Indian Telcos Continue to Suffer from Jio's Launch but a Recovery Is Coming for the Survivors
The launch of Reliance Industries' (RIL IN) Jio at a cost of close to $30bn continues to massively disrupt the Indian telecoms market. Â The launch...
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Delhi High Court Deal for Docomo/Tata Good for Foreign FDI, May Help Further Realign Sector
After months of speculation as to which foreign partner would join with Tata Teleservices (public speculation included Carlos Slim, Altimo, Telcol,...
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India: Bharti Infratel Hitting an Air Pocket. Tower Market Will Be Disrupted by Telco Consolidation
We wrote about Bharti Infratel (BHIN IN) recently but given the rapidly developing consolidation story, we have done more work on the likely growth...
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Jio Aggression Sets the Cat Amongst the Pigeons
Jio’s 100 million subscribers may be only a month away from the expiration of their free services, but the company seems to be playing its cards...
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IDEA and RCOM Fall into Loss as Consolidation Becomes an Imperative.
We have written previously about the attraction of a merger between IDEA (IDEA IN) and Vodafone's (VOD LN) Indian assets. What has focused...
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