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...
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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...
296 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...
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Indian Telecom Market Repair Underway
Indian telcos have been hurt by continued speculation about the new entry from Reliance Jio (Jio). Ā We think these concerns are overdone and prefer...
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