Indian Telecoms: Jio Has Arrived. Will It Succeed?
We wrote a quick note on the launch of the Jio's 4G offering. We hope to expand this in a couple of pieces this week which will reiterate our view...
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IDEA/Vodafone Courtship: A New No1 in India? Indian Telecom Consolidation Moving Forward.
We have spoken about likely consolidation in the Indian mobile market in the past, given the massive sums that need to be spent to stay relevant in...
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Bharti: Jio Worries Overdone. Recovery Continues
Jio has built a huge amount of wireless capacity in an Indian context, but India is a very large country, with thin incumbent networks. If Jio...
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Bharti Infratel: The Squeeze Is Here
When we wrote about Bharti Infratel (BHIN) in February there was considerable push back on the idea that margins would be squeezed. We believe the...
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Indian Telcos: Optimistic Outlook as IDEA Reduces Price Competition
We recently met telecom operators in India and came away with a relatively optimistic outlook. Our top pick remains Bharti Airtel (Bharti) but we...
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