During my trip last month to Inida, I got the opportunity to attend a presentation by Dr. Jagadish N. Sheth, Charles H. Kellstadt Chair of Marketing in the Goizueta Business School at Emory University, at a networking event organised by Bangalore chapter of TiE on July 17th, 2006. The 67 old professor talked passionately, and at times humoursly, about Emerging Entrepreneurial Opportunities as India Gets Globally Integrated, highlighting areas, both based on activity and geography, which he considered ripe for growth.
Nothing fundamentally different or new, but still quite an insightful presentation. You can find the slides here.
Some of the things not present in the slide set that he talked about (and which I still remember, though I might get some of the details wrong):
1. The growth in coming decades in India is going to be primarily driven by the domestic Aerospace industry. This was somewhat counter-intuitive as most of the current growth is due to IT and ITES.
2. The geographic areas likely to benefit most by this wave of industrialisation are the Bangalore-Mysore and Bangalore-Hyderabad corridor. (No surprise here)
There were quite a few nuggets of insight, which I don't seem to recall at this moment. Should have taken notes.