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...
322 Views
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...
305 Views
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...
936 Views
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 remainsĀ Bharti Airtel (Bharti) but we...
270 Views
Indian Telcos: A Mixed Bag Ahead of Jio Launch
The release of 3Q numbers for the major Indian operators concluded with Bharti Airtel LtdĀ (Bharti) on Thursday. Reported earnings have been weaker...
323 Views