

印媒:印度初创企业,中国BAT在盯着你们

2015-11-24 09:05 44个评论 字号:

Indian startups, Chinese giants Baidu, Alibaba & Tencent eyeing you

印度初创企业,中国BAT盯上你们了

NEW DELHI: A new group of investors — Chinese in origin — is poised to step in as investors of choice for Indian startups, taking the place of some of the country’s biggest venture capital firms that are becoming more cautious about writing large cheques.

Baidu, Alibaba Group and Tencent Holdings, collectively known as BAT, have been scouting in India for a year for startups to invest in, to take advantage of potential opportunities in the world’s third-largest smartphone market, several investors and entrepreneurs ET spoke to said.

While Alibaba and Tencent have already ploughed in millions, questions, however, have stacked up about their focus and investment strategies for Asia’s second-largest economy.

“India is the last big frontier for the global mobile internet,” said Vikram Vaidyanathan, managing director at Matrix Partners India. “BAT as global heavyweights will definitely play a role in shaping this ecosystem. Given their investment track record and deep sector expertise, I think many Indian startups would welcome their participation.

The growing interest in India comes at an opportune time for BAT, with venture capital investors realigning their portfolios as several startups are struggling to sustain or grow.

Baidu declined to comment for this story while Alibaba and Tencent did not reply to email queries.

Venture capital firms pumped in a record $4 billion (Rs 26,000 crore) in Indian startups between January and September this year, but the deals are becoming fewer and smaller — investments dropped from 43 deals worth $604 million in July to 30 deals worth $255 million in September.

US-based Tiger Global Management, the most prolific backer of startups in India, has decided to tone down its aggressive style in the country, in a reflection of the limits of its strategy so far as well as the changing investor mood, ET reported on November 20.

Alibaba Group, China’s largest ecommerce firm, invested $680 million in Noida-based online retailer Paytm in September, a month after pumping in $100 million to $125 million in Snapdeal, India’s second-largest online marketplace by sales.

“(Alibaba Group) has invested close to $1 billion (in Indian startups), which is the largest from China,” said Vijay Shekhar Sharma, founder and chief executive of Paytm. “They have the sharpest focus among the three.”

Shenzhen-based Tencent, which owns mobile app WeChat, in August invested in online healthcare startup Practo as part of a $90-million funding round. Baidu, China’s largest internet search company, is in talks to invest in Mydala, an online coupon and discount marketing firm, ET reported on November 10.

“Each of them will likely invest here, and will invest in sectors that are close to their core business,” said a fund manager with a venture capital firm, on condition of anonymity. “Commerce and wallets for Alibaba, social and mobile consumer for Tencent, and mobile consumer and commerce for Baidu.”

以下来自环球网的编译 http://oversea.huanqiu.com/article/2015-11/8028962.html

印度本国的投资公司在面对初创企业时越来越谨慎。与此同时,一个新的投资群体——中国投资者雄心勃勃地要投资印度初创企业。百度、阿里巴巴和腾讯组成的互联网三大巨头“BAT”,已经对印度进行了为期一年的考察,物色值得投资的初创企业。

“印度是全球移动互联网最后的重要前沿阵地。”印度经纬创投公司总经理维克拉姆说,“作为全球重量级互联网巨头,BAT必将在打造新的经济体系过程中扮演重要角色。BAT拥有良好的投资记录和专业经验,我认为很多印度初创企业会欢迎BAT的加入。”

BAT对印度兴趣的增长恰逢其时。一批印度初创企业苦心维持经营之际,风险投资者正在重新调整投资组合。今年1-9月,风投公司共向初创企业投资40亿美元,但投资金额逐渐减少,从今年7月价值6.04亿美元的43笔投资,下降到9月的30笔投资,共计2.55亿美元。

阿里巴巴今年9月向印度电商Paytm投资6.8亿美元。1个月前,阿里已向印度第二大电商Snapdeal注资1亿到1.25亿美元。今年8月,腾讯牵头参与对印度医疗信息提供商Practo一项9000万美元的融资活动。百度则拟入股印度最大的折扣网站Mydala。

