Indian Mobile Internet Industry: Last Mover Advantage to Reliance Jio?
"They (Jio) are offering a free year of service to buyers of new iPhones" Tim CookIn simple terms, Jio is the largest start-up in the world. Within...
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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...
1k Views
The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
527 Views