Governance, Valuations and the Crisis of State Capitalism
In Januaryâs âGovernment and Marketsâ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
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Grameenphone: 4Q15 Recovery to Continue in 2016 Helped by in Market Consolidation in Bangladesh.
Grameenphone Ltd has reported 4Q15 numbers that show a recovery in service revenues helped by strong growth in data. Ebitda was also ahead of...
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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 âsudden stopâ for China and uncontrolled FX depreciation across EM is unfortunately...
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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...
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