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. The launch...
321 Views
IDEA's Merger with Vodafone a Major Positive but Overshadowed by Lost Market Share in near Term
India is migrating to 4G faster than we previously thought as users warm to Jio's disruptive offerings. While we remain bullish on the long term...
390 Views
As Jio's Speed Stabilises It Looks for Ways to Attract High ARPU Customers
Stabilising Speeds a Sign of Jio’s Infrastructure Investment Paying off? We had stated in an earlier report (Jio Infra: Ready for Next-Gen Mobile...
318 Views
Payment Banks Emerge as Financial Inclusion Becomes Need of the Hour in India
Compulsion for Financial Inclusion in IndiaIn India, the GINI coefficient in rural areas rose to 0.28 in 2011-12 from 0.26 in 2004-05 and rose...
260 Views
Jio's Dependence on the Rural Sector to Remain High in the Medium Term
Jio Serves as Fuel to Propel Digital IndiaDuring his monthly radio programme (Mann ki Baat) broadcast in March 2017, Modi used the BJP’s state...
328 Views