一名风投基金经理说:“BAT三家企业都有可能在印度投资,并且投资领域都很接近他们的核心业务。”还有一些人认为电子商务并不是三巨头唯一的投资方向,旅游、房地产和教育也有可能吸引投资者的关注。“我认为他们不会将自己的业务局限在电子商务,其他领域也有很大市场,”赛富投资基金公司的马扬克说道,“BAT在中国是多产的投资者,我认为他们会在印度市场采取多种投资策略。”(聂晶译)

以下是《印度时报》读者的评论:

外文地址:http://timesofindia.indiatimes.com/tech/tech-news/Indian-startups-Chinese-giants-Baidu-Alibaba-Tencent-eyeing-you/articleshow/49887958.cms
评论地址:http://economictimes.indiatimes.com/small-biz/startups/chinas-baidu-alibaba-tencent-scouting-for-indian-startups-to-invest-in/articleshow/49885735.cms

Dipesh Chandra
19486
13 hours ago

ok
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好吧

 

Tans
5377
16 hours ago

while the FDI is good for our economy but chinese investing so much could lead to trouble at a later stage
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外资对我们经济是有利的,但是过多的中国投资在以后会带来麻烦的

 

Manuj Khurana
10614
17 hours ago

Good for India.. FDI coming in..
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对印度有好处,外资进来了

 

Ravi K Gupta
20372
19 hours ago

hmm
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Apurva Joshi
4249
19 hours ago

Its good for Indian startups in the time where vcs are losing their interest in them.
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此刻对印度初创企业是有利的,风险投资对他们失去了兴趣

 

Biswarup Gooptu
15 hours ago

They’re an emerging source of much-needed capital, at a time when VCs are becoming increasingly reluctant to write larger cheques.
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正值风险投资越来越不愿意开出更大支票之际,他们是印度急需资金的新兴来源。

 

Dipesh Chandra
19486
20 hours ago

ok….
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好吧

 

PROUD INDIAN
41726
20 hours ago

but what about the authenticity of the sellers
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卖家的真实性怎么说

 

S Kumar
11096
20 hours ago

this giant has enough of money and doesn’t know where to invest
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这些巨头的钱足够,不知道投资哪里

 

mangesh kharche
2810
21 hours ago

hope this will lead to healthy competition and helps to improve customer experience..
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希望能带来健康竞争,帮助改善客户体验

 

Ivan Bigger
11761
21 hours ago

Good to hear…invest wisely…
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这是好消息…明智的投资…

 

Ashwani Kumar
88344
21 hours ago

Diversification by these companies.

这些公司让投资多样化

友荐云推荐
    • 当今互联网基本上就是外资当道,阿里巴巴的大股东是日本人、二股东是美国人,两家相加就差不多60%的股权,百度的大股东是也是美国人,腾讯大股东是南非人
      新兴市场要发展,只能引入外资,最后结果难免就是沦为帮发达国家打工,以后阿三也必然会走这条路

        • 是呀,汽车产业最刺激了,连配件都大多是外资控股,在TG是土地上,洋鬼子全线通吃,赚完一毛八角!我们都在为外国打工!!

          • 乘用车因为没有建立起产业链,当时的市场也不大,丰田不肯进来,法国看不起,所以根本没有多少筹码和人家谈判。 零部件的核心技术更无法得到。
            商用车(货车)因为有完整的产业链,通过低价抢到了市场,发展了起来,技术上也比韩国略有优势。
            现在看到一点希望了,广汽独立研发的C级车GA8明年就上市了,再过几年也许可以追上韩国。 但是零部件核心技术还是被人家卡死,专利无法绕过。(涡轮、变速器、ABS、 ESP等等)。

