Indian Telcos: A Mixed Bag Ahead of Jio Launch
The release of 3Q numbers for the major Indian operators concluded with Bharti Airtel Ltd (Bharti) on Thursday. Reported earnings have been weaker...
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China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.4k Views
Bharti's Capex Spending Boosts Market Leadership
Indian market repair is underway but it will be survival of the biggest. Bharti announced a sharp increase in capex this week to $9bn over 3 1/2...
328 Views
The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
380 Views
Indian Telecom Market Repair Underway
Indian telcos have been hurt by continued speculation about the new entry from Reliance Jio (Jio). Â We think these concerns are overdone and prefer...
310 Views