INTERVIEW : PROMOD HAQUE

'The US slowdown impact will be short-term'

Posted: Thursday, May 01, 2008 at 2051 hrs IST
Updated: Thursday, May 01, 2008 at 2051 hrs IST

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Gold the most preferred investment

: arbitrage, then it would be difficult for them in the future. It would be difficult for companies that leverage wage arbitrage rather than knowledge arbitrage. We should move from commodities and work on building knowledge.

Does the cross-border or hybrid investments still work in the rising-cost scenario? Has there been any change in the model?

The cross-border model still works. We have several companies that are successfully running that model. It is part of the knowledge arbitrage that I mentioned before. Companies will do development work out of India not only because it is cheaper, but also because there is talent available in India. It still works for India.

NVP has been expanding its India team. What opportunities do you see in India to invest in?

The opportunities are in all areas. For instance, in the consumer Internet space. There are many companies in India that can offer a higher value of work in the knowledge arbitrage space. We see opportunities in product companies in India....

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