Bharti Selling Down Bharti Infratel? The Writing Is on the Wall for Indian Towers
In our recent note on Indian telecoms consolidation, and the possibility of a merger of Vodafone's (VOD LN) Indian business with IDEA (IDEA IN) ,...
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India's Spectrum Auction Ends. Most Spectrum Unsold. Vodafone the Biggest Buyer.
We wrote about India's spectrum auction recently. In the end, it concluded yesterday with a total $9.9bn outlay from the operators. The high...
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Bharti, IDEA and Jio Show Limited Interest in India's Current Spectrum Auction
India's latest spectrum auction commenced on 1 October with two rounds of bidding now completed. Total bids amount to INR567bn ($8.5bn), a small...
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Reliance Jio Launch: Well Begun Is Half Done. Could Displace Idea from #3 Spot
Reliance Jio was commercially launched on 1st September and expectedly offered enticing plans with free voice calls for lifetime and high-volume...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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