          • 不能这么算,腾讯百度淘宝的总部都在中国,上税也是给中国上,员工也是国人多,另外,他们的利润大多用于投资、融资、扩大规模了,真正外流的现金没想象中这么多

          • 卡脖子也没办法,全世界都被丰田的爱信卡变速箱的脖子,不也是没办法么,神车搞个DSG出那么多问题,还不是只有咬掉牙吞下去

          • 很多人都会喷“市场换技术”如何如何错误,拿现在去套当年。
            其实那个年代根本没有筹码没有能力和人家谈判,如果克莱斯勒不是最后时刻坑我们,把旧生产线由100万美元提高到300万,导致谈崩,也就没有后来大众什么事了。 占领了中国市场克莱斯勒也不会走到今天的衰败。
            所谓的市场,当年其实小得可怜,根本无法跟国外市场去比。日本几家汽车大企业根本看不上眼(我国当时向它们发出邀请)。 当时的大众已经是相当好人品(现在这些奸商作为很多都是国人教给它的)。

      • 假设我和核携,还有沙沙兄,每人都有1万亿。

        你经营阿里巴巴或者腾讯,我们三个都想成为你的大股东,你会怎么选?
        你一定会想,有钱的人多的是,如此牛 逼的企业不多,你肯定选一个投钱多,占股少,不问经营的投资人。
        到最后你觉得是谁在控制公司?你?我?还是沙沙!

        • 首先一个问题,在公司初创,连A轮融资甚至风投都还没经历的情况下,你根本就不可能是什么牛逼企业,最多就是有点创新意思的企业,这个时候你为了开这个公司冒着巨大风险卖了房子欠了一屁股债,面临资金链紧绷,能有个投资人上门过问一下那都是件多么值得欢呼的事情,还抢着要?是不是想太多了。抢着要的都是C轮融资之后等着上市的大企业了。
          要记住,投资人永远才是最牛逼的,好的项目、有潜力的项目简直不要太多了,资本市场,永远是资本为王。

          另外,你说的应该是指类似阿里的AB股架构,A股用于投资和分红,B股决定股权,而不是投钱多、占股少,投资人不是傻子,投钱多一定是占股多,投钱多占股少那叫慈善家不叫投资人。至于谁控制公司,当然是董事会控制公司,谁能够帮董事会股东赚钱谁控制董事会,马云现在不也在拼命的高价回购雅虎在阿里的股权嘛,还不是为了稳定自己在阿里董事会的话语权,日本人和美国人当初融资的时候,确实说过不会参与公司日常运营,但是你阿里不管做得多大,现实就是大部分赚的钱都得分给日本人和美国人,你马云就只能拿百分之十几的分红。

  1. 印度只能对其第三产业投资,投资印度实业太可怕了,电厂还得自备,物流极不发达,过个邦交一次费,各种腐败,素质不高的劳动力和工会

  2. 印度的投资环境,税务政策,人事资源,用工制度,劳工的责任心,环境污染,运输条件,征地等等一系列的问题需要解决和改变,否则,除了去印度卖产品能可靠性高外,其它在印度本土的投资,经历和事例一再地证明,只会是陪本的最终结果.中国的企业家千万不要再无知了.

  3. 阿三是都比吗?百度,阿里,腾讯全是互联网公司啊,这个行业的投资顶个蛋用啊,除了赚阿三钱,连提供的工作岗位的很少,阿三应该希望基础工业类的投资比较靠谱点·

  4. 丛林法则,千年不变,30年前,美国日本欧盟也是这样进入中国的,现在中国人开始在世界重复他们的做法。大鱼吃小鱼,老大吃肉,小弟喝汤,这就是和谐的世界。中国今天可以这样,成为新的老大中一员,说明中国的发展是成功的。最近有人唱衰东莞工厂倒闭多少家,如果没有倒闭,没有新的科技型工厂出现,那中国才是要担心进入中等收入陷阱了。看一下美国硅谷每天多少家公司倒闭,硅谷不行了吗?只是现在的发展和升级速度不是以前能比的,移动短信以前多牛,一天几个亿,QQ一出,微信一出,一下完蛋。