Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
527 Views
The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
405 Views
MS-India Index Earning Revision (Feb): Mahindra & Mahindra, Indian Oil, LTIMindtree
We analyzed MS-India's consensus for Feb 2026 and highlighted changes of EPS in Mahindra & Mahindra, Indian Oil, LTIMindtree, Jindal Steel & Power,...
344 Views
MS-India Index Earning Revision (Dec): InterGlobe Aviation, ICICI Bank, Shriram Finance
We analyzed MS-India's consensus for Dec 2025 and highlighted changes of EPS in InterGlobe Aviation, ICICI Bank, Shriram Finance, IndusInd Bank,...
353 Views
Bharti Airtel Block - Third Selldown by Promoter Entity This Year
Sunil Mittal-led promoter entity, Indian Continent Investment (ICI) is looking to raise around US$806m via selling a 0.6% stake in Airtel.
448 Views