科技巨头的印度计划似乎无法绕过穆克什•安巴尼

Big tech’s India plans can’t seem to bypass Mukesh Ambani

科技巨头的印度计划似乎无法绕过穆克什•安巴尼

NEW DELHI: Big Tech is clamoring for a bigger piece of India’s booming internet space, but that increasingly seems to mean going through the country’s richest man, Mukesh Ambani.

新德里：科技巨头争相欲在印度蓬勃发展的互联网领域分得更大一块羹，但这似乎越来越意味着绕不过印度首富穆克什•安巴尼的参与。

Ambani’s Reliance Industries Ltd is said to be offering to sell a stake of about $20 billion in its retail business to Amazon.com Inc, Bloomberg News reported this week. If Ambani succeeds in pulling off such a deal, it would mark another victory for the billionaire, who in recent months has secured $20 billion of investment in his digital unit from marquee names including Facebook Inc and Google Inc.

据彭博新闻本周报道，据称安巴尼的信实工业公司将向亚马逊公司出售其零售业务价值约200亿美元的股份。如果安巴尼成功达成这一交易，将标志着这位亿万富翁的又一次胜利。近几个月来，他已从Facebook和谷歌等知名公司获得200亿美元的投资。

The mere possibility of an Amazon investment reveals not only Ambani’s market clout, but also how India’s business climate is changing as Prime Minister Narendra Modi cranks up nationalist rhetoric while the nation hurtles toward the first annual economic contraction in 40 years. Having seen multiple regulatory roadblocks thrown in their way, a tie-up with a powerful Indian ally has never looked more crucial for the world’s biggest internet companies. And no business person carries more heft in India than Ambani.

单是亚马逊投资的可能性就能显示出安巴尼的市场影响力，还能显示出印度的商业环境正在发生怎样的变化。印度正朝着40年来首次年度经济萎缩的趋势迈进，印度总理纳伦德拉•莫迪加大了民族主义言论的力度。面对重重监管障碍，对全球最大的互联网公司来说，与强大的印度盟友结盟从未像现在这样至关重要。在印度，没有哪个商人比安巴尼更有分量。

Better to cooperate

更好合作

“I suspect the government somewhere is signalling that it’s better for multinational companies to come in with some Indian partner,” said Arun Kumar, an economist and the Malcolm Adiseshiah Chair at the Institute of Social Sciences. “So Amazon might decide it’s better to cooperate with Reliance than compete against it.”

经济学家、社会科学院Malcolm Adiseshiah主席阿伦•库马尔表示：“我认为政府正在暗示，跨国公司与印度合作伙伴合作会更好。因此，亚马逊可能会决定与信实合作，而不是与之竞争。”

The 63-year-old tycoon has identified technology and retail as future growth areas in a pivot away from the energy businesses he inherited from his father who died in 2002. Retail is the next frontier for Ambani,

2002年，安巴尼这位现年63岁的大亨从去世的父亲那里继承了能源业务，他认为科技和零售是未来的增长领域。零售是安巴尼的下一个领域

Silicon Valley’s ambitions in the country represent a threat to Ambani’s ability to achieve such dominance in his home market, but wng their cooperation, with all the know-how and global reach it brings, could help him achieve it faster. That aligns with the emphasis Modi has been placing on develo the local economy.

硅谷在印度的雄心，对安巴尼在本土市场取得这种主导地位的能力构成了威胁，但赢得与他们的合作，以及合作带来的所有技术诀窍和全球影响力，可能有助于他更快地实现这一目标。这与莫迪一直强调的发展本土经济是一致的。

‘Life’s mantra’

In one 33-minute address to the nation recently, PM Modi used the word ‘self-reliance’ 17 times. “The corona crisis has taught us the value of local manufacturing, local markets and local supply chains,” Modi went on to say. “Local is not only our need it is also our responsibility. Time has taught us that we will simply have to make ‘local’ our life’s mantra.”

在最近一次33分钟的全国演讲中，莫迪总理17次提及“自力更生”一词。莫迪说：“新冠危机让我们认识到本土制造业、本土市场和本土供应链的价值。本土化不仅是我们的需要，也是我们的责任。时间告诉我们，我们必须把‘本地化’作为我们的生活信条。”

Even so, India is increasingly important to Silicon Valley because it’s a one billion-plus person market that’s still largely untapped. is dominated by homegrown e-commerce players and largely shuts out global tech companies, while established markets in the West offer limited growth opportunities.

尽管如此，印度对硅谷越来越重要，因为印度是一个拥有10多亿人的市场，但很大程度上仍未被开发。由本土电商企业主导，基本上将全球科技公司拒之门外，而西方成熟市场提供的增长机会有限。

Though Amazon is already India’s largest e-commerce player, it’s ability to compete with domestic firms was hamstrung by an abrupt rule change in 2018 that limited foreign players to operating as e-Bay style marketplaces, rather than selling their own stock.

尽管亚马逊已经是印度最大的电商企业，但由于2018年法规的突然改变，限制了外国企业以e-Bay的方式运营，不能出售自己的股票，这削弱了其与印度国内企业竞争的能力。

Entering e-commerce

进军电商

Not long after, Ambani announced that his own sprawling conglomerate, Reliance Industries, would make an entry into e-commerce, leveraging its control of both India’s largest mobile carrier and biggest network of brick-and-mortar stores.

不久之后，安巴尼宣布，其庞大的企业集团信实工业将进军电商领域，充分利用其对印度最大的移动运营商和最大的实体店网络的控制。

In response, Amazon tried to bolster its presence on the ground with an investment in India’s second biggest physical retailer, cash-strapped Future Group. But the rules restricting foreign ownership in that sector meant its investment was too little to halt Future Group’s slide into financial distress.

作为回应，亚马逊试图通过投资印度第二大实体零售商未来集团(Future Group)来加强自己的地盘。但限制外资在该领域持股的规定意味着，其投资太少，无法阻止未来集团陷入财务困境。

Last month, it was Ambani who was waiting to snap up the majority of the company’s operations for $3.4 billion. Faced with a regulatory disadvantage and a competitor only seeming to grow stronger, it’s not hard to see why Amazon might be tempted to make a peace offering now.

上个月，安巴尼准备以34亿美元的价格收购该公司的大部分业务。面对监管上的劣势和一个越来越强大的竞争对手，不难看出为什么亚马逊现在会忍不住提出和解。

印度时报读者的评论：

译文来源：三泰虎 https://www.santaihu.com/p/50812.html 译者：Jessica.Wu

Godfather Senior

Yes, sell everything to the MNCs and be richest man still at the cost of poor investors! His assets are not even ten percent worth for his total debts, that secret will never come out in open, whichever the party take power position in Delhi !! That much of clout a single man dangerously holds is the worse for any country :-(

把所有东西都卖给跨国公司，牺牲可怜投资者的利益，让自己成为最富有的人!安巴尼的资产甚至还不到其全部债务的10%，这个秘密永远不会公开，无论哪个政党在德里掌权!!一个人拥有如此大的影响力，太危险了，对任何国家来说都是最糟糕的。

Garry Singh

He is debt free, 2nd it doesn't cost anything to Indians. Money is coming from Amazon's pocket from not yours. learn basicas of economics and stop hating successful people

安巴尼没有债务，第二，这对印度人来说没有任何损失，钱来自亚马逊的口袋，而不是你的口袋。先学学基本的经济学吧，不要仇视成功人士

Subscriber

Rightly said we are entering the monopolistic market, consumer will be at disadvantage in terms of pricing when no competition exst, similar like telecom we are paying double the bill now.

我们正在进入垄断市场，这将对消费者不利，没有竞争存在，就像电信行业，我们要付两倍的价格。

Amit Jain

Really.. In Australia, its $10 for 1GB of excess data, how much 1GB of data worth in India?

是吗. .在澳大利亚，流量超出1G要10美元，在印度才多少?

Amit Jain

True.. but isn't Reliance is actually an Indian company and providing jobs to India, not to , westerns or Pakistani's?.

信实是一家印度公司，为印度提供工作机会，而不是给、西方人或巴基斯坦人提供就业机会的，不是吗?

shraddesh desai

this monopoly is not good for the economy.

这种垄断对经济不利。

Vikrant Sharma

With so much monopoly , RIL will eventually dictate. No good for India.

如此大规模的垄断，信实最终将主宰一切。这对印度没好处。

Phantom

Modi talked about atma-nirbhar (Self-Reliance). So all big tech companies (Facebook, Amazon, Google etc.) are tying up with Reliance !

莫迪谈到了自力更生，所有的大型科技公司(Facebook, Amazon，谷歌等)都必须和信实合作!

Jay Boro

US companies investment is to stay in Indian market because fake hyper nationalism of BJP politician is scaring these companies if they get blocked or banned like

美国公司投资信实是为了留在印度市场，因为印度人民党政客的伪民族主义吓到了这些公司，他们怕被封杀或禁止，就像企业一样

Sunil Malhotra

Kudos to mukesh using his clout to sell equity to the richest in world. What is wrong ?

穆克什利用自己的影响力向世界首富出售股权，这有什么问题?

Mister Kayne

I am really looking at a monopoly in the market. That is what is being done there. Once all the competition is swallowed then Reliance will call the shots on pricing and offerings and this would mean the Indian consumer will have no where to go and basically no choice!

我看到的是市场的垄断。一旦竞争没了，价格和产品都将由信实来定，这将意味着印度消费者将无处可去，基本上没得选!

Bharat Expansion

We dont need big tech! We need better and more hard infrastructure!

我们不需要科技巨头!我们需要更好更坚固的基础设施!

Desh Bhakt

Ambani is quite a fraud

Be careful if this gujju bahi

安巴尼是个骗子，要小心这个古吉拉特人

Sharad Gupta

Ambani's best Investment was BJP Party Funding.

安巴尼最好的投资是给人民党提供资金。

Truth Be Told